bookkeeping firms Carlsbad

We have proudly served Carlsbad and surrounding areas since 1997 and have built long lasting relationships with our clients. As a dual-service legal and accounting firm, we provide an added benefit to our clients with our familiarity of the accounting and legal aspects that must be met for guardianships, conservatorships, probates and trusts. At Cardin and Company, our services will help streamline record keeping and reduce bookkeeping errors. We provide our clients the opportunity to outsource accounting tasks, and maintain accurate financial records. To best service our clients, as an alternative to working on the client information in house, our staff provides on site bookkeeping as well as interactive accounting through WebEx.

Because of Kevin’s experience in the IRS headed the medical profession industry audit, he believes he is specially qualified to offer clients the most efficient tax services. Since Kevin knows the system, he can resolve issues reliably and in a timely manner. KB Tax offers many services, not just individual tax problem resolution.

Helping Your Business Run Efficiently

All the while, we’ll make sure you know exactly what’s going on. At Candice Gerlach, CPA that’s what professionalism means to us. Total Tax Services will prepare your current year or any prior/delinquent year(s) Federal, and State tax returns. If necessary, we will amend any previously filed tax returns. Total Tax Services provides free electronic filing (E-File) for applicable returns. At Total Tax Services our staff is trained and certified to serve a broad client base composed of individuals, corporations, non-profit organizations, and small businesses.

bookkeeping firms Carlsbad

There are all sorts of reasons to hire a Certified Public Accountant. After all, the majority of people tend to despise tax season. We’ve heard all sorts of horror stories from people trying to sort out their financial mess on their own. When it comes to businesses, whether big or small, things often get even more complicated and stressful. Why subject yourself to countless hours of stress and confusion, when you could take back your personal life and rest easy knowing your finances will be taken care of the right way. Forensic accountants investigate financial crimes involving fraud, embezzlement and other issues.

QuickBooks Consulting/Training

Bottom Line Management will tailor our bookkeeping services to your businesses’ needs and provide the essential services that will keep your company in perfect financial order. We prepare sales and use tax returns, Federal and State quarterly and annual payroll tax forms (as part of our payroll service), workers compensation reports, 1099 forms and annual summary. When buying or selling a business it is crucial to value the assets of the company realistically and to evaluate the tax ramifications of the transaction. Having solid asset information and tax planning as the transaction is structured allows either side to address concerns or questions prior to closing. Some ways that Number Runners can assist in the acquisition/sale transaction is by providing cash flow and ratio analysis and tax information.

Such experience includes filing for exempt status, meeting Federal reporting guidelines and implementing a Fund accounting system. Through the use of budgets and ratio analysis we provide tools for management’s use to develop and evaluate long-term objectives. These same tools will show the future impact of planned expansion or investment. As a court-appointed executor, guardian, or conservator, you are required to file an Annual Accounting with the court. As a Trustee, you may also be expected to provide an Annual Accounting to the beneficiaries of the Trust. These accountings must meet the criteria set by the Rules of the Court.

Sales and Use Tax Returns/Audits

If you’re seeking to streamline your bookkeeping, automate your accounts payable, maximize profits, reduce your tax liability, prepare for a business sale or expansion, I believe we’d be a great fit. I am dedicated to providing my clients with the best possible outcomes, and I firmly believe that a well-structured system, a clear plan, a strong team, and efficient processes are the key components of success. That’s why I prioritize automating accounting and workflow processes to ensure accuracy, speed and to minimize the possibility of errors. Contact local CPAs or tax professionals to see if they can offer their services without in-person contact. Many firms can operate remotely or virtually, and others that typically operate face-to-face may be changing their procedures to keep up with social distancing guidelines.

Payroll is an important part of business, especially in the eyes of its employees. Bottom Line Management will manage your payroll accurately and efficiently, making sure your employees are paid on time. We will make sure the Quarterly returns (941, DE9, DE9c) and Year End returns (940 and W-2s) are properly e-filed with IRS and EDD We do this thru our trusted third party payroll contacts. We will prepare the required documentation  and can serve as your company’s representative at the Sales Tax or Workers’ Compensation audit meeting. Our clients know that, like them, we understand success is driven by advanced thinking and free enterprise. With this attitude we have built strong relationships; many of our clients have been with us for over 15 years.

Sales Tax & Workers Comp Audits

Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company. Accountants do not automatically have a Certified Public Accountant (CPA) designation unless they have passed the Uniform CPA Examination and received the proper license. CPAs are also eligible to represent clients before the IRS if audit support is required, while a non-CPA accountant is not. Academic background, years in the field and professional reputation all can affect an accountant’s rates. We offer individual tax return preparation for those who don’t want to deal with the frustration and headaches that accompany preparing their returns. We start the return preparation process with a no-cost meet and greet and situation analysis for every client.

In turn, attorneys often hire CPAs as forensic accountants to help represent the spouse who doesn’t have access to the family’s financial information. Well thought out estate and gift planning will ensure the orderly transfer of assets to your beneficiaries, security to surviving family and minimize the tax consequence. We can assist in the planning process and in the preparation of tax returns. Additionally we provide bookkeeping services which include posting the financial transactions to the general ledger, accounts payable, accounts receivable, and reconciling monthly bank statements. Bottom Line Management’s quality bookkeeping services can help small businesses in Carlsbad, of all sizes and industries, with their monthly bank and credit card reconciliations and financial reporting. In addition, we specialize in bookkeeping clean-up, if necessary.


It can also be difficult to keep track of all of your financial information you’ll want to have later on when you’re #1 priority is just staying afloat and bringing in clients or customers. By working with a financial professional, you can make sure you’re starting out on the right foot. Even if your business is already off the ground, but you’re worried about potential money troubles, we can work with you.

Should you hire a bookkeeper or do it yourself?

Small business owners are typically fine doing their own books when they're first starting out. They learn how basic bookkeeping works and save money. But when your business starts growing and bookkeeping tasks start taking up too much time, you should consider hiring a bookkeeper.

Recognizing that QuickBooks and Quicken for Home and Business have become the financial software of choice for small business, Number Runners has made a commitment to our clients by becoming certified as a QuickBooks Pro Advisor. As a Pro Advisor we receive training on the software and its applications as well as updates on the latest improvements and upgrades. I would be honored to offer you a complimentary in-person consultation and a free assessment of your books. During this meeting, we’ll review your chart of accounts, analyze your workflow and evaluate your prime costs.

RH Tax Services

We at Number Runners will be available to you in your dealing with the IRS or other taxing authorities for periods in which we prepared tax forms or provided other relevant services. We will assist you in preparing any documents you are required to submit for review and will aid in any audits, Bookkeeping Services in Carlsbad negotiations or appeals. With the Check Service we use the clients timesheet to prepare actual paychecks and liability checks. These checks are returned to the client for signature and disbursements. We are a professional, full service accounting firm located in the heart of Carlsbad Village.

bookkeeping firms Carlsbad

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