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You'll have more time

...to focus on sales, marketing, and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

…knowing that you can call us with any questions, comments, or concerns that affects your business or personal situation and we'll be there to help!

You'll be able to plan

…whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials and tax planning experts at your fingertips!

Personal Bookkeeping Services

Kelli Lutman, CEO

I help small business owners to pay themselves, walk into tax season with confidence, and achieve new levels of profit.

South Coast Bookkeeping is a modern bookkeeping business here to help small businesses feel confident about their business finances.

With South Coast Bookkeeping, you can rest easy knowing that your books will be taken care of, with accuracy and detail while you get to focus on what truly sets your heart on fire, growing your business.

[email protected]
714-805-9125

What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits...

⇒Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.

⇒Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.

Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.

Quickbooks Online Support

We can get your subscription at discounted prices and train you on the program.

Financial Reporting

We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!

Strategy Sessions

We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.

Payroll and Sales Tax Filing

Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.

Income Tax Help

Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns.