When you started your business, you didn’t anticipate spending your time on reconciling your bank account and working with your general ledger - you wanted to pursue what you do best and generate profits.

JH Group CPA understands that it is more important for you to focus on business success than on accounting, and that’s why we offer small business accounting services. We take care of the bookkeeping so that you don’t have to.

Whether you prefer that the work is done on a monthly or quarterly basis, we’ll reconcile your bank account, generate an income statement, clean up your general ledger, and generate a balance sheet. Maybe most important of all, when you use our services we will be there to answer all of the questions you have, making sure that your business has a solid foundation and accurate accounting system in place. If you have special areas or services that you want us to provide, whether payroll, tax preparation or planning or anything else, we can customize your package of services and add them on as you wish.

Bank Reconciliation: Bank reconciliation ensures that all of your important records are up-to-date and in sync with each other. By carefully reviewing your business checking account and comparing it to your accounting and tax information, we’re able to help you:

Identify missing checks and deposits and discover unauthorized wire transactions.
Spot bank charges which may be unjustified or excessive and prevent them from happening in the future.
Make sure transactions are posted correctly.
Protect yourself from the risk of funds being embezzled as well as unauthorized or forged checks or other fraudulent activity. Constant analysis and oversight can transfer responsibility and risk to the bank.
Have a clear picture of the health of your business.
Provide you with more effective cash management.
Have the piece of mind of knowing that all of your financial paperwork is in order.

Income Statement: An income statement is a valuable business tool that itemizes all of your revenues and expenses in order to show you your profit or loss during a given period. Having an accurate and current income statement gives you the ability to:

See at a glance where you are spending too much or staying within your budget.
See exactly where you are making money and where you are spending money in order to assess business performance.
See where expenses are running higher than anticipated, allowing you to make corrections.
Identify other unanticipated activities, such as product returns or sudden increases in the cost of goods.
Calculate income tax owed.

Balance Sheet: Having an accurate balance sheet available provides you with a quick way to determine the health of your business at any given moment. By reviewing balance sheet information you can:

See where your business’ strengths and weaknesses lie
Spot trends, determine their cause and come up with solutions, especially those involving accounts payables and accounts receivable.
Make informed decisions regarding the possibility of expansion.
Make informed decisions regarding your ability to remain flexible in the face of expansion and contraction of business.
Determine whether you need to increase your cash reserves.
See whether your payables are being made in a timely way.

Having an up-to-date, accurate balance sheet and income sheet is essential for businesses that are considering applying for credit or who are responsible for providing financial reporting to creditors. These are the documents that they will rely upon in making decisions that are important to your business’ future.

Keeping a Clean General Ledger

One of the most important services that we provide to small business is a regular review of your general ledger system. The reason that this is so essential is that the general ledger is where the most essential information about your company’s finances is recorded. If something within the ledger is incorrect, the problem will flow through the rest of the company’s financial information, so having us double check for accuracy and discover any discrepancies will ensure that bigger problems don’t develop along the way.

Business owner and CPA reviewing organized financial reports and accounting checklists

CPA-led accounting for small business owners

Small Business Accounting Services for California Businesses

Keep your books current, meet payroll and reporting obligations, prepare for taxes, and know when your business needs higher-level financial guidance.

JH Group CPA coordinates bookkeeping, payroll and reporting, tax preparation and planning, entity support, and fractional CFO services—so you are not piecing together advice from separate providers.

Request an Intro Call Call (626) 943-2888

Current books

Payroll & reporting

Tax coordination

Growth decisions

Choose the right level of support

Start with the problem you need solved

Small business accounting is not one task. These service paths help you begin with the work your business needs now and add support as the business becomes more complex.

Bookkeeping & Cleanup

For businesses that need current records, reconciliations, financial statements, or cleanup of prior periods.

Explore bookkeeping services →

Payroll & 1099 Coordination

For owners who need payroll processing support, payroll tax reporting, worker payment records, and year-end coordination.

Explore payroll services →

Business Tax Preparation & Planning

For businesses that need accurate filings plus planning around estimates, compensation, deductions, timing, and major decisions.

Explore tax preparation and planning →

Entity & Compliance Support

For owners evaluating an LLC, corporation, or S corporation election and the related tax, payroll, and reporting obligations.

Explore entity selection support →

Fractional CFO & Financing Readiness

For growing businesses that need forecasts, cash planning, lender-ready reporting, KPI review, or decision support beyond bookkeeping.

Explore fractional CFO services →

Not sure where to start?

We can review your current records, deadlines, business stage, and decision needs to identify the right starting scope.

Request an intro call →

One coordinated financial system

How the services work together

Reliable decisions begin with reliable records. Each layer builds on the one before it, but not every business needs every layer.

Books

Transactions are organized, accounts are reconciled, and the financial statements reflect what happened.

Payroll & Reporting

Payroll, 1099, sales tax, and other recurring obligations are coordinated with the accounting records.

Tax

Current records support accurate returns, estimates, compensation planning, and timely tax decisions.

CFO Decisions

Forecasts, cash planning, financing, hiring, and growth decisions use the same dependable financial foundation.

Owner visibility

Questions your accounting system should help you answer

Good accounting should do more than produce reports after the fact. It should help you see risks early and make the next decision with better information.

Are the books current enough to trust the numbers?
Are payroll, 1099, sales tax, and other reporting deadlines covered?
Do tax estimates reflect the business’s current profit and owner compensation?
Is the entity structure still appropriate for the business?
Can the business safely hire, borrow, invest, or make an owner distribution?
Are the financial reports ready for a bank, investor, or major transaction?

A controlled start

What happens after you contact us

We begin with fit, timing, and scope so the work is assigned to the right service level.

1. Fit checkWe discuss the business, current needs, timing, and the decision you are trying to make.

2. Secure documentsSensitive records are requested through our secure portal—not a public form or ordinary email.

3. Baseline reviewWe assess record condition, outstanding deadlines, systems, and gaps that affect the scope.

4. Clear responsibilitiesThe engagement defines deliverables, timing, client responsibilities, and what is outside scope.

5. Service cadenceWork proceeds monthly, quarterly, annually, or by project based on the approved engagement.

The intro call is for fit, timing, and scope. Detailed tax advice, projections, cleanup conclusions, and transaction recommendations require document review and an agreed engagement.

Frequently asked questions

Small Business Accounting FAQ

What does small business accounting include?

It can include bookkeeping, cleanup, payroll and 1099 coordination, financial reporting, business tax preparation, tax planning, entity support, and fractional CFO services. The exact scope is based on your records, systems, deadlines, and goals.

Is small business accounting the same as bookkeeping?

No. Bookkeeping records and organizes financial activity. Small business accounting is the broader system that can connect those records to payroll, tax compliance, entity decisions, financing, and business planning.

Can I hire JH Group CPA only for bookkeeping?

Yes, when bookkeeping is the right starting scope. Visit our Bookkeeping Services page for the detailed service, process, and fit criteria.

Can you coordinate payroll, 1099, and sales tax obligations?

Yes, depending on the engagement. We can coordinate payroll and reporting needs with the accounting records and identify responsibilities that need attention. See our Payroll Services and Payroll and 1099 Compliance resources.

Does the service include tax planning?

Tax preparation and planning can be included or scoped separately. Detailed projections, compensation planning, entity restructuring, transaction planning, and year-end strategies require current records and a defined planning engagement.

When does a business need fractional CFO service instead?

Fractional CFO support becomes useful when an owner needs forecasts, cash planning, financing readiness, KPI review, scenario analysis, or help making decisions—not only accurate historical records. Learn more on our Fractional CFO Services page.

Do my books need cleanup before ongoing service begins?

Sometimes. We first review the condition of the records and identify whether cleanup, catch-up work, or system changes are needed before an ongoing cadence can begin.

Can JH Group CPA form the legal entity?

We can handle setup paperwork and coordinate tax elections and compliance. We advise on tax, payroll, reporting, and financial consequences. An attorney should address legal formation documents, liability protection, ownership agreements, and governance when those issues are involved.

Do you serve businesses outside Alhambra?

Yes. JH Group CPA serves businesses across California through a secure, organized remote workflow, subject to service fit and engagement scope.

How do I send sensitive documents?

After the initial fit review, sensitive documents are requested through our secure portal. Do not upload tax returns, payroll records, or confidential financial information through the public contact form.

Page last reviewed: August 2026.

Need Coordinated Small Business Accounting Support?

Tell us what is not working, what deadline is approaching, or what decision the business needs to make. We will help identify the right starting service.

Request an Intro Call Call (626) 943-2888

We take care of the bookkeeping so that you don’t have to