Mezzanine Ledger - Ventura County, CA
Books & Taxes, On the Level.
Minimal, steady support for bookkeeping and tax work. Clear scope, clean delivery, no surprises.
Services
Bookkeeping, tax, and cleanup
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Monthly bookkeeping
Reconciliations, categorization, and monthly reporting in QBO.
🧾
Tax preparation
Individuals and small businesses with streamlined intake.
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Cleanup & catch-up
Bring past periods current and standardize the chart.
Pricing
Upfront, below-market, no surprises
| Service | Price | What’s included |
|---|---|---|
| Monthly bookkeeping Small business |
From $300 / month | Reconciliation, categorization, monthly reports, portal requests, clean handoff for tax. |
| Cleanup / catch-up Past periods |
From $75 / hour | Bring books current, resolve missing items, normalize categories, reconcile, document. |
| Tax preparation Individual |
From $150 | Portal checklist, organized source documents, prepared return, delivery, records. |
| Tax preparation Business |
From $350 | Entity return with portal workflow, organizer, documented filing support. |
| Advisory Hourly |
$95 / hour | Controls, workflows, reporting, bookkeeping - tax coordination, decision clarity. |
Final pricing is confirmed before work begins and documented in the engagement letter.
Approach
Quiet, consistent, documented
Intake
Short checklist, clear scope, and portal access.
Work
Focused execution with questions batched and resolved.
Deliver
Portal delivery with a concise summary and next steps.
Contact
Start a file or ask a question