Supporting the Firms and Practices That Shape Irvine
Having your own "Chief Bookkeeping Officer" means industry-specific bookkeeping or cleanup work and accurate monthly reporting for businesses across Irvine, California.
Irvine is one of Orange County’s most active business centers, home to law firms, medspas, dental practices, medical groups, creative agencies, and fast-growing service companies. These industries operate in fast-moving environments where compliance, accuracy, and financial visibility matter just as much as their day-to-day operations. Bookkeeping is not just a routine task here. It is the foundation that keeps businesses aligned, prepared, and able to make smart financial decisions without second-guessing their numbers.
That is where we step in. We help Irvine business owners maintain clean, correctly structured, fully reconciled books that support their industry’s unique needs. Whether you are managing IOLTA accounts, navigating MSO and PC structures, running multiple service lines, or simply need reliable monthly reporting, we make sure your books stay accurate and ready for whatever your business demands next. Clean books and real clarity, built for how Irvine companies actually operate.
How We Can Help
Your Books
Behind every Balance Sheet is a story about how a business runs, grows, and survives. The Profit and Loss captures the tension in every decision; the revenue, cost, and what’s left to build on. These short clips reveal the truth behind those reports: bookkeeping as a mirror of how well your business is really managed.
Our Professional Foundation Built in Irvine, California
"Irvine is where I first developed the discipline and structure that guide my bookkeeping work today. From my office window, I would look toward the Morgan Stanley building each morning, a quiet reminder of the professionalism that defines this part of the city. The firms and practices I supported here operated with clear expectations for accuracy and consistency, and working in that environment set a standard I continue to hold myself to. Irvine has a way of shaping the people who work within it, and it certainly shaped me.
Many of the businesses I served during that time worked in fields that rely on thoughtful, precise accounting. Legal practices, medical groups, and aesthetic and dermatology centers require financial records that are organized, dependable, and aligned with their industry’s unique requirements. Supporting these clients broadened my understanding of what high-quality bookkeeping demands, from proper trust accounting to the nuances of MSO and PC structures. Managing a wide range of accounts led me to build and develop a team capable of handling complex work with steady professionalism. That experience continues to inform how I support clients today, especially when clarity and accuracy matter most."
Marc, Your Chief Bookkeeping Officer
Financial Clarity for Every Industry
Every industry has its own bookkeeping challenges and we’ve seen them all. These videos and articles break down how we bring order, insight, and financial clarity to businesses like yours. From law firms to medical practices, we tailor every bookkeeping service for accuracy and peace of mind.
Irvine Bookkeeping Services
Our services are structured to support the level of precision Irvine businesses expect. Whether you need ongoing monthly bookkeeping from one of our QuickBooks experts, proper management of trust accounts compliant with State Bars across the country, or a complete restoration of past records, each service is carried out with careful attention to detail and a disciplined approach. The goal is to provide clarity, consistency, and reliable financial information that supports your work throughout the year.
Monthly Bookkeeping for Irvine Businesses
Your firm’s financials stay organized and reconciled each month, giving you clear visibility into performance.
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Dedicated CBO overseeing your support and bookkeeping.
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Every transaction is reviewed and properly categorized.
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All financial accounts are reconciled each month.
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Monthly reporting delivered through Profit and Loss and Balance Sheet statements.
IOLTA 3-Way Reconciliation for Irvine Law Firms
We help keep your client trust balances accurate, compliant, and fully aligned across your bank statement, trust ledger, and client ledgers.
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Monthly IOLTA 3-Way Reconciliation reports prepared per California State Bar formatting.
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Client ledgers maintained via liability accounts in your book.
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Advanced client costs tracked via asset accounts in your book.
Catch-Up Bookkeeping for Irvine Businesses
Rebuild your historical financials, clear past inconsistencies, and bring your books current with a reliable starting point for ongoing accuracy.
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Historical transactions reviewed, categorized, and brought current.
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Prior months reconstructed to establish accurate beginning balances.
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Inconsistencies and gaps in financial activity identified and corrected.
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Financial reporting every catch-up month.
Irvine Bookkeeping Pricing
At Chief Bookkeeping Officer, our pricing reflects the depth of what we do. We specialize in the complex, high-stakes areas most bookkeepers avoid: IOLTA 3-way reconciliations, law firm accounting, medical practice bookkeeping, MSO/PC accounting structures, medspa financials, and dentist practice accounting. These industries demand precision, compliance, and reporting you can actually trust. Our plans are built around that level of expertise so your books stay clean, accurate, and ready for whatever your business needs next.
Clean-Up
$249/mo
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Includes:
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Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Fiscal Year Required, Starting at
Command
$699/mo
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
Billed Monthly, Starting at
Control
$299/mo
For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Billed Monthly, Starting at
Foundation
__________________________________________
For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
$299/mo
$699/mo
Enterprise
___________________________________________
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
$249/mo
Clean-Up
__________________________________________
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Starting at
(fiscal year req.)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?