Reliable Bookkeeping and Financial Reporting Across Orange County
A dedicated "Chief Bookkeeping Officer" for Orange County businesses that need clarity, compliance, and reliable monthly financials.
Running a business in Orange County means navigating fast-moving markets, competitive industries, and constant financial decisions. Local bookkeeping matters because you need someone who understands how businesses here actually operate, law firms managing trust accounts, medspas with MSO/PC structures, creative agencies juggling projects and contractors. Clean, local, industry-aware books give you clarity to move quickly without second-guessing your numbers.
At Chief Bookkeeping Officer, we specialize in three core sectors that shape the OC business landscape: legal, medical, and creative. Whether you’re a Newport Beach personal injury attorney, an Irvine medspa, or a Costa Mesa marketing agency, your bookkeeping challenges are unique. We build your chart of accounts correctly, load the right financial structure behind the scenes, and keep your books aligned with the realities of your industry, not generic templates.
Our model is simple: a fractional Chief Bookkeeping Officer who oversees your books every month. That means reliable delivery, clean reconciliations, accurate reporting, and ongoing visibility into what your business is actually doing. Monthly bookkeeping, IOLTA 3-way reconciliation, catch-up work, and routine financial reporting all roll into one streamlined, expert-managed system, so you can finally take bookkeeping off your plate without losing control of your business.
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.
Cities We Serve in Orange County
We support businesses throughout all of Orange County, from Irvine and Newport Beach to Costa Mesa, Huntington Beach, and every city in between. While these are the primary communities we serve, our bookkeeping model allows us to work seamlessly with clients wherever they’re located. If your business needs clean, accurate, industry-specific bookkeeping, geography isn’t a barrier. We can support you just as effectively no matter where you operate.
-
Newport Beach
-
Costa Mesa
-
Huntington Beach
-
Laguna Beach
-
Santa Ana
-
Tustin
-
Mission Viejo
-
Lake Forest
-
Aliso Viejo
-
Orange
-
Fountain Valley
-
Laguna Niguel
-
Anaheim
-
Garden Grove
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.
Bookkeeping Services and 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.
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
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:
_____________________________________________________________________
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
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?