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Services
Bookkeeping, payroll and financial operations services
Steingard Financial helps growing businesses build dependable financial operations through bookkeeping, payroll support, tax coordination, cleanup, executive reporting, and human-reviewed financial intelligence.
Monthly Bookkeeping
Bookkeeping for small businesses — accurate, organized books maintained through a recurring monthly process built around how your business operates.
Outsourced & Virtual Bookkeeping
Outsourced and virtual bookkeeping run as a monthly process, not a hire — reconciliation, close and financial statements, performed remotely in California.
QuickBooks Bookkeeping
QuickBooks Online and Desktop maintained monthly — chart of accounts, reconciliation, bank feed review, and statements produced from a corrected file.
Cleanup & Catch-Up Bookkeeping
Correct prior periods, organize incomplete books, and create a dependable financial foundation for reporting, taxes, and ongoing bookkeeping.
Payroll Support
Payroll services for small businesses — organized payroll information, recurring coordination, and payroll records that connect cleanly to your books.
Sales Tax & 1099 Filing
Sales tax and 1099 filing supported by records built through the year — vendor documentation, jurisdiction tracking, and returns from reconciled books.
Tax Planning & Preparation
Keep tax information organized and connect bookkeeping, tax preparation, and approved planning through a more dependable financial process.
Executive Financial Reporting
Turn completed financial records into clearer owner reporting, commentary, important questions, and prioritized financial follow-up.
Fractional CFO
Recurring senior financial support without a full-time hire: cash forecasting, budget and variance review, margin analysis and decision modelling for growing businesses.
AI Financial Operations
Human-reviewed automation and financial intelligence that organizes information, surfaces patterns, and supports a dependable recurring process.
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