The Tax Clinic provides monthly bookkeeping and QuickBooks setup and training for small businesses in Victorville and the High Desert.
What’s Included — Bookkeeping
Monthly transaction tracking and account reconciliation · Categorized income and expenses for organized financial records · Financial statements (Profit & Loss and Balance Sheet) · Monthly cash flow information
What’s Included — QuickBooks Setup & Training
Step-by-step guidance on using QuickBooks for your business · Training on invoicing, expenses, payroll, and bank reconciliation · Setup and optimization of your QuickBooks account and chart of accounts · Ongoing support with reports and dashboards
Who This Is For
Small business owners who want current, organized books — whether fully handled for you or set up so you can manage QuickBooks yourself.
How the Process Works
Step 1: Contact us to discuss your bookkeeping needs and current setup, if any.
Step 2: We connect your accounts and organize your chart of accounts.
Step 3: You provide access or statements using your chosen method — office visit, mobile appointment, or remote upload.
Step 4: We reconcile your books monthly and communicate with you about anything unclear.
Step 5: You review your monthly financials.
What to Prepare
Bank and credit card statements · Prior bookkeeping records, if any · Existing QuickBooks access, if applicable
Appointment & Remote Options
Visit our Victorville office by appointment, request mobile service in Victorville and throughout the High Desert, meet virtually, or upload your documents using the provided upload method and complete the process remotely through email, text, phone or video.
Bookkeeping Services
Frequently Asked Questions:
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Monthly bookkeeping includes transaction tracking and account reconciliation, categorizing income and expenses, and preparing financial statements. Consistent monthly reconciliation helps maintain clearer financial records and reduce the likelihood of preventable bookkeeping mistakes, like missed or duplicate transactions.
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Organized, categorized records can help identify potentially deductible business expenses and support a more organized tax preparation process. The deductions that ultimately apply depend on your actual expenses and records — we don’t promise a specific tax outcome.
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No. Some clients prefer QuickBooks, and we offer setup and training for it, but bookkeeping can be handled with other tools or methods depending on what fits your business.
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Yes. We can set up bookkeeping for a new business or work through a cleanup of existing books, connecting your accounts and organizing your chart of accounts so your records are current and easier to manage going forward.
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Clients typically receive a Profit & Loss statement and Balance Sheet on a monthly basis, along with cash flow information. Additional reports can be discussed based on what would provide useful information for your business decisions.
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Visit our Victorville office by appointment, request mobile service in Victorville and throughout the High Desert, meet virtually, or upload your documents and complete the process remotely through email, text, phone or video.