Our Services
@XpertBookkeeper
805 eXpert Bookkeeper offers business consulting services in Santa Barbara, Santa Maria, and Pismo Beach. We specialize in empowering small businesses, startups, and nonprofit organizations on the Central Coast to thrive and achieve their goals. Our services include full-charge bookkeeping, payroll services, controller oversight, and virtual CFO support, all accessible through a secure, cloud-based platform. We combine local bookkeeping expertise with modern financial technology to help organizations streamline accounting, stay compliant, and make smarter financial decisions for long-term success.
Experience providing fractional CFO and Controller support to small businesses and nonprofit organizations, focused on improving financial structure, reporting, and decision-making.
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Santa Barbara
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Pismo Beach
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Santa Maria
QuickBooks PRO
Advisory
CFO / Controller Services
Business Growth
Accounting Systems & Process Support
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Accounting system setup, configuration, and data migration (QuickBooks, Xero, and similar platforms)
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Workflow and process organization to improve accuracy and efficiency
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Cloud-based system support and integration with business tools
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QuickBooks Online advisory and troubleshooting
Fractional CFO & Controller Services
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Develop Business Plans, Forecasting, Internal Control Development
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Profitability Analysis
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Strategic Financial Management
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Improved Internal Controls
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Review & Negotiation of Insurance Policies
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Tax Saving Strategies
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Customized Procedures
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Improving Financial Side of your Business
Approach
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Work is based on practical financial management experience, combining accounting systems knowledge with Controller-level oversight and advisory insight.
FULL-CHARGE ACCOUNTING OVERSIGHT
We provide selective oversight of your organization’s accounting system to ensure accuracy, streamline processes, and deliver clear financial insights. Our support includes:
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Business Registration & Licensing – Ensuring your organization meets local, state, and federal requirements.
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Accounts Payable & Receivable – Managing cash flow efficiently.
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Invoicing & Sales Tax Tracking – Accurate billing and compliance.
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Payroll Processing & Employer Tax Filings – Keeping your employees paid and your business compliant.
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Credit Card & Job Cost Entries – Organized tracking of expenses and project costs.
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Journal Entries & Bank Reconciliations – Ensuring your records are complete and reconciled.
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Financial Statements & Reporting – Delivering actionable insights to support decision-making.
STRATEGIC FINANCIAL
LEADERSHIP
Our fractional CFO and Controller experience helps organizations establish sound financial management and achieve their strategic goals. Key areas of expertise include:
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Budget Development – Creating realistic budgets that guide business decisions.
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Profitability Analysis – Identifying opportunities to increase revenue and reduce costs.
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Internal Controls – Implementing systems to protect assets and improve accuracy.
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Insurance Review & Negotiation – Ensuring appropriate coverage and risk management.
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Tax Strategy – Identifying opportunities for savings and compliance.
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Customized Financial Procedures – Developing processes tailored to organizational needs.
Engagement Note
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Services are provided on a selective, limited-engagement basis.
