805-303-2274

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805-303-2274

  • Home
  • About
  • Services
  • How It Works
  • FAQ
  • Contact
  • Blog

Our Services

We provide professional bookkeeping for businesses and individuals/families. Accurate, timely financial records give owners the information they need to make decisions and stay tax‑compliant, so maintaining a solid financial foundation is essential.


We use industry‑leading software tailored to each client. As Advanced Certified QuickBooks Online ProAdvisors, we typically recommend QuickBooks Online, but may suggest alternatives such as Hurdlr, Sage, or other specialized tools based on your industry and needs. You always retain ownership and control of your financial records while we manage them.


Our bookkeeping services include:

Bookkeeping Services

Payroll & HR Services

Bookkeeping Services

  • Entering ALL Transactions
  • Categorizing ALL Transactions
  • Reconciling ALL Financial Accounts
  • Accounts Receivable
  • Accounts Payable
  • Job Costing
  • Loan Management
  • Fixed Asset Management
  • Financial Reporting
  • Management Reporting

Excel Optimization

Payroll & HR Services

Bookkeeping Services

  • Custom Excel Report Design
  • Customized Financial Reporting
  • Data Import / Export Optimization
  • Formula & Macro Optimization
  • Workflow & Systems Optimization
  • Pivot Tables
  • Executive Dashboards
  • Conditional Formatting
  • Data Validation
  • Google Sheets Conversions

Payroll & HR Services

Payroll & HR Services

Payroll & HR Services

  • Payroll Processing
  • HR Compliance Services
  • Tax Filing
  • Time & Attendance
  • Recruiting Services
  • Employment Verification
  • Benefit Services
  • ACA Reporting
  • Earned Wages Access
  • Small Business Lending

Software Options

Software Options

Payroll & HR Services

  • QuickBooks
  • Hurdlr
  • Sage
  • Excel
  • Zoho Inventory
  • Jirav
  • Gusto
  • And More...

Setup Services

Software Options

Cleanup Services

  • Software Implementation
  • Software Configuration
  • Design Chart of Accounts
  • Bank & Credit Card Integration
  • Customers & Vendors Setup
  • Sales Tax & Payroll Setup
  • Open Balance Entry
  • Workflow Training

Cleanup Services

Software Options

Cleanup Services

  • Bank & Credit Card Reconciliation
  • Transaction Recategorization
  • Duplicate Removal
  • A/R & A/P Cleanup
  • Fixing Opening Balances
  • Payroll & Sales Tax Review
  • Chart of Accounts Restructuring
  • Final Financial Reporting

Invoicing Services

Bill Payment Services

Bill Payment Services

  • Invoice Creation & Customization
  • Automated Sending & Scheduling
  • Payment Processing & Tracking
  • Reconciliation & Reporting
  • Payment Recording
  • Aging Reports
  • Late Payment Reminders
  • Revenue Reconciliation

Bill Payment Services

Bill Payment Services

Bill Payment Services

  • Vendor Invoice Management
  • Approval Workflow Setup
  • Payment Execution (ACH/Check/Card)
  • Vendor Record Management
  • 1099 Management
  • Reconciliation
  • Transaction Matching
  • Strategic Management 

Merchant Services

Bill Payment Services

Tax Filing Services

  • Credit Card Processing
  • Payment Solutions
  • Point of Sale
  • Wireless
  • Mail/Telephone
  • Virtual Terminal
  • Invoicing
  • Internet Merchants

Tax Filing Services

Tax Filing Services

Tax Filing Services

  • Payroll Services
  • Payroll Tax Filings & Remittance
  • Sales Tax Filings & Remittance
  • Software-Specific Services
  • 1099/1096 Filings
  • Year-End Compliances

Inventory Services

Tax Filing Services

Inventory Services

  • Setup & Configuration
  • Ongoing Inventory Management
  • Month-End Reconciliation
  • Month-End Adjustments
  • Reporting & Analysis
  • Advanced Support

Budgeting Services

Tax Filing Services

Inventory Services

  • Creating Monthly & Annual Budgets
  • Customized Budget Systems
  • Budget v Actual Reporting
  • Cash Flow Forecasting
  • Platform -Specific Services
  • Routine Maintenance

We Also Provide These Professional Services...

Personal Bookkeeping Services

Personal Bookkeeping Services

Personal Bookkeeping Services

We help individuals simplify personal bookkeeping by organizing finances, reconciling accounts, categorizing expenses, and preparing clear monthly reports. We automate bill tracking, optimize budgeting, and provide tax-ready records and personalized guidance. 


Our services save time, reduce errors, improve cash flow visibility, and empower smarter financial decisions.

LEARN MORE

Excel Optimization Services

Personal Bookkeeping Services

Personal Bookkeeping Services

We help businesses optimize Excel for efficiency and accuracy by streamlining custom spreadsheets and reports, automating workflows with macros and advanced formulas, and building interactive dashboards. 


We provide data cleanup, template standardization, and user training—cutting manual work, reducing errors, speeding reporting, and enabling smarter, scalable decision-making.

Learn More

Apostille Services

Personal Bookkeeping Services

Apostille Services

We provide nationwide Apostille services across the U.S. (all States, D.C., and Territories) and Canada (all Provinces and Territories), plus Federal Authentications. 


We guide certified copies and notarizations, provide applicable Embassy Legalizations, and use secure courier delivery to ensure timely, accurate document authentication worldwide.

Learn More
Coming Soon

Fractional CFO Services

We provide strategic financial leadership—without the full-time cost. Our Fractional CFOs deliver financial planning, cash‑flow management, budgeting and forecasting, KPI reporting, and board‑ready insights. 


We help startups and growing companies optimize runway, improve margins, and make data‑driven decisions.

Learn More

Copyright © 2026 Ezra Bookkeeping - All Rights Reserved.

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