Bookkeeping Services Moreno Valley

Clean QuickBooks bookkeeping workspace with financial reports
Catalyst CPA provides monthly bookkeeping for small businesses across the Inland Empire, Orange County, Los Angeles, and remote clients nationwide. Our California-licensed CPAs handle QuickBooks Online setup and maintenance, monthly close, bank and credit card reconciliation, sales tax filings, and produce tax-ready financial statements — all under one CPA license (#158599). Flat-fee monthly retainers; no surprise billing.

Catalyst CPA Corporation

Bookkeeping Services Moreno Valley

Catch-up bookkeeping, QuickBooks Online cleanup, monthly close, and year-end financials — handled by a licensed California CPA who knows Inland Empire small businesses.

✓ Licensed CPA #158599 ✓ QuickBooks Gold ProAdvisor ✓ Local — Moreno Valley

Books a Mess? We'll Get Them Caught Up — Fast.

If you're months behind, your bank account doesn't match QuickBooks, you're scrambling for tax-time records, or you just got a 1099-NEC penalty letter — you're in the right place. Catalyst CPA cleans up messy books and keeps them clean every month afterward. Real CPA review on every set of books we touch.

Bookkeeping Problems We Fix

Catch-Up Bookkeeping (6+ Months Behind)

We pick up wherever you left off — last reconciled month, last filed return, or a shoebox of receipts. Bank feeds re-categorized, opening balances restored, books current within 2-4 weeks.

QuickBooks Online Cleanup

Mis-coded transactions, duplicate journal entries, broken bank rules, sub-account chaos. We rebuild the chart of accounts and reconcile every month from your opening balance forward.

Bank Reconciliation Errors

QuickBooks says one number, your bank says another. We trace the discrepancy, find the duplicates or missing entries, and lock in clean reconciliations going forward.

Mis-Categorized Transactions

Owner draws coded as expenses, credit card payments coded as costs, transfers booked as income. Every common error fixed and prevented with proper bank-rule setup.

Missing 1099-NEC Vendor Tracking

If you paid contractors $600+ without W-9s on file, you're exposed to IRS penalties of up to $310 per missed 1099. We backfill W-9s, build the vendor list, and file the 1099-NEC and 1096.

Schedule C / Schedule E Coding Errors

Rental property income hitting Schedule C instead of E, self-employment income hitting the wrong line, hobby losses misclassified. Tax-ready by category, not just "expenses."

Class Tracking for Multi-Property Investors

One QBO file, multiple rental properties or business locations. We set up Class or Sub-Customer tracking so you get per-property P&L without juggling multiple files.

Year-End Books Not Tax-Ready

Books look fine, but the trial balance won't tie to the tax return. We do the year-end adjustments (depreciation, owner draws, accruals) so your CPA — or ours — can file fast.

Bookkeeping Services We Provide

Catch-Up Bookkeeping

Flat-fee per month behind. Books current in 2-4 weeks for most cases. Bank reconciliations, transaction categorization, opening-balance reconstruction.

Monthly Bookkeeping + Reconciliation

From $295/mo. Bank + credit card reconciliation, transaction categorization, monthly P&L and Balance Sheet, AP/AR tracking, owner-Q&A by email.

Year-End Financial Statements

Trial balance, P&L, Balance Sheet, journal-entry summary, depreciation schedule. Tax-ready package handed to your tax preparer (or ours).

QuickBooks Online Setup

Chart of accounts built for your industry, bank feeds connected, bank rules configured, opening balances entered. One-time fee, training included.

1099-NEC Preparation + Filing

Vendor W-9 collection, 1099-NEC and 1099-MISC issuance, 1096 transmittal, IRS e-filing. January-deadline turnaround.

Job Costing for Contractors

Per-job profitability tracking in QBO. Estimates vs. actuals, labor + materials allocation, retainage handling. Built for construction trades and remodelers.

Sales Tax Filing Support

California CDTFA monthly/quarterly/annual returns. We pull the sales numbers from QBO, prepare the return, and you sign-and-file.

Pricing — Flat-Fee Tiers

Starter $295/mo · Standard $495/mo · Growth $895/mo · Multi-Entity $1,495/mo. Catch-up scoped separately by months-behind. Get a quote →

Bookkeeping Services — Frequently Asked Questions

How much does monthly bookkeeping cost?
Our flat-fee tiers start at $295/month for sole proprietors and small LLCs (under 200 monthly transactions, 1-2 bank/credit-card accounts). Standard tier is $495/month, Growth is $895/month, Multi-Entity is $1,495/month. No hourly billing surprises.
Can you catch up books that are 6+ months behind?
Yes — that's our most common engagement. We've caught up businesses 24+ months behind. Most 6-12 month catch-ups complete in 2-4 weeks. We quote a flat fee per month-behind so you know the total upfront.
Do I need to use QuickBooks Online?
QBO is our preferred platform — we're a QuickBooks Gold ProAdvisor — but we also work with Xero and FreshBooks. If you're on desktop QuickBooks, we'll migrate you to QBO at no extra cost as part of onboarding.
What's the difference between bookkeeping and accounting?
Bookkeeping = recording every transaction accurately and reconciling monthly. Accounting = analyzing those records, year-end adjustments, tax planning, and financial-statement preparation. We do both — bookkeeping every month, accounting at year-end.
Will you file my taxes too?
Yes. Adham is a licensed California CPA (License #158599) — he files individual and business returns (1040, 1120-S, 1120, 1065). Bundling bookkeeping + tax prep gets you our lowest combined rate.
How quickly can you get my books current?
For 1-6 months behind: 1-2 weeks. For 6-12 months: 2-4 weeks. For 12+ months: 4-8 weeks. We give you a firm timeline after the first review call (which is free).
Do you work with real estate investors, S-Corps, and contractors?
Yes. Real estate investors get per-property Class tracking and proper Schedule E coding. S-Corp owners get owner-payroll separation and reasonable-comp documentation. Contractors get job costing and 1099-NEC vendor management. We have dedicated playbooks for each.

Get Your Books Caught Up. Stay Caught Up.

Free 30-minute discovery call with Adham. No sales script, no obligation — we'll review your current state, scope the catch-up, and quote a flat fee.

(951) 223-1826

📧 adham@catalyst-cpa.com · 📍 13114 Yellowwood St, Moreno Valley, CA 92553

📍 Moreno Valley 📍 Riverside 📍 Corona 📍 Eastvale 📍 Murrieta 📍 Temecula 📍 Inland Empire 📍 Orange County 📍 Los Angeles 📍 San Bernardino 📍 Ontario 📍 Remote (US)