Our Services

The earliest forms of writing ever found served to record things like the quantity of sacks of grain transported to a destination and how many sheep were needed for a temple sacrifice. Since humankind’s earliest days, we have needed a system to remember the transactions that occur in the normal course of our lives. This daily recording of financial events, both big and small, is integral to running any business, understanding it, and ultimately growing it. Luckily, we have progressed far beyond clay tablets and simple markings to record these events. Today, there are robust accounting programs to keep track of your finances, and dedicated professionals to help. From tiny start-ups to mid-size mature companies, Geeta Badkar, Inc has the skills, experience and expertise to de-code and de-mystify all things financial. From advising on the right accounting software, making sure you are registered for the appropriate business licenses, and advising on the differences between 1099 vendors and W-2 employees – to daily bookkeeping, helping manage cash flow, financial and budgeting projections, and assisting with audits and grant applications – we are there with you every step of the way in your business life cycle.

We are a boutique business management and bookkeeping firm that prides ourselves on forming strong client relationships in which we can act as a trusted advisor, leveraging the expertise of our staff to offer invaluable insight and guidance throughout the life of your business. We take on the burden of your financial management responsibilities, giving you the time and peace of mind to focus on what you do best – running your business!

We can provide some or all of the services listed below, customized to suit your individual needs and budget.

QuickBooks Consultation

  • Product advice

  • Setup

  • Training

Year-End Tax Help/CPA Liaison

  • Preparation of year-end reports for your CPA

  • Work with your CPA as needed, and integrate their suggestions to ensure your company is operating to its best tax advantage

Report Preparation & Analysis 

  • Profit & Loss statements (understand your bottom line)

  • Product & Service Sales Reports

  • Income statements specific to jobs or customers

  • Track customer or job expenses

  • Balance Sheets (understand your assets and liabilities)

  • Cash flow management assistance

Accounts Payable & Receivable

  • Enter vendor bills/credits

  • Track payments due (no more late fees!)

  • Pay bills

  • Invoice clients

  • Track customer payments received, balances owed, etc. (collect on overdue payments!)

PAYROLL

  • Payroll setup and processing

  • Assistance with employee onboarding
    and offboarding

  • Assistance with company retirement plans
    through payroll

  • Assistance with company health insurance plans
    through payroll

  • Filing of quarterly and year-end payroll tax returns

Monthly Account Reconciliations

  • Checking, savings and credit card statement reconciliations

  • Investment account reconciliations

  • Mortgage and loan reconciliations

  • Petty Cash reconciliations

Additional Services

  • LA City Business Tax yearly license renewals

  • CA Sales Tax Returns

  • 1099 vendor filings

  • Non-profit and trust accounting

  • Systems/Workflow analysis and assistance to ensure internal systems are both efficient and best support your bookkeeping needs