CPA-Led Bookkeeping to Protect Your Cash Flow and Profits

As a CPA, I often see business owners come to me at tax time with disorganized books, or worse, NO books at all. One of the most common issues? Missing or incorrect equity accounts.

Poor bookkeeping doesn’t just create tax problems—it can hide financial problems until they become business-ending problems. Without accurate books, owners make decisions based on incomplete or incorrect information, and by the time the issue is discovered, the cost can be severe. See more in Common Bookkeeping Mistakes That Cost Businesses Time and Money

Without a properly maintained chart of accounts and equity tracking, your financial statements are incomplete, and your tax return can be inaccurate or even non-compliant.

Bad books cost you money. I’ve seen it repeatedly: businesses with poorly maintained books that resulted in incorrect tax filings which results in them underpaying or overpaying their taxes. In many cases, I’ve had to correct the books and file amended tax returns, saving clients thousands of dollars in overpaid taxes or penalties.
That’s why I decided to offer professional bookkeeping services – not as an afterthought, but as an essential part of supporting your business success.

Read more Why CPA Bookkeeping Is Different From Regular Bookkeeping

Bookkeeping is More Than Just Data Entry

It’s the foundation of financial clarity.

  • A clean Chart of Accounts ensures that your business income and expenses are properly categorized.
  • Accurate Equity Accounts track shareholder or partner contributions, distributions, and basis – critical for pass-through entities and correct tax liability calculation.
  • Well-maintained books make your tax return preparation smoother, faster, and more accurate.
  • Real-time financial visibility helps you make informed decisions and plan for growth.

What I Offer

I provide bookkeeping services tailored to small businesses and professional practices, with a strong emphasis on financial accuracy and compliance.

  • Cleanup and setup of QuickBooks or other accounting systems
  • Monthly or quarterly reconciliations
  • Custom chart of accounts designed for your industry
  • Correct tracking of owner’s equity, shareholder basis, and partnership capital accounts
  • Financial statement preparation
  • Direct coordination with tax preparation for full accuracy.

Still not convinced? Read Why Professional Bookkeeping Matters for Your Business

Built For Tax Accuracy

Many bookkeepers simply enter transactions. As a CPA, I go further. I connect your bookkeeping directly to your tax strategy to make sure your records support all deductions, losses, and basis limitations, especially important for S Corporations and Partnerships. Clean
books save time, money, and stress at tax time.

Free Yourself From The Chore

Bookkeeping is a chore, but it’s a chore you don’t have to do yourself. Let me take it off your plate so you can focus on running and growing your business. Whether you’re a startup, a professional, or a seasoned entrepreneur, clean books will give you peace of mind and the financial clarity to move forward with confidence.

Industry-Specific Bookkeeping Expertise

  • Construction & Trades (Electricians, Window Washers, Contractors)
    In construction, cash flow management and job costing are critical. I ensure your books properly track materials, labor, and subcontractor expenses. I also help establish accurate liability and equity tracking, which is often missing from DIY or outsourced bookkeeping. The result? Better financial clarity and tax compliance.
  • Healthcare Professionals (Doctors, Dentists, Specialists)
    Medical practices often face unique bookkeeping challenges like patient receivables, insurance billing, and complex expense categorization. I provide clean financial records designed to support growth and compliance, helping you focus on patient care while I handle the numbers.
  • Legal Professionals (Law Firms, Solo Practitioners)
    For law firms, accurate trust accounting, retainers, and client cost reimbursements are crucial. I provide bookkeeping that keeps you compliant with trust accounting rules while ensuring your equity and income accounts are properly maintained.
  • Entertainment & Show Business
    Artists, performers, and production companies often have irregular income and specialized deductions. I make sure your books reflect accurate expense tracking and equity reporting so your tax returns are maximized and audit-ready.

Ready to clean up your books and gain clarity? Let’s schedule a call to discuss your needs.

Explore our full range of offerings, including individual and business tax preparation, IRS and state tax issue resolution, tax planning, non-filed tax returns and more. Looking for a CPA near you? Please stop by our Woodland Hills, CA office for a consultation regarding tax services you need. Note, we work with taxpayers not only from LA, California, but other states as well.

Individual And Business Tax Preparation

We offer comprehensive tax preparation services for individuals, small businesses, corporations, partnerships, nonprofits, estates, and trusts. Whether your situation is straightforward or complex, we will prepare accurate returns and help you take advantage of every credit and deduction.
Our goal is more than compliance -it’s to help you plan smart and keep more of what you earn. With fast turnaround and personalized attention, we will make tax season easier and less stressful.

Read More

Tax Planning And Forecasting

Tax planning is not just a year-end task – it’s a strategic process that can help you reduce your tax bill and make better financial decisions year-round. We work with individuals and businesses to forecast tax outcomes, optimize withholdings, and plan ahead for purchases, investments, or business growth. With  our proactive guidance, you’ll stay in control and avoid surprises when it’s time to file.

Back Taxes And Non-Filed Tax Returns

Are you behind on your tax filings or dealing with unpaid taxes? We provide confidential, judgment-free help to catch up on unfiled returns and address tax debt. From reconstructing records to negotiating with the IRS or state, we will guide you through every step of the process.

The sooner you act, the more options you’ll have – and we are  here to help you move forward with peace of mind.

IRS And State Notices

A tax notice doesn’t have to cause panic. We  help you understand what the IRS or your state is asking for – and more importantly, how to respond correctly and on time. Whether it’s a proposed adjustment, audit letter, or identity verification request, we’ll represent you and communicate with the tax authorities on your behalf. Let us take the stress out of dealing with tax letters.

Person Handing Paper to Woman

Industries

We work  with a wide variety of  businesses

  • IT and Technology
  • Real Estate and Property Management
  • Construction and Trades
  • Healthcare and Medical Professionals
  • Legal Professionals
  • Creative
  • Startups and entrepreneurs.

See more about our accounting and bookkeeping services for various industries

Get a personal consultation.

Office

21777 Ventura Blvd Suite 249 Woodland Hills, CA, 91364

Contact

katerina@donckelscpa.com

Open Hours

Monday-Sunday, 9:30am- 6:00pm

Evening or weekend appointments available by request.