PERSONALIZED AND PROFESSIONAL SOLUTIONS TO SERVE YOUR BUSINESS.

Contact us today for a free consultation.

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ABOUT OUR COMPANY

At Tracy Roa Solutions, our mission is to help small businesses by providing bookkeeping and other business services that will allow business owners more time to focus on what is important to them; whether that’s spending time with loved ones or pursuing more opportunities to grow their business.

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SERVICES

BOOKKEEPING

All of our monthly bookkeeping plans offer the following features:

QUICKBOOKS SETUP

Whether you’re an existing QuickBooks user or brand new to the service, we will help to get your business set up with QuickBooks Online.

transaction MANAGEMENT

We will gather and record the business transactions across all your financial accounts and categorize them accordingly to ensure accurate financials.

ACCOUNT reconciliation

We’ll perform regular, periodic reconciliations of all your financial accounts to make sure that all business transactions are accounted for.

financial reporting

We will provide you with monthly financial reports that are tax-ready and will help keep you up-to-date on how your business is performing.

CONTRACT-FREE PARTNERSHIP

We believe in creating long-term partnerships through the relationships we build with our clients rather than with signatures. If you feel that we are no longer a good fit, you may cancel at any time.

DEDICATED SUPPORT

Got questions? You can reach us via phone, text, or email any time you need assistance, and you’ll receive a response within one business day.


QUICKBOOKS PRODUCTS

As a Complete Business Group partner, we are able to offer QuickBooks products at special pricing.


ADDITIONAL OFFERINGS

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CONTACT

We would love to hear from you! Don’t hesitate to get in touch with the contact information below, or send us a message using the form.

Get in Touch

Based in Los Angeles, CA & serving businesses in all 50 states.

Send Us a Message

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