Becerra Advisory: Your Trusted Accounting Partner
At Becerra Advisory, we understand that as a small business owner, your focus should be on growing your business, not getting lost in the numbers. CPA-led, we offer tailored accounting services designed to simplify your financial management. From bookkeeping and tax-ready financial statements to KPI dashboards, our subscription tiers provide the support you need to stay on top of your finances. Whatever you need, we’re here to help you navigate your financial landscape with ease.
What We Offer
Comprehensive Bookkeeping
Our bookkeeping services ensure that your financial records are accurate and up-to-date, allowing you to focus on growing your business. We handle everything from daily transactions to monthly reconciliations.
Tailored Financial Summaries
Receive monthly or quarterly financial summaries via email or call, customized to your business needs. Stay informed about your financial health without the hassle of managing the details.
KPI Dashboards
Our KPI dashboards provide you with a clear view of your business performance. Track key metrics at a glance and make informed decisions to drive your business forward.
Flexible Subscription Tiers
Choose from three subscription tiers that fit your business size and needs. Whether you require light tracking or comprehensive support, we have a plan that works for you.
Frequently Asked Questions
Do you offer audit or tax services?
No, we do not provide audit or tax services at this time. Our focus is on bookkeeping and advisory services to help you manage your business finances effectively. However, we have a great network of CPAs we can refer you to for those needs.
How can I benefit from your subscription tiers?
Our subscription tiers are designed to fit the varying needs of small business owners. Each tier offers different levels of support, from basic bookkeeping to comprehensive financial summaries and KPI dashboards, allowing you to choose the best fit for your business.
How do I get a quote?
Reach out via phone, email, or the contact form below with a bit of info about your business and what you are looking for. We will reach out to schedule a teams call where we can get more into the details and determine what package would be the best fit for you. After the call, a quote will be sent to you within 1 business day!
What systems do you use?
We require all clients to be setup in Quickbooks Online. If your business is not currently on QBO, we can get discounted pricing and help you make that transition! We also utilize ClientHub, an all-in-one client portal where we can securely message back and forth, share documents, send requests and more.
Think we could be a good fit? Let's talk!
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