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Bookkeeping services in Orange County.

Staxiom runs the accounting back office for Orange County businesses from our home base in Brea. Your books are done every month and ready at tax time, starting at $200/month.

What's included

Books done every month

Every transaction categorized and every account reconciled, on a monthly schedule.

Reports you can read

A profit and loss, balance sheet and cash view each month, not a year-end scramble.

Ready at tax time

Clean books your tax preparer can use as they are. Already have a CPA? We work alongside them.

Who we work with in Orange County

Shops, makers and food businesses. Bakeries, cottage food makers, pop-ups and online shops. Sales from Square, Shopify, Hotplate or markets matched to deposits, and sales tax tracked so the return is easy.

Real estate teams. Agent teams and small brokerages. Commission splits, team expenses and 1099s for agents, kept straight month to month.

Startups. Software, hardware and life science companies around Irvine. Books an investor can read, and R&D spending tracked so the credit is easy to claim.

Service businesses. Contractors, salons, consultants and agencies. Clean books, owner pay sorted out, and quarterly numbers before estimated taxes are due.

How the monthly bookkeeping works

Each month follows the same steps, so you always know where your numbers stand.

  1. Your bank, card, payroll and sales accounts feed your accounting software directly.
  2. We categorize every transaction and send you a short list of the ones that need your answer.
  3. We reconcile every bank and card account to the statement.
  4. We match deposits from Square, Shopify, Stripe or Hotplate to the sales, fees and refunds behind them.
  5. We close the month and send your profit and loss and balance sheet, with a note on what moved.

Months behind, or a QuickBooks file that doesn't look right? We start with a cleanup: fix the categories, reconcile the old months, then switch you to the monthly schedule. Try the catch-up cost calculator for a rough estimate.

The California items OC books carry

The monthly work is the same everywhere: categorize, reconcile, close the month. What changes in California is the list of filings that depend on those books.

  • Sales tax. If you sell taxable goods, you need a California seller's permit, and your sales tax return is only as good as the sales numbers behind it.
  • Statement of information. Corporations and LLCs file a statement of information with the Secretary of State on a schedule. It's easy to miss in a busy year.
  • City business licenses. Each Orange County city runs its own. A business in Irvine and a business in Anaheim file with different city offices.
  • The $800 minimum tax. California LLCs owe $800 a year, and corporations owe the $800 minimum franchise tax after their first year, even in a year with no profit.

We keep these on the calendar while we run your books, so tax time is a hand-off, not a hunt.

Cities we serve

We're based in Brea and work with businesses across Orange County, including Brea, Fullerton, Anaheim, Yorba Linda, Placentia, Orange, Santa Ana, Tustin, Irvine, Costa Mesa, Newport Beach and Huntington Beach. The work is done remotely on a monthly schedule, so it's the same service wherever you are in the county, and across Southern California.

Running a startup? See R&D tax credits for Irvine and Orange County companies. Outside OC, see how this looks for Los Angeles and San Diego.

Orange County bookkeeping FAQ

Is Staxiom actually based in Orange County?

Yes. Staxiom's registered business address is in Brea, in North Orange County, which is where the team is actually headquartered, not just a market being targeted from somewhere else.

What kind of Orange County businesses does Staxiom work with?

Small businesses and startups. That includes shops, food makers and online sellers with sales tax to track, real estate teams, service businesses, and software, hardware and life science startups around Irvine.

Do I have to meet in person?

No. The monthly work is done remotely, so the service is the same anywhere in Orange County. You get one team that knows your books, and you can reach them when something comes up.

I already have a CPA for my taxes. Can I keep them?

Yes. We keep the books every month and hand your CPA clean numbers at tax time. Many clients keep the CPA they already trust.

See if we're a fit for your books.

Answer a few questions about your business. It takes about two minutes.

Take the free fit check