CFO Bookkeeping & Management
We take care of the details so you can focus on growing your business.
CFO Bookkeeping & Management
We take care of the details so you can focus on growing your business.
About Holistic Business Solutions
Comprehensive accounting services
HBS provides comprehensive accounting services with a holistic view to businesses of all sizes. Our services include bookkeeping, CFO services, Accounts payable service, tax preparation, payroll processing, financial statement preparation, and more. We offer a complete solution to manage your finances and back end operations. There are many benefits to outsourcing these tasks.
Experienced professionals
With more than three decades of experience, Karen Ramirez embarked on her entrepreneurial journey at the age of 16. Throughout her career, she has pioneered and managed successful ventures across diverse sectors including retail, manufacturing, real estate, and hospitality. Karen's holistic approach has proven invaluable in guiding CEOs and upper management teams through the intricate challenges of business operations and technology integration, ultimately unlocking their financial potential.
At the helm of her team of seasoned professionals, Karen leverages the latest tools and knowledge to deliver precise and dependable financial services. Our commitment to unwavering ethics and integrity is reflected in every interaction with the diverse range of customers we are proud to serve.
Our Expertise
At HBS, we specialize in providing accounting services for small businesses and startups. Our team has extensive experience working with entrepreneurs and helping them navigate the financial challenges of starting a business.
OUR MISSION
(1) Provide education and support for small businesses
(2) Use automation and technology to upgrade old bookkeeping practices
(3) Be a financial partner as your business grows
(4) Be your trusted Business Alley
Our Services
Start Ups -Set- Up And Education
Start Ups -Set- Up And Education
Start Ups -Set- Up And Education
If you're not yet prepared to bring a bookkeeper on board while your business continues to grow, we're here to support you every step of the way. Our approach involves equipping our clients with all the essential knowledge and tools required for a successful start. We assist in establishing an efficient accounting system and integrating
If you're not yet prepared to bring a bookkeeper on board while your business continues to grow, we're here to support you every step of the way. Our approach involves equipping our clients with all the essential knowledge and tools required for a successful start. We assist in establishing an efficient accounting system and integrating any necessary additional applications to ensure your business runs smoothly. We also emphasize the importance of compliance with tax regulations and other financial obligations. Above all, our primary focus is on empowering our clients to autonomously handle their own bookkeeping.
Streamline Bookkeeping Services
Start Ups -Set- Up And Education
Start Ups -Set- Up And Education
When it comes to basic bookkeeping, we offer a range of services designed to simplify your financial management:
- Tax Prep Assistance: We assist in organizing your financial records for seamless tax preparation.
- Gradual Task Offloading: As you're ready, we gradually take on your everyday accounting tasks, saving you time.
- Tailored Packages: W
When it comes to basic bookkeeping, we offer a range of services designed to simplify your financial management:
- Tax Prep Assistance: We assist in organizing your financial records for seamless tax preparation.
- Gradual Task Offloading: As you're ready, we gradually take on your everyday accounting tasks, saving you time.
- Tailored Packages: We collaborate to create a customized bookkeeping package that suits your unique needs and budget.
- QuickBooks Setup: We set up QuickBooks and fine-tune your chart of accounts for precise reporting.
- Bank Reconciliation: Ensuring your bank accounts are in order, we provide monthly financial reports, including PNL and Balance Sheets.
- Ongoing Support: We handle any ongoing bookkeeping requirements your company may have.
- Year-End Cleanup: Before the year-end tax filing deadline, we tidy up your previous years' bookkeeping records.
Our primary objective is to deliver flexible and comprehensive support, ensuring your financial affairs are well-managed, whether you require help with specific tasks or wish to delegate your entire bookkeeping workload.
CFO Bookkeeping Plus
Start Ups -Set- Up And Education
CFO Bookkeeping Plus
We empower growing businesses to gain deeper insights into their financials through continuous support, offering a comprehensive back-office solution to meet all your accounting needs. This is complemented by advanced CFO advisory and business consulting services. Our extensive administrative support covers various aspects, including:
- Gen
We empower growing businesses to gain deeper insights into their financials through continuous support, offering a comprehensive back-office solution to meet all your accounting needs. This is complemented by advanced CFO advisory and business consulting services. Our extensive administrative support covers various aspects, including:
- General bookkeeping
- Invoicing
- Collections
- Payroll management
- Accounts payable
- Industry-specific tax filings
Once your financial records are well-organized, we extend our assistance to address other vital business requirements. This often involves tackling challenges such as cash flow management, budgeting, forecasting, strategic tax planning, and process enhancement.