Portero Services

Portero Services

New
Offers online services
New
Offers online services

About

I specialize in small to medium size businesses. I have over 30 years of bookkeeping and accounting experience, and my focus is helping new businesses get their bookkeeping set up so that you can have an accurate financial picture of your finances. I also can help you grow your business, and increase your bottom line.


Highlights

Hired 1 time
2 employees
10 years in business
Serves Fallbrook , CA
Offers online services

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit

No reviews (yet)

Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

The first step in working with a new client would be to have an in-depth conversation about their current systems in place, or lack their-of. In addition, I need to establish what the client is actually looking for, with regards to their bookkeeping needs. I will then share my recommendation as well.

I have 30+ years of accounting experience, and am known as the go-to person if your books need clean-up and organization. I deal primarily with small – medium sized businesses from all industries such as:

 

  • Contractors – Garage Doors, Metal Fabrication, General Contracting
  • Professional Services – Law, Accounting
  • Medical Acupuncture
  • Software
  • Insurance Valuation firm
  • Event Planning
  • Manufacturing
  • Property Management
  • Agricultural

Prices vary, depending on the needs of the client.

I have always loved numbers and figuring out the numerical puzzles.


 Small to medium sized businesses from industries such as:

  • Contractors – Garage Doors, Metal Fabrication, General Contracting
  • Professional Services – Law, Accounting
  • Medical Acupuncture
  • Software
  • Insurance Valuation firm
  • Event Planning
  • Manufacturing
  • Property Management
  • Agricultural

Do your research and go with someone that has references and is referred!


Services offered

Business Consulting
Accounting
Financial Services And Planning