After taking a hiatus to raise her two children, Christine decided it was time to return to contribution margin the workforce. You can now find her here full time eager to assist with payroll and to answer all your questions. Whether you need assistance with implementing payroll for your company for the first time or you need to roll your company over from another platform, Christine is committed to making everything go smoothly. We have a forward-thinking style and focus on tax and financial planning to help pave the road to your financial success, both now and in the future. Bottom Line Management’s quality bookkeeping services can help small businesses in Carlsbad of all sizes and industries, with their monthly bank and credit card reconciliations and financial reporting. In 2001 I decided it was time to head out on my own, I started Bottom Line Management and for the past 23 years have been helping San Diego and North County businesses stress less by taking care of their bookkeeping needs.
- Our expertise ranges from family/personal CFO service, tax management and accounting services to more in-depth services such as estate planning and financial planning.
- Her many years of experience and on-going tax education enable her to solve the most complex tax issues and disputes.
- She is passionate about helping business owners with their financial needs.
- After graduating I worked in the accounting field at North County companies for the next 11 years.
- When I took an accounting class at Carlsbad High School, I knew from then on that’s what I wanted to do, and I’ve been working in the accounting & bookkeeping field ever since.
Candice Gerlach, Certified Public Accountant, CFE
Kristine’s expertise in management plays a big role in coordinating the schedules of all the CPAs of JL Wennes CPAs making sure the clients are the top priority. Kristine was in the banking industry for 12 years before deciding to stay home with her little ones. When she decided it was time to pick up where she left off, she decided she wanted to focus her career on the accounting industry.
- We enjoy learning about emerging issues, which keeps us current on tax law so we’re always ready for the toughest situations.
- We will take care of paying your bills on time, invoice your customers, record your deposits and even provide collection services.
- This keeps things from feeling overwhelming or stressful, by keeping records up to date.
- Prior to joining JL Wennes CPAs in 2013, Margit worked as a bookkeeper in the hospitality industry.
- There are all sorts of reasons to hire a Certified Public Accountant.
Professional CPA Services in Carlsbad and North County
Payroll is an important part of business, especially in the eyes of its employees. Bottom Line Management will manage your payroll accurately and efficiently, making sure your employees are paid on time. Founded in 1991, https://www.bookstime.com/ Cardin and Company is located in the beautiful coastal city of Carlsbad in San Diego’s North County. Though miles from downtown, we offer the same acumen and sophistication of the big law firms there. I worked my way through CSU Chico, taking accounting-related jobs wherever I could, and earned a Bachelor of Business Administration, Finance degree in 1990.
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After graduating I worked in the accounting field at North County companies for the next 11 years. During her personal time, you can find her spending time with her family and two beloved Golden Retrievers at the beach or enjoying one of the many new eateries on the coast. During her off time she enjoys spending quality time with her family, upcycling furniture, and reading. Our mission is to provide an easy and welcoming approach to servicing you and your financial well-being.
- During her off time she enjoys spending quality time with her family, upcycling furniture, and reading.
- As your accounting team, we make sure someone is here to help you and answer your questions during normal business hours, year-round.
- As part of our tax preparation service, we are qualified to calculate, file and sign income tax returns on behalf of individuals and businesses.
- You’ve already secured funding, and you’re ready to get to work on running it.
- As an accounting firm, we specialize in other financial tasks, such as tax, management consulting, mergers and acquisitions.
It can also be difficult to keep track of all of your financial information you’ll want to have later on when you’re #1 priority is just staying afloat and bringing in clients or customers. By working with a financial professional, you can make sure you’re starting out on the right foot. Even if your business is already off the ground, but you’re worried about potential money troubles, we can work with you. We’re dedicated to our clients and dig deep to understand our client’s needs. We believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year.
So, if you’re located in the greater San Diego or Carlsbad area, and you’ve gone years filing yourself using a software program like QuickBooks, you may be wondering what the advantage is of hiring an accounting firm. Throughout her career her focus has been in a variety of areas such as, white collar crime, financial statement preparation, audits and tax compliance. She was the lead forensic accountant of many large national financial crimes, including a $100 million Ponzi scheme. Her work included tracing laundered money around the world, recovering assets for the Federal Receiver to return to victims, and providing supporting documentation for various law enforcement agencies and attorneys. With a friendly and straight-forward point of view, our mission is to provide superior bookkeeping and tax services to our clients. We provide an all-in-one service that ensures our customers are not only compliant with state and federal law, but have an understanding of their financial status and a clear financial plan for their future.
A Local CPA You Can Count On
We are here to help you meet and understand Bookkeeping Services in Carlsbad your financial goals so that you can feel secure with your financial plan. We will take care of paying your bills on time, invoice your customers, record your deposits and even provide collection services. Margit is the Senior Bookkeeper and main contact for all JL Wennes CPAs’ bookkeeping clients. She is well versed in accounts payable, accounts receivable, payroll, and the preparation of accurate financial statements. She is familiar with different accounting software, QuickBooks online and desktop, and Xero. Her husband is a retired USMC officer, and she had the privilege of being by his side for his 21 years of active-duty service.
We take a proactive approach to this process and will stay in contact with you throughout the year. This keeps things from feeling overwhelming or stressful, by keeping records up to date. You’ll also save time by handling things as they come, rather than waiting until the last minute and frantically looking for that document you need. It’s about making your life easier so you can focus on the things that matter most. She brought with her over 25 years of bookkeeping experience working in many industries and recently became a certified tax preparer to assist in tax preparation during tax season.
