White Bookkeeping & Business Management

Specialties

Income & Expense Data Entry

Bank & Credit Card Reconciliation

Financial Records Organization

Payroll

Invoicing

Bill Paying

Local, Business, Property and Sales Tax Preparation

1099’s

Monthly Financial Statements, i.e., Profit & Loss and Balance Sheet Statements

QuickBooks Set-​Up & Consulting

Personal Bookkeeping

White Bookkeeping & Business Management offers the best financial record keeping services in North County for businesses and for personal entities. We are experts in bookkeeping for start-​up to mid-​sized companies ranging in retail, service and non-​profit industries. It does not matter how organized or disorganized your financial situation is — we’ve got the tools to have your business running like a well-​oiled machine. We believe that accurate and well-​organized financial records are the key to peace of mind for every business owner. We focus on handing over complete financial statements to your CPA so you can concentrate on running your business. Our services include but are not limited to income/​expense data entry, bank & credit card reconciliation, payroll, bill paying, local, business, property and sales tax preparation as well as QuickBooks set-​up and consulting.

History

Established in 2006.

White Bookkeeping & Business Management was established in Los Angeles, CA and has since relocated to Carlsbad, CA. Our office is located on the bustling Carlsbad Village Boulevard. White Bookkeeping & Business Management chooses to employ the benefits of maintaining a ‘virtual office’. This means that, instead of having the usual overhead of office rent, utilities and supplies, WBBM has gone the route of a virtual environment in which our trained professionals ‘commute’ to work via electronic file sharing and daily email briefings. We believe this type of work environment increases productivity, encourages flexibility and most importantly, keeps costs down so that we can give our clients an affordable option to reign in their finances.

Meet the Business Owner

Samantha E.

Business Owner

Samantha is a native Californian and after working at various Los Angeles based commercial and music video production companies she moved to New York City to work for a Manhattan-​centered business management firm. It was during that time that she gained valuable insights managing a sophisticated client roster. In 2006, she established White Bookkeeping & Business Management, and has built a broad client base ranging in architecture, graphic design, post-​production, retail and service based companies. Samantha is now focused on establishing a solid representation in North County as this is where her husband is originally from and she and her husband have chosen to raise their young son.