DLJ Bookkeeping and Accounting Services

Bookkeeping and Accounting in Carlsbad, CA


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DLJ Bookkeeping and Accounting Services

Bookkeeping and Accounting in Carlsbad, CA




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About DLJ Bookkeeping and Accounting Services

DLJ Bookkeeping and Accounting Services offers businesses with a full range of accounting and bookkeeping services. I have over 15 years of experience in broad-based accounting.

I can help give you peace of mind when it comes to your accounting and bookkeeping needs. This will help give you the freedom to concentrate on building your business and helping your customers.

I offer:

  • Daily Money Management
  • Small Business Accounting
  • Invoicing
  • General Ledger
  • Audit Preparation
  • Bank Reconciliation
  • Accounts Payables & Check runs
  • Payroll
  • Special Project
  • Small accounts and projects
  • Tax preparation and schedules for CPA
  • In office or remote access available

Personalized attention in the areas you need help with.

picture related to the guide

Services

  • QuickBooks support, including setup, tune-up, and training
  • Trial balance sheet
  • Receivables and payables
  • Payroll and tax payments
  • Financial statements
  • Reports and report reconciliation
  • Employee benefits
  • Sales tax
  • Year end 1099s and W2s
  • Budgeting and cash flow analysis
  • Personal bill pay for busy Individuals
  • Finalized financial reports for tax preparation

Brands

  • Quickbooks
  • Platinum
  • Cost Point/Deltek
  • Great Plains
  • Ultipro
  • Timberline
  • Sage Peachtree
  • ADP
  • IBM Cognos Impromptu
  • Advanced Excel
  • Microsoft Share Point
  • Word
  • Office
  • Power Point
  • Access
  • Outlook
  • Lotus Notes
  • SAP Crystal Reports
  • Safari
  • Various HRIS and UNIX
  • BAAN

Questions and Answers

  • How many projects do you average in a year?
Too many to count. I cover 3 main areas:
  • Personal
  • Small Business
  • Projects for Corporations.
I have had many clients in each area over the last year.
  • What do you recommend to know before hiring you?
  • What type of company are you?
  • Number of employees?
  • Current software programs being used.
What are your exact needs and wishes?
  • How can we save money hiring you?
Be organized. Look at what you are spending money on in detail. Make sure you are capturing all the tax deductions you can annually.
  • What we may not know about you?
I am a dedicated bookkeeper, with over fifteenyears of broad-based experience in all areas of accounting, payroll, financial reporting, compliance issues (State and Federal),benefits, and office administration.I strong problem solving skills and attention to details to each of my clients. I am proficient in most accounting and financial software programs and platforms.I am certified in Quickbooks. I use my expertise to set up financial management systems in order to meet my clients' specific needs. I offer training as well to ensure smooth transitions and effective re-tooling.You can count on my devotion to utmost customer service. You can rest assured that I deliver the highest quality of work. I routinely exceed my customers' expectations.
  • What kind of questions do customers ask you?
How much do you charge?Do you work from your office, or will you come to my location?What services do I prove?Are you a CPA?
  • What questions should a customer ask before hiring you?
  • Their experience and knowledge.
  • Rate.
  • What services are not included?
  • I would interview them just like you would a new employee or business partner.
  • What is important to know about your profession?
Outsourcing your bookkeeping and accounting needs will give you:n Peace of mindn Freedom to concentrate on your customers and building your businessn Reduce tax liabilityn Maintain confidentiality of sensitive financial informationn Control costs and cash flow management
  • What types of jobs are the most common?
Retail Shops, Construction Company, Salons, Tattoo Parlors, Personal Finances, and many other industries.
  • How did you get started?
I work in the corporate industry for over 15 years and decided I wanted to help small businesses succeed.
  • Do you offer any service after finishing the work?
If any questions ever come up about the work I have done, I am always available. I stand behind my work 100% and, if ever audited, will assist for any completed job I have done.Also included with my service, you may call me anytime if you have questions or need help with anything. Customer service is top priority to me. I will take care of your books so you can run your business.
Carlsbad, CA 92008
   (858) 336-9540
Contact Dianne Johnston
Certifications/licenses

  • Degree in Accounting/ Finances
  • Certification in Quickbooks and Crystal Reporting
  • Member of the American Institute of Professional Bookkeepers

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Reviews

by

I've worked with Dianne over the last few years. Not only does she provide a quality service, she is one of the very few bookkeepers that always invests the time and energy to make sure her clients have a clear understanding of their business's finances - and creates a workable strategy to streamline process and maximize value.

by

I opened my business last summer and had been putting off sorting through my sales and receipts. I found Dianne and could not have been happier with all she's done for me! Not only did she reconcile my 2011 statements, but she set me up for an easier 2012 and did my taxes! Such a great find! I recommend her to everyone.

by

I met Dianne when I was in a pretty bad bookkeeping bind that I could not get out of myself. She came to my home and we worked on my accounts until we were done. I gave her our invoices and she figured them in a very timely manner. After being in a paperwork nightmare, I am up to speed with all of my taxes. I am very happy with Dianne and her company and will be using her all through 2012 as well.

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