CPA-Led Accounting & Financial Operations for Growing Businesses

Clean books. Better reporting. Financial systems that scale with your business.

Accountant and Bookkeeper in Mesa, AZ.

Our Services

Accountant calculating the financial statement of his business. Business panoramic  banner with  copy space. Bookkeeper and Accountant.

Accounting Operations

For early-stage businesses

Includes: 

  • Transaction coding
  • Reconciliations
  • Monthly bookkeeping
Bookkeepers and accountants talking, bookkeeping, closing books, accounting, analyze investment and marketing on tablet in office. using graph chart on tablet

Growth Financial Reporting

For growing businesses

Includes:

  • KPI dashboards
  • Financial insights
  • Month-end close reporting 
  • Cashflow clarity  
Spreadsheet paper with graph. Bookkeeping, sales taxes, Account, balance sheet, income statement, Analytic research small business data economy, Monthly reporting and financial statement, general ledger

Advanced Business Accounting

For established companies

Includes:

  • Audit prep support 
  • Process accounting 
  • Multi-entity support

Trusted Accounting Support for Growing Businesses

We help business owners maintain accurate, reliable, and professional financial records without the stress of managing accounting tasks internally. 

Our goal is to provide CPA-Level quality bookkeeping and financial reporting while keeping accounting operations efficient and affordable.

Why Businesses Work With Us

  • CPA-supervised accounting process
  • Focus on accuracy and financial clarity
  • Secure handling of sensitive financial information
  • Designed for growing service-based businesses

We combine professional accounting standards with modern remote accounting efficiency so you can focus on running and growing your business. 

Industries We Commonly Serve

  • Professional service business
  • Contractors
  • Small and growing companies
  • Non-for-profit organizations
  • Service-based businesses
  • Local Arizona businesses 

What Clients Experience When Working With Us

  • Less time worrying about bookkeeping
  • More confidence in monthly financial reports
  • Better visibility into business performance 
  • Cleaner audit ready financial reporting 

"We focus on financial accuracy, reporting, quality, and accounting systems that scale as your business grows."

Service Plans

Accounting Operations

Starting at $300 per month

Best for small and early-stage businesses that need reliable bookkeeping and accounting support.

Includes:

Transaction coding
Bank and credit card reconciliation
Monthly bookkeeping support
 
Growth Accounting

Custom Pricing

Best for businesses that want better financial visibility and reporting insights.

Includes:

Month-end financial reporting
KPI reporting support
Budget vs actual analysis
Financial review support
 
Advanced Accounting & Advisory

Custom Quote

Best for established businesses with more complex accounting needs.

Includes:

Audit preparation support
Process accounting review
Multi-entity accounting support
Advanced reporting systems
 
Why Pricing Is Customized

Each business has different accounting needs based on:

Number of transactions
Number of accounts
Reporting complexity

Contact us for a customized quote.

“Our goal is to help businesses maintain financial clarity and reliable accounting systems as they grow."

Ready to Improve Your Accounting and Financial Reporting?


Schedule a free consultation to see if we are a good fit for your business.

During our consultation, we review your current accounting needs and discuss how our services can help support your business goals.

What Happens During a Consultation

We typically discuss:

  • Your current accounting and bookkeeping needs
  • Your business goals and reporting requirements
  • Potential ways to improve financial clarity and accounting efficiency
  • There is no obligation to move forward after the consultation.
Phoenix skyline and cactus.Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Schedule Your Free Consultation Today 

We're here to help with all your accounting and bookkeeping needs.

We look forward to learning more about your business.

We respond to all inquiries promptly and help guide you through the onboarding process if we are a good fit.

Phone: (480) 917-0898

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Why Work With Us

Why Choose Our Accounting Services?

We provide more than bookkeeping services — we focus on building reliable accounting systems that help business owners maintain control over their finances.

Our approach combines CPA-level accounting quality with efficient remote accounting workflows.

We prioritize:

  • Accuracy in financial reporting
  • Professional accounting standards
  • Secure financial data handling

Clear communication and reliable monthly reporting

CPA-Led Quality Control

All accounting work is reviewed using professional accounting standards to help ensure financial accuracy and consistency.

This helps businesses maintain:

  • Clean financial records
  • Better reporting visibility
  • Confidence during tax preparation and financial review

    Designed for Growing Businesses

    Our services are built for businesses that want accounting support that can scale with their growth.

    As your business expands, we help support more complex accounting and reporting needs without forcing you to change providers.

Efficient Remote Accounting Model

We use efficient remote accounting workflows to help keep accounting services affordable without sacrificing quality or reliability.

This allows businesses to access professional accounting support at a reasonable cost.

Security and Confidentiality

We treat client financial data with strict confidentiality and security standards.

"Our goal is to give business owners financial clarity, reliable reporting, and accounting systems they can depend on."

"We are a good fit for businesses that want more than basic bookkeeping — they want financial insight and accounting quality control."

Ideal Client Profile 

Who We Work Best With

We work best with businesses that want more than basic bookkeeping services. Our clients typically want reliable financial information they can use to make better business decisions.

Ideal Clients Include

We are a strong fit for businesses that:

  • Have consistent business activity and transactions
  • Want accurate and reliable monthly financial reporting
  • Are ready to improve their accounting processes
  • Value professional quality accounting support

Businesses We Commonly Support

  • Professional service businesses
  • Contruction contractors
  • Growing small and mid-sized companies
  • Non-for-profit organizations 
  • Service-based businesses
  • Businesses that want to improve financial visibility

Not Every Business Is a Good Fit 

We may not be the best fit for businesses that:

⚠ Need only occasional or very minimal accounting support
⚠ Are primarily looking for the lowest possible price rather than quality reporting

This allows us to maintain quality service standards for our clients.

Our Focus
Our goal is to provide accounting support that helps businesses maintain control over their finances and grow with confidence.

"We specialize in helping businesses move from financial uncertainty to financial clarity."

Results & Business Value

What You Gain From Working With Us

Our goal is to help business owners gain better financial control and clearer visibility into their business performance.

Clients who work with us typically experience improved financial organization and more confidence in their monthly financial reporting.

Business Outcomes Our Clients Experience

Better Financial Visibility
Understand where your business stands financially each month with reliable reporting.

Improved Cash Flow Awareness
Track cash movement and financial obligations more effectively.

Cleaner, More Organized Financial Records
Maintain accounting records that are easier to use for taxes, planning, and business decisions.

Support for Better Business Decisions
Use financial information to make smarter operational and growth decisions.

Why This Matters
Instead of spending time managing accounting details, business owners can focus on growing their business while knowing their financial records are handled professionally.

 
Our Promise
We focus on accuracy, reliability, and financial clarity for growing businesses.

"We help business owners turn accounting data into information they can actually use."

Phoenix skyline and cactus.Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Schedule Your Free Consultation Today 

We're here to help with all your accounting and bookkeeping needs.

We look forward to learning more about your business.

We respond to all inquiries promptly and help guide you through the onboarding process if we are a good fit.

Phone: (480) 917-0898

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Accounting Operations Plans - Starting At

Old Fashioned Adding Machine & Glasses (Black and White). Old mechanical calculator. Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

The Extra Small Business - Monthly

$300 to $700

Ideal for small businesses needing essential bookkeeping with low complexity and low volume of transactions.

Bank reconciliations

Income and expense tracking

Accounts receivable and payable

General ledger maintenance

Generated income statement and balance sheet

1099 tracking

Payroll journal entries

Month-end close - monthly lock down and full accrual is optional

Unlimited access to your bookkeeper and monthly meetings to discuss your financial statements

Retro photo of a young bookkeeper and accountant making calculations on client books. Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

The Small Business - Monthly

$750 to $1,500

Ideal for small business needing essential bookkeeping with moderate to high complexity and growing volume of transactions.

Bank reconciliations

Income and expense tracking

Accounts receivable and payable

General ledger maintenance

Generated income statement and balance sheet

1099 tracking

Payroll journal entries

Month-end close - monthly lock down and full accrual is optional

Unlimited access to your bookkeeper and monthly meetings to discuss your financial statements

Popular Services

TPT TAX, ARIZONA Filing, Sales tax filing. Accountant and Bookkeeper  for small business.

State Sales Tax Filing

$150 - $300

Per State and Per Entity

Frequency depends on your filing requirement monthly or quarterly.

Arizona - TPT

Old mechanical calculator. Accountant and bookkeeper.Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Accounts Receivable and Payable Management - Weekly Service

Starting at $400

Accounts Receivable Service - Ideal for businesses with the need to bill customers and monitor accounts. Service includes: collection efforts, accounts receivable reconciliations, and more. Account Payable Service - Ideal for business with multiple vendors and moderate to high level of cash (ACH/wires/checks) disbursements.
Old mechanical calculator. Accountant and bookkeeper.Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

The Periodic Reporter - Quarterly

Contact us for a quote

Ideal for small businesses needing quarterly bookkeeping true ups, reporting, and filing with low complexity and steady volume of transactions.

Bank reconciliations

Income and expense tracking

General ledger maintenance

Generated income statement and balance sheet

1099 tracking

Payroll journal entries

Sales tax filing - single state

941 filing

Phoenix skyline and cactus.Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Schedule Your Free Consultation Today 

We're here to help with all your accounting and bookkeeping needs.

We look forward to learning more about your business.

We respond to all inquiries promptly and help guide you through the onboarding process if we are a good fit.

Phone: (480) 917-0898

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

More Information

The Small Business Package

This package is ideal for small businesses with the following characteristics: several bank accounts to reconcile, need for accounts receivable management, several property and equipment to depreciate, small to moderate amount of inventory, accounts payable payments can be done once or twice a week, sales taxes are not complex, you have a third party payroll service, there is a need to maintain  supporting schedules for assets, liabilities, and owner's capital,  some technical accounting is required. Other factors are also considered. Please contact us to determine if this package is an ideal fit for your business. 

The Extra Small Business Package

This package is ideal for small businesses with the following characteristics: few bank accounts to reconcile, little need for accounts receivable management, few property and equipment to depreciate, small amount of inventory, accounts payable payments can be done once or twice a month, sales taxes are not complex, you have a third party payroll service, business debt and owner's capital is not complex. Other factors are also considered. Please contact us to determine if this package is an ideal fit for your business.

The Custom Bookkeeping Package

This is a customized package based on your business and budget needs. Please contact us and lets build your custom bookkeeping package together.

How are bookkeeping prices determined?

Pricing depends on the complexity of your business. It's mainly based on the number of entities, banks, ledger accounts, and transactions. We will partner with you to arrive at a fair and reasonable price within your budget.

Have peace of mind!

Have peace of mind that your books are complete, accurate, and ready for tax season. All bookkeeping is done by experienced professionals and all work is reviewed by our CPA.

Meet the Owners

black and silver calculator beside black pen.Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Christopher Perez, CPA

Chris is a Certified Public Accountant (“CPA”) in the state of Arizona. He has years of experience in public accounting, technical accounting, bookkeeping, and more! He obtained a bachelor and master’s degree in accountancy from Long Beach State University. He is a member of the Arizona Board of Accountancy and the American Institute of Certified Public Accountants.

pen near black lined paper and eyeglasses.Accountant and bookkeeper. Accounting, Bookkeeping, small business, accounts receivable, accounts payable. In Mesa Arizona, Tempe Arizona, Chandler Arizona, Phoenix Arizona, Gilbert Arizona

Laura Perez, Bookkeeping Specialist

Prior to “Perez Accounting and Bookkeeping, LLC” Laura held Manager and Director positions for top hotels and restaurants in Arizona, California, and South America. Laura received a bachelor’s degree from the University of San Francisco de Quito in business administration.