Our Services


Financial Concierge offers a range of services from setting up your initial financial tracking systems, to ongoing booking, reporting and cash flow management. 



The Financial Concierge team can help you flesh out your business plan, set up record keeping systems like Quickbooks as well as connect you with our strategic partners who provide other specialized services, such as setting up your Business Entity LLC or Corporation.


Financial Concierge gives you access to the full range of payroll services from scheduling to processing all payments and deductions, third party payments and reports as well as setting up scheduled payments for taxes including the 940, and other tax liabilities.


For your weekly, monthly or year-end needs, we handle your comprehensive bookkeeping so you have the freedom to focus on your business. We have a menu of services we can give you to choose from to either take one or all for your business of personal finances.

QuickBooks Training

We teach you and/or your staff QuickBooks so you can manage your finances in house.

Medical Billing​

We are registered and certified to bill for the Medi-Cal Waiver program, otherwise known as the Assisted Living Waiver program. We run eligibility for your clients and deal with all returns for incorrect attendance, appeals for corrected eligibility, and bill on a weekly bi-monthly and monthly schedule. We bill for specialized Doctors such as hearing impairment.
Speak with one of our professional billers to find out how the billing service works, and if it can save your facility or physician office time and money.

Business Coaching

Business Coaching services entrepreneurs, and business owners who seek direction in what’s needed to be done to either begin a business or take their current one to the next level. Whether that be addressing the needs of the business owner or their employee’s. We examine the behaviors of the business culture well as their financial practices that effect the business or the future of a new one in person or over the phone.​

Other Services

Sales Tax returns​ (State Board of Equalization)


City business licence renewals

  • 30 min

    Introductory Meeting
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.