Do you work with QuickBooks?

Yes. We set up and maintain QuickBooks, reconcile accounts monthly, and generate financial statements.

Can you file my sales tax and prepare 1099s?

Yes. We calculate and file sales tax and process year-end 1099 forms on time.

How often will I receive reports?

You can choose monthly, quarterly, or annual reporting—P&L, balance sheet, and cash flow.

Do you help with loan applications or taxes?

We prepare clean financials that support loan applications and coordinate with tax preparation for accurate filings.

Professional bookkeeping services in Rancho Cordova and Sacramento

Organized records. Clear insights.

Stay focused while we keep your books balanced

Small business owner reviewing monthly bookkeeping reports

Accurate Books, Actionable Insights

Accurate books, better decisions

Bookkeeping that keeps your business on track

Accounting is essential to every operation. The goal is simple: know if you’re making a profit and keep tax reporting transparent. By recording sales, purchases, expenses, payroll, loans, and more, your books reveal strengths, weaknesses, and true performance—so you can act with confidence.

Image from Freepik

What our bookkeeping covers

We handle the day-to-day detail so you can see the big picture—profitability, trends, and compliance. Images from Freepik

Recording sales and expenses in QuickBooks

01

Record transactions

Sales, purchases, expenses, payroll, loans—accurately captured in QuickBooks.

Reconciling bank and credit card accounts

02

Reconcile & review

Monthly bank/credit card reconciliations to keep your balances clean and reliable.

03

Financial reports

Monthly, quarterly, or annual statements to track profit, loss, and cash flow.

Sales tax filing and year-end 1099 processing

04

File & finalize

Sales tax filing and year-end 1099 processing—done on time and correctly.

QuickBooks experts

Clean books for taxes, loans, and growth

Our experienced team uses QuickBooks to manage all aspects of your bookkeeping and financial reporting. Accurate records are critical when preparing business taxes, applying for financing, or planning an exit—so we keep your data organized and audit-ready.

Monthly, quarterly, or annual financial statements
Bank and credit card reconciliation
Sales tax calculation and filing
Year-end processing of 1099 forms

Images from Freepik

QuickBooks dashboards and performance charts

Financial review meeting with reports and charts

Why choose Universal Xperts?

Transparent reporting, timely filings, and practical insights—so you always know where your business stands.

We focus on accuracy and clarity. Clean books help you file taxes correctly, qualify for loans, and make confident growth decisions.

Clarity

Monthly visibility

Straightforward books and reports that reveal profit, loss, and trends.

Consistency

Reliable balances

Reconciliations and reviews that keep data accurate and reliable.

Compliance

On-time filings

Sales tax filing and 1099 processing done correctly and on time.

Confidence

Better decisions

Reports that support taxes, loans, and even a future business sale.

Business owner reviewing bookkeeping insights

Let us manage your books

Universal Xperts will keep your records accurate, file on time, and deliver clear reports—so you can focus on growth with confidence.