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Professional Accounting and Tax Services You Can Trust
Focus on what you do best.
Focus on what you do best.
We'll do the rest!
We'll do the rest!
Managing your business finances can be overwhelming—but it doesn’t have to be. Our expert bookkeeping services take the stress out of staying organized, giving you accurate, up-to-date financials you can trust. Whether you're a solo entrepreneur or running a growing company, we provide tailored support to keep your books in order, your cash flow clear, and your time freed up to focus on what you do best. Let us help you make smarter financial decisions with confidence.
Our Services
Our Services
📊 Transaction Categorization
We accurately categorize all business transactions to keep your Profit & Loss reports and Schedule C organized and tax-ready.
🔍 Account Reconciliation
Your bank and credit card accounts are reconciled monthly to ensure your books are accurate and error-free.
📄 Financial Statement Management
We prepare and maintain key financial reports—Profit & Loss, Balance Sheet, Accounts Payable, and Accounts Receivable.
📈 Monthly Business Consultations
Receive personalized, strategic guidance each month to support your business growth and financial optimization.
📬 Full-Service Accounts Payable & Accounts Receivable
We manage your entire billing cycle—creating invoices, entering bills, and tracking payments so you don’t have to.
🧾 Tax Preparation & Filing (select clients)
From start to finish, we handle your tax prep and filing to keep you compliant and save you time.
Client Testimonials
Client Testimonials
Real Estate Investor:
"As a real estate investor with multiple properties and constant transactions, I was drowning in spreadsheets and disorganized records. Working with OpenTrust completely changed that. They brought structure to my finances, ensured every expense and income was accurately tracked, and provided clear monthly reports that helped me make smarter investment decisions. Their attention to detail and proactive communication have been a game-changer for my business. I finally feel confident during tax season and beyond."
– Frank Di Maria, Investor, Pacific Partners
Contractor Client:
"Before hiring OpenTrust, I was constantly behind on my bookkeeping and unsure if I was even turning a profit. They stepped in and took care of everything—from organizing my expenses to sending me easy-to-understand reports each month. Now I know exactly where my money is going, and I can focus on running my projects instead of stressing over paperwork. Their support has been invaluable to my business ."
– Selim Habesh, Owner, DME Construction
SET UP YOUR FREE CONSULTATION BY SCHEDULING A CALL BELOW!
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