What types of businesses does Lomax Bookkeeping Support?

Real Estate Investors and Property Managers Expertise Professional Services and Consultants Medical and Wellness Practices Contractors and Construction

What are the benefits of using QuickBooks for my business?

QuickBooks offers several benefits, including the following: Simplified financial management Real-time tracking of income and expenses Real-time connectivity to your banks and credit card providers Accurate and automated invoicing Easy tax preparation Seamless integration with other business tools including payroll third parties, retail POS systems, and more.

How often should I update my financial records?

Ideally, you should update your books at least monthly to ensure accuracy. For larger businesses, this frenquency should be sooner, such as either weekly or monthly, depending on transaction volumes.

Expert Bookkeeping and Payroll Services

Clarity for Your Business Growth

We believe that financial clarity is the heartbeat of every successful enterprise. We provide dedicated remote bookkeeping services that transform complex numbers into clear, actionable insights, allowing business owners to regain their time and focus on their core mission.

Intuit Quickbooks Online is the bookkeeping platform of choice, and we can integrate with other apps as needed.

Services include:

Accounts Payables & Receivables
Invoicing Support
Sales Tax Filing
Payroll Services & Related Tax Filing
1099 Filing

Bank & Credit Card Reconciliations
Cash Flow and Expense Tracking
Monthly Financial Reports
Bookkeeping Clean-up & Catch up
Quickbooks Online Setup and Support

Based in Yorba Linda, serving Orange, Riverside, and Los Angeles Counties

Let's connect to explore ways I can help address your bookkeeping and payroll painpoints so you have the clarity you need to grow your business. Click the button below to select a day and time that works for you and you will be immediately scheduled in my calendar.

Click for Free Consultation

Kathy Lomax, founder of Lomax Bookkeeping, brings over three decades of leadership experience managing high-level technology initiatives for Fortune 500 financial corporations and healthcare sectors, where she developed a sharp focus on fiscal accountability and large-scale systems. By applying these enterprise-grade standards to small and medium-sized businesses, Kathy ensures every client benefits from meticulous precision and sophisticated financial oversight. She is certified in QuickBooks online and QBO Payroll and is an Intuit ProAdvisor.

Her expertise integrates advanced technical proficiency with a steadfast commitment to financial integrity, offering specialized services in accounts payable, receivables, and payroll administration, as well as strategic reporting. Kathy’s professional approach is defined by reliability and excellence, fostering a high-level partnership built on trust. She has served on several non-profit boards and remains dedicated to the highest industry standards. We welcome the opportunity to discuss how our formal partnership can bring clarity to your firm’s operations and drive strategic future growth.

Kathy has expertise in Real Estate Investment and Property Management, but supports many industries. She was born and raised in SoCal and currently lives in Yorba Linda. She is married and has two beautiful grown daughters.

About Kathy Lomax

Our Services

Tailored bookkeeping and payroll solutions designed to support your business growth and financial clarity.

Stop Managing Books and Start Managing Growth!

We bring clarity to Chaos
We build ensure compliance
we build trust
We make a difference

We go beyond the numbers to deliver financial visibility, strengthen operations and help business owners achieve their goals.

Monthly Bookkeeping

Accurate, timely bookkeeping to keep your financials organized and up-to-date. Includes capturing and properly coding all bank and credit card transactions, bank and credit card reconciliation, accounts receivable, accounts payable, inventory tracking, fixed asset management, sales tax accounting and filing.

Payroll Management

Reliable and timely payroll processing for all your employees, including tax filings and direct deposit so you can stay focused and worry-free. Support for Integrations with third party payroll providers.

Job / Project and Class Costing

Leveraging the power of Quickbooks on-line, enable tracking of project costing and department tracking. (Requires Quickbooks Online Premium)

Year-End Preparation & 1099 Filing

Year end closing reconciliations and CPA coordination. Accurate, on-time 1099 preparation and filing so your contractors are reported correctly, deadlines are met, and you stay compliant without the stress.

Financial Reporting and Analysis

Receive intuitive, comprehensive management reporting and financial summaries that empower you to lead with certainty. Our service provides detailed analytics and strategic data to help you grasp operational health.

Cleanup and Optimization

Catchup and/or Clean-up bookkeeping and process improvement to ensure your books are accurate and efficient, giving you a clean slate and better systems for the future.

Engineered for Sustainable Growth

We provide the financial clarity and strategic bookkeeping your business needs to scale. By automating feeds such as bank accounts, credit card accounts and complex payroll along with managing your ledger with precision, we free you to focus on what you do best: growing your enterprise. Our financial reporting provides insights to enable business owners to make highly informed decisions.

Frequently asked questions

FAQs

Customizable services Certified QuickBooks Online expertise (Level 1, Level 2, Payroll, Intuit ProAdvisor) Reduce overhead costs - save money by leveraging a flexible outsourced team. Improve reporting accuracy - real-time as needed Stay Compliance and Audit-Ready Focus on what matters most - enables business owners to focus on sales, operations and profitability Support better decisions as trusted advisors

lomaxbookkeeping06@gmail.com

(951) 212-2880

Yorba Linda, CA 92886

Ready to scale your business? Our free consultation helps you identify your pain points and growth opportunities. We can help optimize your financial health with tailored bookkeeping solutions.

Let's connect on your monthly bookkeeping needs and how I can potentially save you thousands of dollars to streamline your financial operations for accuracy, clarity and compliance.

Click on the button below to select a day and time that works for you.

Contact Us

Free Consultation

Expert Bookkeeping and Payroll Services Clarity for Your Business Growth