805-303-2274

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805-303-2274

  • Home
  • About
  • Services
  • How It Works
  • FAQ
  • Contact
  • Blog

Our Services

We provide professional bookkeeping for businesses and individuals/families. Accurate, timely financial records give owners the information they need to make decisions and stay tax‑compliant, so maintaining a solid financial foundation is essential.


We use industry‑leading software tailored to each client. As Advanced Certified QuickBooks Online ProAdvisors, we typically recommend QuickBooks Online, but may suggest alternatives such as Hurdlr, Sage, or other specialized tools based on your industry and needs. You always retain ownership and control of your financial records while we manage them.


Our bookkeeping services include:

Bookkeeping Services

Bookkeeping Services

Bookkeeping Services

  • Entering ALL Transactions
  • Categorizing ALL Transactions
  • Reconciling ALL Financial Accounts
  • Accounts Receivable
  • Accounts Payable
  • Job Costing
  • Loan Management
  • Fixed Asset Management
  • Financial Reporting
  • Management Reporting

Excel Optimization

Bookkeeping Services

Bookkeeping Services

  • Custom Excel Report Design
  • Customized Financial Reporting
  • Data Import / Export Optimization
  • Formula & Macro Optimization
  • Workflow & Systems Optimization
  • Pivot Tables
  • Executive Dashboards
  • Conditional Formatting
  • Data Validation
  • Google Sheets Conversions

Cleanup Services

Bookkeeping Services

Cleanup Services

  • Bank & Credit Card Reconciliation
  • Transaction Recategorization
  • Duplicate Removal
  • Accounts Receivable Cleanup
  • Accounts Payable Cleanup
  • Fixing Opening Balances
  • Payroll & Sales Tax Review
  • Chart of Accounts Restructuring
  • Final Financial Reporting
  • Forsenic Cleanup

Payroll Services

Payroll Services

Cleanup Services

  • Payroll Processing
  • Tax Filing
  • Time & Attendance Tracking
  • Employment Verification
  • Earned Wages Access
  • Direct Deposit and Paychecks
  • General Ledger Integration
  • Contractor Payments


Software Options

Payroll Services

Software Options

  • QuickBooks
  • Hurdlr
  • Sage
  • Excel
  • Xero
  • Jirav
  • HOALife
  • And More...

Setup Services

Payroll Services

Software Options

  • Software Implementation
  • Software Configuration
  • Design Chart of Accounts
  • Bank & Credit Card Integration
  • Customers & Vendors Setup
  • Sales Tax & Payroll Setup
  • Open Balance Entry
  • Workflow Training

Invoicing Services

Bill Payment Services

Bill Payment Services

  • Invoice Creation & Customization
  • Automated Sending & Scheduling
  • Payment Processing & Tracking
  • Reconciliation & Reporting
  • Payment Recording
  • Aging Reports
  • Late Payment Reminders
  • Revenue Reconciliation

Bill Payment Services

Bill Payment Services

Bill Payment Services

  • Vendor Invoice Management
  • Approval Workflow Setup
  • Payment Execution (ACH/Check/Card)
  • Vendor Record Management
  • 1099 Management
  • Reconciliation
  • Transaction Matching
  • Strategic Management 

Merchant Services

Bill Payment Services

Tax Filing Services

  • Credit Card Processing
  • Payment Solutions
  • Point of Sale
  • Wireless
  • Mail/Telephone
  • Virtual Terminal
  • Invoicing
  • Internet Merchants

Tax Filing Services

Tax Filing Services

Tax Filing Services

  • Payroll Services
  • Payroll Tax Filings & Remittance
  • Sales Tax Filings & Remittance
  • Software-Specific Services
  • 1099/1096 Filings
  • Year-End Compliances

Inventory Services

Tax Filing Services

Inventory Services

  • Setup & Configuration
  • Ongoing Inventory Management
  • Month-End Reconciliation
  • Month-End Adjustments
  • Reporting & Analysis
  • Advanced Support

Budgeting Services

Tax Filing Services

Inventory Services

  • Creating Monthly & Annual Budgets
  • Customized Budget Systems
  • Budget v Actual Reporting
  • Cash Flow Forecasting
  • Platform -Specific Services
  • Routine Maintenance

Now Providing

Financial Systems Integration

 At Ezra Bookkeeping,  we specialize in auditing, configuring, and deploying the core operational software your business needs to thrive. Explore our certified platform integrations to streamline your back-office tech stack today.

Learn More
Now Providing

Fireproof Legacy & Corporate Compliance Vaults

 Your most important life and corporate documents, secured in one grab-and-go system. If you had to evacuate your home or office in 10 munutes due to an emergency, could you instantly your essential life, family, or corporate documents?

Learn More

We Also Provide These Professional Services...

Personal Bookkeeping Services

Personal Bookkeeping Services

Personal Bookkeeping Services

We help individuals simplify personal bookkeeping by organizing finances, reconciling accounts, categorizing expenses, and preparing clear monthly reports. We automate bill tracking, optimize budgeting, and provide tax-ready records and personalized guidance. 


Our services save time, reduce errors, improve cash flow visibility, and empower smarter financial decisions.

LEARN MORE

Excel Optimization Services

Personal Bookkeeping Services

Personal Bookkeeping Services

We help businesses optimize Excel for efficiency and accuracy by streamlining custom spreadsheets and reports, automating workflows with macros and advanced formulas, and building interactive dashboards. 


We provide data cleanup, template standardization, and user training—cutting manual work, reducing errors, speeding reporting, and enabling smarter, scalable decision-making.

Learn More

Apostille Services

Personal Bookkeeping Services

Apostille Services

We provide nationwide Apostille services across the U.S. (all States, D.C., and Territories) and Canada (all Provinces and Territories), plus Federal Authentications. 


We guide certified copies and notarizations, provide applicable Embassy Legalizations, and use secure courier delivery to ensure timely, accurate document authentication worldwide.

Learn More

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