About SoCal Elite Accounting

About Us

Kimberly began her career as an AP clerk for a prestigious architectural firm in Irvine in early 2000. After 6 years of extensive training and promotions, she continued her career pursuits and became a Controller for a local Orange County magazine. While being promoted to Publisher and resigning as President, Kimberly oversaw every department (Accounting, Marketing, Human Resources, Sales and Admin) of the company. It was towards the end of her career at the publication, that she realized the immense need for a competent, reliable, honest and professional Accounting company, which could also offer guidance in other areas of a business.

She continues to enjoy attending workshops and seminars in different areas of business and accounting such as Payroll, QuickBooks, Retirement, Marketing, Human Resources etc. in order to assist clients with all their accounting and business needs. In addition, she enjoys reading a variety of books on QuickBooks, professional development, motivation, sales, and how to run a successful business.

Kimberly has a strong background in service related industries and manufacturing. She also has extensive experience in start-up businesses and those companies that need to catch-up on months or even years of bookkeeping work. She has a knack for designing or re-designing bookkeeping systems that help owners take their businesses to greater levels. Using common sense as her greatest “weapon”, she loves to find new ways to take the work out of paperwork. Putting the client’s needs first has always been her philosophy. With a professional and friendly attitude, Kimberly makes the bookkeeping process understandable for clients. Her goal is to help business owners focus on their dollars and find ways to cut expenses and increase revenue while being able to enjoy life outside of their business.

Yes. Prior to our first in-person meeting, we will request access to your QuickBooks file to do an analysis (typically 2-3 hours) for free. You will then be provided with a report of your balance sheet and P&L items with our notes. We can then determine in our meeting which direction to go, amount of time it will take and is overall a good foundation to start with. This report is free to you for future use whether you hire us or not.

No. 90% of our client’s books are set-up to be worked on remotely, although, we do have 10% which we need to make office visits. Since each business requires unique packages/services tailored to meet their specific business needs, we offer on-site and remote bookkeeping services.

QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks Online.