Accounting & Tax Services
Stop Flying Blind.
Get Financial Clarity That Drives Growth.
WTT Digital provides bookkeeping, tax preparation, financial reporting, and controller-level support for growing businesses in Southern California. Know your numbers. Make better decisions. Keep more of what you earn.
Book Your Free Strategy CallSound Familiar?
Most growing businesses are dealing with at least one of these.
📊
No real-time P&L visibility
You're making hiring, spending, and pricing decisions without clean, up-to-date financials.
📋
Scrambling at tax time
Chasing receipts, reconciling months of transactions, and paying more than you should because records weren't clean.
🔁
Outgrowing your bookkeeper
Revenue grew but your accounting setup didn't. You need controller-level insight without hiring a full-time CFO.
💸
Cash flow surprises
Money is coming in but somehow there's never enough. Without proper cash flow tracking, growth can become a liability.
📁
Disconnected tools
QuickBooks, spreadsheets, and receipts in email. Nothing talks to each other and reconciliation takes hours every month.
⚖️
Audit risk & compliance gaps
Missed deductions, misclassified expenses, and late filings add up to unnecessary risk and penalties.
What We Handle for You
From day-to-day bookkeeping to year-end tax strategy, we provide the financial infrastructure your business needs to operate with confidence.
Bookkeeping & Reconciliation
Monthly close, transaction categorization, bank and credit card reconciliation. Clean books delivered every month — no surprises.
- Monthly P&L, balance sheet, cash flow statement
- QuickBooks Online management
- Accounts payable & receivable tracking
Tax Preparation & Planning
Business and personal tax returns prepared accurately and filed on time. Year-round tax planning to minimize your liability legally.
- Federal & California state business returns
- S-Corp, LLC, and sole proprietor filings
- Quarterly estimated tax payments
Financial Reporting & Analysis
Custom dashboards and reporting packages so leadership can see exactly how the business is performing — and where the opportunities are.
- KPI dashboards tailored to your industry
- Job costing & profitability by project
- Budget vs. actual variance reporting
Controller-Level Support
Fractional controller services for businesses that have outgrown a basic bookkeeper but aren't ready for a full-time hire.
- Month-end close oversight
- Internal controls & process documentation
- Lender & investor reporting packages
Payroll Support
Payroll processing coordination, payroll tax compliance, and integration with your accounting system so nothing falls through the cracks.
- Payroll journal entry recording
- 940/941 payroll tax reconciliation
- W-2 and 1099 filing support
QuickBooks Cleanup & Setup
Messy books from prior years? We'll clean up your QuickBooks file, fix misclassifications, and build a chart of accounts that actually makes sense for your business.
- Historical transaction cleanup
- Chart of accounts restructuring
- QBO migration & new setup
Who We Serve
We specialize in Southern California businesses in the $500K–$10M revenue range who need more than basic bookkeeping but aren't ready for a full accounting department.
🏗️
Contractors & Construction
Job costing, AIA billing, WIP schedules, and certified payroll. We understand construction accounting and keep you compliant.
📦
E-Commerce & Retail
Multi-channel revenue reconciliation, COGS tracking, inventory valuation, and sales tax compliance across states.
⚙️
Manufacturers & Distributors
COGS, landed costs, inventory valuation methods, and margin analysis by product line or customer segment.
🏢
Professional Services
Revenue recognition, project profitability, utilization tracking, and clean financials to support growth, hiring, and investor conversations.
🚐
Field Service Businesses
HVAC, plumbing, pest control, cleaning services — track technician costs, vehicle expenses, and service margins with precision.
🛒
Franchises & Multi-Location
Consolidated reporting across locations, royalty tracking, and standardized bookkeeping so you can compare performance unit by unit.
One Partner for Marketing, Operations, and Finance
Most businesses hire separate vendors for accounting, marketing, and operations — and nothing is coordinated. WTT Digital connects all three so your financial reporting reflects what your marketing is generating and what your operations are spending.
📈
Marketing ROI is Measurable
When your books are clean, you can finally see exactly what each marketing channel is actually returning.
🔗
ERP + Accounting Sync
Odoo ERP feeds your QuickBooks automatically — no double entry, no reconciliation headaches at month-end.
🎯
One Strategy. One Team.
Your marketing, ops, and finance advisors are in the same room. Decisions are faster, better informed, and aligned.
How We Onboard You
No long contracts, no guesswork. We get your books clean fast.
Free Strategy Call
30 minutes. We review your current setup, identify your biggest pain points, and outline what clean books would look like for you.
Books Cleanup
We start with a historical cleanup of any misclassifications and reconcile all open periods so we're working from a clean baseline.
Monthly Close Process
We take over your monthly close, deliver your reports on a set schedule, and flag anything that needs your attention — proactively.
Ongoing Support
Tax planning throughout the year, ad hoc analysis, and a dedicated contact who knows your business — not a different person every call.
What Our Clients Say
"We hadn't reconciled our books in 18 months when we came to WTT. They had everything cleaned up and current within 3 weeks. Tax season was the easiest it's ever been."
— Thomas N.
Owner, Redwood Construction, Southern California
"For the first time I actually understand my financial statements. WTT built a reporting dashboard that tells me exactly where we're making money and where we're leaking it."
— Sarah J.
CEO, Pacific View Consulting, Irvine CA
"Having the same team handle our marketing attribution and our accounting means the numbers actually align. We stopped arguing about whether our ad spend was working — now we can prove it."
— Mark E.
CFO, Summit Trading Co., Orange County CA
Pair Accounting with Marketing and Operations
WTT Digital is the only partner in Southern California that combines all three services under one roof. Clean books are even more powerful when they're connected to your marketing ROI and your ERP data.
Ready to Know Your Numbers?
Book a free 30-minute strategy call. We'll review your current accounting setup, identify what's costing you money, and give you a clear picture of what's possible.
Book My Free Strategy Call →FAQ
Frequently Asked Questions
What is the difference between bookkeeping and accounting?
Bookkeeping is the day-to-day recording of transactions — categorizing expenses, reconciling accounts, and keeping records current. Accounting goes further: financial analysis, tax strategy, forecasting, and controller-level oversight. WTT Digital provides both under one roof, so your books are always current and your decisions are backed by real financial insight.
How much do your accounting services cost?
Monthly bookkeeping retainers typically range from $800–$2,500/month depending on transaction volume, number of accounts, and reporting complexity. Tax preparation is priced separately per filing. Book a free strategy call and we will review your current setup and give you a specific quote.
My books are a mess. Can you clean them up?
Yes — QuickBooks cleanup and historical reconciliation is one of our most common first engagements. We have cleaned up books that were 18+ months behind and fixed misclassifications going back several years. Most cleanups are completed within 2–4 weeks, after which we transition into a regular monthly close process.
Do you handle both business and personal taxes?
Yes. For business owners, coordinating business and personal returns is important for minimizing total tax liability. WTT Digital handles both federal and California state returns for S-Corps, LLCs, sole proprietors, and their owners.
How does WTT Digital's accounting connect with the ERP and marketing?
When WTT Digital manages all three, your Odoo ERP feeds QuickBooks automatically (zero double entry), your marketing attribution is tied directly to revenue, and your financial reports reflect what your operations are actually generating. You stop arguing about whether your marketing is working — the numbers prove it.