Bookkeeping service in Scotts Valley, CA (show on map)
Nilson and Associates is a full-service bookkeeping firm in Scotts Valley, CA serving the Santa Cruz area since 2011, providing custom financial services tailored to each client's specific needs.
Nilson and Associates is a full-service bookkeeping firm providing custom financial services based on your specific needs. No one person or business is the same, so we tailor our services to fit your needs.
Be it full cycle bookkeeping, working with your existing tax accountant throughout the year, or simply providing advice to achieve your financial goals. We help with any accounting needs you or your company might have. We aren't a one size fits all firm. Our services are made to order. Serving the Santa Cruz area since 2011, we pride ourselves on maintaining the highest level of accounting accuracy and customer service possible.
Serving Santa Cruz since 2011
Over a decade of bookkeeping experience
$1,000,000 liability policy against employee fraud
Personal account manager for each client
Fixed annual retainer fees agreed in advance
Free QuickBooks Online for monthly/annual retainer clients
$1,000,000 liability policy
Services
Bookkeeping Services
Full cycle bookkeeping services with fully insured bookkeepers who stay up-to-date on all newest information, laws, regulations, and techniques.
Full cycle bookkeepingAccounts managementQuickBooks Certified Pro Advisors
Estate Management
Estate management to ensure your estate is performing to expectations and adjusted as needed.
Estate performance monitoringEstate adjustments
Financial Planning
Strategic planning assistance and working with financial advisers to maximize your financial future.
Strategic planningFinancial goal achievement
Payroll Management
Payroll accounting services processed through a fully online system.
Online payroll processing
Tax Coordination
Working directly with your CPA throughout the year to make tax reporting easier.
CPA coordinationYear-round tax support
Credentials & Certifications
QuickBooks Certified Pro Advisors
Frequently Asked Questions
What kind of software does Nilson and Associates use? +
Most work is done in QuickBooks, either online or through the desktop application. They can discuss other programs if clients prefer.
What is the pricing structure? +
They have flat annual retainer fees that are not income-dependent. Fees are based entirely on the services being performed.
Can Nilson and Associates help with tax issues? +
They work directly with your tax accountant, providing your financial details and information so you don't have to manage that process.
How do I know my financial details are secure? +
They carefully screen and perform background checks on all employees. Additionally, they are backed by a $1,000,000 liability policy against employee fraud.
Why should I work with Nilson and Associates? +
With over a decade of experience, they have the know-how to make your finances work for you. They care about their clients and their lives - to them, you are more than a number.
