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SERVICES

At DataMate Bookkeeping & Tax, Inc., we provide expert accounting, advisory, and tax services and use the latest QuickBooks technology to automate your accounting and tax needs.

We provide the services of a large firm but are small enough to provide each client with individual attention.

Our multiple-layer review process ensures accuracy in all our services.

When you partner with DataMate, our accounting and tax experts will analyze your business situation and customize our services to fit your specific needs.

General Bookkeeping and Tax Services

  • Bookkeeping / Accounting Services

    We tailor our bookkeeping and accounting services to fit the specific needs of each client. We provide full charge bookkeeping, including A/R & A/P, bank deposits, & daily posting to monthly bank, asset and liability account reconciliations for businesses and personal clients. We are able to provide compliance services for year-end reporting, such as 1099 / 1096 filings.

  • E-Commerce App Integration

    Our experienced QBO ProAdvisors can assist you in integrating your online sales channels directly into QuickBooks online with the use of various apps. We can customize a system that will work with your specific situation.

  • Financial Statements

    DataMate provides monthly financial statements and can help you analyze these reports to better run and manage the changes in your business. These reports are very important tools when it comes to analyzing your business and presenting your business to lenders, partners and potential buyers.

  • New Entity Formation

    DataMate will assist you in analyzing the different entity types to determine which is best for your tax situation. We will provide a list of qualified legal counsel to assist with the formation.

  • Payroll Services

    With the ever-changing payroll laws, accurate payroll processing has become more of a challenge. Our payroll professionals have a deep understanding of California payroll laws and receive updates as new payroll laws are implemented. We are able to assist you in making any necessary changes and keep you in compliance with any new regulations. We partner with one of the best payroll processing companies to ensure accurate and timely payroll processing, as well as payroll tax payments and filings, including 1099 / 1096 reporting

  • Sales & Use Tax Services

    Our sales & use tax professionals have experience with not only California law but other states as well. California Board of Equalization publications are extensive and difficult to comprehend. We are able to assist in proper collection, paying and reporting of your sales tax obligation.

  • Tax Preparation & Planning

    Besides tax compliance, our tax experts can help you with tax planning in order to minimize your business and/or personal tax liability. We stay abreast of changing tax laws and assist you in analyzing how these changes will affect your tax situation. Knowing your business situation through our bookkeeping/accounting services allows us determine how new business opportunities will affect your tax situation.

  • Audit Representation

    A notice from any government tax agency can be intimidating. If you or your business receive such a notice, whether a demand for payment or an audit notice, you can rely on our experienced staff to properly represent you before the tax agencies.

Business Advisory Services

  • Accounting Procedures & Controls

    DataMate is available to assist with the proper setup of internal controls. Having adequate procedures & controls is a very important part of smoothly running a successful business—but can be overwhelming. We are here to assist you in implementing and/or making adjustments to current policies.

  • Operations Procedures

    Take advantage of our expertise to streamline your business processes. We can assist you with streamlining not only your accounting procedures, but also other aspects of your day-to-day business.

  • Administrative Services

    We have staff available to assist you with various administrative duties.

  • Interim Staffing

    Losing an office staff member can be difficult. Our team can cover a wide variety of skills, and we would be happy to assist you until you find an acceptable replacement.

  • Special Projects

    Instead of hiring an employee or a contractor for a project, we are available to assist you. We can assist with HR projects, operations procedures implementation, or other administration related projects.

Virtual Office Solutions

With the lease costs of commercial office space continuing to rise, many small businesses are moving to running their businesses or non-profits from their homes. An alternative solution to this is to utilize our virtual office solutions. We can handle incoming mail and serve as your address of record for government and client correspondence, thus providing you with personal privacy so your clients do not know your home address.

What Our Clients Say

Nick Markos

Operations OfficerCards Against Humanity

DataMate Bookkeeping & Tax has been a valuable partner for Cards Against Humanity and for me. Their flexibility and care have been important factors as our business has grown and expanded. Datamate's cooperation with our internal team and with our accountants has been really helpful—I appreciate their professionalism and team spirit.

Sandra Rasmussen, CPBS

Management ConsultantIgKnight Management

As a Management Consultant, I realize the value of an organization providing training and continuing education. DataMate recognizes this important step and ensures their staff is aware of the most current bookkeeping and tax requirements—because it is imperative for their customers.

Israel Sandoval

PresidentSandoval Landscaping, Inc.

DataMate helped restructure our accounting software and automate our customer billing. When we lost our payroll provider due to illness, DataMate stepped up and took that on too. They are always willing to help out when we need them!

Karolinne Livingston

SecretaryRebekah Assembly of California

Through the restructuring of our accounting system, Datamate has streamlined our financial reporting. We now undergo our annual audit with no material adjustments. We have worked with the DataMate team for over 10 years and couldn’t be happier with their knowledge and service!

Monika Rose

Chapter AdministratorASID California Peninsula Chapter

We are fortunate to have been referred to DataMate for our bookkeeping needs. Their knowledgeable team provides full charge bookkeeping services to our organization each month, including A/P, A/R, account reconciliations and financial reporting. They even assist us with creating new annual budgets each year and provide monthly budget vs. actual reporting to help keep us on track.

Sarah Kercheval

TreasurerWoodland Residents Inc.

Since taking over full charge bookkeeping for our organization, DataMate has streamlined our processes, provided timely reports, and worked with us and our CPA firm to make year-end a much smoother experience.