We help Legal Pros increase their bottom line by 20%
With Strategic Bookkeeping and Advanced Tax Planning. You also safe 7+ Hrs/Week with the work we take out of your plate so you have more time to get and serve more clients and build a 7-figure practice.
Your Firm Is UNIQUE & So Are Your Accounting NEEDS
We specialize in YOUR Industry so WE know exactly the risks you face when not handling your client TRUST funds as required by the State BAR
For your IOLTA Accounts:
3-Way Monthly Reconciliation and Reports.
Support in case of State BAR Audit of your Trust Account (s).
Help Developing a Billing Workflow that keeps your Clients' Trust Accounts in Balance at all times.
Our services
Tailored to your specific INDUSTRY needs.
Bookkeeping and Trust Accounting
Let our experienced team handle your trust accounts and tax compliant bookkeeping needs so you can run a stress-free business.
Virtual Controller
Our Virtual Controller Services team will take care of all your business' accounting functions, and a little bit more, so you don't have to!
Part-Time Virtual CFO and Advisory
Let us help you dive deep into your financials, set up a plan to take you from where you are today to where you want to be in a year or two. Let us guide you to future success!
QuickBooks Online Setup and Cleanup
We will set up your books according to your legal entity and what will be useful for your business.
Our team will help you get your books cleaned up, caught up, and ready for tax season!
Business and Individual Tax Prep
Stop trying to file your taxes by your own. Let our team of experts make sure you are not missing deductions and avoid penalties and interests for errors in your tax return. All from the confort of your Home!
Tax Projections and Planning
Effective tax preparation and planning can hep you minimize your future tax liability. Don't get a surprise when filing your taxes. Know in advance how much will you owe and how much your estimated taxes should be.
Our team
Our main goal is to provide you with the level of service and COMMUNICATION your business needs to thrive
Karla Navarro
Founder, Enrolled Agent, Certified Tax Coach
Ana Montero
Account Manager, Certified Bookkeeper
Andrea Ocariz
Account Manager, Certified Bookkeeper
Mary Rodriguez
Tax Preparer
Our clients
We don't have a business without you and without your TRUST. That is our biggest ASSET
"Karla has a personal, proactive approach to guide me with the financial running of my business and is always available either via email or telephone. I have a real sense of security knowing there is always quality advice on hand as my business grows and I have to make more decisions. I would highly recommend her service. She has helped me feel less stressed about my business and what to expect in the future."
Miros Rodriguez
Realtor, California USA
"Pâtisserie Rotha has been working with Karla since it opened over a year ago.We have much appreciated the professional bookkeeping that has helped our small business flourish in order to reach financial stability and success.
Karla responds quickly to requests and simply gets the job done!"
Rotha Ieng
Chef, California USA
"We started a new business and had concerns about navigating the financial side of things. Karla has helped us understand how best to structure our business entity so it works for us.
Doing taxes with Karla and My Books and Taxes is fast and streamlined so it can all be done virtually. We will definitely continue to use her service."
Stephanie Wright Moore
Business Owner, California, USA
Why choose VIRTUAL Services
We are technology savvy and we are always looking for the last applications that helps STREAMLINE our and your processes
Huge savings compare to hiring an employee
By choosing us, you will save money on associated costs that come with hiring an employee - such as payroll tax, employee benefits, equipment, and recruiting & training.
Get back your time back and also Money
When you focus on your profit generating activities and take care of your clients your business grow. Let us take care of the accounting tasks so you can get back to doing what you intended when started your business.
No Hidden Costs
We offer our services at a Fixed Monthly Rate. No Surprises! We don't charge you for our meetings, emails, or phone calls.
Get your Numbers under Control
By understanding your financial statements, you will have the confidence to make educated financial decisions to meet your business goals.
Proactive Team
We are always keeping an eye on the financial health of your business and developing strategies for improvement. Think of us as your silent, financial partner helping you grow your business.
Our Certifications
We keep up to date with new laws, trends, apps, and any other thing that can help us PROVIDE you with better service.
Interested in some READING?
Get the Free eBook "The 7 Legal Loopholes for Lawyers"
7 Legal Tax Loopholes for Lawyers
This FREE eBook contains 7 strategies every lawyer should be implementing to reduce your taxes and keep more of your earned money in your pocket.
Get my FREE Copy
Get my FREE Copy
7 Legal Tax Loopholes for Lawyers
This FREE eBook contains 7 strategies every lawyer should be implementing to reduce your taxes and keep more of your earned money in your pocket.
