OUR SPECIALTIES

Accounting & Bookkeeping Services for Small Business Owners
TAX RETURNS

Our team offers professional, personalized tax services that keep your affairs in order. This includes tax preparation and tax accountant services. We strive to reduce the money that you owe the IRS, freeing up money that can be spent to enhance or expand your business.

ACCOUNTING & BOOKKEEPING

We prepare your financial statements and bookkeeping records, maintaining error-free work. Once complete, a licensed EA reviews the records for accuracy. Our bookkeeper helps free up your time while taking care of your needs. It is our promise to you.

PAYROLL

Our payroll packages are made to accommodate your needs. We offer several packages that include payroll run and payroll deduction services. We provide clients with online access and direct deposit services in each of our payroll packages.

WE SERVE MANY DIFFERENT INDUSTRIES & PROFESSIONS

WHY US?

TIME IS MONEY. WE SAVE BOTH
On Track Financial

125 Hours

Average amount of time we save our clients each year, so they can focus on running their business.

On Track Financial

20K Dollars

Average amount of money we save our clients each year that can go back into their business or family.

Small Business Bookkeeping Experts

As small business bookkeeping experts, we focus on the unique needs of a small business. We never overlook the small, yet important details that some of the larger accounting and bookkeeper firms miss. We understand the needs of small business owners and focus on delivering services that help your business reach the top.

On Track Financial
On Track Financial

Technology Experts

Our bookkeeper does not provide the average Orange County bookkeeping service, nor does our tax accountant. We use cutting-edge technology to provide our clients a plethora of services they need. We accurately provide our tax preparation services, bookkeeping service, and more, giving our clients confidence in our work. We use only the most effective software available, including QuickBooks Online.

Orange County Industry Accounting Experts

We assign a group of Orange County small business accounting professionals to your case. This team is dedicated to your company and helping it grow. As such, they’ll create an effective business plan that addresses all of your accounting needs. They strive to create a plan that is effective, in-depth, and thorough, yet that is easy-to-implement into the scheme of things. You’ll have access to these experts for an entire year.

On Track Financial
On Track Financial

Affordable & Flexible Payroll Packages

We offer payroll packages for businesses of all sizes and in all industries. No matter what your needs, we have a package that fits your lifestyle. If the basic bookkeeper and tax accountant services do not thoroughly cover your needs, rest assured that our add-on services will.

HAPPY CLIENTS WE’RE WORKING WITH

MORE TESTIMONIALS...
On-track-financial

“I had always dreamed of owning my own business and last year I finally took a leap of faith and did it. Sam at OnTrack Accounting helped me identify my areas of opportunity within the first consultation and created a completely customized business plan tailored to my short and long-term goals. They were extremely responsive to my requests, proactive in their approach and a pleasure to deal with. Many thanks to you and your team, Sam, for all the wonderful work!”

– Amanda Miller

On-track-financial

“During our 13 years in business, we have used numerous bookkeepers and accountants. Sam is by far the best of the lot! He is a consummate professional that delivers on her promises and commitments. We have frequent meetings with Sam to review P&L statements and discuss strategies to keep our business profitable. I have recommended Sam to several colleagues, and each had the same opinion of him and his services.”

– Tom Segal

On-track-financial

“I have used Sam for many, many years both corporately and personally. The service has always been 1st Class. It is my opinion that it is difficult these days to find individuals with integrity and who genuinely care about their customers. Sam is that guy! And you will love Lori too! Give them a try. You won’t regret it!!!”

–  Jay Elliott

TECHNOLOGY

WE GIVE YOU THE BEST ACCOUNTING TOOLS AND SUPPORT.
PACKAGE PRICING
ALL INCLUSIVE ACCOUNTING PACKAGES TO FIT YOUR BUDGET.
GET STARTED TODAY.
CHOOSE YOUR BUSINESS TYPE
Sole Proprietor
Starts @
$75/mo
Files on Form 1040
No Corporate Return
Single owner LLC's
SEE PRICING
S-Corporation Package
Starts @
$95/mo
Files on Form 1120S
Corporation Required
2553 Election
SEE PRICING
Partnership
Starts @
$95/mo
Files on Form 1065
Multi-member LLC's
Must have 2+ Owners
SEE PRICING