Top-rated accounting services tailored to you.

Voted among the best in San Diego for the last three years.

 

With over 30 years in the community, we work by combining our talent, accounting expertise, industry specialization, and use of technology, to deliver better results for you and your small business.

Schwartz Client Accounting Services

Starter

After-the-fact Bookkeeping Services
$ 100-400 per month
  • Preparation of a monthly set of cash-basis financial statements, including a P&L, balance sheet and cash flow statement.
  • Reconciliation of up to 4 bank accounts and 4 credit cards.
  • Preparation of sales tax returns.
  • Access to all tech features, including app support, customer portals, text to invoice and Libri automation.

Professional

After-the-fact Bookkeeping Services
$ 400-1200 per month
  • All Starter level features plus:
  • Enhanced reporting and access to Fathom KPI bench-marking.
  • Accrual basis financials.
  • Reconciliation of up to 8 bank accounts and 8 credit cards.
  • Monthly CPA review of financials.
Popular

All-Inclusive

Full-Service Accounting Department
$ 1200-3000 per month
  • All Starter and Professional features plus:
  • We manage your accounts payable and accounts receivable. Pay bills on your behalf and issue invoices.
  • Real-time accounting services, daily updated financials in Fathom.
  • Payroll and HR services included in monthly cost.
  • Income tax preparation included in monthly cost.

Schwartz Payroll and HR Services

Schwartz Payroll

Fee Schedule
$ 4
00
per check processed, $44 per quarter
  • Unlimited online access to our payroll portal, with unlimited payroll runs.
  • Automated payroll tax compliance, payroll tax return filings and EFT services.
  • Employee support with self-service feautres, along with mobile application.
  • Worker's compensation and benefit review, integration and shopping by Schwartz support staff.
Popular

Outsourced HR Management

Fee Schedule
$ 99
00
per month
  • We craft internal HR policies that fit your specific business and assign a HR manger to you.
  • Automated on-boarding, termination and corrective actions.
  • Support from Schwartz staff for compliance, coaching and questions.
  • Access to a specialized and integrated HR software for our Schwartz payroll services.