Services
We offer a wide range of services to businesses at every stage of development. From startups to long standing institutions, we have a solution grow your business.
Bookkeeping Services
Controller Services
Client Advisory Services
With TBS, you get MORE than "just bookkeeping"...
Bookkeeping Services
Packages starting as low as $250/mo
(From Sole Props to Corporations)
- Income & Expense Tracking
- Monthly Financial Statements
- Dedicated Bookkeeping Team
- Year-End Tax Ready Books
CFO Insights
Strategic CFO Partner – Starting at $1,500/mo
- Cash Flow Management
- Payroll Projections
- Budget Planning & Forecasting
- KPI Benchmarking
Startup Business Consultant
Starting A Business Can Be Fun (and Overwhelming) – We Can Help! Starting at $500
- Business Plan Preparation
- Operational Advisement
- Entity Setup & Compliance
- Project Management, Financial Modeling & Forecasting
Digital Marketing Specialist
Build Your Digital Brand Right
- Websites & Landing Pages
- Logos
- Business Cards
- Online Presence Optimization
ThinkForward Bookkeeping Services is more than just an accounting firm. We partner with our clients to provide valuable information about their businesses through financial statements, but also try to educate and offer an understanding of their financial position to help them plan for the future and create opportunities for growth.
Our expanded offerings are there to help business owners make educated decisions and gain back time they can use to focus on the parts of their business they truly enjoy. Together we can strategize and exact a plan that will help them overcome challenges, take next steps & continue to grow and thrive.
ThinkForward Bookkeeping Services is ready to support businesses at every stage of growth. We help many start-ups get off the ground and we help many well-established businesses, of all sizes, create and execute plans for growth while maintaining accurate financial information and offering professional assistance as needs arise. We are committed to our clients and appreciate the opportunity to guide and grow with them.
Contact Us
We are a business solutions company focused on helping other businesses grow and thrive. More than just bookkeeping services, we have the solutions you need to succeed.
(951) 541-2076
28441 Rancho California Rd. #204, Temecula, CA 92590
M-Th: 9am-4pm, F: 8am-12pm
Bookkeeping Packages
Sole Proprietor- Essentials- Starting at $250/ Month or $600/ Quarterly
Designed for entrepreneurs, freelancers, and sole prop businesses who want peace of mind knowing their finances are organized and compliant.
- Expense categorization (1-2 accounts only) (transaction entry and categorization)
- Account reconciliations- up to 2 accounts bank or credit card reconciled monthly
- Monthly financial reports- Profit & Loss and Balance Sheet delivered monthly
- Quarterly financial call- 30 minute call to review financial reports and answer questions
Core- Financial Clarity- Starting at $400/ Month
For new and emerging businesses in their first 1-3 years, ready to get organized and start strong.
- Full monthly bookkeeping (transaction entry, reconciliations, & reporting)
- Payroll & Sales Tax Compliance (Processing and Submitting payroll will be priced separately)
- Monthly financial snapshot with plain- language insights
- Quarterly “Money Moves” Call to review wins & challenges
- Year end tax package for your CPA
Growth- Business Support- $750 – $1000/ Month
For growing businesses ready to scale without losing control of their finances. We provide deeper cash flow tracking, clarity and proactive advice so you can focus on building your team and revenue.
includes everything in “Core” plus:
- Cash flow tracking & projections
- Quarterly budget vs. actual review
- Vendor payment & invoice tracking (Including 1099 reporting)
- 30- min “Ask the Bookkeeper” call a month
- Monthly (or Quarterly) Strategy call to plan next steps
We also provide customized packages based on what you need!
For established businesses ready for a full partner. We take on the full scope of your bookkeeping, payroll, sales tax, and ongoing advisory to help you grow, streamline, and prepare for the future.
includes everything in “Growth” plus:
- Monthly budget & cash flow strategy session
- Industry specific KPI analysis with custom targets
- Financial process improvement recommendations
- Priority support and quick-turn around responses
- Dedicated advisory support
Starting a new business can be fun, but it can also be overwhelming – especially when you start looking into required registrations, business planning, and everything else that goes along with operating a legitimate business. Let our advisor guide you through this part of your business’s journey so you can get started quickly and on the path to success sooner!
We can help with:
- Business Plan Preparation (Scaling tactics and KPIs)
- Operational Advisement
- Process review and advisement
- Market Research and Reporting based on client’s industry
- Entity Setup and compliance
- Project Management, financial modeling and forecasting
Get your new business started on the right foot today and schedule a free consultation with us.
The name says “bookkeeping services” but our diversely talented team allows us to fully offer “business solutions” to our clients, so it’s no wonder we offer marketing services too. Our in-house digital marketing specialist can provide you with a highly ranked professional site, create or update a logo and provide business cards or other printable content for marketing your business!
Everything we do is tied to the digital world in some way, which makes it extra important to have a well-designed website and an optimized online presence. Your customers need to be able to find you and you need a place to showcase your work! Let us help you get in front of more potential customers by giving your brand a digital refresh or a full-on redesign.
Be unique, get found & be successful; our digital marketing specialist can show you how. Just schedule a free consultation with us today.