Worry-Free Bookkeeping

We handle your books so you can focus on growing your business. Stay organized, tax-ready, and in control—without lifting a finger.

Orange County bookkeeping services providing financial clarity for a small business.

Services

What We Offer

Stay on top of your finances and streamline your business with our specialized bookkeeping solutions. We ensure accuracy and peace of mind so you can focus on growth.

Catch Up Bookkeeping Services

Behind on bookkeeping? We can help get you up caught up- all within a few weeks!

Monthly Bookkeeping Services

We’ll handle your books while you focus on what you do best- growing your business.

QuickBooks Diagnosis

Bookkeeping Diagnosis

Poor bookkeeping habits impact the accuracy of your financial statements. We will show you how you can improve.

Westphal Bookkeeping leverages Google Drive
Westphal Bookkeeping leverages Zapier

Reviews

What Our Clients Say

Westphal Bookkeeping has 5 star reviews

We’re all about accuracy, reliability, and great service—and our clients feel the difference. Whether it’s catching up on months of overdue books or providing consistent, clear monthly reports, we go the extra mile to make sure you’re supported.

Our goal? Make bookkeeping the easiest part of your business.

Benefits

Why Choose Westphal Bookkeeping?

Running a business is demanding—your finances shouldn’t be. We keep your books organized, your expenses tracked, and your reports ready, so you stay in control and tax-ready year-round.

Never scramble for tax season again.
Tax compliance is a year-long process, not a last-minute rush. We maintain meticulous records, categorize every transaction correctly, and ensure your books align with IRS standards. When tax season arrives, your accountant will have everything they need—without the headaches.

Infographic showing a small business being Tax Ready.

Know where your money is going—down to the last penny. Tracking expenses and transactions isn’t just about organization—it’s about financial control. We reconcile bank accounts, categorize spending, and monitor cash flow trends, so you can make smarter financial decisions with confidence.

Infographic outlining clear insights of monthly business expenses and transaction management.

Your business performance, delivered in easy-to-read reports. Understanding your financial health shouldn’t require decoding complex spreadsheets. Every month, we generate customized financial statements, helping you track revenue, expenses, and profitability at a glance—so you can focus on growing your business.

Infographic showing regular reporting like profit and loss statement, balance sheet, cash flow statement, and accounts receivable aging report

Monthly Bookkeeping Services

Monthly Packages

Accurate books, clear financial updates— all for a simple, flat monthly fee.

Everything you need to succeed as a small business.

3 Bank Accounts

3 Credit Cards

Up to 300 Transactions

Record All Business Transactions

Account Reconciliation

P&L + Balance Sheet

Email Support
(1 Business Day)

Monthly Support Call (30 minutes)

AR Aging Report

AP Aging Report

Everything in basic and more-advanced features

5 Bank Accounts

5 Credit Cards

Up to 600 Transactions

Record All Business Transactions

Account Reconciliation

P&L + Balance Sheet

Email Support
(Same Day)

Monthly Support Call (45 minutes)

Sales Tax Tracking

AR Aging Report

AP Aging Report

Cash Flow Summary

Best for larger businesses with a high number of monthly transactions.

Unlimited Bank Accounts

Unlimited Credit Cards

600+ Transactions*

Record All Business Transactions

Account Reconciliation

P&L + Balance Sheet with KPIs

Email Support
(Same Day Priority)

Monthly Support Call (60 minutes)

Sales Tax Tracking + Multi State Support

AR Aging Report

AP Aging Report

Cash Flow Summary

Additional Custom Reporting

About Us

We’re Here to Help

At Westphal Bookkeeping, we exist to make business owners’ lives easier. With years of experience managing multimillion-dollar budgets, analyzing financial data, and creating systems that actually work, we bring clarity to your books so you can focus on growing your business.

A headshot of the founder of Westphal Bookkeeping, Stephen Westphal.

Based in Orange, California, I’m Stephen Westphal. Founder, finance nerd, and your go-to partner for stress-free bookkeeping. I’ve spent the last four years digging deep into numbers to help businesses make smarter decisions. Now, I use that experience to keep your books accurate, organized, and always tax-ready.