Coast Financial Services, Inc.

Coast Financial Services, Inc. provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We provide qualified accounting professionals who ensure that your financial records are maintained correctly. Our bookkeepers also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions.

Our services include, but are not limited to:

Online Bookkeeping

Remote Accounting

Review of Financial Statement Chart of Accounts

Business Transaction Process Flow

Review of Management Prepared Financial Statements

Management Analysis of Financial Statements Compilations

Tax Preparation and Advising

Audit Assistance

Budget Preparation

Job Costing

QuickBooks Set-Up

We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Contact us today at (831) 288-3784 or by malissam@ for a free consultation.