CG Bookkeeping

CG Bookkeeping Since 1996, we have been helping businesses understand their finances and maximize their growth. Full Charge Bookkeeping Services

What does that mean?

A full-charge bookkeeper is one who has the necessary skills and experience to perform a full range of bookkeeping duties - from the simple to the complex. We take our clients right up to the point where they are ready to go to their tax preparer to have their income tax returns completed. Some of these duties include:

Bank Statement Reconciliation
Data Entry
Accounts Payable (A/P) - entering and

paying bills
Preparation of Sales Journals
Accounts Receivable (A/R) - preparing and mailing invoices
Receiving Payments, preparing deposits and banking the money (at a local bank)
Maintaining A/R and A/P records and files
Assist client in preparing budgets
File Sales Tax Returns
Payroll - calculate and distribute payroll as per client's schedule, online payment of the payroll taxes by due dates, prepare and file quarterly and year-end payroll reports and forms, maintain the necessary payroll records. Prepare and file 1099's
Prepare Balance Sheet and Profit/Loss Statements (and other reports required by client)
Meet with client as requested to analyze and discuss financial reports. We customize our services to meet our clients' needs. Some clients, who do their own data entry, want a minimal "overview" of their work to make sure they're posting deposits and expenses properly. Others pick and choose services to build a customized "package" that fits their business. And others want all the benefits of an in-house bookkeeper - we do that! We just do the work in my office instead of yours. Call Cheri to see how we can put together a package that meets your bookkeeping needs -

whether they be a few duties, several or full-charge.

Small Business InsightOne of the most common things we see when reviewing books:A profitable business that still feels f...
02/26/2026

Small Business Insight

One of the most common things we see when reviewing books:

A profitable business that still feels financially stressed.

Here’s why that happens:

Profit is calculated on paper.
Cash flow happens in real time.

If:
• Your accounts receivable is growing
• Inventory purchases are increasing
• Equipment was financed this year
• Payroll has expanded

You can show a profit and still feel tight month to month.

This isn’t failure.
It’s timing and structure.

Understanding the difference between profit and cash flow is one of the most important shifts a business owner can make.

Clarity reduces stress.

Hey there! It’s been a while.Like many small businesses, the past couple of years required focus, flexibility, and a lot...
02/24/2026

Hey there! It’s been a while.

Like many small businesses, the past couple of years required focus, flexibility, and a lot of behind-the-scenes work. We chose to put our energy into serving our clients well — and we’re grateful for every referral and relationship that’s kept us busy.

But we’re ready to share more of what we see and learn every day.

Running a business is not for the faint of heart. The numbers matter. The systems matter. And having steady support matters.

We’ll be using this page to share practical insights, QuickBooks tips, regulatory updates, and simple financial wisdom for small business owners and families.

If you value clarity over chaos, you’re in the right place.

We’re glad to be back on Facebook and ready to share,

~ Your CGB Team

Working Draft Rescue & Rehab - this pony looks like Jack and Dani ❤️
04/21/2025

Working Draft Rescue & Rehab - this pony looks like Jack and Dani ❤️

04/17/2025
04/07/2025

Please join us in thanking one of our Sponsors, BWS. Thank you for your support to our youth.

02/04/2025

Mexia Area Chamber of Commerce - we're looking for someone to repair our oven. Any recommendations for an appliance repair person in our area?

We're part of the group who have nominated Al for Citizen of the Year. He was a wonderful, giving, loving man who served...
12/15/2024

We're part of the group who have nominated Al for Citizen of the Year. He was a wonderful, giving, loving man who served our community with great dedication. We'll miss him ❤️

Who is the next Los Osos Citizen of the Year? Nominate We want to know who you think deserves to be honored. Here’s your chance to nominate that special person. Who are our heroes? The Citizens of the Year Committee is asking Los Osos residents to nominate an outstanding member or members of the c...

Happy Birthday Christina Grimm 💖🎊🎁❣️
09/26/2024

Happy Birthday Christina Grimm 💖🎊🎁❣️

Another gem from Sam Horn this morning! This one from her book "Talking on Eggshells."I'm proofreading some of her work ...
07/12/2024

Another gem from Sam Horn this morning! This one from her book "Talking on Eggshells."

I'm proofreading some of her work for her - today's section is on leadership. I love this quote!

“Whether or not we support a decision depends on whether It’s being done TO us or BY us.”

Talking on Eggshells? is the latest book by Sam Horn, bestselling author of 9 books including Tongue Fu!, POP! and Got Your Attention?

Here's a great quote from today's issue of  Sam Horn's BETTER newsletter - "Being a leader means giving people what they...
07/11/2024

Here's a great quote from today's issue of Sam Horn's BETTER newsletter - "Being a leader means giving people what they want, need, and deserve - even if it's not our style. It means creating an environment where they feel that what they do matters."

Sam's BETTER newsletter comes out weekly on Thursdays - here's how to sign up for it.

The Better Newsletter By Sam Horn Whether you’re striving to be better personally or professionally, The Better Newsletter is here to help you get there… one week at a time. Each issue includes an AHA, ANECDOTE, and ACTION. Our goal is to honor our gift of life by being a better person, parent, ...

Happy Father's Day from Storm and her nose-drumming Dino!
06/16/2024

Happy Father's Day from Storm and her nose-drumming Dino!

06/12/2024

Administrative Assistant (Entry Level) - Mexia, Tx

Hours:
Tuesday - Friday 10:30 am -3:00 pm (18 hours)

Location: On-Site (Home Based Business)

Pay Schedule:
Weekly on Wednesdays

Pay Range:
Starting @ $12-17/hour DOE and eligible for raise at 30-day goals meeting.

Benefits:
Up to a maximum of 40 hours of sick time, accrued at 1 hour for every 30 hours worked - accessible after 90 days.
Equipment provided
Remote/work-from-home projects are an option to increase hours - Eligible after 30 days of training.
Reimbursement for professional development on a case-by-case basis

Office Assistant Job Description:
Answering digital phone system, taking messages, returning texts, tracking office response time
Managing office Tracking Software (Financial Cents), loading new clients, deactivating old ones, and advancing projects as needed.
Managing Digital Filing System via Google Drive
Scanning documents into the filing system as needed
Maintaining tracking sheets for various clients
Client Correspondence & follow-ups as needed
Client announcements via Mail Chimp, Maintaining Contact List
Downloading regular documents & saving to files in Google Drive
Managing email account

Skills Required/Desired:
Ability to verbally communicate in a pleasant manner
Written communication - good spelling, grammar, sentence structure, punctuation
Legible handwriting
Computer basics - Microsoft Word, Excel, Gmail, Google search
Bookkeeping knowledge/experience is a plus but will train someone eager to learn.
Software knowledge/experience a plus - Quickbooks Online, MailChimp
Must be detail-oriented and well-organized
Must have valid Drivers License, proof of vehicle insurance, and able to pass background check.

To apply, please email: [email protected] with your resume.

Call now to connect with business.

Address

Los Osos, CA
93402

Opening Hours

Tuesday 9am - 1pm
Wednesday 9am - 1pm
Thursday 9am - 1pm
Friday 9am - 1pm

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