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Accounting, Bookkeeping, and Business Advisory.

 

Experts in financial solutions

We provide boutique accounting, bookkeeping and business advisory solutions for small to medium sized businesses. Our team is comprised of qualified accountants with extensive experience across multiple industries. We also specialize in providing Aussie expat financial advice. 

We take the time to understand your business plans, goals, and needs so we can establish the most effective solutions for your business.

 

Contact

➤ LOCATION

San Diego, CA 92122
Sydney, AU

CONTACT

askuptrend@gmail.com

 

Our Services


bookkeeping

  • Petty cash and credit card reconciliations

  • Accounts payable and accounts receivable full function

  • Online bill payments

  • Bank reconciliations

  • Scheduled pay runs

  • Monthly and annual payroll reconciliations

  • Management of employee entitlements


business advisory

  • Organisation reviews

  • Internal system and process reviews

  • Procedural review and implementation

  • Preparation of business plans

  • Establishment of key performance indicators (KPIs)

  • Preparation of cashflow forecasts

  • Budgeting


financial management accounting

  • Profit and Loss

  • Balance sheet

  • Management reports

  • Project-based accounting including reporting and analysis

  • Regulatory and compliance services

 


financial technology implementations

  • Quickbooks

  • Xero

  • MYOB


tax returns and financial expat advice

  • Tax returns for Australians living in the United States or Americans living in Australia

  • U.S. state and federal tax returns for businesses

  • Australian tax review for individuals and businesses


virtual cfo

  • CFO strategy sessions

  • Goals into measurable, achievable cash flow

  • Providing sound business advice

  • Process improvements

  • Keeping you accountable to KPIs

  • Providing tax advice

  • Financial modeling

 
 

 
 

You know your business best. Leave the complex and time consuming work to us.

 
 

 
 
 

Let's Chat.

We welcome the opportunity to share our knowledge and discuss how we can add value to your successful business. 

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Best money ever spent. Jason has a common sense approach and is very reasonable.
— Dave B.
Jason was a pleasure to work with. My wife and I are Australians currently residing in the US. Jason was incredibly helpful and helped us navigate the new tax system ensuring everything was done correctly.
We really enjoyed working with Jason and will continue to work with him for our tax needs.
— Andrew J.
Jason was so efficient and easy to work with, and very affordable!
— Kaitlyn L.