About the practice · Santa Barbara

The whole business.In clear view.

Hands-on CFO support for books you can trust, systems that work better, and decisions you can make with a clear view of the numbers and taxes.

Let's talk about your business Meet the practice ↓

Expert-led bookkeeping, business guidance, and tax support—all year.

Your CFO advantage

Books you can trust.

We reconcile accounts, investigate unusual entries, and build useful reports around your business. You get a clearer picture of what is happening—and numbers you can use when making decisions.

One ongoing relationship. Explore what it covers.

Enrolled AgentTax planning & IRS representation
QuickBooks Online ProAdvisorDeep knowledge of the books and the systems behind them
Intuit & Santa Barbara firm experiencePractical experience with the businesses we serve
Foad Nabi Bidhendi, Enrolled Agent
Foad Nabi Bidhendi, EAEnrolled Agent · QuickBooks Online ProAdvisor
The experience behind the work

Close to the books.
Involved in what comes next.

Experience at Intuit and Santa Barbara accounting firms taught me how much better the advice gets when you know the books yourself. A report is more useful when you understand the entries, the systems, and the business behind it.

That is how I approach CFO support: stay close enough to catch the details, and involved enough to help with the next decision. QuickBooks expertise and an Enrolled Agent’s tax perspective belong in the same conversation.

You can call about an unexpected tax letter or talk through a business idea before committing to it. The aim is to be useful throughout the year, not only when a return is due.

How we work together

Your next move.
A clearer way forward.

First we get to know the business. Then we build the routines it needs and stay involved as things change. The books, the tax plan, and the decisions stay in the same conversation.

A working relationshipThrough the year
01 / A clear starting point

Understand it before changing it.

We look closely at how things work today: what is in QuickBooks, how records move through the business, and which tax questions are still open.

ReviewThe books, prior returns, and open items.
UnderstandYour tools, responsibilities, and priorities.
AgreeWhat to improve first and how we will work together.

Scope and review frequency are agreed around your business. Select a stage to explore the approach.

Selected client work

The details connect.
So does the work.

A QuickBooks question can lead to a tax review. Better records can open a bigger conversation. These three relationships show what that looks like in practice.

01QuickBooks & tax review

A bookkeeping question.
A wider tax review.

The first request was help with QuickBooks. While reconciling the file against a prior return, a question came up about how a home sale had been treated. The answer required looking beyond the bookkeeping entry.

The work expanded to a tax review, an amended return, supporting records, and IRS correspondence. The books and the return needed to be understood together.

QuickBooks reviewAmended returnIRS correspondence
02Santa Barbara contractor

Keeping the back office
in step with the business.

An established local contractor had records to clean up and day-to-day processes that needed closer attention. We reconciled the accounts and added checkpoints around the work.

As the business changed, the relationship continued into tax planning and owner decisions. Those conversations could build on books we already knew.

Account reconciliationProcess checkpointsOngoing planning
03Professional business

Familiar books.
A bigger conversation.

This client first came for bookkeeping. Over time, the owner brought tax questions, property decisions, and broader business plans to the same practice.

The accounting history was already familiar. We could start with the question at hand instead of a fresh stack of reports and another introduction.

Ongoing bookkeepingTax questionsBusiness decisions

Selected, anonymized work examples. Each engagement has its own scope, facts, and circumstances.

Start the conversation

What are you
working toward?

Tell us where the business is now and what you want to do next. We’ll talk through where the books, systems, and tax planning can help.

Let’s talk about your business Santa Barbara · Bookkeeping · CFO support · Tax planning