Caltory Management Solutions



office (562) 682-6036
fax (562) 684-0863



We specialize in QuickBooks Financial Software and QuickBooks Point of Sale installation, set-up, training, and file maintenance for small businesses.

Bookkeeping services include:

  • Full charge bookkeeping
  • Setup and training in QuickBooks Accounting Software
  • Setup and training in QuickBooks Point of Sale Software
  • Setup and training in QuickBooks Online
  • Payroll Preparation,
  • Payroll Tax Remittance and Reporting
  • Sales Tax Remittance and Reporting
  • Integrated Inventory Management Systems
  • Reconciliations
  • Data file repair and cleanup

Services include both on-site and remote/online data entry, reconciliations, and report generation.

Our training resources include a extensive collection of tutorials on specific areas of QuickBooks, with step-by-step instructions and numerous screenshots. Check our Support section for the latest video or step-by-step guide.

For a complete list of the company's activities, please see our Services page.


Business and Marketing Plans. Insure that lenders, partners, and investors are adequately informed with your business and marketing plans. 

Communications and Media Presentations. Get your message through to potential clients and financial agents with suitable and effective marketing.


Our network of financing agents can help you find credit facilities to match your business needs. We have financed clients with:

  • Revolving credit lines
  • Equipment loans
  • Leasing
  • Small Business Administration term loans
  • Accounts Receivable Factoring

What Susan and I are reading


Need help reconciling QuickBooks accounts? Give us a call. We can do it online and quickly. Your yearend taxes will be easier, and you'll have more time to devote to managing your business and sales.

QuickBooks OnlineAdvanced QuickBooks ProAdvisorIntuit QuickBooks ProAdvisorQuickBooks Point of Sale ProAdvisorAIPB


On the road frequently and feel out of touch? Need to manage payroll offsite?  Looking for a system to blend electronic payments and Invoices easily? QuickBooks Online could be a great solution. Call us, or visit Intuit for more detail.


The IRS audit rate is down, but not for small firms! The IRS doesn't list taxpayers most likely to be audited, but what tax professionals-including IRS officials-are seeing and Tax Court cases indicate, very small firms are more vulnerable to audit. This is particularly so for companies with large vehicle write-offs, Schedule C losses, real estate rental income, and home offices. Maintaining accurate books is more important than ever.


When you deposit 941 taxes using EFTPS, your screen shows separate lines for FIT withheld, FICA, and Medicare amounts being deposited. These lines only compute the total amount owed, they do not allocate amounts. If a deposit is short, the IRS has the authority to decide how much goes where. A caution notice appears on the screen, but it is often misunderstood. Don't ignore it!


If a 941 FIT liability is not paid in full, the company is liable. Further, if a 941 FICA liability is not paid in full, the IRS can seek remedy from the "responsible person," which may be the bookkeeper.

10 Ways A ProAdvisor Can Help Your Business

  1. Implement an effective chart of accounts.
  2. Insure accuracy of reports.
  3. Be available for training and questions.
  4. Handle unfamiliar accounting entries.
  5. Resolve payroll issues.
  6. Avoid tax penalties.
  7. Find and correct erroneous entries.
  8. Follow job costing and profitability.
  9. Integrate third-party software.
  10. Keep current with updates.

Featured Tutorials

NEW! Data entry and payments on credit cards in QuickBooks can be confusing. Our tutorial Entering Credit Cards in QuickBooks shows two methods of posting charges and payments.

Using QuickBooks to calculate Sales Rep Commissions in QuickBooks. A guide to tracking and calculating Sales Rep commissions with QuickBooks. Avoid third party software expense and keep track of who you're paying and how much.

Setting up Sales Tax in QuickBooks starts with setting up Sales Tax Items. To learn how, visit Sales Tax Item Setup  in Support.