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About Us

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Local Business for Locals 

We understand local individual and business needs because we've been there ourselves.  

Who are we?

Books to Scale is a tax, accounting, and consulting firm based in Sacramento, California. The firm services individuals and small to medium sized business owners with entity creation and tax structures, cash flow optimization, and executive guidance, CFO, financial forecasting and much more.  

 

Books to Scale has created a simple and proven system that allows us to review and analyze businesses and then create a cloud based strategy to either save our clients money or put them in a position to grow sustainably.

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In the end we are business owners who understand business owners

Whether you are an owner trying to expand your business; or you are about to get it off the ground- planning for growth while maximizing today's opportunities, and minimizing exposure are only some of the things we all balance daily. 

Modern Bookkeeping

In the past, businesses used pen and paper to record their sales and expenses.  Since then, companies evolved to desktop-based options.

Now and into the future, the leading solutions are cloud based.  Compared to other options and depending on your operations of course, we recommend Quickbooks Online to business owners.

As such we are Certified ProAdvisor for Quickbooks. 

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CPA

CPAs are considered to have the highest and most rigorous requirements to practice and serve the public with their accounting needs.

 

Each state has a different governing board that allows accountants to practice as Certified Public Accountants in the United States.

The California Board of Accountancy is the governing board for Californians who want to represent people and entities with a presence in The Golden State.

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Member of AICPA

American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 431,000 members, and a history of serving the public interest since 1887.

 

AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA also sets ethical standards for the profession and U.S. auditing standards.

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Let us know what your questions are, and let's find an effective and efficient solution for your needs.

Call Us Today: (209) 968-6533