CLIENT ADVISORY SERVICES IN THOUSAND OAKS, CA

More Knowledge...
Better Application

Get relief from financial stress and avoid long-term financial issues.

MKBA, Inc CAS Practice of Thousand Oaks offers a comprehensive suite of financial services, including Certified QuickBooks ProAdvisor services, business consulting, and financial clean-up.

Available Mon - Fri · Certified QuickBooks ProAdvisor · Confidential Consultation

CORE ADVISORY PILLARS

Professional Services

Rigorous financial infrastructure and strategic clarity designed for enduring enterprise stability.

Accounting Services

  • Financial statements
  • Cash flow analysis
  • Budgeting
  • Job costing

Bookkeeping Services

  • Monthly and catch-up bookkeeping
  • Accounts receivable and payable
  • Bank reconciliation

Payroll Services

  • Payroll processing
  • Payroll tax deposits and filings
  • W-2 and 1099 preparation

Business Advisory

  • QuickBooks Online setup
  • Training & consultation
  • Cleanup and reclassification

Services are priced by scope of work.

CRITICAL BUSINESS REALITY

Does your business
need rescue?

Managing payroll and keeping accurate financial records are time-consuming tasks that drain attention from business expansion. When numbers turn into constant guesswork, compounding errors risk everything you have built.

01 / ANXIETY ELIMINATION

Stop Losing Sleep

Constantly worrying about your business finances is stressful; time for that to stop. Regain complete peace of mind with pristine reconciliation and rigorous oversight.

02 / DEADLINE ASSURANCE

Be Tax Compliant

It is essential that your business is tax compliant and meets payment deadlines; you do not have to do it alone. We ensure every filing is punctual, verifiable, and penalty-free.

03 / RISK MITIGATION

Avoid Costly Consequences

Neglecting the financial side of a business can lead to serious repercussions down the road. Protect your enterprise from sudden cash flow shortages and expensive audits.

Confidential advisory. No obligation review of your books.

Photo placeholder - Bernadette Amos, Founder and Lead Advisor at MKBA, Inc

BERNADETTE AMOS

Founder & Lead Advisory Principal, MKBA, Inc

CLIENT ADVISORY LEADERSHIP

Meet Bernadette Amos

Bernadette Amos leads MKBA, Inc, a client advisory practice serving Thousand Oaks, CA. MKBA, Inc is here to help you enjoy your business again.

By transforming chaotic financial records into systematic, transparent advisory insights, Bernadette gives local enterprise founders the confidence to make decisive choices, maintain compliance, and reclaim time for core operational growth.

  • Direct advisory partnership tailored to Thousand Oaks business owners
  • Complete clarity across monthly reporting and fiscal compliance
  • Practical strategies designed to eliminate operational friction

Dedicated advisory serving Thousand Oaks & Ventura County business owners

TESTIMONIALS

Client Success

★ ★ ★ ★ ★

"Bernadette Amos is always helpful, proactive, and meticulous with our reporting. I truly enjoy working with her!"

Verified Client
Verified Client
PAYROLL ASSISTANCE & 1099'S
★ ★ ★ ★ ★

"Bernadette is extremely knowledgeable, prompt in her communication, and always pleasant to collaborate with."

Business Owner
Business Owner
BOOKKEEPING SERVICES
★ ★ ★ ★ ★

"Bernadette Amos does a fantastic job keeping our financials clear. She is extremely knowledgeable and friendly!"

Corporate Partner
Corporate Partner
QUICKBOOKS SUPPORT & ADVISING

DIRECT ADVISORY ACCESS : THOUSAND OAKS, CA

Ready to Start?

Immediate advisory connection for business owners and executives. Connect directly with Bernadette Amos in Thousand Oaks, CA — no intake forms, receptionists, or call screeners.

Prefer written correspondence? Email directly: [email protected]

© 2026 MKBA, Inc  •  Thousand Oaks, CA