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Captain by the Bay

Photo in the office

At Captain Accounting Services and R. Ramos CPAs, we are passionate about helping companies and individuals become financially successful. We offer a full team of experienced professionals that are able to tackle almost any financial issue that your company may be facing. We have helped many of our small and large clients get their finances back on course and cut costs by not only offering great services but also teaching our clients how to adjust their financial operations to limit end-of-month, quarter, and year-end costs. We also understand the importance of receiving financial documents and information in a timely manner so that you can make important decisions based on accurate data.
Services
Captain Accounting Services and R. Ramos CPAs specialize in affordable tax, accounting, CFO, QuickBooks training, and bookkeeping services for individuals and small businesses. Additionally, we are Certified QuickBooks Pro Advisors and offer a wide variety of training programs to help teach you or your employees the proper usage of QuickBooks, which will save you time and money. Please get in touch with us with any questions or to set up a free consultation.

Below are some of the main services that we currently offer.

Tax Services

Tax Preparation / Tax Returns

We specialize in tax services for individuals, sole proprietorships, Partnerships, LLC’s, S-Corp’s, C-Corps, Fiduciary (Trust and/or Estate) and Gift Tax Returns. Learn More

Authorized IRS E- File Provider

Captain Accounting Services and R. Ramos CPAs offer a wide range of tax services for both individuals and businesses. With the ever-changing tax laws and processes, tax returns can be extremely confusing. We will ensure that you receive every deduction you qualify for and that your taxes are filed correctly and on time. Learn More

Business Services

General Bookkeeping

From start-up to clean-up, we have the ability to solve almost any bookkeeping issue you may have. We can even house and maintain your QuickBooks file, allowing you to concentrate on what you do best and grow your business. Our bookkeeping services include three different packages. Learn More

Bronze Package scope of services

— Enter, classify, and match all transactions for all bank accounts, credit cards, and loans.
— Bank reconciliations on all accounts are done monthly.
— Transaction Recording
— Produce monthly financial statements and reports.

Silver Package scope of services

— Enter Invoices
— Enter, classify, and match all transactions for all bank accounts, credit cards, and loans.
— Audit and make bank reconciliations on all accounts monthly and make any revisions needed.
— Transaction Recording
— Produce monthly financial statements and reports.

Gold Package scope of service

— Customized bookkeeping package that fits your needs and your budget.
— Choose what type of services you need and how frequently.

Additional Services:

— Invoicing
— Business Tax Preparation
— Payroll, enter, classify, and match all transactions for all bank accounts, credit cards, and loans.
— Audit and make bank reconciliations on all accounts monthly and make any revisions needed.
— Transaction Recording
— Produce monthly financial statements and reports.

Learn more about our services.