Whitney Consulting

ConsultingOwner Verified

About

Whitney Consulting provides bookkeeping and financial management services from Lake Park Way in La Mesa, near Lake Murray, giving small business owners an outsourced accounting department tailored to their operational scale. The firm's accounts-payable, accounts-receivable, and payroll processing functions parallel the tax-preparation and compliance work that AIO Business Solutions handles for overlapping East County clientele. The practice draws on roughly 15 years of hands-on ownership and general management experience in full-service restaurants and a 55-room motel, giving the founder direct familiarity with point-of-sale reconciliation, food-cost tracking, and hospitality-industry payroll cycles. Estate and trust accounting intersects with the firm's work when executor-managed properties require accurate financial recordkeeping, the same fiduciary documentation that East County Estate Planning, PC references during probate proceedings. Full-scope engagements include QuickBooks Online or Desktop configuration, monthly bank and credit-card reconciliation, 1099-MISC and 1099-NEC contractor reporting, and year-end financial statement preparation formatted for CPA review.