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What Services does Hooks & Books Provide?

We offer comprehensive financial services for small businesses including:

  • Monthly bookkeeping and financial reporting

  • Tax preparation and planning

  • QuickBooks setup and training

  • CFO advisory services

  • Payroll processing

  • Business formation assistance

  • Financial consulting

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We specialize in helping restaurants, retail businesses, construction companies, and professional service providers throughout the Inland Empire.

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General Questions
Service & Pricing Questions

Where are you located?

We're located at 1721 N. Riverside Ave, Rialto, CA 92376. While we love meeting clients in person, we also offer virtual services throughout California. Our office hours are Monday through Friday, 9 AM to 5 PM, with extended hours during tax season.

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How long have you been in business?

Hooks & Books has been serving the Inland Empire since 1984. We're a second-generation family business, now led by Dezmone Hooks, who has over 20 years of experience in financial services during tax season.

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What makes Hooks & Books different from other bookkeepers?

Unlike basic bookkeeping services, we:

  • Provide year-round tax planning (not just preparation)

  • Offer strategic business advice beyond just numbers

  • Use advanced technology while maintaining personal service

  • Specialize in specific industries we know inside-out

  • Build long-term relationships (our average client stays 10+ years)

  • Actually answer our phones and return calls promptly

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How much do your services cost?

Our bookkeeping services are offered in three tiers:

  • Essential: Starting at $497/month

  • Professional: Starting at $997/month

  • CFO Advisory: Starting at $1,997/month

Tax preparation is priced separately based on complexity. We offer free consultations to determine which service level best fits your needs and budget.

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Do you require contracts?

We believe in earning your business every month. While we request a 3-month initial commitment to properly onboard new clients, after that, our services are month-to-month. Most clients stay with us for years because of the value we provide, not because they're locked into contracts.

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Can you work with my existing accountant/CPA

Absolutely! We often complement the work of CPAs by handling day-to-day bookkeeping while they focus on tax strategy and compliance. We're happy to coordinate with your existing professionals to ensure seamless service.

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Do you work with businesses outside of California?

Yes! While based in Rialto, we serve businesses throughout the Inland Empire, including San Bernardino, Fontana, Riverside, Ontario, and Colton. We also offer virtual services anywhere in the United States.

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Bookkeeping Questions

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How far behind can I be and still get help?

We've successfully caught up clients who were 3+ years behind on their books. No matter how far behind you are, we can help. We'll create a plan to get you current and keep you that way.

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Which accounting software do you use?

We're certified QuickBooks ProAdvisor and primarily work with:

  • QuickBooks Online

  • QuickBooks Desktop

  • QuickBooks Self-Employed

We can also work with other platforms if needed, or help you transition to QuickBooks if that makes sense for your business.

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How do you handle receipts and documents?

We make it easy:

  • Take photos with your phone and email them

  • Drop them off at our office

  • Mail them to us

  • Upload to our secure portal

  • We'll even set up apps to automate receipt capture

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Will you help clean up my messy books?

Yes! Cleaning up messy books is one of our specialties. We'll:

  • Reconcile all accounts

  • Properly categorize transactions

  • Find missing receipts

  • Identify and fix errors

  • Create clean, accurate financial statements

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Tax Questions

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Do you prepare both business and personal taxes?

Yes, we prepare both business and personal tax returns. Since business and personal taxes are often interconnected for small business owners, handling both ensures maximum tax savings and compliance.

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What's the difference between tax preparation and tax planning?

Tax Preparation = Filing returns for what already happened Tax Planning = Strategizing to minimize future taxes

Most people only do tax preparation. We provide year-round tax planning to help you keep more of what you earn.

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Can you help if I owe back taxes?

Yes. We can:

  • Determine exactly what you owe

  • File missing returns

  • Set up payment plans

  • Negotiate with tax authorities

  • Prevent future tax problems

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Do you handle sales tax?

Yes, we can manage your sales tax compliance including:

  • Registration in multiple states

  • Monthly/quarterly filing

  • Rate updates

  • Audit support

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New Client Questions

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How do I get started?

It's easy:

  1. Schedule a free consultation online or (call 909-820-1191)

  2. We'll review your needs and recommend services

  3. Sign our simple engagement letter

  4. We'll begin with our onboarding process

  5. You'll have clean books within 30 days

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What do I need to bring to my consultation?

For the most productive consultation, bring:

  • Last 2 years of tax returns

  • Recent bank statements

  • Current P&L and Balance Sheet (if available)

  • List of your biggest financial challenges

  • Questions you want answered

Don't have all of these? No problem – bring what you have.

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How quickly can you start?

We can typically begin work within 48 hours of signing our engagement letter. For rush situations (like tax deadlines), we offer expedited service.

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Will you train me to use QuickBooks?

Yes! We offer:

  • Initial setup and configuration

  • Basic training for daily tasks

  • Ongoing support as needed

  • Advanced training if desired

Our goal is to make you comfortable with your financial tools.

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Industry-Specific Questions

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Do you understand my industry?

We specialize in:

  • Restaurants: Food costs, labor optimization, tip reporting

  • Construction: Job costing, progress billing, prevailing wage

  • Retail: Inventory management, multi-channel sales, seasonal planning

  • Professional Services: Billable hours, project profitability, retainers

We've helped hundreds of businesses in these industries over 40 years.

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Can you help with industry-specific regulations?

Yes. We stay current on regulations affecting our specialty industries including:

  • Restaurant tip credits and minimum wage

  • Construction licensing and bonds

  • Retail sales tax complexities

  • Professional service licensing requirements

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Industry-Specific Questions

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Is my financial data secure?

Absolutely. We use:

  • Bank-level encryption

  • Secure cloud storage

  • Password-protected portals

  • Regular backups

  • Strict confidentiality policies

Your financial data is safer with us than on your own computer.

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Can I access my books remotely?

Yes! With QuickBooks Online, you can:

  • View real-time financial reports

  • Check bank balances

  • Send invoices

  • Approve expenses

  • Access from any device, anywhere

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Do you offer paperless options?

Yes! We're happy to work completely paperlessly using:

  • Digital receipt capture

  • Electronic document signing

  • Online report delivery

  • Virtual meetings

  • Email communications

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Working Relationship Questions

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How often will we communicate?

Communication frequency depends on your service level:

  • Essential: Monthly reports + quarterly check-ins

  • Professional: Bi-weekly updates + monthly meetings

  • CFO Advisory: Weekly touchpoints + strategic sessions

You can always reach us between scheduled communications.

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Who will handle my account?

You'll have a dedicated account manager who knows your business. While Dezmone oversees all client relationships, your account manager handles day-to-day needs. You'll always work with someone who understands your specific situation.

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What if I'm not satisfied?

We have a 30-day satisfaction guarantee for new clients. If you're not completely satisfied within the first 30 days, we'll refund your first month's fees. After that, our month-to-month service means you're never locked in.

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Can you provide references?

Absolutely! We have hundreds of satisfied clients and are happy to provide references from businesses similar to yours. Just ask during your consultation.

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Still Have Questions?

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We're here to help! Contact us:

Phone: 909-820-1191 Email: Dez@hooksandbooks.com Office: 1721 N. Riverside Ave, Rialto, CA 92376

Or schedule your free consultation online at hooksnbooks.com

"No question is too small or too complex. We're here to be your trusted financial partner." - Dezmone Hooks

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