Meet Daniel
After 15 years as a small business owner, I quickly realized how important clean, accurate bookkeeping really is. That realization became especially clear when I decided to purchase a home and saw firsthand how essential organized financials are for lenders, investors, the IRS, and long term business growth. Clear, objective financial data is one of the strongest indicators that a business is being run professionally and intentionally.
After managing my own books for several years, I discovered that I genuinely loved bookkeeping and accounting. That passion ultimately led me back to school at California State University, Monterey Bay, where I pursued a Bachelor of Science in Accounting and enjoyed every minute of the process.
Since then, I have worked with local CPA firms and am currently in the process of completing the CPA exam. My goal is to provide bookkeeping services that are clean, professional, and reliable so that at the end of the day, you can feel confident knowing your books are organized, accurate, and tax ready. As I continue progressing toward CPA licensure, I also look forward to expanding into tax planning and tax preparation services in the near future.
ABOUT
CENTRAL COAST FINANCIAL CONSULTING, LLC
Central Coast Financial Consulting, LLC is a fully remote bookkeeping firm based in Monterey on California’s Central Coast. Founded in 2025, our mission is simple: to provide business owners, nonprofits, and churches with honest, reliable bookkeeping services that brings clarity, confidence, and peace of mind. Specializing in QuickBooks Online, we offer full service bookkeeping rooted in communication, consistency, integrity, and transparency. We believe clean financials do more than keep your business organized. They help you make wise decisions, prepare confidently for tax season, and create the freedom to focus on growing what matters most.
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Efficiency
Through organization, smarter systems, and consistent financial processes, we help bring clarity to your business by providing accurate, reliable financial information you can trust. Our goal is to simplify the bookkeeping process so you can spend less time stressing about finances and more time focused on the work, people, and passions you love most.
OUR CORE VALUES
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Transparency
We believe bookkeeping should be built on trust, integrity, and transparency. The care and attention we give to your business are the same standards we would expect for our own families and businesses. Our commitment is to provide honest, reliable financial work with clear communication and genuine care, because we believe every client deserves bookkeeping they can fully trust.
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Accuracy
Accuracy is the foundation of meaningful financial reporting. We believe business owners deserve bookkeeping that is detailed, dependable, and carefully maintained so they can make confident decisions, remain tax ready, and clearly understand the financial health of their business at every stage of growth.