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  Bookkeeping  l Mobile Notary  l  Loan Signing  l   About   l   Service Area   l   Contact Us

 

Poor Bookkeeping Isn't Just Mess- It's Dangerous.

It leads directly to crippling cash flow problems – a common reason small businesses fail. It means flying blind financially, unable to make informed decisions about hiring, inventory, or expansion. Is this constant financial anxiety and feeling of being out of control the business you dreamed of building? There's a better way to handle these essentials.

 

The Solution: Accuracy You Can Trust

Stop letting financial details stall your growth. We turn bookkeeping from a burden into a dependable resource. Founder Michael Tallian applies over 15 years of financial record management experience—honed in mortgage and commercial banking—to every client account.

 

We manage your books using QuickBooks Online, ensuring meticulous compliance and data security. You can focus 100% on growing your business while we deliver clear, scheduled reports that help you make smarter, growth-focused decisions. Ready to partner with an expert? 

NextGen Bookkeeping Services 

QuickBooks Set Up

 

Bank Reconciliation

 

Accounts Payable & Receivable

 

Monthly Reports

 

Why Choose NextGen Bookkeeping?

create an icon of a modern computer with the letter Q resembling QuickBooks but not keep it simple and the total size must be under 1 MB1Virtual Bookkeeping, Anywhere

NextGen provides remote, professional bookkeeping nationwide. We deliver tailored financial support for small businesses and startups, ensuring your data is handled securely and meticulously, regardless of your location.

generate a simple icon resembling accounts payable without words-1Secure and Streamlined Reporting

We utilize industry-leading tools like QuickBooks Online to process your data efficiently and securely. You'll receive reliable, professional reports delivered to you on a set monthly schedule.

 

 

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Secure & Professional

 

Our site is protected with IONOS Business SSL, and all data is handled with care. Your privacy and business info are safe with us — no exceptions.

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Service Pricing

Ideal for small businesses and sole proprietors with limited monthly transactions. Services are for up to 100 transactions.

Included:

  • Categorization of income
  • Monthly data entry and ledger updates
  • Bank and credit card transaction recording
  • Generation of basic financial statements (P&L, Balance Sheet)
  • Email support for minor questions
  • $50 for every additional 50 transactions

 

$200/MO

 

Ideal for businesses that need accurate monthly reconciliation to ensure financial records match bank and credit card statements. Services included are for up to 3 account:

Included:
Monthly bank and credit card reconciliations
identification and resolution of discrepancies
Matching transactions with accounting records
Reconcile summary reports
support for up to 3 bank/credit reports
$25 for each additional account

$200/MO

 

Ideal for small to medium sized businesses that need help managing and paying vendor bills accurately and n time.  Services are for up to 50 invoices.

Included:

  • Recording and tracking of vendor invoices for up to 25 invoices 
  • Payment scheduling and processing (ACH or check)
  • Vendor communication and dispute resolution
  • Monthly accounts payable aging reports
  • Approval workflow management

$250/MO

 

Tier 1

Compliance Essentials

Perfect for the new or solo entrepreneur who needs guaranteed compliance.

$250/mo

Buy The Essentials
  • Core Services (The Essentials):
  • All Transaction Categorization
  • Monthly Bank & CC Reconciliation
  • P&L & Balance Sheet Generation
  • Simple Sales Tax Calculation (Reporting)
  • Transaction Limit: Up to 125/mo
  • Fee for Additional Transactions: $2.00 per transaction over the limit.
Tier 2

Growth & Full Cycle 

 

Designed for growing businesses focused on cash flow management and efficient operations.

$350/mo

Buy Growth
  • Everything in Essentials, PLUS:
  • Multi-Entity/Location Support
  • Accounts Payable (A/P) Tracking
  • Accounts Receivable (A/R) Tracking
  • Simple Sales Tax Calculation (Reporting)
  • Transaction Limit: Up to 175/mo
  • Fee for Additional Transactions: $2.00 per transaction over the limit.
Tier 3

Strategic Clarity 

 

For established firms that require strategic analysis and advanced metrics to scale.

$450/mo

Request a Custom Quote
  • Everything in Growth, PLUS:
  • Cash Flow Forecasting (3 month outlook)
  • Budget vs. Actual Reporting & Analysis
  • Annual Clean-up & Year-End File Prep
  • Dedicated, Priority Phone Support
  • Transaction Limit: Up to 425/mo
  • Fee for Additional Transactions: $2.00 per transaction over the limit.

 Who We Serve

Who We Serve & How it Helps

 

Solopreneurs & Small Business Owners

Run your business with clarity and confidence — no in-house bookkeeper needed.

 

Service-Based Professionals

Realtors, consultants, and coaches — we help you stay organized and get paid faster.

 

Freelancers & Creatives

Focus on your craft while we handle the numbers behind the scenes.

 

Remote & Online Businesses

We use QuickBooks Online to serve clients in all 50 states, fully virtually.

 

Mobile Notaries & Loan Signing Agents

As notaries ourselves, we understand your unique needs and support your financial growth.

 

 

Service
How It Helps Your Business
Solves Problems Like...
Accounts Payable & Receivable Stay ahead of bills and get paid faster — we manage AP/AR to improve cash flow and vendor trust. Irregular cash flow, missed payments
Bank & Credit Card Reconciliations Quickly detect errors or fraud and ensure your books reflect reality. Inaccurate records, unrecorded transactions, fraud risk
Financial Reporting (P&L, Balance Sheet, Cash Flow) Clear monthly reports help you track performance and make informed decisions. Lack of financial visibility, poor decision-making
Invoicing & Billing Streamlined, branded invoices help you get paid faster and look more professional. Delayed payments, cash flow gaps
QuickBooks Setup & Cleanup Start fresh or fix messy books for accurate, scalable tracking. Bad data, difficulty scaling, audit anxiety
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Solopreneurs & Small Business Owners

Run your business with clarity and confidence — without the overhead of hiring an in-house bookkeeper. We organize your finances, streamline your processes, and help you make informed decisions so you can focus on growth, not paperwork.

Solopreneurs
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Service-Based Professionals

Whether you're a realtor, consultant, or coach, staying organized and getting paid quickly is key to your success. We manage your invoicing, payments, and reporting so you can build stronger client relationships and scale your services with ease.

Serviced Based
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Freelancers & Creatives

Your time is best spent on your craft — not crunching numbers. We handle your bookkeeping, track your expenses, and provide clear financial reports, so you always know where you stand without taking time away from what you love.

Freelancers
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Remote & Online Businesses

No matter where you operate, we use QuickBooks Online to serve clients in all 50 states. Our virtual services allow you to manage your finances securely and conveniently, without ever needing to meet in person..

Remote Business
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Mobile Notaries & Loan Signing Agents

As experienced notaries ourselves, we understand the unique financial challenges of the mobile notary and loan signing industry. From mileage tracking to managing multiple streams of income, we support your financial health and help you position your business for long-term growth.

Loan signing Agents

Where We Serve

Nationwide Virtual Bookkeeping Powered by QuickBooks Online

We provide tailored financial support for small businesses and startups, ensuring secure, professional management of your financial data, with reliable reports delivered monthly.

Our Simple Process

Simple. Seamless. Client-Focused.

1. Connect

We Learn & Tailor a Plan
We’ll connect personally to understand your needs, deadlines, and preferences. This ensures you get a custom-fit service designed around your business — not a one-size-fits-all solution. 

2. Inquire

Reach Out to Get Started
Submit a contact form, schedule an appointment, or give us a call. Let us know what you need — bookkeeping, notary, or loan signing — and we’ll point you in the right direction.

 

3. Solution

We Deliver, You Relax
From organized books to mobile signings, we handle the details with care and precision. Our goal is simple: take work off your plate so you can focus on growing your business.

Ready for Stress-Free, Professional Bookkeeping

Let NextGen handle the numbers — so you can get back to running your business. QuickBooks-powered. 100% virtual. Always accurate.

 

Contact US
(909) 244-7111
info@nextgenmobilenotaryandbooks.com
1101 S. Milliken Ave., Suite E #159, Ontario, CA 91761

By Appointment Only

Service Interest Form