YOUR SATISFACTION

Is  Our  Goal

Business Consulting

At BizPro, we turn complex numbers into clear insights that drive smarter decisions. Transparent reporting and forward-looking analysis gives you the confidence to better understand your business and guide it with precision. 

We streamline financial processes, tighten internal systems, and build structure around your operations so that your business runs more efficiently and achieves growth and success.

We can help you identify opportunities, plan strategically, forecast cash flow and strengthen the financial foundation that powers long-term success and guide you toward achieving your goals. 

QuickBooks Support

While we can’t magically create more time or money for you, we can help you maximize both by showing you how to streamline your company’s accounting and bookkeeping needs with QuickBooks.

We will conduct an in-depth survey of your current IT configuration and installed business and accounting systems.  We will then recommend the optimal QuickBooks version to support your unique management style and accounting operations.  If you are currently using QuickBooks desktop, we may recommend migrating to QuickBooks Online.

When you partner with our firm, you can rest assured that our professional setup and support will position your business to receive the greatest benefits QuickBooks has to offer.

We can create templates to help your business run smoothly and design professional invoices that facilitate prompt payment for your services. At tax time, you’ll only need to provide minimal input because QuickBooks keeps up all year, tracking sales and expenses so that your records are always organized.  And we are certified income tax preparers!

We’re with you every step of the way, making sure you stay informed about your business finances. We will work with your management team to develop a long-term business plan. 

 

Income Tax Preparation

Pete Bornstein of BizPro has over 9 years’ experience preparing income tax returns for businesses and individuals.using Intuit’s Lacerte, Pro Series and TurboTax software. He is a CTEC Registered Tax Preparer (2024-2025) and has an IRS Professional Tax Preparer Identification Number (PTIN).

Every industry has unique financial and accounting requirements. Pete has extensive industry experience in handling differentiated bookkeeping tasks while adhering to IRS compliance and generally accepted accounting principles. Whether you’re running a business in healthcare, education, banking, IT, a non-profit, or the manufacturing and distribution sector, Pete can provide you with seamless and robust accounting management services.

We offer mobile tax preparation services to seniors throghout the San Francisco Bay Area. This service is limited to filing IRS forms 1040 and 1040-SR with Schedule C for sole proprietoships.

 

Our promise and goals

Expert Consulting

We do it right the first time

Our objective is to seamless integrate our clients' business systems with QuickBooks. We reduce or eliminate manual processes.

Our team

After graduating from the U.S. Coast Guard Academy with a degree in Engineering, Pete served as an officer on several assignments in the Pacific and in California.  During his six years in the Coast Guard, he was Commanding Officer of two Coast Guard units. 

His information sciences career includes systems design and development positions at IBM, EDS and Intel.  He possesses superior technical skills, with a focus on accounting systems, database management. systems development, and financial analysis and reporting.

Pete served in project management roles designing, developing and managing major co-branded credit card incentives projects at Chevron and Household Financial Services.

Over the past 15+ years, Pete’s practice has focused upon enterprises whose business systems are integrated with QuickBooks Online or QuickBooks Desktop.   Pete provides professional consulting services to businesses throughout the San Francisco Bay Area.  He seamlessly integrates QuickBooks with his clients’ accounting systems, web sites and other business management applications.  

Pete Bornstein

Business consultant & tax expert

Contact us

Cell: (925) 216-9469

E-mail: bizpro@comcast.net

At the heart of San Francisco Bay Area in Danville

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