Work Smarter With Our Local Team on your side SLO

Helping San Luis Obispo County Residents keep more of what they make since 1989.

About us MOSAIC has been helping businesses achieve their goals on the Central Coast since 1989. We focus on accounting, accounting software installation and training, taxes, payroll and bookkeeping. We offer a full spectrum of technology and business support for businesses who range from very technology savvy to traditional paper-based options- and everywhere in between.

 

In an effort to go more "green" MOSAIC is trying to be more environmentally sensitive with new paper-less options for the paperwork process of payroll, bookkeeping and tax options. We have recently stepped up to put in place web based payroll input, as well as web based tax document download options. In our office we have developed a paper-less work flow system, so that we can work from scanned originals to keep the rest of the business servicing process completely paper-free.

 

Benefits of being LOCAL - We offer the benefit of all of these services, in-house and in-town, which means that there is always an accountant to oversee the process, and a computer technician to help with technology questions should they arise. Since our company is based in San Luis Obispo county, we can offer local and same-day service option that can't be met by large national companies.

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CayBill
Owners

Cay and Bill Pooley have been local small business owners in San Luis Obispo county since 1989. This means that not only do they understand the needs and challenges of owning a small business in San Luis Obispo county, but they also know what it takes to stay successful through the challenging times. Cay has a BS in accounting and is a fully licensed E.A., which means she can represent all of your tax and accounting needs, as well as represent you before the IRS in the unfortunate event of an IRS audit. Bill has a BS in Industrial Technology and is well versed with over 15 years of hardware and software design.

 

Let their knowledge and their team work for your benefit.

 

The team is 16 members strong and growing, to give you the full-service, local support that you and your business need. The team includes a full-time group of payroll processors and bookkeeping staff, as well as experienced tax preparers to ensure that business, payroll and taxes are processed in a timely, error-free manor.

 

Click here to learn more about what makes Enrolled Agents Different.

 

  • Cay
    Cay Pooley, EA Cay is a co-owner and our lead accountant. She has been in business in SLO county since 1989.
  • Bill
    Bill PooleyBill is a co-owner and the payroll manager.
  • Nancy Nancy is our service courier and front desk receptionist, personally delivering items to and assisting clients.
  • Nicki Nicki is the accounting department scheduler and has been an important part of our team for many years.
  • Lisa Lisa is the Director of First Impressions, she is the smiling face that you will meet first.
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    JamilynJamilyn works in the tax department.
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    Caron Caron works in both the tax and bookkeeping departments.
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    Linda Linda works in payroll, assisting with many aspects of our business services.
A.FOCUS- Our process begins with YOU. We focus our bids and our services to meet each client where their needs are. Our goal is be able to meet each client's individual needs and exceed their expectations to insure success. We set a high standard for ourselves to ensure the best possible service for you the client.
B.INTEGRITY- We have a policy of transparency and integrity. We want to make sure that each of our clients knows that we are acting with honesty and integrity, to serve your needs with the utmost of respect and responsibility.
At MOSAIC We Are Continually Raising the Bar.
C.EDUCATIONAL PARTNERSHIPS - We like to form a partnership with our clients that fosters a mutually supportive and educational relationship. We want to educate our clients about important business and tax laws, so they are well-understood and pitfalls can avoided before they arise.
D.GIVING BACK and GOING GREEN- We have made it our priority since 2011 to do more work with less reliance on paper without losing service to you the customer.

In addition to being environmentally conscious we also support our community. Our business as well as our staff are delighted to be a part of several charitable endeavors in our local community. Here are some local and National charities that our company and our employees support and/or volunteer for.

 

Our Mission

Mosaic Business Services is dedicated to providing quality business solutions and expertise to the business community, being leaders in business development techniques and technologies in order to share in the challenges our clients face in their quest to grow and be successful, rewarding shareholders and creating a flexible organization that challenges and rewards employees.

We want talent!
Cal Poly Internships - If you are a Cal Poly student looking for a challenging and rewarding internship, please contact our office.

 

Accounting Professionals- We are always interested in adding talent to our team. If you have experience in accounting, bookkeeping or taxes please contact our office.

Restaurant in SLO:
“MOSAIC does all of our payroll and bookkeeping services, on tme and with accuracy.”
Employee from Templeton:
“I was pleasantly surprised with how easily MOSAIC made my switch to direct deposit. Now I can access my paycheck without having to go to the bank!!”
Tax Client in SLO:
“Thank you for keeping my taxes under control and done in a timely fashion!”

 

 

 

More references available on request!