Services
Accounting, tax, and consulting services.
A complete suite of accounting, tax, and consulting services for businesses and individuals throughout California.
01
Tax Services
Annual tax return preparation and year-round tax minimization planning, led by an Enrolled Agent authorized by the IRS.
Tax preparation
Annual tax return preparation for individuals and businesses.
Year-round tax planning
Year-round tax minimization planning.
IRS audit assistance
Notice response and direct representation in front of the IRS by an Enrolled Agent.
Estate and retirement planning
Planning to minimize tax exposure on estates, trusts, and retirement income.
02
Outsourced Accounting and Bookkeeping
Outsourced bookkeeping for businesses.
Accounts payable and receivable
A managed processing workflow fit for your business.
General ledger and journal entry
Recording and classifying business transactions to keep current financials.
Financial statement preparation
Balance sheet, income statement, and cash flow reports prepared on a regular cadence.
Bank and credit card reconciliations
Reconciliation of bank and credit card accounts to keep the books accurate.
Payroll services
Fully outsourced payroll processing.
Sales tax processing
Sales tax filings for businesses with California sales tax obligations.
Fixed asset and depreciation tracking
Asset registers and depreciation schedules maintained alongside the books.
Monthly closings
A regular monthly close so the numbers are ready when you need them.
03
Outsourced CFO and Controller
Industry and financial experience to support businesses that need senior financial leadership without the cost of a full-time hire.
Cash flow management
Regulating cash flow for budgeting and projections that support business planning.
Financial reporting
Reporting that improves the firm's accounting processes and produces higher-quality financial statements.
Audits, compilations, and reviews
Assurance services for measuring the financial standing of the company.
Mergers and acquisitions
Due diligence and transaction support on either side of a deal.
Business valuation
Valuations to support buy-sell agreements, succession, and partner transactions.
QuickBooks support
Setup, cleanup, and ongoing maintenance for QuickBooks Online and Desktop.
04
Small Business Accounting
Accounting services for small and mid-sized businesses.
Outsourced bookkeeping
Bookkeeping outsourcing so you can focus on the day-to-day operations.
Cash flow management
Forecasting and budgeting so the business knows what is coming.
Financial reviews and compilations
Bank-ready financial reports prepared to professional standards.
Tax preparation and planning
Annual returns and year-round planning for the business and its owners.
Payroll services
Fully outsourced payroll processing.
Business loan assistance
Help packaging financials for lenders.
05
Business Incorporation
We help eliminate the daunting task of choosing the correct entity type and make the process as seamless as possible so you can get your company started on the right track.
Entity selection
Determining the best entity type for your new company. Each type of corporation has its own advantages and disadvantages.
Business registration
Help registering your business in California.
Strategic tax planning
Tax planning to minimize liabilities and maximize profits as the company gets started.
New business advisory
Setting up books, payroll, and tax accounts so the first year does not end in cleanup.
Outsourced accounting and bookkeeping
Professional book management so the financial side is handled from day one.
QuickBooks setup and training
Installation and training on accounting software for the new entity.
06
Consulting
Specialized consulting services.
Succession and retirement planning
Transferring ownership to the next generation, employees, or external buyers in a tax-efficient way.
Estate and trust planning
Coordination with your attorney to minimize tax exposure on trusts, estates, and gifts.
Debt restructuring
Renegotiation, consolidation, and refinance support when the current debt structure is not working.
Business plan development
Financial models and projections for fundraising, lender review, or internal planning.
College savings planning
Tax-aware funding strategies for family education savings.
Business valuation
Valuations for buy-sell agreements, gifting, or partner buyouts.
Not sure what you need?
That is what the consultation is for. Schedule a free initial consultation and we will recommend the right approach for your situation.
Schedule a Free Consultation