ACCOUNTING

  • Quick Books
  • Bookkeeping - complete our Bookkeeping Questionnaire
  • Management-Use Financial Statements
  • Assisting Seniors with
    check writing and record keeping
  • Personal Financial Statements
  • Chart of accounts
  • Payroll
  • Litigation Support
  • Virtual Accounting Department

TAX

  • Corporate
  • Individual
  • Partnerships
  • Estate
  • Trusts
  • Fiduciary
  • Not for Profit
  • Planning
  • Entity selection
  • IRS & FTB Representation
  • Sales Tax
  • Payroll Tax

CONSULTING

  • Business Plans
  • Forecasts & Budgeting
  • Cash Flow Analysis
  • Internal Controls
  • Cost Systems
  • Financial Analysis
  • Board & Lender reporting
  • Succession Planning
  • Buying and selling a business
  • Family Business
  • Virtual CFO