CALL US: 805-328-4523

Business Services

Industry experience in: Technology, Media and Entertainment, Hospitality including Food and Beverage, Real Estate, Construction, BioTech and Financial Services.

Accounting services

  ● Monthly bookkeeping and payrolls
  ● CFO/Controller services
  ● Account reconciliation and cleanup
  ● Chart of account review

Financial reporting services

  ● Compilations, reviews and special purpose audits
  ● Prescribed form reporting
  ● Forecasts and projections
  ● Agreed-upon procedures engagements

Other consulting and advisory services

  ● Cloud Accounting - setup and ongoing maintenance
  ● Business Continuity/Disaster Recovery Procedures
  ● Desk-top procedure drafting
  ● Policies and Procedures drafting
  ● Vendor Risk Assessment Programs
  ● Internal Control Design and Implementation
  ● Internal Control Review and Testing
  ● Training - Bookkeepers / Auditors
  ● Process narratives and control documentation
  ● Evaluation of transaction processing workflow
  ● System evaluations and implementation
  ● Process review and recommendations for efficiencies

Start-up company advisory services

  ● Choice of legal entity
  ● Government registration requirements
  ● Initial year tax elections
  ● Employment law
  ● Accounting information systems
  ● Business plans and assistance obtaining financing

Tax services

  ● Federal and State Income tax
  ● Payroll taxes
  ● Sales and use tax
  ● Property and business license taxes
  ● C corporations, S corporations, partnerships, limited liability companies, sole
     proprietorships, disregarded entities
  ● Multi-state and international situations
  ● Cost segregation studies
  ● Tax audit representation and dispute resolution


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