Services
One hub, organized by the decision in front of you.
Rather than a technical inventory, services are grouped by the situations that bring clients to the firm. Engagements are scoped individually.
Accounting, financial reporting, and cash-flow visibility so ownership decisions rest on numbers you trust.
- Monthly and year-end accounting
- Financial statement preparation and review
- Cash-flow and budgeting support
- QuickBooks setup, cleanup, and training
- Business advisory for owners and partners
Common questions
- Do you work with both the business and the owner's personal return?
- Yes. Most of the firm's work involves both sides, because a decision made in the business usually shows up on the owner's return.
- Do you provide legal or investment services?
- No. The firm provides accounting, tax, and advisory services, along with personal financial planning support. Legal drafting and investment management are handled by your attorney and investment advisor, with whom we coordinate.
- Can you help with QuickBooks?
- Yes. Setup, cleanup, and training are part of the firm's business services so that reporting is reliable before it is used for planning.
- Do you handle IRS or California tax notices?
- Yes. Notice review, back filings, and resolution assistance are offered, handled efficiently and discreetly.