Call us at 510-353-9575 for a complimentary 1/2 hour CONSULTATION!

 

Our Mission:

For Businesses:  To provide highest levels of expertise and consultation services to help our business client be more successful.  Our business partners will know and feel this commitment with the way we conduct business and how we communicate with them.

 

 Accounting Services

Whether your business is a start-up or an established enterprise, your business will rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.  Our accounting services will help you steer closer to these goals with accurate record-keeping and reporting as well as periodic support on financial issues such as initial accounting system set-up, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

Our services include but are not limited to:

• Accounting system set-up and support
• Bookkeeping (monthly or quarterly)
• Cash flow budgeting and forecasting
• Corporate tax planning and return preparation
• Employee benefit and profit-sharing plans
• General ledger and financial statement preparation
• Litigation support
• Payroll processing
• Personal financial statements

We can help you set-up financial reports for your view to streamline your business and save your valuable time.  These reports are critical and important tools that can guide your business in making financial decisions, planning, and evaluating performance.

 

Audits, Reviews, and Compilations

Our financial statement services offer all levels of assurance depending on your company's needs:

Audits- offer the highest level of assurance to interested third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions.  Our staff will perform audits for you to remove errors, improve efficiencies, and help ascertain the validity and reliability of your information.

Reviews- can provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.  Our staff will perform reviews to ensure the integrity of your data.

Compilations- are mostly requested for internal purposes and are based upon information provided by your company's management.  They do not offer assurance but may involve some adjustment to accounting records.

 

Bookkeeping

Accurate, up to date record-keeping is crucial to your business success.  This is one area that small businesses neglect since it can be complicated and time consuming.  Our staff can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core competencies and concentrate on growing your business. 

 

Entity Selection and Restructuring

Proper selection of your business entity can have a huge impact on your taxes and other liabilities.  A relationship with our staff from your company's inception, throughout its growth and development will be beneficial in terms of giving you proper advice and guidance on choosing an entity type, and later restructuring if it is to your advantage.  You have peace of mind knowing your company will always be at the most advantageous entity type for the functions your business performs.

 

Financial Projections and Forecasts

No, we do not have access to a crystal ball that can predict the future perfectly.  But there is no denying the fact that we all can benefit from planning for the future.  Our staff combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending.  Forecasting for the future is imperative to your company's ultimate success.  Our staff keeps current with market trends and updates so that your business can benefit from our expertise and knowledge, and in turn be prepared for what is to come.  Depending on your needs, we can prepare top-level reports to detailed financial models.

 

IRS Representation

Enjoy greater peace of mind knowing that you can be represented by a professional that has the experience of dealing with tax authorities.  If you have been chosen for an audit, the professional representation you can get with our firm can put many of your worries at bay.  Our staff is ready and willing to answer any and all questions the IRS may be asking you.

 

Payroll Services

Spend more time growing your business and let our staff handle your payroll needs.  Watch the time and cost of administration go down, freeing you up for more productive and income generating activities.  Our staff will develop and implement a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

 

QuickBooks Accounting Assistance

You have decided to purchase and use QuickBooks.  Congratulations!  What do you do next?  How do you get the maximum use out of this outstanding business tool?  These are some of the questions we hear all the time from business owners like you.  Look, QuickBooks can provide useful and timely information in the form of financial statements, graphs and reports.  However, and this is a big however, it can only do this if you purchase the right product and then install, set-up and use it properly.

Here is where we can help you use QuickBooks more efficiently and more effectively, and ensure that you get the maximum return on your investment:

• Installation- We can install QuickBooks on your stand-alone computer or in a network environment, in either single or multi-user mode.
• Set-up- We will assist new QuickBooks users with initial set-up including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports.  We can also help experienced users manage their businesses more effectively by improving their current set-up.  Many users experience problems and lack the ability to generate and track important information as a result of inadequate set-up.  This can be both unproductive and costly.
• Support- We offer support service to assist you with any installation, set-up or operation assistance your company might need.  Additionally, our support is not limited to your software needs, we can also help you with accounting and payroll problems.
• Review- Our staff can help your company review your transactions if you have the human resources to perform daily accounting and payroll tasks.  A review ensures that you receive timely, relevant and reliable financial information.  We will inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you are getting properly reflects the correct financial condition of your business.  Reviews can take place at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
• Personal Training- Our staff will train you one-on-one or several individuals in your organization at your company's location

 

Tax Management and Preparation Services

We guide you through a full range of tax planning and preparation decisions with strategies and tactics that minimize your tax liabilities, maximize your cash flow and helps keep you on track to your pre-determined financial goals.  Our staff expertise, collective experience, analysis, and thorough research allow us to optimize financial opportunities that are available in current as well as recently altered tax laws.  Our preparers are knowledgeable and up-to-date on the tax laws and can make sense of your receipts, bills, notices and any tax documents.

 

Value-Added Services:

1)   All our business and corporate clients receive a 15 to 30 minute telephone or face-to-face meeting with their staff partner on a monthly basis to discuss the service that we are performing for your business.  Possible areas of discussion will be tax liability, budgeting, forecasting, and marketing strategies, etc.  Your staff partner will explain to you, in layman terms, what the numbers mean to you and your business, and the adjustments you might need to make, if any.  You can call this our complimentary CFO services to you and its part of our commitment to help you grow your business.  We want to stress that this is not a service that we bill you, but rather its an investment to your success, FREE OF CHARGE!

2) Any tax preparation or IRS and state representation service we perform for your business is followed-up with a 15 to 30 minute telephone or face-to-face meeting with your staff partner to discuss action items, if any.  Questions and interpretation of the numbers are part of the discussion as well. 

 

Note:  Please keep in mind that the topics that will be discussed will be mostly driven by the dialogue that takes place between our staff and you, our client.  Our expertise, combined with an intimate knowledge of what is important to you and your business is what will drive the areas of interest going forward.  We can't stress enough the concept of partnership here.  We want you to be successful and that is why we exist.