Our Services

Clarity Of Your Business Financials Without The Accounting Headache

If you are a struggling small business owner you are probably frustrated by your cash flow and financial system. There could be two possible sources of your headache:

  • you’re doing your own accounting (most likely after hours), you’re not sure if you’re doing it correctly, and you never get it all done before going to bed
  • you have an accountant but that person is either giving you outdated information or no advice on how to capitalize your financial information to achieve your goals

In working with hundreds of entrepreneurs all over California to simplify their financials and help them grow, we’ve realized that most businesses are in the dark about where the business truly stands financially.

Business and Accounting Services

Customized Solutions Tailored For Your Business.

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Cloud Accounting and
Document Management

With over 35 years of experience, we are technology experts who speak in plain language and have a desire to see small business owners succeed.

Our customized solution is the most efficient bookkeeping and accounting process on the planet.

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Innovative Tax
Reduction Strategies

Advanced year-round tax strategies, full tax preparation and compliance. Including, integrated tax planning - help business owners plan for taxes year round with financial statements.

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Profit First
Business Consulting

Management and consulting with the World's leading budgeting and profit maximization techniques.

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IRS Representation

We offer IRS Audit representation and will negotiate offers and comprises on your behalf.

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CFO Services and
Complete Outsourcing

Outsources and advanced financial and systems consulting for larger businesses.

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Non-Profit Administration

Customized CFO services and management for your Non-Profit Organization.

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