Accounting Done For You and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

  • bank reconciliation…
    • identify lost checks, lost deposits, or unauthorized wire transfers.
    • detect and prevent embezzlement of funds from within your business.
    • track your business growth and manage your cash effectively.
    • protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
  • income statements…
    • we will provide you with regular profit / loss statements that will help you track the operating costs of your business.
    • understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
    • track increases in product sales or returns as a percentage of your sales.
    • determine your current tax liability.
  • balance sheets…
    • gives you a snapshot of the financial health of your business at any given point of time.
    • identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
    • balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
  • general ledger management
    • we can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
  • unlimited consultations.

We can also customize our service to you by adding…

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (714) 696-8680 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

I have had the pleasure of working with David for over two years, I had not previously worked with a CPA, but was quite blown away with his knowledge, guidance and determination when it came to making sure our company stayed an income generating manufacturer. We are a multiple subsidiary company which he was diligent in keeping up with and straight in our books and that’s not easy to do especially with the demands of our CEO.

His professionalism helped guide our startup company from chaos to a systematic machine which was SEC compliant. He reorganized the payroll to make sure that it was up to date and on time. He set up a Purchase Order system so that the appropriate authorizations could be gathered to process payments and employee reimbursements. David is honest, he displays outstanding integrity, and he is committed; all qualities that a company deserve, and without his strategic planning the company would have easily fallen apart.

As a fellow accountant, I understand how difficult it is to make sure a company is fluent with their records as well as keeping the CEO happy with productivity and income generation and David made that look easy. He stood by what was right to keep the company in line with governing agencies, stockholders and GAAP. David served as the backbone and an integral asset to our company’s success. Any company or individual that follows through with his setup, his direction, and his planning will have everything needed for continued success.

Professionalism helped guide our startup company

Ashlye B.

My Son introduced me to This Firm and David , I was really in mess with my taxes ! But it was not long before they came to the rescue and straightened everything out. What a relief that was!. Thank you so much for all your work and understanding not to mention making me comfortable and putting my mind at ease. I am so appreciative for all you have done !

Came to the rescue and straightened everything out