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…
- Payroll management.
- Tax planning and preparation.
- Any number of a wide variety of financial services that would benefit your business.
For most business owners, business tax planning feels like something you deal with once a year, usually under pressure, and right before a deadline. That mindset is expensive. After more than 10 years as a CFO consultant and tax strategist, and previously serving as an IRS agent, I’ve seen the same pattern over and over: businesses don’t overpay taxes because the rules are unclear, they overpay because they’re reacting instead of planning. Real tax planning isn’t about loopholes, it’s about aligning how your business operates, pays people, invests, and grows with the tax code working for you instead of against you.
If you’re a California business owner, investor, or entrepreneur, capital gains tax isn’t just a line item it’s a strategic risk. I’ve spent over a decade helping business owners navigate capital gains planning, and one thing is consistent: most people dramatically underestimate how much California takes. Unlike the federal system, California does not reward long-term investing with lower tax rates. That single fact changes how you should think about exits, portfolio rebalancing, and real estate decisions. This guide breaks down how long-term capital gains tax works in California in 2025, where business owners get burned, and what you can do to keep more of what you earn.
Before I dive into some year end tax strategies East Los Angelesbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all). Essentially, 22 states (as of this writing) have enacted legislation that enables business owners operating in a partnership or S-corp to deduct their state and local taxes (SALT) beyond the 10K cap that exists on federal returns. These are the states that currently provide this workaround in some measure:
