We are the Difference Makers for Your Business!


CFO Services

- 01

Accounting and Bookkeeping Services

  • Full-Service Accounting & Bookkeeping
  • Preparation of Financial Statements
  • Financial Statement Analysis
  • Accounting system set-up including Chart of Accounts and Cost Centers
  • Accounting system conversion from one system to another
- 02

Financial Analysis Services

  • Create and Maintain Key Performance Indicators (KPIs) and Dashboards
  • Detailed Profitability Analysis
  • Analyze Operations for financial improvement opportunities
- 03

Controller Services

  • We can oversee the accounting, financial planning, and treasury operations of the business as needed
- 04

Internal Control Services

  • We can run the entire Internal Audit function from annual planning to the field audits; or
  • We can perform the internal control testing to ensure controls are working effectively and as intended

Tax Preparation and eFiling Services

- 01

Business and Individual Tax Returns

  • All Business Returns including C Corporations, S Corporations, Partnerships, LLCs, and NonProfits
  • Schedule K-1s
  • All Individual Tax Returns including Sole Proprietorship (Schedule C and E)
  • Estates and Trusts, Gift, and Employee Benefit Plan Returns
- 02

Audit Representation

  • We are licensed to represent Business Entities and Individuals before the IRS and California FTB for Notices, Inquiries, and Audits

Business Strategy Services

  • Market Segmentation for analyzing Customers and new revenue opportunities
  • Introducing New Products in the Market
  • Profitability Improvement Solutions
  • Strategic cost-cutting without choking the growth of the business
  • Geographic Expansion including expansion in international markets
  • Growth through Strategic Acquisitions
  • Strategic Divestiture and Downsizing

Mergers and Acquisitions (M&A) Services

  • Market Analysis for Target Identification
  • Full Financial and Operational Due Diligence
  • M&A Integration of the Target into Acquirer’s business
  • Consolidation of Financial Statements
  • Preparation of the Acquisition Accounting Journal Entries (JEs)
  • Goodwill Adjustment Process during the Measurement Period
  • Divestiture of a Segment or Business Unit and Related SLAs

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