WelcomeSuccessful businesses continually reinvent themselves. No company can afford to find themselves left behind. Continued measurement and course adjustment will assure that you never are.  Every business is unique. Because of this, accounting needs vary. To meet your company's needs, we provide a suite of services certain to fulfill the requirements of virtually any small business.

Are cashflow worries keeping you up at night?  

Are you looking at your business as a whole? Have you kicked every tire or turned over every rock to make sure you are not missing any pieces to shore up its value, monitor cash flow, plan for taxes, or qualify for loan forgiveness, if applicable.

Do you really know where your business stands?  Have you implemented that pivotal change to position your business for success in a new environment?

Find out which business advisory and support services can make in difference in the survival and growth of your business.

Call me at (323) 743-3816. 
If we don't answer right away, we are helping other clients. 
Please leave a message and we will return your call as soon as we are available.

Please review the list below. And if something you need is missing, please don't hesitate to call and ask why our services are well-matched with your needs. And if we can't do it, we certainly know who can.

Summary of Services


30 Ways We Can Help You Make More Money

  • Audit Support Services

  • Bank/Credit Card Reconciliations

  • Bookkeeping Services

  • Budgeting

  • Cash Flow Management

  • Conversions from Manual to Automated Systems

  • Excel Essentials Training - Level 1 to 4

  • Financial Statement Preparation

  • Full-charge Bookkeeping

  • General Ledger Preparation

  • Grant Tracking and Activity Documentation

  • Human Resources Management 

  • Income Tax Preparation

  • Insurance - Life, Health, Disability, Accident

  • Loan Application Preparation

  • Loan Package Preparation

  • Payroll Services

  • Preparation of Unemployment Forms

  • QuickBooks Training

  • Retirement Planning (Annuities)

  • Tax Return Preparation

  • Tax Planning

  • Business Transition for Survival and Recovery

    • SBA Forgivable Loans Up to $10M
    • SBA Emergency Grant Up to $10K Advance
    • Withdraw Retirement Penalty-Free up to $100,000
    • SBA Disaster Loan up to $2M
    • Defer Payroll Taxes Sec 2201 to 2021/2022
    • Recovery Rebates $2,400 (Married Filing Jointly) or $1,200 (Single Filer)
    • Get Cash for Net Operating Losses in 2018, 2019 or 2020
    • Employee Retention Credit up to $10K per employee (Paycheck Protection)
    • Sick Employee Payroll Tax Credit up to $2K per employee per quarter
    • Tax Deadline Extension Packages and Pricing
    • Cash Management and Forecasting


Here are small business services we offer that will help you make & save money:

  • Send out customer statements on time so you can get paid

  • File all customer invoices so that nothing gets lost

  • Track late payments in order to resolve these problems quickly

  • Ensure that you stop serving customers who aren't paying their bills

  • Safeguard good customer relations by properly recording all payments

  • Accurately calculate interest, and collect it from overdue accounts

  • Reduce the need to borrow money due to poor cash flow

  • Ensure that you don't lose sales because items are out-of-stock

  • Avoid rush delivery charges to obtain out-of-stock items

  • Stop wasting money buying more of what isn't selling

  • Set your sales prices based on profit instead of conjecture

  • Concentrate on selling the most profitable items instead of the easiest ones

  • Identify profitable cross-selling opportunities

  • Avoid selling products at a loss because you don't take markdowns on time

  • Know which money-making product lines to expand, and which ones to drop because they're money-losers

  • Discover theft before it becomes a problem

  • Never pay a bill twice by mistake

  • Never lose a discount by paying a vendor late

  • Reduce the need to borrow by planning for your payment due dates

  • Maintain your good credit rating and keep your borrowing costs low

  • Obtain better credit terms based on your good payment history

  • Know how much payroll and sales taxes you owe, in order to avoid penalties and interest

  • Never write a bad check

  • Never pay another bad check service charge

  • Make sure all your cash receipts are credited to your account

  • Know when you have excess cash so that you can put it to work

  • Track your expenses in detail so you know which ones can be reduced

  • Never spend beyond your budget

  • Get the maximum tax deductions for the expenses of running your business

  • Figure your profit on a cash or accrual basis so you pay the lowest taxes

Call me at (323) 743-3816, we can help.

In today's competitive environment, information is power!

With these services, you'll receive valuable information to improve your cash flow, control your operations, and reduce your taxes. It will be prepared accurately, based on proper accounting rules and procedures. Plus, you will understand what the numbers mean, and how you can use them to manage your business more profitably.

You'll uncover a goldmine of profit-building information as you determine your financial standing, and when used properly, this information can help you better plan for the success of your business.

Call me at (323) 743-3816 for a consultation free of charge to new clients.
If we don't answer right away, we are helping other clients.
Please leave a message and we will return your call as soon as we are available.

It will be well worth your time!

We pride ourselves in being more than just accountants or bookkeepers. We are committed to being that and more. We want to be your Profit and Growth Experts.

The services we offer are designed to give you the information you need to make the most profitable decisions in your business. We'll provide you with timely and accurate information so that you can focus on what you do best in your company.

To accomplish this goal we have identified 30 ways we can make you money so that you can have custom-designed small business accounting processes that you can refer to as Your Accounting System.

As you build your business we are committed to grow with you. Simply put, we measure our success by how well we help you achieve yours.


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