ACCOUNTING & BUSINESS ADVISORY
Information is power, and never more so than when financial information is timely and accurate. Our CPA firm offers accounting services that create meaningful, well-organized financial records, thereby helping to ensure efficient business operations.
Cash Flow & Budgeting Analysis
Running a profitable business requires careful attention to cash flow issues. We will assist in this critical area by providing forecasting and evaluation of your company’s financial condition. We can also estimate financing requirements and track cash-flow sources and uses, ensuring that cash flow supports, rather than inhibits, your company’s goals.
Financial Forecasts & Projections
Successful business owners and professionals understand the importance of financial forecasts and projections. Forecasting contributes to the effective management of business profitability. We can assist in the essential development and use of financial forecasts. From simple projections to complex financial modeling, our experienced staff can help you achieve your company’s financial target.
We will assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced by our bookkeepers can be a useful tool for management when making financial decisions.
When faced with dispute, fraud or theft investigations, it is critical that an expert in auditing be used to provide an analysis of financial records. We have qualified staff with years of experience in forensic accounting. Using our accounting and auditing skills, we can provide the needed analysis. Our unique and tested damage measurement methods can help determine the extent of the financial loss.
Full-Service Accounting and Bookkeeping
Our CPAs and bookkeepers will make sure your business bookkeeping is organized and up-to-date, provide detailed financial reports, and develop a comprehensive tax plan to minimize taxes. We pinpoint all your business needs for you to be successful.
Governmental Overhead Rate Audits
Prior to submitting a grant proposal (or as part of a bid for a contract), companies must calculate indirect costs/rates that are later audited. Regardless of your company’s size or specialty, our company has the expertise of working directly with the state agencies in regard to rate calculations or audit. Some of the rate services we offer:
- Overhead rate audits (FAR 31)
- Rate reviews and cost optimization strategies
- System and internal control evaluations
- Calculation of facilities cost of capital
- Training programs to ensure proper expense charting
- Continued support of all provided audit services
Let’s do something amazing together!
CAPATA is a full-service accounting firm located in Laguna Niguel in southern California. We are focused on providing proactive tax planning and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals.