Creating and managing a successful business requires knowledge and tools from a variety of sources, which can be difficult and time-consuming. Each of our accountant has the expertise to provide you and your business with important consulting services that will help you quickly address the issues affecting your business and available resources that may help.
Accounting Software Selection & Implementation
Selecting a computerized accounting software package can be a daunting task. Being accounting professionals, we are exposed to most programs through actual use. We can save you time and frustration by helping you choose and implement the right system for you and your business.
Growing and managing a business requires the identification and management of areas that can negatively affect profitability and expansion. Our firm has the expertise to help you develop solutions that are practical and technically sound. In addition, our staff can act as a sounding board assisting in the development of comprehensive, flexible strategies that address the important issues affecting your business.
Knowing the value of your business is important, particularly when changes occur including the purchase or sale of a business, or the dissolution of a partnership or marriage. Our accountants have the knowledge and experience that will provide you with an objective analysis to assist in the valuation of any business.
Buying & Selling A Business
Buying or selling a business can be stressful. Having a partner that can properly structure the purchase or sale of a business can ensure a smooth and efficient transaction. We have helped many of our clients buy or sell a business, and can guide you through the acquisition/disposition process including cash flow analysis and tax considerations.
Our firm can help you develop your investment strategy. We will act as your sounding board, helping you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Management Advisory Services
With more than 30 years of experience, our accounting team has guided the success of many competent managers with our qualified and objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
Pension plans provide significant tax advantages for closely-held businesses and self-employed individuals. Understanding the plans (e.g. defined-contribution or defined-benefit plans, Keoghs, SEPs, etc.) can be difficult. Each of our accountants are always up to date on the benefits of the different plans, allowing us to assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
Planning for retirement is an ongoing process that needs to be modified as your business and your circumstances change. We are happy to periodically review your financial plan and suggest successful implementation strategies. This periodic review will help ensure financial independence during your working and retirement years.
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.