Small Business Accounting Services

We concentrate on providing strategic individualized accounting solutions for small business owners. From established companies to new enterprises, our Orange County CPA Firm offers unique arrangement of accounting services, tax strategies and personal service to ensure your business succeeds all throughout the year.

Full-Service Accounting and Bookkeeping

Our CPAs 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.

Tax Planning Services

In addition to preparing your annual business tax return, we will ensure all year-round tax planning is a part of your overall business strategy. You can use our experience and access to the most current developments in tax law to minimize both your current and future tax liabilities.

Financial and Business Consulting

Each accountant 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 growth.

Estate and Trust Planning

Financial plans provide the structure needed to face the financial challenges likely to occur at any stage of life. We have the experience and knowledge that will ensure the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets.

Buying or Selling Business Advisory

Our CPAs have the experience needed to guide you through the acquisition/disposition process including cash flow analysis and tax considerations. We will help create a business plan that will allow you to strategize the best course of action.

Outsourced CFO/ Controller Services

You will not always need a full-time CFO. Outsourcing a controller or CFO is a great way to see what tasks they do and understand the value they bring to your business.  Our experts can act as a trusted advisor by providing profit analysis, forecasting and financial oversight, in addition to managing business risks.

Compilations and Reviews

We offer compilation services to business who need assistance in preparing financial statements monthly, quarterly, or annually.

QuickBooks Installation

From training to ongoing support, our qualified staff can assist you with the installation, set-up and implementation of QuickBooks and other popular accounting software programs.