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Our Services |
Our firm offers a depth of business expertise and professional
skills to a variety of organizations, large and small. We
provide a full range of traditional services to our clients
including tax planning, financial statement preparation, budgeting,
forecasting and data processing. In addition, we offer advice
and consultation in related areas such as mergers and acquisitions,
tax shelters, financing arrangements and representation before
regulatory agencies. We also prepare payroll and sales tax
returns, W-2 forms, business property statements, as well
as performing other accounting services to supplement the
staff and/or capability of the smaller business. We are members
of both the American Institute of Certified Public Accountants
and the California Society of Certified Public Accountants.
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| A BREADTH OF EXPERIENCE |
| Our
breadth of experience in serving numerous professions and
industries over many years provides us a familiarity with
the business needs of many different types of organizations.
Present client representation encompasses: electronic manufacturing
and assembly, wholesale distributors and retail establishments,
real estate developers and contractors, machine shops, professional
and service organizations, and a host of others (see list
below).
Our experience
has convinced us that the better informed management is about
the operation of their business the more successful they are
likely to be. While some companies require our services to
satisfy third parties, such as banks, outside investors or
regulatory agencies, the vast majority of our work is directed
toward helping management develop and operate a more successful
business. In an ongoing relationship we are able to offer
our clients sound advice based on our understanding of their
particular needs. We believe that we can assist our clients
best by ensuring that they receive the counsel and information
necessary to help them make sound business judgements.
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| HOW WE WORK WITH YOU |
| Businesses
are faced with increased demands to make full use of all available
resources to meet the challenges of today's competitive environment.
Small, growing businesses need the same level and quality
of financial expertise as larger enterprises. We believe we
can provide quality financial management services to enhance
the effectiveness of your staff. Because of our size and structure,
we are able to offer each client personal attention and service,
and we can call upon the specialized knowledge of other staff
members when needed. This approach has produced outstanding
results as we work with clients in areas such as financing
arrangements and income tax planning.
We consider the establishment of a sound working relationship
with your staff to be an integral part of our service. We
can also assist in accounting systems design, selection and
training of personnel, computer selection and installation,
and related information systems to help you improve efficiency.
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| EXPERIENCE LINKED WITH MODERN
METHODS |
| We
fully utilize computer equipment and the latest technology
to maintain quality, accuracy and efficiency in the preparation
of financial statements and tax returns. This capability reduces
paperwork for both our staff and client personnel, thus enabling
them to devote their efforts to more productive activities.
Preparing financial statements for our clients on a monthly,
quarterly or other periodic basis enables us to gain a comprehensive
understanding of the data. We are then in a position to offer
specific advice for day-to-day operations. In addition, we
can provide a comparative overview of clients' operations
in relation to their industry in general.
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| YOUR DECISION TO SELECT OUR
FIRM
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| For
every company and professional firm there is a time to reflect
on the CPA services being provided and to examine new methods
and alternatives for ensuring continued growth and financial
stability. As a professional organization, we are dedicated
to providing you with the highest quality of service possible,
in a timely manner.
I welcome the opportunity to meet with you to discuss how
we may help you.
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| INDUSTRIES SERVED |
Attorneys
Automobile Dealerships
Building Maintenance Contractors
Commercial Designers
Computer Software Developers
Construction Contractors
Consulting Services
Doctors and Dentists
Electrical Contractors
Electronic Equipment Manufacturing
Environmental Sampling Firms
Homeowner Associations
Machine Shops
Marketing Firms
Printers
Real Estate Developers
Retail Establishments
Restaurants
Travel Agencies
Vending Businesses
Other professional, service, and manufacturing
organizations
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