The best support is experience and knowledge from people who are passionate about helping your business grow.
When you don’t need a full-time CFO, but do need continuous support
CFO services give you an open line of communication for any changes related to your business, such as hiring decisions and large purchases. Together we will talk through the options and provide guidance to ensure you’re spending and operating in the most cost-effective and brand strengthening ways.
We also identify areas where cash may be leaking out of the business without results, and review and prepare the cash flow statement and projection so you can be alerted to potential cash crunches before they happen.
Tailored solutions to improve your profits and see results
We bring business strategy experience from various industries to give you a clearer perspective. First, we review your current financials and business processes. Then, we come up with tailored solutions to improve your profits, considering cost, ease of implementation and effectiveness. From there, we work with you to decide which solution is best for your business and implement the plan. That’s not the end though, because our focus is on results! Once the solution is implemented, we follow up to ensure all benefits have been realized and make any needed adjustments to suit your business and operations.
Customized planning for taxes, retirement, budgeting, and forecasts to achieve your goals
Tax planning holds all the value of tax season. During planning, we get to the bottom of what you want for your future, your goals. With that information, we then put together a customized plan for your taxes, retirement vehicles and contributions, cash savings, and assets(home, vehicles, rentals, equipment, etc) for both your personal and business if applicable. Budgeting is made fun and exciting when you see what you can accomplish with small changes. You will be excited to review your monthly budget to actuals, knowing that your savings and profits are growing due to minimal changes. When investors or banks want to see your projected revenues and costs, we work with you to create professional forecasts ready to be presented.
Taking the stress out of tax season
We ensure that you are preparing your business’s taxes in the most advantageous way for your situation, size, and industry. With accurate, clean financials, your tax preparation is quick and stress free.
Building a foundation of financial health for your small business
Accurate financials are the cornerstone for your business finances. Incorrect accounting could mean missing out on tax reduction opportunities or making costly mistakes in day-to-day management.
Our standard accounting services include monthly bookkeeping, account reconciliations, accounting system maintenance, and generating financials (balance sheet, income statement, and statement of cash flow). Additional vital services such as accounts payable management, expense reimbursement, payroll management, and inventory costing are also performed for those businesses that need it.
820 Walnut St. San Luis Obispo, CA 93401
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