Two woman sitting at a table during a business meeting Los Angeles CA

Services

We work with a wide variety of service businesses and each type offers its own challenges and opportunities. We love learning about your business while sharing our financial expertise to help you meet your unique goals.

Our partners include service businesses with professional services firms, trades, and personal services businesses to name a few category highlights.

Services Offerings:

  • Accounting software selection, installation, customization, and training
  • Monthly, quarterly or annual bookkeeping
  • Reconciliations, accounts payable and accounts receivable support
  • Financial reporting preparation and assistance to fully understand your reports
  • Time-tracking support for hourly billers
  • Chart of Accounts design for better expense management
  • Cash flow forecasting
  • Mobile accounting functionality
  • Sales tax reporting and compliance
  • Assistance with employee versus contractor issues
  • Industry benchmarking
  • Tax return preparation and planning
  • Other services pending your specific financial needs

Consulting Session

To discuss any of these services, please give us a call or email us. We’ll set up an initial session with one of our strategic advisors so you can find out more about how we can help you with your individual and business planning needs. If you have a general inquiry as to which services are best to suit your needs, we can arrange for a 20 minute complimentary call. Our standard hourly consulting fees will apply if you are seeking advice or consultation on specific matter. Reach out to us to find out more about how we can help you.