Serving Orange County, California & the Surrounding Area

Information is power, and never more so than when financial information is timely and accurate. Our CPA firm offers accounting services that create meaningful, well-organized financial records, thereby helping to ensure efficient small business operations. We provide a full range of cost effective accounting services including:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support
  • Bookkeeping/Write-Up

The foundation for a successful business is meaningful, well-organized financial records. Your individual accountant can assist you with the day-to-day tasks associated with computerized or manual bookkeeping, saving you time and ensuring accurate, efficient financial records.

Cash Flow & Budgeting Analysis

Running a profitable business requires careful attention to cash flow issues. We’ll assist in this critical area by providing forecasting and evaluation of your company’s financial condition. We can also estimate financing requirements and track cash-flow sources and uses, thereby ensuring that cash flow supports, rather than inhibits, your company’s goals.

Financial Forecasts & Projections

Successful business owners and professionals understand the importance of financial forecasts and projections. Forecasting can assist in the effective management of business profitability. Our CPAs can assist in the effective development and use of financial forecasts. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Financial Statements

Our bookkeepers will assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced by our accountant can be a useful tool for management when making financial decisions.

Forensic Accounting

When faced with dispute, fraud or theft investigations, it is critical that expert auditing skills be used to provide an analysis of financial records. We qualified staff with years of experience in forensic accounting. Using our accounting and auditing skills, we can provide the needed analysis. Our unique and tested damage measurement methods can help determine the extent of financial loss.

Governmental Overhead Rate Audits

Prior to submitting a grant proposal (or as part of a bid for a contract) companies must calculate indirect costs rates that are later audited. Regardless of your company’s size or specialty, our company has the expertise of working directly with the state agencies in regards to rate calculations or audit. Some of the services we offer:

  • Overhead rate audits (FAR 31)
  • Rate reviews and cost optimization strategies
  • System and internal control evaluations
  • Calculation of facilities cost of capital
  • Training programs-to ensure proper expense charting
  • Continued support of all provided audit services