Our Services
Full-stack financial services for small to mid-size businesses. From daily bookkeeping to high-level CFO advisory, we handle every aspect of your financial operations.
Select a Service for Full Details
Click on any service below to see the specific deliverables, process, pricing, case studies, and FAQs we've prepared for each offering.
Bookkeeping Services
Audit-ready books delivered by the 15th of every month. Bank reconciliation, P&L, balance sheet, and year-end tax packages — guaranteed accurate.
Payroll Services
Complete payroll processing, tax remittance, and compliance reporting. Automated direct deposits, W-2s, 1099s, and quarterly filings — protected from costly EDD audits.
Tax Planning & Preparation
Proactive tax strategy, not just filing returns. Entity structuring, S-Corp elections, cost segregation, R&D credits, and aggressive legal tax minimization.
Fractional CFO Advisory
High-level financial modeling, 13-week cash flow forecasting, and strategic growth advisory — without the overhead of a full-time executive.
IRS Resolution & Audit Defense
Expert IRS and state representation for back taxes, audits, levies, liens, Offers in Compromise, penalty abatement, and full audit preparation with workpaper assembly. We deal with the IRS and the examiner so you don't have to.
Estate Planning
Tax-efficient succession planning, trust structures, and wealth preservation strategies to protect your family's legacy and minimize estate taxes.
QBO Setup
Professional QuickBooks Online setup, migration, and training. Get your chart of accounts, bank feeds, and integrations configured right from day one.
Business Formation & Entity Structuring
Entity selection, LLC/S-Corp filing, EIN, operating agreements, reasonable salary optimization, QSBS planning, and clean bookkeeping setup — structured from day one to legally minimize your tax burden.
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Contact Information
11400 West Olympic Blvd
Los Angeles, CA 90064
Mon-Fri: 9am-6pm PT
Sat: By appointment
Sun: Closed