P.O. Box 23282, Ventura CA 93001 | Phone: (805) 648-6418 | Fax: (866) 301-4821
Welcome to our site.
With nearly 30 years of experience, we
offer a full range of accounting and bookkeeping services, as well as tax return preparation and administrative consulting.
We service a variety of small and medium sized businesses, including those in light manufacturing, construction, sales, health
care and the nonprofit sector, as well as individuals and Trusts. We are conversant with most computer accounting packages,
particularly Quickbooks, Quicken, as well as the Microsoft Office programs and specialized tax programs.
Now located near Old Downtown Ventura,
the firm originally operated out of Santa Barbara. The partners are available for travel to all of Southern California, but
most of our clients are located within the Tri-counties area.
We look forward to the opportunity of meeting with you to discuss which of our services you might be interested in
and how best we can serve those needs.
Certified Public Accountant
and Administrative Support & Consulting
We provide accounting, bookkeeping, tax and administrative services to individuals and businesses.
Our professional services include:
TAX PLANNING & PREPARATION
We guide you through a full range of tax planning and preparation decisions with strategies
that minimize your tax liabilities. Experience and expertise allow us to optimize financial opportunities
to be found in existing and recently altered tax laws.
We offer accounting and tax services such as monthly bookkeeping and annual tax return preparation
in addition to:
· Corporate tax planning and return preparation
Personal financial statements
General ledger and financial
· Bookkeeping (monthly, quarterly and/or annually)
We can prepare the payroll for your location weekly, bi-weekly, semi-monthly or monthly.
Our work will include running the applicable reports from your accounting system, analyzing the data provided, researching
any questions arising from the analysis and summarizing the data in the appropriate form for submission to you or your outside
payroll service. We will also train
your personnel to perform these functions if you so desire.
AUDITS, REVIEWS and COMPILATION
Our financial statement services comprise all three levels of assurance depending on your company's needs.
- Audits - offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account
balances, inventories, and selected transactions.
- Reviews - provide limited assurance to outside interests and involve inquiries and analytical
procedures that confirm financial statement matters and identify any items requiring further analysis.
- Compilations - are usually requested for internal purposes and are based upon
information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting
ADMINISTRATION SUPPORT and COUNSULTING
We specialize in Personal and Executive assistance.
Available to work in your office or from
our Ventura office to assist you with your daily needs of office management, executive assistance, transcriptions, data entry
clerk, as well as many other services. We
can develop proven policies and procedures for the assurance that your business location will run smoothly.
more information about our accounting or administration services, email us at: firstname.lastname@example.org
We offer the following Accounting services:
Tax Management Services
Audits, Reviews and Compilations
Estate and Trust Planning
Estate and Trust
We also offer the following Administraton services:
Accounting policies and procedures
Bank deposit policies,
procedures and reports
Time clock policies, procedures and reports
control policies, procedures and reports
Journal policies, procedures and reports
Payroll policies, procedures and reports
Your initial consultatoin is FREE!
Email us for more information
or call us for an appointment!