BUSINESS ADVISORY

Our firm is a trusted advisor to numerous Southern California companies. No matter how big or small your company, we can provide you with the advice and support you need to take on your most demanding strategic issues. Competitively priced, our support services include:

Our services include:

  • Bookkeeping services and external accounting support
  • Cost-containment strategies
  • General ledger entry and month-end closings
  • Accounting system design, set up and training
  • Business budgeting and planning
  • Cash flow forecasts and projections and cash-flow analysis
  • Payroll, property and sales tax advice

Cost-Efficient Bookkeeping Service

Our firm is an ideal solution to entrepreneurs as they launch a new endeavors. Most entrepreneurs are not expert in financial operations and accounting software, and don’t want to be. As you start your company, you most likely don’t have the budget or need to hire a full time bookkeeper, but nonetheless you want to make sure the work is done accurately and on time. That’s where we become part of your team. We can provide an experienced bookkeeper to deliver high-quality, dependable service. Whether you are a startup or you’ve been in business 30 years, you can reach out to us to tailor a solution to fit your needs.

Closely-held businesses share many issues with public ones, and also face unique challenges. We provide comprehensive advisory services to resolve your most demanding strategic issues, including:

  • External Accounting Support
    Many smaller businesses don’t need a full-time accountant or controller, but nonetheless require accurate accounting and financial reporting. In some cases, clients have a part-time bookkeeper who provides inadequate service. We can step in to run your accounting and/or assist your bookkeeper.

  • Cost-Containment Strategies
    Smaller enterprises often have fewer funding sources, making cost containment a priority item. We work with clients to develop cost containment strategies that prevent unnecessary spending and reduce expenses, while continuing to maintain product and service quality.

  • General Ledger Entry and Month-End Closings
    Clients often use White Nelson Diehl Evans rather than their part-time bookkeeper to perform month-end procedures. Having us perform month end G/L adjusting entries and process closings catches bookkeeping mistakes quickly.

  • Accounting System Setup and Training
    New companies, as well as enterprises that have experienced explosive growth, may need a new accounting system. We will design the general ledger and set up the new system, and then train your employees to operate the system properly.

  • Business Budgeting and Planning
    Rely on our services to help you establish and track your budgets and business plans so that you can quickly evaluate your current performance.

  • Payroll, Property and Sales Tax Advice
    We prepare sales tax returns, generate 571L property tax statements and run payroll if your company is too small for a third party preparer.

SEND US A MESSAGE