Management Consulting Services:

Often, accounting and taxes are linked to broader financial matters.  We can offer advice and have experience in such areas as:

  • Business Planning & Strategy
  • Business Start-Up Services
  • Business Consulting Services
  • Planning & Growth Management
  • Business Succession Planning
  • Developing a Personal Budget
  • Choice of Business Entity Tax Implications
  • Incorporation Services:  Document Filing Services for clients who wish to form a Corporation or Limited Liability Company in the state of California

Management Consulting & Financial Services:

We can help businesses make better use of their resources and increase efficiency and profitability.  With careful planning and help from us, you can learn how to start, manage and successfully grow a business.  We are trained to look at businesses with an objective eye.  We can help you identify weaknesses in your organization and offer suggestions for improvements.  Most small businesses that fail or stagnate typically do not articulate their long-term goals; neither do they set clear standard for measuring progress. We specialize in helping our clients build a strategic budget that is tailored to realizing their long-term goals.  We understand that the keys to developing and sustaining steady growth includes improving operational efficiencies by eliminating waste, developing owners and employees to make better business decisions, establishing critical business indicators, and innovating new products and (or) services.  We can be your most valuable business partner, one who helps you reach for success.