Services

What we do

Five service lines, built to work together. Most clients start with one and grow into two or three.

Audit Preparation

Books closed and reconciled, schedules and the PBC list built, and support through the engagement with your independent auditor.

CFO Services

Board-ready reporting, budgets and forecasts, indirect rates, and the financial judgement a growing organisation needs.

Accounting

Monthly close, reconciliations and financial statements you can make decisions from.

Payroll

Multi-state payroll, EDD registration, worker classification and certified payroll for public works.

Sales Tax

Registration, filing, nexus analysis, district tax and CDTFA audit representation.

Not sure which you need?

That is the normal starting position, and it is the first thing a scoping call sorts out. People are frequently asked for more than they are actually required to produce: particularly where statements are concerned, since the gap between a review and an audit is large in both work and cost.

Keep reading

Service

Audit Preparation

Service

CFO Services

Service

Accounting

Common questions

Not answered here? Ask us directly: we would rather explain it than have you guess.

Can we use more than one service?

Most clients do. Accounting and CFO work fit together naturally, as do payroll and sales tax. Audit preparation sits well alongside accounting too: the books we close are the books your independent auditor tests.

Do you work with organisations outside Los Angeles?

Our focus is the South Bay and the Westside, because being local matters for on-site work and for knowing the regulators, but audit preparation and CFO work is largely remote, and we have no objection to a client elsewhere in California if we are genuinely the right fit.

What size of organisation do you work with?

Typically from a few hundred thousand dollars of revenue up to the low tens of millions. Below that, a good bookkeeper is often better value than us. Above it, you may need a larger firm's bench. We will tell you if you are outside the range where we add value.

How do we start?

Book a scoping call using the form on this page, or call us. We will ask what you need, who is asking you for it, and what condition your records are in, then tell you what the engagement involves and what it will cost before anything begins.

Book a scoping call

Twenty minutes, no charge. Tell us what you need and we will tell you what it involves, what it will take, and whether we are the right fit for it.

A short call with the person who would actually do the work.
A clear scope and a fixed quote before anything begins.
We reply to every enquiry within one business day.

Prefer to talk now? Call (310) 220-0248
Monday to Friday, 9am to 6pm PT