San Diego CPA Accountants CA Bookkeeping Payroll Tax Preparation Services

Accounting Services	Accounting Reports	Taxation
Computer Software (selection, implementation & training)	Financial Forecasts & Projections	Cash Flow & Budgeting Analysis
Taxation & IRS Representation	Business Consulting

As a professional San Diego CPA, providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. My San Diego CPA services include bookkeeping, payroll, tax preparation, and more. Meaningful, well-organized financial and accounting records ensure that your San Diego business operation will run more efficiently on a daily basis. My Certified Public Accountant firm in San Diego provides a full range of cost effective accounting services including the following:

Accounting Reports
Bookkeeping
Computer Software
Payroll Management
Financial Forecasts & Projections
Cash Flow & Budgeting Analysis
Tax Preparation & IRS Representation
San Diego Business Consulting

Accounting Services:

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful, well-organized financial and accounting records ensure that your San Diego business operations will run more efficiently on a daily basis. My CPA firm provides a full range of cost effective accounting services including the following:

Accounting Systems Tailored For Your Business
General ledger & financial statement preparation
Bookkeeping (Monthly, Quarterly)
Computerized payroll services
Business property/sales & use tax returns
Personal financial statements
Litigation support

Accounting Reports

As a CPA, I view my role in the accounting and financial reporting process as an opportunity to provide constructive solutions for maximizing your San Diego Company's profitability and efficiency. My CPA firm can provide accounting and financial reporting on all three levels of assurance:

Compilation - based upon management's representations and information provided by same - used primarily for internal use

Review - limited analytical procedures conducted with limited assurance

Audit - an intensive examination with the highest level of assurance

Computer Software:
(selection, implementation & training)

Today there are numerous computerized accounting packages available in San Diego for small business and selecting one that is right for your San Diego business has become increasingly difficult. As an accounting professional and CPA, I am constantly exposed to many of these programs through the trade journals and actual use. My training and experience can help you choose and implement the system that best fits your needs. In addition, I am a Certified QuickBooks Professional AdvisorTM and a member of Peachtree Partners AccountcareTM.

Financial Forecasts & Projections:

Financial forecasts and projections are an absolute necessity for effectively managing and growing a San Diego business. They are also a valuable tool for acquiring working capital or that much needed loan for cash flow. Whether it be a bank, venture capitalist or possible future partner, these tools effectively demonstrate that your San Diego business has a handle on its' financial affairs. My CPA firm can assist you in achieving your company's financial goals with simple to complex financial forecasts and projections.

Cash Flow & Budgeting Analysis:

It's not unusual for a business to have cash flow problems. In fact, San Diego businesses with profits that have unusually high growth rates frequently face the cash flow dilemma. Forecasting and evaluating your San Diego company's financial condition, estimating financing requirements and tracking cash-flow sources and uses are the tools my CPA firm can provide you with that will help you solve this dilemma.

Taxation & IRS Representation:

	Taxation: Today's federal and state tax laws and legislation present difficult challenges for the tax preparer. I take a *proactive* position with regard to preparation of income tax returns. Each year in San Diego as a CPA, I participate in numerous hours of continuous professional education in order to stay abreast of new changes in the tax code. In addition, I strongly believe in the value of good tax planning that starts early in the tax year. The following are the tax services I provide: Tax planning & return preparation Individuals Corporations (C & S) Partnerships LLC's & LLP's

	Representation before the appropriate authority / IRS, FTB, etc.
	Throughout my career as a CPA, I have dealt with many taxing authorities in San Diego and have achieved levels of competence that ensures my clients' proper representation before the various federal and state tax agencies. In most cases it is unnecessary for my clients to ever come in contact with these agencies or their representatives. This allows you to continue operations of your business and for you to do what you do best. In addition, it allows me to do what I do best. The results are simply called efficiency.

Business Consulting:

As a CPA, I value my success in San Diego by the personal and business successes of my clients. My CPA firm can help you identify weaknesses and strengths that affect profitability and growth and develop solutions that are practical, profitable and technically sound. In addition to being a good listener and communicator I can provide comprehensive and yet flexible strategies that address the issues affecting your San Diego business and its profitability. Please review the following areas in which I provide consulting services:

"Entity Selection" (Corporations, LLCs, Partnerships, Proprietorship, etc.)
Accounting Software (Selection, Installation & Training)
Buying or Selling a Business
Business Valuations
Financial & retirement Decisions
Pension Plans, Estates, Trusts & Gift Planning

Accounting Systems:

Your San Diego business accounting systems are the basis of the end result, "Financial Reporting". Whether you're just starting out or have been in business for years, my CPA firm can help you organize and implement good financially sound accounting systems with the proper internal controls. Everyone knows that "TIME IS MONEY" and efficiency is directly related to time. If your business does not have good accounting systems in place or if your not sure that the ones you already have are functioning properly, I can help.

General Ledger & Financial Statement Preparation:

Over the past 20 years in San Diego, I have observed that almost all successful businesses prepare or have prepared for them a monthly or at least quarterly financial statement. Since 1980 my CPA firm has been preparing or assisting in the preparation of my client's financial statements and general ledgers on a monthly basis. These financial statements are generally reported as a "Compilation". Compiled financial statements can be prepared for a reasonably low cost, are generally used for internal purposes and have no expression of opinion or form of assurance on the underlying information included in them, however, as previously implied they can be extremely useful tools for management in making financially sound decisions regarding but not limited to growth and profitability. I also believe that as a CPA it is my professional responsibility to make sure my client's understand and have some knowledge of how to interpret and use these financial tools. I am always available for consultation.

Bookkeeping/Write-Up:

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. My CPA firm can assist you with the day-to-day tasks associated with bookkeeping.

Computerized Payroll Services:

Growth in business generally requires hiring more employees, which results in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient and effective payroll system. My CPA firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. All the way from actually preparing your payroll to after the fact payroll, I stand ready to assist you in all your payroll needs. Because many of my clients prefer to use outside payroll services, I also work very closely with companies such as Paychex, Advantage and ADP.

Business Returns:

Property Tax, Sales/Use Tax & Distilled Spirits Tax Returns

Almost every San Diego business needs to file property tax returns and many San Diego businesses find it necessary to comply with collection and reporting sales tax or distilled spirits taxes. My CPA firm can help you set up the necessary accounting systems and accounting controls to comply with all of the above. In addition I can prepare the monthly, quarterly or annual tax returns and represent your business with the appropriate taxing authorities should the need arise.

Personal Financial Statements:

Occasionally individuals may find my CPA firm's accounting services helpful in assisting them with preparation of a personal financial statement for obtaining a loan, applying for a lease, etc. Over the years, I have helped many individuals prepare financial statements of this type. If you have a need for this service, please don't hesitate to call me.

Litigation Support:

San Diego Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. As a CPA, I can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.