Change to Business Consulting Services
Change to Business Consulting Services
Change to Business Consulting Services
Our Services
CFO Services
Accounting & Strategy
Our most popular service is geared towards owners who want a strategic partner. We handle the financial foundation while providing the analysis and guidance that drives better decisions.
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Monthly financial statements & reconciliations
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Monthly CPA strategy meeting
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Cash flow forecasting and KPI tracking
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Tax planning and annual return preparation
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Proactive advisory on financial decisions
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Exit planning & business valuation support
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Bookkeeping & Tax
Your books handled, your taxes covered
Our essential package is for businesses owners who have management expertise, but need accurate, timely and compliant information to meet the demands of running a business in an ever-changing landscape.
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Monthly or quarterly bookkeeping
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Bank & account reconciliations
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Monthly or quarterly financial statements
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Annual tax return preparation
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Quarterly check-in calls
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Year-end tax planning and review
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Tax Preparation
Just the Basics
For those clients with in-house accounting staff, we offer a la carte tax preparation services, including federal and state income tax returns, 1099 prep, quarterly sales and use tax returns and more.
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TESTIMONIALS
"We are thankful for having Shaila as our tax consultant. She and the staff have helped us with our business; we highly recommend her services."
Laura Aguilar - Aguilar's Affordable Roofing
"We were referred to Shaila by friends, and we are so glad! We found Shaila and her congenial team to be approachable, yet highly professional, and knowledgeable. We were pleased that when we needed an answer to something, we received an informed response promptly, along with easy to understand explanations."
Valerie and Bill Jacobs