Our area of expertise includes clients in a variety of industries, such as: restaurants, property management, manufacturing, retail, advertising, professional services, wholesalers, high tech. software companies, construction and not-for-profit organizations.
The most common type of consulting services provided would begin by evaluating your systems, streamline the day to day finance functions and train your personal to take over these daily activities. We would then be available for projects such as prepare an annual budget, create a forecast model used for day to day operations or to obtain operating/capital funds, analyze your expenses in an effort to find areas to reduce costs, work with management to optimize revenue capability, prepare various tax returns including sales, payroll and property, and the list goes on. We are committed to finding cost cutting measures that save your business more than what you will pay for our services in the first year.
Super detailed oriented. Very responsive. Her objective is to make you self-sufficient (if that's what you want) - help you do it yourself OR she can do it all for you. I so appreciate the deep dive she took into my books mid-year.
SAMPLE CLIENTELE - PAST & PRESENT ◊ Aracely Hospitality Inc. (restaurant) ◊ Automately Inc. ◊ Citrus Distribution LLC (retail) ◊ Coast Counties Propoerty Mgmt. Inc.
◊ El Molino Central (restaurant) ◊ Farmhand Kitchen LLC (catering) ◊ Fallick and Vincent Insurance Services Inc. ◊ FV Asset Management Inc. ◊Gigex Inc.
◊ Kipling Capital Inc. ◊ Mina Group LLC (Celebrity Chef Michael Mina) ◊ Pac Heights Partners Inc. (recruiters)
◊ Pedro's Moving Services Inc.
◊ Prima Vera Nueva Inc. (food purveyor)
◊ Renew Group LLC
◊ Soma Talent LLC (recruiter)
◊ UPS Store
◊ WideOrbit Inc. (media tech software)
We are able to help evaluate and reorganize your accounting department. This will help to utilize your staff more efficiently, thus saving precious employee time and valuable company profits.
We are able to set up new accounting software, which is selected based on the current needs of the client, as well as any future growth that may occur. We can also evaluate your current system to verify it is being used to its full capacity.
We can develop budgets and forecast models used to help monitor the business of the company. These reports are also key in providing outside financing with a bank, small business loan or to raise equity with new potential investors. All of which are essential in monitoring the growth of a business.
We are able to prepare various types of business taxes including; payroll, sales tax, property tax, SF payroll tax and other business taxes. Whether your need is small or large, we can develop a process that is easy to use, understand and maintain.
We find it very beneficial to train your existing employees and use them as much as possible. This further enhances the employees experience base, thus providing for a more valuable employee to your business.