Business Advisory Services

We support clients on a full-service basis. Our business advisory services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of advisory services and consider the items that meet your needs.

  • Entity selection
  • Financial Forecasting
  • Cash Flow & Budgeting Analysis
  • Key Performance Indicator (KPI) Reporting
  • Start-up Company Planning
  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Reasonable compensation
  • Succession Planning
  • Financial Advisory Services

    The Word on Payment Methods for San Diego Businesses

    …payment methods!Try to come up with one thing that’s more important to your San Diego business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...
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    Alleviating Cash Flow Management Pains for San Diego Businesses

    [1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your San Diego small...
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    Why Should San Diego Businesses Care About FASB and GAAP?

     Yes, inflation isn't slowing down, even here in San Diego.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Southern CA business owner readers and clients, and not just speed on by...
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    An Accounting Methods Rundown for San Diego Businesses

    Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some San Diego business owners are in the thick of things during this commemorative...
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    Making the Most of Your San Diego Business’s P/L Statement

    In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for San Diego business owners.These days are getting tougher. Hang in there.Now … the one...
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    Jennifer G. Thomas, CPA An Accountancy Corporation’s Guide to the Profit and Loss Statement

    As a small business owner, you’re often preoccupied with all the things that go into running your San Diego business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...
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    Three Financial Statements San Diego SMBs Need To Get Right

    If you’re a successful San Diego business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...
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    Time Management Software Choices for San Diego Businesses

    Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...
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    Customer Relationship Management Software for San Diego Businesses

    Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...
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    What is the Best Payroll Software for Your San Diego Small Business?

    Every San Diego business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in San Diego.So it...
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