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Los Angeles, California, United States
Our Services
Personal Business Manager
- Budgeting, expense projections, and bill paying
- Tax planning and compliance Financial record keeping
- Cash flow management and planning
- Debt planning and structuring
- Structuring and monitoring of entities for business endeavors
Bookkeeping / Accounting
Generating financial statements: As the accountant we will makes adjustments to the trial balance. Income statement: The accountant generates the income statement. Balance sheet: The accountant produces the balance sheet. Statement of cash flow: Accountant generates the statement of cash flow. Tax return: Accountant prepares the tax returns. Your accountant might prepare the tax filings and send it to the IRS or work together with a CPA firm to provide this service during tax season.
Fiduciary Responsibility
We will act solely in the interest of the participants and their beneficiaries; and carry out duties with the care, skill, prudence and diligence of a prudent person familiar with the matters.
Life Insurance
- Life
- Long Term Care
- Annuities
- Disability Income
Protection, Accumulation, Preservation and Legacy
Credit Card Processing and Payroll
We go to the direct source for credit card processing and avoid going to the big banks and paying the high processing fees. We try to do our best and negotiate for you. As far as for Payroll we are affiliated with ADP and get a discount for running payroll through ADP. Please ask us for more questions on how we can help you.
Our Partners
