AG
Today’s Ag businesses are faced with challenges on a local and global scale and must operate at maximum efficiency to remain competitive!
As a result of our long-term involvement with the agricultural community in SoCal counties, including Ventura and Santa Cruz, we understand the obstacles you face and will help you manage market changes to maintain effective management practices and profitability. As an important part of your management team, we are an objective resource when handling your tax filings and reporting financial results. We will work with you to make the most of today and plan for tomorrow.
EMPLOYEE BENEFIT PLANS
Does your employee benefit plan have more than 100 participants?
If so, you are required to have an audit of the plan conducted each year. Companies with fewer employees may also need an audit. As an employer, you need to take steps to safeguard employee benefit plan assets for your employees. An audit can protect the integrity of your plan and also help you maintain internal controls and improve operations.
Continually changing regulations for employee benefit plans have made audits increasingly complex requiring specialized experience and knowledge. Minimize your risks and costs and ensure that promised benefits will be available for your employees. They determine their future financial security, but accuracy is your responsibility.
We have the experience and knowledge to help you navigate the ever-changing landscape of employee benefit and pension plans. This includes thorough knowledge of pension basics as well as awareness of advanced pension issues.
Our role is not to be merely spectators, but participants and partners in overcoming the challenges you face in running your business.
We deliver a quality product that complies with all reporting and disclosure requirements, timely completion of reports in advance of filing deadlines, prompt, accurate answers to your questions, and administration assistance throughout the plan year.
LENDING
The number of strategic challenges facing the lending industry may seem overwhelming!
Change is fast and your customers’ demands seem to change daily too. An organization like yours needs expert business, audit, and tax advice to navigate these complexities and uncover new and exciting opportunities.
We understand the changing landscape of accounting rules, tax laws, and regulations affecting lending institutions. We are focused on providing the highest quality auditing, accounting, tax, and business advisory services to lending companies. We give you the benefit of local expertise with the depth of experience you expect from professionals who specialize in this industry.
MANUFACTURING & DISTRIBUTION
Running a manufacturing or distribution company is a tough business!
You are faced with ever-increasing global competition and operate in an environment of constant change. Developing strategies that address capital improvements, technology, raw material cost, environmental and labor management issues often requires the advice of trusted professionals.
Your business must perpetually transform itself to stay ahead of competitors. That’s why our practical advice is critical to help you manage your business more efficiently enabling you to deliver the best products at the best price to your customers. From bank financing to succession planning, our professionals have the experience and resources required to meet your changing needs.
NONPROFIT ORGANIZATIONS
Nonprofits find themselves facing new challenges due to the continuing changes of society and technology!
You must find the right people to fill important roles, keep donors engaged in your cause and ensure that your data is secure and protected. In addition, you also must improve your financial health while delivering on your core mission.
Our commitment to our community is very personal. We have a long history of providing professional services to charities, foundations, churches, professional and trade associations, scientific institutions and arts organizations. Our team members are volunteers and have been represented on nonprofit boards. We understand your needs and will work hard to earn your trust and respect.
Donors and other stakeholders want confidence in your operations and finances. Your board wants to be assured that you are fulfilling your responsibilities.
We will create and evaluate your budgets and financial plans to ensure that your organization is performing efficiently and effectively, provide financial reports to assist in fundraising and strategic planning, offer guidance regarding governmental or non-governmental agency tax compliance and reporting requirements at both the state and federal levels, and manage your organization’s taxes and tax-exempt status.
Our services are designed to meet your objectives.
REAL ESTATE
Trends are shifting in today’s economy!
The real estate market is constantly growing and contracting. Each new day is dynamic, unpredictable and brings new challenges. It takes a team approach to manage your business.
The decisions you make can only be as good as the information available to you. Our experienced team stays current with emerging trends and can provide fresh ideas. We will work together throughout the year so you receive consistent representation to position you for sustainable growth.
PROFESSIONAL SERVICES
Finding the time to monitor your financial performance can take away from time that should be spent billing!
We can help you manage your practice, no matter what challenges you face. We are dedicated to providing your firm with a strategy that is comprehensive in scope and focused on achieving your goals. In addition to providing sound business advice, we build successful relationships with our clients.
Our professionals have extensive experience in providing specialized consulting, tax and accounting services to you. We concentrate on learning about your organization to gain perspective on existing challenges and your future potential. We take the time to understand your issues and challenges so we can share our in-depth knowledge and clear insight.
Many practitioners are taking advantage of the services provided by us. We provide expert service to firms of all sizes and various stages of growth. We save them time and money. We can help you too.
