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Service-based Business

Service Based  Business Accounting in Irvine

Tax and Accounting Services for the Service-based Businesses

Service providers face many unique challenges from tracking time and maximizing their billings to implementing the proper retirement plan and employee benefits.  Whether you are an attorney dealing with long work hours and demanding clients, a healthcare provider dealing with medical billing issues, or an advisor dealing with state or Securities and Exchange Commission compliance, the right accounting team will allow you to have more time to focus on these issues and your clients.

Our outsourced CFO services include reviewing your firm’s accounting processes, streamlining your accounting systems to manage your cash flow better, implementing tax planning strategies that minimize your firm’s tax liability, and evaluating your financial statements - all of which enable you to make smart business decisions that increase your bottom line.

We also help you plan for the future - whether it’s planning for succession, conducting a business valuation in preparation for sale, or helping you figure out the best retirement plan for your employees.

Service-based business services include:

  • Entity selection
  • Tax planning strategies
  • Tax return preparation
  • Accounting system set up and operation
  • Bill payment
  • Payroll tax compliance
  • Retirement planning
  • Succession planning
  • Business valuation
  • Forensic accounting (embezzlement and fraud)
  • Virtual CFO services


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