Welcome!
About Us
Our Philosophy
Our Solution
Janet Lee Krochman, CPA provides a full range of accounting, tax and management advisory services that support Southern California’s businesses and individuals.
We are dedicated to servicing the needs of our clients with utmost professionalism, while providing continuous communication with our clients and our associates, treating both with respect and integrity.
Let our professionals represent your interests with 100% total dedication to your concerns and interests. This leaves you free to do what you do
best - manage your business.
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Frequently Asked Questions
WE WANT TO MAKE IT EASY TO WORK WITH US.
IF THERE ARE ANY QUESTIONS YOU NEED ANSWERED, JUST GIVE US A CALL, (714) 325-5518
WHAT KIND OF RECORDS DO I NEED TO KEEP FOR MY BUSINESS?
Complete and accurate financial record keeping is crucial to your business success. Good records provide the financial data that help you operate more efficiently. Accurate and complete records enable you to identify all your business assets, liabilities, income and expenses. That information helps you pinpoint both the strong and weak phases of your business operations.
Moreover, good records are essential for the preparation of current financial statements, such as the income statement (profit and loss) and cash-flow projection.
DOES MY ACCOUNTING
NEED TO BE
ONLINE?
It is imperative that you automate your bookkeeping. As your virtual C.F.O. we would require you to use either Quickbooks® or Xero® accounting software on-line. This is the most effective and efficient way for us to service your accountancy needs. We are prepared to help you with the transition and offer services in training. We are certified Quickbooks® and Xero® trainers and on-line Pro-Advisors. Accuracy and efficiency are the keystones for being able to judge if you are accomplishing your goals.
IS IT TOO LATE
TO SAVE FOR
RETIREMENT?
It is never too late to start or to improve a retirement plan. We would like to be strategic partners with your retirement specialist. We also work with many professionals and can recommend one to you if needed. Basically, there are three steps to retirement planning:
- Estimating your retirement income.
- Estimating your retirement needs.
- Deciding on investments.
Investing should be more like watching paint dry or watching grass grow.
If you want excitement, take $800 and go to Las Vegas.
Paul Samuelson
First American to win the Nobel Memorial Prize in Economic Sciences.
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki
American Investor, Author
“
Services
OUR GOAL IS TO PROVIDE EFFECTIVE FINANCIAL SOLUTIONS FOR YOUR COMPANY. THINK OF US AS YOUR VIRTUAL C.F.O.
HERE ARE EXAMPLES OF SOME OF OUR SERVICES AS WE TAKE YOUR BUSINESS TO THE NEXT LEVEL.
ACCOUNTING
Accurate, cost-effective accounting services that are performed in a timely manner including: General Ledger Review, Business Tax Return Preparation, Personal Tax Return Preparation, Non Profit Organization Tax Return Preparation, Trust Tax Return Preparation, Accounting System Setup and Support including QuickBooks®
and Xero® On-Line.
BILL PAYING
BACK OFFICE
Bill paying, invoice storage, and payment history all performed and stored in our secure network giving you 24 hour access via login portal.
BOOKKEEPING
Assistance in the day-to-day tasks of maintaining accurate and organized digital financial records.
BUYING/SELLING
A BUSINESS
Guidance during the acquisition and disposition processes with relevant bearing on cash flow and tax consequences.
CONSULTING
An analysis of your business or personal finances to ascertain circumstances that are negatively affecting growth and provide recommendations for removing obstacles to restore you to sound strategies for success.
DEBT MANAGEMENT
AND FINANCING
Advice on how to structure debt and financing can render a positive impact on your day-to-day budget and cash flow.
FINANCIAL PLANNING
We work with a number of certified financial planners and advisors.
A sound financial plan will make you better prepared for unexpected challenges. Assistance is provided for setting and achieving
financial goals.
TAX PLANNING
Our knowledge of current and changing tax laws will help you stay ahead of the curve to minimize your tax liabilities.
TAX PREPARATION
We prepare returns annually for
S-corporations, C-corporations, partnerships, LLC's, trusts, individuals and
non-profit organizations.
From Janet's Desk
Tips, tricks, and pitfalls to look out for.
Check out my blog for business news
that is designed to inform and inspire.
TIME FOR
THE NEWS
Steampunk art by Beverly Holman
Let's Get in Touch
IF YOU'D LIKE JANET TO CONTACT YOU PERSONALLY, PLEASE EMAIL AT
jkrochman@jlkcpa.com OR CALL, (714) 325-5518.
THANK YOU.
Janet Lee Krochman, CPA
2973 Harbor Blvd., No. 644
Costa Mesa CA 92626-3792
(714) 325-5518
Meeting by appointment only
jkrochman@jlkcpa.com
Are you ready to work together?
Here's what to expect.
© 2023 Janet Lee Krochman, CPA / All Rights Reserved
(714) 325-5518
Meeting by appointment only
jkrochman@jlkcpa.com
Janet Lee Krochman, CPA
2973 Harbor Blvd., No. 644
Costa Mesa, CA 92626
