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, Bookkeeping, Business Tax Return Preparation, Personal Tax Return Preparation, Non Profit Organization Tax Return Preparation, Accounting System Setup and Support including Quickbooks® and Xeno® online systems.

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 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

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 individuals, corporations, partnerships, estates and non-profit organizations.

JANET LEE KROCHMAN, CPA

© 2023 Janet Lee Krochman, CPA / All Rights Reserved

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(714) 325-5518 • jkrochman@jlkcpa.com