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.
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.
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.
(714) 325-5518
Meeting by appointment only
jkrochman@jlkcpa.com
© 2023 Janet Lee Krochman, CPA / All Rights Reserved
Janet Lee Krochman, CPA
2973 Harbor Blvd., No. 644
Costa Mesa, CA 92626