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.
Are you ready to work together?
Here's what to expect.
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 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.
(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
