In today's complex financial world, our clients are constantly challenged with compliance and management issues that require them to seek out accounting professionals. Our broad array of professional services reflects the knowledge and depth of our people and our diverse client experiences. In addition, we provide our people with cutting-edge training, typically far more than is required, to be sure we maintain our high level of expertise.
Our accounting and auditing experience covers the spectrum from simple bookkeeping to the audits of some of the largest entities in California. While we are well known for our expertise in the agricultural and auditing fields, we actually serve a very diverse client base. Listed below are some of the services we provide, however, we strive to meet whatever client needs arise. Please contact one of our partners for additional details.
| General | |
| Accounting Services | |
| Tax Services | |
| Tax Planning | |
| Tax Preparation | |
| Tax Problem Resolution with All Tax Authorities | |
| Litigation Support Services | |
| Business | |
| Choice of Entity New Business Planning | |
| New Business Set-up and Regulatory Assistance | |
| Financial Forecasts and Projections | |
| Bookkeeping Services | |
| Payroll Services and Reporting | |
| General Business Consulting | |
| Management Advisory Services | |
| Debt and Financing Services | |
| Cash Flow and Budgeting Analysis | |
| Financial Statement Engagements - Audit, Review or Compilation | |
| Special Attest Engagements | |
| Internal Control Consulting | |
| Business Succession Planning | |
| Buying or Selling a Business | |
| Pension Plan Auditing | |
| Individual | |
| Financial Planning | |
| Investment Tax Planning | |
| Divorce Litigation Support | |
| Retirement Planning | |
| Estate Planning | |
| Estate, Gift and Trust Planning and Preparation | |
| Specialties | |
| Certified Fraud Examiners | |
| Certified Valuation Analysts | |
| Valuations | |
| Divorces | |
| Litigation | |
| Appraisals | |
| Acquisitions | |
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Buy/Sell |
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| QuickBooks Services | |
| Assessment and Acquisition Consulting | |
| Set-up Assistance | |
| On-going Support Services | |
| Individual or Group Training |
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QuickBooks is the leading accounting software for small and mid-size business owners as a result of the affordability and superb customer service performance. The software provides secure backups, extraction of date from banks, PayPal, and shopify utilized by a variety of industries including independent contractors, retail, non-profit and many more. The QuickBooks customer service is distinguished with the advisory program that provides customers with professionals trained in navigating through the software and the ability to teach others. Our firm currently withholds two employees that are certified to help you with all of your accounting needs. If this is your first time using QuickBooks feel free to watch the how-to videos to provide you with the basic functions. If you are still experiencing troubles feel free to contact either employee. |
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https://www.youtube.com/watch?v=8aZUBTjnYds&list=PLnWrVWj1APWvnyGQiYDN5YAwt_6WRWdpp |
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Lance Wilkins Mr. Wilkins has all the Certifications and Advanced Certifications QuickBooks offers, so you can expect accurate answers. He is an active member of the Intuit Trainer/ Writer Nwetwork. He maintains experience in Construction, Wholesale/Distribution, Retail, and most other industry types using QuickBooks, Enterprise and QuickBooks. With an abundant amount of knowledge and experience Lance has become an instructor of QuickBooks ourses for California CPA's through CALCPA, as well as taught in various classroom settings and in single client meetings. See a partial list of available classes here: http://qbassist.com/QuickBooksTraining.aspx Access Lance's Intuit ProAdvisor listing here: http://proadvisor.intuit.com/referral/proadvisor_profile.jsp?quickbooks-help-profile=lance-wilkins
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