TAP INTO A TEAM OF EXPERTS WITH
OUR ADVISORY SERVICES
TAP INTO A TEAM OF EXPERTS WITH
As CPAs, we are deeply involved and familiar with our clients’ financial lives.
So when it comes to making informed decisions about important personal and professional choices such as estate and succession planning, there’s no one better suited than your team at The Accountancy. In addition, because we know so much about your business, we are a valuable resource for IT consulting, valuation services and litigation support.
When you work with The Accountancy, you benefit from the expertise of our entire team. If you have a question, call us first. We’re confident that the professionals at our firm can help you find the information you’re seeking.
OUR COLLABORATIVE APPROACH MEANS THAT
YOU ENJOY INPUT FROM EXPERTS IN SUCH ADVISORY SERVICES AS:
Retirement planning, estate planning, charitable planning, tax planning. All of these endeavors are inextricably linked. Because we are aware of our clients’ financial big picture, we are able to guide decisions that work well in all of these realms. Note that we are not investment experts at The Accountancy, but if you are looking for investment advice and wealth management services, we are happy to connect you with our strategic allies and subject matter experts at U.S. Wealth of California.
It’s often difficult to imagine your company without you. But a good succession plan lets owners get the most from the business they’ve worked so hard to build. We’ve helped countless clients determine their next steps in terms of company ownership and management. Our team can suggest options and facilitate a seamless transfer to partners, employees, family members or outside buyers.
Family + Privately Held Business Services
We understand the challenges of running a privately held business because The Accountancy is a privately held business. We recognize that financial, estate and succession planning is heightened when family members are involved. Our skilled advisors can provide advice and share best practices based on years of experience serving other, similar companies.
FOR FAMILIES THAT NEED BOOKKEEPING OR OTHER TYPES OF CLERICAL SUPPORT, WE ALSO PROVIDE FAMILY OFFICE SERVICES.
Expert witness testimony, fraud examination, forensic evaluations, and calculations of damages are just a few of the litigation support services The Accountancy provides. Clients and their attorneys know that our impeccable reputation adds credibility to our findings. Some of our CPAs are also specifically trained in collaborative law services and can assist clients in reaching a quick and amicable resolution to their disputes.
We are our clients’ go-to advisors for IT consulting, from QuickBooks® to payroll, timekeeping, and inventory management and more. Our affiliation with Datastream offers clients IT support and management, voice and broadband communications, cloud computing and data backup.
If you’re buying or selling a business or a business interest, or need a valuation in the context of a divorce, shareholder dispute, buy-sell agreement, estate plan or tax matter, count on us for an objective, defensible opinion. Our credentialed, experienced valuation team will work with you to determine the level of valuation service that is appropriate for your circumstances, and which valuation methodologies best suit your needs.
Want some fresh thinking about our advisory services?
Just call us at 818-547-5701, or contact:
How can we help you? Ask us about an introductory IT performance evaluation.
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