Our process

Questionnaire

Our entire process starts with a questionnaire that leads to the next steps. You simply answers questions that are critical to a successful back-office and we get to discover you and your business and go from there.

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Questionnaire

Discovering you

Accounting Set up

Reporting 

Measuring

Optimizing

Our Services

Bookkeeping

We handle all your bookkeeping and financial upkeep daily. You wouldn't need to higher a bookkeeper ever again.

Tax Planning

We don't just prepare tax returns. We take into consideration all our clients individual needs and specific situations to come up with short term and long term tax planning.

Tax Preparation

We don't just prepare tax returns. We understand your circumstances and financial goals and put together a comprehensive tax plan for each of our clients.

Consulting

We consult clients in various matters including estate planning, retirement planning, business projections and planning.

Monthly Financials

We reconcile all your bank and credit card, prepare your financial statements such as profit and loss and balance sheet and deliver it to you monthly.

Access your Books 24/7

You have 24/7 access to your entire financial statements. Everything is backed up and reconciled.

Our Team

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Kamy Eliassi CPA

Accounting & Tax Expert

15 years of experience

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Bob Sternshein CPA

Tax Planning

Estate & Retirement Planning
— 30+ Years of Experience

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Lan Anh, Accounting Associate

Helps updating and tracking your books

Quick email away

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CPA Associate

— Coming Soon

Tax Interviews & Planning

Lets talk about taxes

We can tailor make the best services just for your needs.Schedule a call with us so we can understand your needs and set you up on the perfect plan.

Thank you!

We will contact you shortly.

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