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Our firm offers a wide range of services to our individual and business clients. Because our firm specializes in your small to mid size business, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

We would like to meet with you to discuss our services in more detail. Please call for an appointment for a free consultation to determine which service level best meets your needs.

(Click Service Title For Details)

  • Controllership Services
  • Advisory Services - Monthly Financial Statements and Advice
  • QuickBooks Consulting
  • Payroll Services
  • Accounting Services
  • Tax Planning & Preparation
  • Tax Preparation
  • Consulting Services
  • Business Succession Planning   

    Controllership Services
    We can do all of your accounting functions for you. Rather that hiring an accountant or bookkeeper for your company, we can fill that role. Outsourcing makes a lot of sense for businesses that do not have enough work for a full-time employee. Orcutt, CPA's will not only keep your bills paid and bank account reconciled but also you will have at your disposal many years of business experience. This is a very complete service and we would like to talk in more detail with you.

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    Advisory Services - Monthly Financial Statements and Advice
    We will prepare a monthly financial statement and handle all of your tax filing needs. You provide us with a record of the checks you wrote, sales summaries and bank statements. We will create a financial statement that you will use to track the progress of your business. As with our other services our advise is included to assist you in making the best decisions to grow your business.

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    QuickBooks® Consulting
    If you prefer to use QuickBooks® to manage your finances, we can help. Whether it is to set up the program or review your financial statements, we can tailor a level or service to meet your needs. Of course we will be available to complete any tax filings that your business will require.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. Our payroll service can provide you with the controls necessary to ensure a reliable, efficient, and effective payroll solution. With just a fax or phone call we can process your payroll and have it delivered to you for your signiture. Our service includes preparation of all necessary payroll tax returns and workers compensation in a timely manner.

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Tax Preparation
    Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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    Consulting Services
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

    *Accounting software selection and implementation *Type of entity selection *Business valuations *Buying/selling a business *Computer systems *Financial & retirement decisions *Estate, trust & gift planning

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    Business Succession Planning
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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