CFO-LEVEL INSIGHT TO HELP YOU FOCUS ON WHAT COUNTS

We offer full-service accounting and tax services for businesses and individuals with the highest quality of service and personalized attention to our clients needs.

OUR SERVICES

ACCOUNTING, TAX & CONSULTING

Part-Time CFO

Focus on the bigger picture as we provide Chief Financial Officer expertise and strategies to help you navigate key decisions and develop a winning game plan for your business. Our Part-Time CFO services are structured to your specific needs and circumstances in order to provide cost-effective solutions where and when they are needed most.

Beyond Bookkeeping

Well-organized financial records are an essential part of running any business. However, bookkeeping alone often lacks meaningful information and insight for making important business decisions. We get it. That is why we go beyond bookkeeping. We come alongside your business as strategic advisors with the depth of a full-service accounting department, CFO-level-insight, and tailored business reporting to help you focus on what counts.

Business and Individual Taxes

Whether your situation is simple or complex, we enjoy unscrambling the tax code to your favor as much as possible.

    • Tax Planning and Consulting
    • Income Tax Preparation
    • Audit Representation
    • IRS Correspondence

Financial Statement Preparation

In today’s business environment, banks, regulatory agencies and other stakeholders often require financial statements to be compiled, reviewed or audited by a CPA.

Compilation

This non-assurance service is frequently a cost-effective option in lieu of a financial statement audit or review. After gaining a general understanding of your business and bookkeeping, we will present your financial information in the accepted format of proper financial statements.

Review

This service provides a base level of CPA assurance involving analytical procedures, inquiries and other procedures, and is useful to provide lenders and other outside parties with a level of comfort on the accuracy of your financial statements without the full time and effort of a financial statement audit.

Audit

This assurance service involves obtaining an understanding of your business’s internal controls, assessing fraud risk, and obtaining audit evidence through inquiry, observation, confirmations, analytical procedures and other steps in order to obtain reasonable assurance about whether the financial statements are free from material misstatement.

FIRM PROFILE

SERVING THE ENTREPRENEURIAL BUSINESS COMMUNITY NATIONWIDE

Located in Santa Ana, California, our primary focus is in serving the entrepreneurial business community through our unique approach of management-focused accounting services and tax consulting designed to add value to any business.

James Cortez, CMA, CPA

Managing Principal

James brings a diverse background in real estate development, property transactions, and construction, as well as over 15 years of experience in finance and accounting. He brings a unique focus on stewardship and process improvement toward entrepreneurial excellence. His broad finance and accounting experience includes working in both public and private industry with local and national businesses in the mortgage, utility, construction, non-profit, engineering and professional services industries. James holds an active CPA license in California and Texas, a Certified Management Accountant designation from the Institute of Management Accountants (IMA) as well as a Bachelor’s Degree in Accounting from Vanguard University of Southern California.

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