Personalized Business Financial Strategies

What We Do

We specialize in providing quality financial services to individuals and the business community. We offer comprehensive business planning, tax, and investment strategies and guidance.

Specialized Industries 

  • Real estate
  • Healthcare
  • Law firms
  • Small Business/Entrepreneurs
  • Professional Sports and Entertainment
  • Franchises

Tax and Accounting Services

We offer Tax Preparation and Compliance for individuals and companies looking for tax-savings opportunities that clients can implement immediately. Internal Revenue Service representation in case of an audit or other compliance issues. We offer excellent accounting services that can help you with managing your business on a daily, monthly or quarterly financial cycle, that is perfect for businesses that need accounting help any time of the year. Stop the clutter and get your business financial affairs in order.

We provide a wide variety of accounting and financial management services for small business owners, professionals and entrepreneurs. Our services are designed to simplify the process for you by providing comprehensive accounting, tax and financial management services.

  • Income, expense, and cash flow analysis
  • Financial analysis, trends, and benchmarking
  • Financial statement design and preparation
  • Accounting and financial compliance
  • Tax return preparation and planning

Business Consulting Services and Event Planning

We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth. We offer sound, expert advice on a variety of financial situations that small business owners  are likely to encounter during the lifetime of their business.  Such events including mergers and acquisitions; expansion; bringing in a new partner/shareholder or even forming new entities. 

Our strategies help you develop a corporate structure that fits your particular situation.  We evaluate exit strategies as well as Venture Capital opportunities for your business.  

Exit strategies as well as venture capital opportunities for your business are thoroughly evaluated by the team. They give advice on the following:

  • Budgets, pro forma financial analysis cash flow projections
  • Development of business plans for start-up and expansion efforts
  • Establishment of financial reporting systems and controls
  • Bookkeeping and accounting systems design and implementation
  • Franchise accounting and consulting

Regular financial reviews allow the team to identify problems early before they impact the bottom line.

Healthcare Consulting and Practice Management

Understand the finances of your practice, reduce taxes, and streamline your healthcare practice.

Jonathan Miller has always been involved with healthcare in some capacity, his first job was in the chartroom for a Kaiser hospital, his father and both brothers are pediatricians and his sister is a bariatric specialty RN. He felt that as a CPA he could provide value by speaking to physicians in their own language and having significant knowledge of what it takes to become a physician, having lived with his brother during his 4 years at UCLA medical school.

Over the past 25 years Jonathan's commitment to healthcare has grown stronger as the economic changes have forced physicians to look past their primary objective, that of providing care, to that of earning a living.

Jonathan’s choice has led him to believe that he and his team of professionals can make a difference in the new healthcare economy as many clients move forward.

Some of his areas of expertise are:

  • Budget preparation and profitability projections
  • Financial analysis, trends, and benchmarking
  • Financial statement design, development, and preparation
  • Physician compensation programs
  • Revenue and compensation analysis
  • Bookkeeping and accounting services

Franchise Accounting and Management Solutions

Our professional consultants  understand the unique needs of a franchise. We strive to improve the franchisee's success and financial health by partnering with owners and managers in taking care of the books, preparing monthly financial statements and providing the franchise with solid and useful information.   Franchise development begins with a strong financial model that can be reproduced to identify profitability and sustainability. A financial proforma that indicates the future success of the franchise is valuable for the Franchisor as well as the potential franchisee.  If funding is required a financial proforma is a critical part of your business plan and your roadmap for investors.

Accounting systems are important for an ongoing franchise to be able to easily translate success and identify key financial indicators.  Early detection of trends can help save a failing franchisee or help your strongest franchisee grow their region.