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Not
for profit Auditing Services can be found by clicking here.
We serve our not-for-profit non audit clients' management and
boards by acting as a
business resource that may not otherwise be available.
We assist with strategic planning, management decisions, bookkeeping,
nonprofit business planning, benefits programs, and grant and fund-raising
reporting. We keep our clients informed of IRS developments and changes in
reporting standards and unrelated business income rules.
Not for Profit services include:
Nonprofit status applications both federal and state.
Form 990 preparation.
Board Representation - Honorary Treasury
Function on a Charitable Basis. 
Audit
Services
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BOOKKEEPING
Our
bookkeeping services are done with
QuickBooks. We offer a full write-up
service. We will collect your records weekly
or monthly and provide you with your reports
usually within one week for current
write-ups.
Should
you decide to outsource with us we will
assist you with the integration of
QuickBooks on-site when you are ready to do
so. No additional set-up or conversions will
be necessary, we will run it FOR YOU till
you need it. Outsourcing can also be done
online
PAYROLL
SERVICES
We offer a full range
of payroll solutions and can design them to
meet your need; full service solutions,
control of an in-house solution or simply
general advice and calculations. We can
assist you to automate your payroll tasks
which will significantly reduce chances of
entry errors. If you currently use
QuickBooks we will assist you to manage
payroll inside QuickBooks.
 QUICKBOOKS
APPLICATION
We
offer the full range of QuickBooks advisory
and implementation services. We understand
that different businesses have different
needs and will tailor your QuickBooks
application in full consideration of your
size, functionality, industry and platform
needs.
QuickBooks
offer solutions for specific application
such as Contractors, Nonprofits,
Manufacturing and Wholesale, Retail,
Professional Services and Point of Sale
Merchant Services.
Our
bookkeeping services are done with
QuickBooks. Should you decide to outsource
with us we will assist you with the
integration of QuickBooks on-site when you
are ready to do so. No additional set-up
or conversions will be necessary, we will
run it FOR YOU till you need it.
 ON-SITE
OR REMOTE INTEGRATED WITH ONLINE BANKING
We
are able to perform these services
on-site or off-site. We are also able to
assist you with the interlinking of your
QuickBooks applications with excellent
online banking services such as those
offered by Wells Fargo Bank with whom we
have an excellent working relationship.
STRATEGIC PLANNING
A
strategic business plan forms the
basis of any business. In many cases
we have the plan in our minds. When
business begins to grow and you find
more and more issues needing your
attention you need to have a system of
checks and balances in place. A
business that grows too fast without
the necessary checks and balances such
as; accounting systems, tax
strategies, expense monitoring and
cost cutting programs, revenue
management procedures, debt compliance
monitoring to mention a few is well on
its way to failure. The analogy of
towers that can fall over easily and
pyramids don't because of the solid
base goes a long way to depicting a
rapidly growing business and its
strategic plan.
Make
sure you have a strategic plan in
place from which you can compile a
company profile for financiers or
lenders and also very importantly a
starting point for business budgeting,
proper accounting and optimal tax
planning.
Call
today for a discussion on what
Strategic Planning involves and how we
can assist you in formulating such a
plan.
COMPANY
AND OTHER ENTITY FORMATIONS
Key
in any tax planning is the choice of
business entity. This is true whether you
are considering a medical practice, a
manufacturing concern or a non profit
entity. We can assist you with advising on
the most appropriate entity both from a
liability perspective and a tax perspective
and can also form these entities for you.
If
you decide on a not for profit entity we can
assist you in the application process for
non profit status on both a state and
federal level.
THIRD
PARTY NEGOTIATIONS
Dion
has been involved with extensive
negotiations at all levels for most of
his career. He has done so on behalf of
a number of governments and businesses.
If you need someone to negotiate with a
third party on your behalf or you need
someone to act as an undisclosed
principal on your behalf he will be
happy to assist.
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Telephone 858.752.1726
7825 Fay Avenue, STE 200,
La Jolla, CA, 92037
Rancho Bernardo, Rancho
Santa Fe, Del Mar, Escondido, Coronado, Mission Valley,
Point Loma, Carlsbad, La Jolla, San Diego
For all tax, san diego tax
preparation, estate planning, Ppvul, Ppli, asset protection,
privately placed life insurance, quickbooks, auditing,
reviews, compilations, corporation formation, llc formation,
company setup and accounting services.
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Call 858-752-1726
