Professional Accounting Services for Individuals & Businesses
Committed to helping small and medium-sized companies in the Greater Southern California area achieve their financial and business objectives.
Whether you are an entrepreneur in need of payroll services or a small business owner who needs bookkeeping assistance, Shael B. Jacobson, CPA, can take care of accounting matters. My comprehensive accounting services are designed to keep your finances in check. I address each accounting opportunity with individual attention and can be available to you via phone or in person at all business hours.
Bookkeeping
Accounting
Cash Flow Forecasting
Payroll
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Operational Support
It is difficult to make confident decisions without reliable financial information. Regular financial reporting is essential to understanding the financial health of your business. I am able to quickly help you analyze your businesses potential and how to maximize profits. I take pride in giving personal attention to each and every client and am ready to put my skills and knowledge to work for you.
Preparation
Analysis
Identification of immediate needs
Define businesses growth strategy
Income Statements
Balance Sheets
Statement of Cash Flow
Business Entity Selection
Planning is the key to successfully and legally reducing your tax liability. We stay up to date on new tax laws and legislation, so that we are in a position to identify tax planning opportunities that minimize both your current and future tax liabilities. Going beyond tax compliance, we proactively recommend tax saving strategies to maximize your after-tax income.
Strategic Tax Planning
Short & Long Business Planning to Minimize Taxes
Create & Analyzes Income Projections for Individuals & Businesses
Computation of Available Credit
IRS Representation
Business Entity Selection
Retirement Plans
According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. By working with Shael, annual tax preparation becomes a matter of crossing T’s and dotting I’s. No surprises for you or your business, ensuring you receive the maximum amount of deductions and credits to which you are entitled.
Local, State & Federal
Individuals
Partnerships
LLCs
Corporations
S-Corporations
Trusts
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration and allow us to setup your QuickBooks correctly. Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. Find comfort in knowing that answers to QuickBooks questions are only an email or phone-call away, preventing wasted hours of aggravation.
Desktop, Online, & Enterprise
Consulting
Installation & Setup
Training
Maintenance
Financial Review
We provide outsourced CFO services to businesses who are looking to elevate financial strategy, overcome challenges, maximize profits, and accelerate growth. I have decades of experience developing successful financial strategies and can help you achieve your business goals faster. Every business and situation is different, I provide personalized CFO services to fit your company’s particular needs. Outsourcing your Chief Financial Officer can elevate your company strategy at a fraction of the cost of an in-house CFO.
Fine tune your strategy
Optimize Cash Flow
Forecasting & Budgeting
Succession Planning
Merger & Acquisition Advisory