714.505.9000 cpas@hmwccpa.com

Complete Financial Office Solutions

 

Don’t hire one person, gain a team – the HMWC team – to meet your accounting service needs.

Small to medium-size businesses face a common dilemma: How to handle the multitude of accounting, financial, and business management issues with limited human and financial resources. Further compounding the problem, most businesses of this size often cannot afford to pay full-time accounting and finance department staff.

HMWC CPAs & Business Advisors can customize a solution for your business needs. Our Complete Financial Office Solutions staff staff provides Client Accounting Services for clients who need ongoing assistance, not just an annual tax return or financial statement.

Client Accounting Services

Our Complete Financial Office Solutions team is able to assist our clients with whatever their financial needs may be, allowing them to focus on what they do best – run their business.

As our clients’ family members get older, they may need assistance with day-to-day financial tasks. We strive to make lives easier for those individuals and families by handling such tasks as personal bill paying, cash management, estate planning, tax returns and domestic employee issues.

Practice Leader

Susan Levinstein, CPA

Susan Levinstein, CPA

Partner

Business Formation & Planning

  • Legal structure/entity type selection
  • Business planning
  • Succession planning

Recordkeeping

  • Payroll/labor records
  • Bank reconciliations
  • Accounts payable and accounts receivables
  • Payroll and sales tax returns
  • Monthly financial statements and general ledger

Financial Management

  • Bookkeeping/outsourced accounting
  • Bill paying
  • Payroll
  • Budgeting
  • Forecasting
  • Cash management
  • Compilations (with no footnote disclosures)
  • Tax planning and projections
  • Tax return preparation
  • Bookkeeper/ Controller/ CFO services
  • Personal financial statements
  • Family office
  • Estate planning

Software Assistance

We can assist you with software selection and implementation. In addition, we specialize in the following accounting programs:

  • QuickBooks Desktop
  • QuickBooks Online
  • QuickBooks®
  • Restaurant365
  • Yardi
  • Sage 50 (formerly Peachtree)

HMWC offers certified “QuickBooks ProAdvisor” professionals.  Certified ProAdvisors are specially trained QuickBooks experts who help clients with this popular small business financial software. We can help you quickly set-up a system to create invoices, pay bills, and track expenses all in one place. 

Employment Matters

  • Training accounting employees
  • Payroll taxes

Referrals to Other Professionals

  • Attorneys (business formation, employment, estate planning, etc.)
  • Bankers (lending and personal finance)
  • Insurance brokers (property, health, life, workers’ compensation)
  • Investment management
  • Employee benefits and pension administration
  • Payroll service providers
  • Business valuation specialists

Resources

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Annual Tax Planning Guide 2018-2019

This useful resource covers a wide variety of tax strategies for individuals and businesses.

Location

17501 East 17th Street, Suite 100

Tustin, CA 92780

 

 

Phone

714.505.9000

 

 

Email

cpas@hmwccpa.com

 

 

Connect with us

Submit a contact request

Office hours

8:30a - 5:30p PST

Monday - Friday