Family Owned Business

Expertise in Serving Family Owned Businesses

Since 1968, HMWC CPAs & Business Advisors has specialized in serving the financial and tax needs of family-owned and other privately-held businesses and their owners throughout Southern California.  In fact, our commitment is so strong that we do not serve any publicly-owned companies. We work with family-owned businesses of all sizes, from start-up to large, multi-national entities.  We understand the highs and lows and special needs of the growing business and its owner.

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For emerging businesses, we help them to identify opportunities, as well as overcome problems, in such diverse areas as: financial management; purchasing, production and inventory; information processing; human resources; general management; and personal finances.

Larger companies, in comparison, rely upon HMWC CPAs & Business Advisors to handle audits, sophisticated tax planning, mergers and acquisitions, and provide them with creative solutions to their ever-changing needs and challenges.

HMWC CPAs & Business Advisors has developed expertise over many decades in serving the needs of businesses in numerous industries. Our experience gives us the insight to provide creative solutions to your ever-changing needs and challenges. We help you to identify opportunities, as well as overcome challenges in your day-to-day operations.

Accounting & Audit
These services are aimed at enhancing the consistency and credibility of financial information that is utilized by investors, lenders and management.

  • Audits, reviews and compilations
  • Interim and pro-forma financial information
  • Evaluation and design of internal accounting systems

We provide a full range of tax compliance and planning services for corporations, partnerships, not-for-profit entities and individuals, as well as trusts and estates.

Entrepreneurial Business Services
For those small-to-medium size companies that need full-support, our Complete Financial Office Solutions department provides a variety of services:

Business Formation & Planning

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

Financial Management

  • Bookkeeping, bill paying and payroll
  • Personal financial statements
  • Controller/CFO services
  • Family office

Employment & Human Resources

  • Hiring/executive search
  • Training accounting employees
  • Employee Policies and Procedures Manual
  • Payroll taxes

Referrals to Other Professional Services

  • Attorneys, bankers and insurance brokers
  • Investment management
  • Employee benefits and pension
  • Group purchasing discount programs

Business Advisory
We offer a complete range of business consulting services including:

  • Income statement and balance sheet projections
  • Working capital/cash flow management
  • Inventory costing and control systems
  • Review and evaluation of internal financial controls

Information Technology
We help your company to select software with appropriate accounting system capabilities, and a hardware system to generate critical management information.

Pension & Human Resources
As tax consultants and business advisors, we work with our clients and their third party administrators to custom design plans to meet each company’s specific needs.

Estate Planning & Financial Planning
We help with issues such as succession planning, estate planning and gifting programs, retirement planning, and financing children’s education.

Investment Advisory
Our affiliate Yosemite Capital Management, LLC, provides investment advisory services, capital management and in-depth portfolio planning.

Mergers & Acquisitions
Business owners appreciate our connections and expertise in mergers and acquisitions, corporate finance and bank financing services. These can be critical for the growth and expansion of your business.

Business Valuation
Our business appraisers prepare valuations for a number of scenarios, including litigation, estate planning and mergers and acquisitions.