Small Business Accounting Services
At Morey CPA & Associates, Inc. we focus on providing practical accounting solutions for small business owners. From new ventures to established companies, our California CPA firm offers the right combination of accounting services, tax strategies and personal service to match your needs and budget.
We’re sensitive to the fact that small businesses need to maximize resources in order to succeed in today’s economy so we provide the tools you need to stay on top of your finances. We make sure your bookkeeping is organized and up to date, provide detailed financial reports and develop a comprehensive tax plan to minimize taxes.
We invite you to take advantage of our free initial consultation to explain the accounting and bookkeeping needs of your business. Call 949-485-2011 now to schedule an appointment.
Full-Service Accounting and Bookkeeping
We keep our small business clients on track financially with bookkeeping, budgeting, regular financial statements and cash flow management.
Compilations, Reviews, and Audit Services
We offer compilations of financial statements or conduct a review for a higher level of service with limited assurance. Our audit services offer the highest level of assurance to investors and creditors so they can be confident that your records clearly represent the financial state of your small business.
When you outsource some or all of your accounting functions to us you can eliminate the need for an in-house bookkeeper.
We specialize in accounting services for the real estate industry and work with everyone from property managers to real estate investment trust companies.
Our business consulting solutions will limit expenses, improve operations and enhance profitability so your business can grow.
From initial setup and training to ongoing QuickBooks support, we’ll make sure you’re using this accounting software to the fullest and maintaining accurate records throughout the year.
Receive profit analysis, forecasting and financial oversight from an experienced CFO or Controller. We can also assist growing companies with mergers, acquisitions and risk management.
If you’re starting a new business we can advise on which entity is right for you. We can also help you prepare a business plan, find sources of capital and secure a business loan.
Besides processing payroll for your employees, we’ll handle unemployment claims and submit all your State and Federal payroll tax filings on time.
We work with you one-on-one to outline a sound retirement plan and develop a practical college savings plan to make sure the funds are in place to support you and your family’s future.
In addition to annual tax preparation, we’ll design an innovative tax planning strategy that will reduce your tax burden and allow you to keep more of your profits.
Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.