Are you ready to experience a new and profitable approach to your accounting and business processes?

We provide our clients by giving great quality work at extremely affordable prices.

We review and prepare monthly financial reports for management or CPA for tax returns at year end. We also specialize in preparing budgets (or pro-forma financial reports) for management and venture capital investors; and loan proposals for bankers. We also perform cost analysis for the company’s products or services. We also provide expert services in QuickBooks and ERP software implementation. We are also good at teaching someone how to use QuickBooks and other software.

Work Experience:

  • 25+ years accounting and finance experience in San Diego

CFO/Controller/Accounting Manager level Finance & Accounting Services include:

  • Month End and Year End Closing Preparation
  • Write Journal Entries
  • Account Analysis for GL Accounts
  • Year End Accounting Preparation for CPA audits
  • Preparation of financial statements
  • Professional Invoicing
  • Account Payable
  • Accounts Receivables and Credit Collections
  • Create Business Budget and Cash Flow Analysis (monthly, quarterly, and annually)
  • Project Management
  • Cost Accounting
  • Government Contracts Accounting
  • Product Costing
  • Financial Analysis
  • Manage OH Rates Analysis
  • Pricing Business Analysis
  • ERP Implementation
  • Business Metrics Reports
  • Management Reports
  • SBA Loan Preparation
  • QuickBooks Integration with eCommerce website
  • Supervision and training of staff

Industry Experience includes:

  • Technology, Computer, Hardware, Software, Government Contracts, Defense, Health, Retail, and Service Industry


  • MBA in Finance
  • BS in Accounting


  • Our consulting services rate start at $75.00 per hour. We also offer a fixed monthly service plan starting from $1,000 per month.

Please call us at 858-768-9281 today for free initial consultation.

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