PROFIT AND VALUE MAXIMIZATION
My mission is simple, to help you create sustainable cash flow and profits. Leverage your existing resources to make incremental changes that improve your bottom line and take home pay.
Small Businesses and Firms
Accounting and bookkeeping are an essential part of your business. They show you were you are at, you can project where you are going and make preparing your taxes a lot easier when your financial house is in order. Learn about service we offer to medical professionals, attorneys and other small businesses.
Outsourcing Services for Professionals
If you are an Attorney or CPA that is looking to unburden yourself with paperwork and reduce the staff that you have in the office, we are the direct outsource station for your client bookkeeping, payroll, court accounting, accounting record entry and reconstruction needs.
Advisory Services
We offer services beyond bookkeeping. If you are looking to grow your business or have problems that need to be resolved, then our advisory services are just for you. We can look from a business, accounting and professional standpoint to give you clarity and vision to moving ahead.
What we do.
Messy Books
If you have books that are in shambles and looking to get things cleaned up, then you have come to the right place. Your books will be cleaned up with us whether you are using Quickbooks or Xero, we can help make things organized and tidy.
No Records
Maybe you haven't filed your taxes for years and have no records. Is this you? We can create using the records you have and bank statements to create financial reports to file your tax returns.
Upkeep
Regular bookkeeping is an essential part of business. The understanding of cash flow is crucial for the long-term survival and profitability of your business. With eagle eyes we will comb your expenses to make sure you are getting the most expense benefit for tax purposes and provide you with regular financial statements to help you make informed decisions.
Understanding
So, now you have financial statements in front of you, but you have no clue how to make sense of things. We make it easy with our Advanced Accounting Analysis. We look over your statements and help you with projections, spotting trends, reducing costs and developing proper protocols in your business.
Expansion
You now are a place where you are getting comfortable with your business, but would like to grow. Planning is 80% and action is 20%. We help you with the 80%, you need to put the 20% into gear.
Outsourcing
As a CPA, Accounting Professional or Attorney, you have clients that come to you to solve problems. They have messy books, no accounting records or they need bookkeeping services, you can offer these services without adding staff and headache.
Benefits of Choosing Us.
Easier at Tax Time
We work with your Tax Preparer to file your returns. No need to be burdened with trying to figure out things last minute when you have us handling our business transactions on a regular basis. We send information quickly, so you can be at peace knowing everything is alright.
Work with a Professional
Our work does not just involve entering information into a system. We continually study industry, tax and accounting updates. Education is placed at high priority so we can deliver the best information to you. Getting you the best results and value for our work.
Experts you can contact
Since continued education is placed at high priority, you are getting relevant and pertinent information when you contact us. When you have a question, just send us an email or call us to get your questions answered.
No more storage unit
Since our process involves being Paperless, you can save money and storage fees. Take pictures of receipts, scan documents using portable scanners or mail your receipts and we take care of the scanning.
Bank Grade Security
Your financial data is sensitive information. The software we use have the highest security measures to protect your data. Store your information and be at peace.
Reduction of Headaches
Finding, Interviewing, Hiring, Training, Benefits, Productivity, and Firing are all things that are costly and take a lot of your time. This includes finding someone that can have problem solving skills. Get people on your team that are educated, skilled and experienced. Saves you time, money, and headaches.
Client Testimonials
Interested in working with us? Check out some of our client testimonials below!
Lorrie Anthony
Attorney
"Thanks to Peter, I do not have the usual stress of preparing my taxes that I always have every year, due to my busy schedule. Peter's assistance, advice, and work product are invaluable to me. I would recommend Peter to anyone who has the need for accounting or bookkeeping services!"
Onya Chern
Office Manager
“Peter is very knowledgeable. When I have a questions or get stumped, I can contact Peter and he is able to help me. If you are looking for a bookkeeper or adviser, I would recommend Peter Shinen!"
Mark Cortez
Vigilant Private Security
“Peter functioned as our company Controller and financial advisor handling various accounting tasks. Peter is a goal-orientated, reliable asset for any company who chooses to add him to their staff."
What we do.
We bring forth the truth, expose reality and open the eyes of business owners about the current and potential of their enterprise. In addition, we make the load lighter for other professionals to grow without adding in-house staff.
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