Business Details
44 Years
experience
Emergency
services
Trusted CPA Firm for Tax Savings and Business Growth in Orange County
As a seasoned accounting firm with over four decades of experience, we specialize in delivering strategic financial solutions tailored to ambitious business owners. Our team combines deep expertise in tax planning, automated accounting systems, and CFO advisory services to help clients save between $100,000 and $1 million+ in taxes annually. We prioritize proactive financial guidance, leveraging our extensive knowledge of evolving tax laws to optimize savings while ensuring compliance.Our approach focuses on transforming accounting from a burdensome task into a profit-generating tool through automation, personalized strategy, and transparent fixed-fee structures. With a track record of helping businesses grow revenues from $9 million to $17 million, we position ourselves as strategic partners rather than traditional accountants, offering both technical excellence and actionable business insights.
Services
Tax Planning
Bookkeeping
Controller Services
CFO Services
IRS Representation
Details
- Year established: 1982
Highlights and features
- 40+ years of specialized tax planning expertise
- Guaranteed tax savings of $100k to $1M+ through proactive strategies
- Complete accounting automation with QuickBooks integration
- 24-hour controller rescue services for urgent needs
- Proven CFO advisory that grew a family business from $9M to $17M revenue
What people say
Saved THOUSANDS in taxes
Phenomenal expertise
Increased business revenue
Prompt and professional
Amazing education on finances
Services
Tax Planning
Our proactive tax planning services identify legal opportunities to reduce tax liabilities by $100k to $1M+ annually. We analyze business structures, retirement plans, and international operations to optimize deductions while maintaining compliance with evolving tax codes. Clients receive customized strategies implemented through quarterly reviews and documentation support.
CFO Services
Interim CFO solutions guide business growth through data-driven financial strategy. We provide cash flow analysis, merger/acquisition guidance, and succession planning while acting as strategic partners to CEOs. Our services include financial modeling, performance benchmarking, and implementation of control systems for sustainable growth.
Controller Services
Emergency controller services restore operational stability after key staff departures. We implement immediate accounting process improvements, system automation, and financial reporting structures within 24 hours. Our team specializes in right-sizing accounting departments and negotiating vendor contracts to reduce costs by 30% or more.
Bookkeeping
Full-service bookkeeping solutions automate financial operations using integrated software platforms. We handle payroll processing, financial statement preparation, and transaction management while ensuring seamless compatibility with existing accounting systems. Services include monthly reconciliations and real-time financial reporting.
IRS Representation
Professional IRS representation services resolve tax controversies and audit issues. Our CPAs negotiate settlements, prepare documentation, and communicate directly with tax authorities to minimize penalties. We specialize in complex cases involving international taxation, business valuations, and multi-jurisdictional compliance.
People
Glenn B. Hetzel
Interim CFO & Managing Partner
With 40 years of experience as a CPA and former corporate CFO, Glenn specializes in strategic financial planning for growing businesses. He has helped clients increase revenues through tax optimization and operational improvements.
Allan Bayer
Interim Controller
A former ocean lifeguard supervisor turned accounting professional, Allan brings 10 years of experience in emergency financial management. He specializes in rapid accounting department stabilization and process automation.
Questions
How can you guarantee tax savings of $100k to $1M+?
We analyze your complete financial picture to identify legal deductions and entity optimizations. While we can't guarantee exact savings, our proven strategies have consistently delivered these results for similar businesses.
What accounting software do you work with?
We specialize in QuickBooks integration but support all major accounting platforms. Our team provides setup, training, and optimization services for existing software systems.
How quickly can you help with an accounting emergency?
Our controller rescue service starts within 24 hours of initial consultation, providing immediate stabilization for businesses experiencing critical staff departures.
Do you work with businesses outside Orange County?
While based in Orange County, we serve clients nationwide through virtual accounting solutions and remote system integration capabilities.
What's included in your CFO services?
Our CFO services include financial strategy development, cash flow management, merger/acquisition analysis, succession planning, and performance benchmarking tailored to your business needs.
How do you handle IRS audit representation?
We provide complete audit defense services, including document preparation, communication with tax authorities, and negotiation of settlements to minimize penalties and resolve disputes efficiently.
