Services
Bookkeeping and Business Management
Managing cash flow can be one of the most significant challenges that small businesses face. Staying on top of regulatory requirements, and ensuring accurate reporting to stakeholders can be burdensome if financial environments are not accurate and organized. Couple that with the speed of decision making in the Information Age, and it becomes apparent that business growth and expansion can lead to new and significant headaches if not properly managed.
Westside Financial specializes in helping clients manage their monthly close requirements and staying on top of their complete accounting cycle. Whether it be basic bookkeeping services, managing payroll, or fractional CFO services like financial forecasts, planning, and reporting, Westside Financial works to promote solutions that fit the specific needs of the business. We take the time to listen and work hard to make it right.
Taxation and Financial Planning
The volume of pages in the IRS code is approximately 80,000 and continues to grow every year. It is no wonder that many small businesses and individuals seek guidance when trying to meet the complex and arduous requirements of maintaining compliance during the tax filing season.
Since tax-inefficiency can lead to stunted returns for a model portfolio, Westside Financial endeavors to provide clarity, accuracy, and planning strategy when working through specific issues at both the Federal and State levels. We enjoy finding solutions to optimize our client’s environment of wealth generation and pursuing tax alpha. We look forward to assisting you with your tax and financial needs whether you file as an Individual, Corp, S Corp, Partnership, or Estate / Trust. Please contact us today for a free consultation. Ken@westside.financial.
Quickbooks and Consulting
A large percentage of small businesses in the US are on Quickbooks, many are moving towards the cloud service Quickbooks Online. Intuit has captured a substantial portion of this market with its specialized software which automates many of the daily transactions small and medium-sized businesses encounter. Although the software is user friendly, it is not without complexity and maintains its share of challenges and nuance. Since clean and accurate financials are the basis for strategic decision making; understanding the software used to produce these reports is of paramount importance. Each employee of Westside Financial is a certified Quickbooks Pro Advisor to help overcome any disruptions in business related to this software platform.
By leveraging the latest technology, we look for ways to drive ROI and increase your bottom line. As your margins increase, we look forward to working alongside as you achieve your long-term wealth objectives.
