Yakin Patel, CMA, CPB
Certified Management Accountant
Certified Public Bookkeeper
QuickBooks Certified Pro Advisor
While many accounting firms focus on accounting and auditing for larger businesses, we specialize in bookkeeping, payroll, tax, and QuickBooks solutions and improving the financial condition, profitability and cash flow of small businesses.
As a small business owner you have more important things to do than keep your own books, such as generating sales, prospecting new business opportunities, improving products or services, or servicing customers. As certified professionals we can setup and keep your books or setup, train and support you or your bookkeeper to keep your books.
We offer bookkeeping and QuickBooks solutions that meet your business's needs and enable you to spend more time doing what you do best--managing your business.
We Help You Use QuickBooks More Effectively
We provide cost-effective solutions for users of QuickBooks financial software. As Certified QuickBooks Pro Advisors (CQA), we can help you with any QuickBooks bookkeeping assistance you need including setup, training, and support for you or your bookkeeper.
We Help You Improve Your Financial Condition, Profitability and Cash Flow
We become your trusted business advisor and go "beyond accounting" and help you succeed in achieving your business objectives. This is important to you because when you engage our services, we not only help you keep your books, but help you improve your financial condition, profitability, and cash flow:
- Financial Statement preparation and Analysis
- Key Metrics Analysis and Break-Even Analysis
- Financial Modeling and "what if" Decision Making Tools
- Forecasting and Budgeting
- Balance Sheet and Profit Loss Statements
- Account Reconciliations
- Cash Flow Reporting
- Customized Management and Departmental Reporting.
Business Plan Write-Up
A business plan is a blueprint to your organization’s future and is required in order to obtain financing for a start-up or existing business looking to expand. The development of your business plan requires volumes of data, research to validate your assumptions for growth. Therefore, depending on the type of business you are in, a plan can take several weeks to several months to prepare. Whether you choose to write it yourself or have our qualified staff write it for you, you will be part of a valuable process of writing a bullet proof business plan that a lender will fully support.
Executive Recruiting & Staffing Solutions
With over 12 years experience working in Executive Recruiter and Branch Director roles, we offer staffing solutions at all levels in Accounting & Finance, Customer Service, Pediatric Therapy Services, Healthcare and more. We take the front-end of hiring off your desk and work diligently until we find the right candidate for you.