Dana & Associates, CPA's
Certified Public Accountants and
Business Advisors.
Business Advisors.
Accounting & Bookkeeping Services
Call us today at
(818) 380-1880 to
see what we can do
for you.
(818) 380-1880 to
see what we can do
for you.
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| Call us today at (818) 380-1880 to see what we can do for you. |
Southern California CPA's
We provide accounting and bookkeeping services to a wide range of businesses using
different arrangements to fit our clients’ needs. We prepare financial statements, including
Profit & Loss Statement and Balance Sheet to our clients either on a monthly or quarterly
basis, depending on our clients’ need and requirements.
Some clients mail us their records, such as bank statements, cancelled checks (or check
stubs), credit card statements, payroll reports, sales data, etc. and we prepare their financial
statements according to these records.
Some other clients, email us their QuickBooks file, we review and adjust their information and
email them back the corrected and adjusted statements.
A third arrangement is when clients have their own bookkeeping and accounting staff. They
then mail us their financial statements (including their General ledger, Trial Balance, Journal
Entries, etc.) for our review. We review their records and propose adjustments to be made in
their books by their own personnel.
As part of the preparation or review of Financial Statements, we provide our clients
with comments and feedbacks on cost and revenue trends and point out to any problem
areas by analyzing costs and expenses. We advise them, for example, if they need to draw
more or less salaries for themselves, the need to cut certain overhead expenses, the timing of
major equipment purchases to maximize their tax benefits, on retirement and pension
contributions and similar issues.
different arrangements to fit our clients’ needs. We prepare financial statements, including
Profit & Loss Statement and Balance Sheet to our clients either on a monthly or quarterly
basis, depending on our clients’ need and requirements.
Some clients mail us their records, such as bank statements, cancelled checks (or check
stubs), credit card statements, payroll reports, sales data, etc. and we prepare their financial
statements according to these records.
Some other clients, email us their QuickBooks file, we review and adjust their information and
email them back the corrected and adjusted statements.
A third arrangement is when clients have their own bookkeeping and accounting staff. They
then mail us their financial statements (including their General ledger, Trial Balance, Journal
Entries, etc.) for our review. We review their records and propose adjustments to be made in
their books by their own personnel.
As part of the preparation or review of Financial Statements, we provide our clients
with comments and feedbacks on cost and revenue trends and point out to any problem
areas by analyzing costs and expenses. We advise them, for example, if they need to draw
more or less salaries for themselves, the need to cut certain overhead expenses, the timing of
major equipment purchases to maximize their tax benefits, on retirement and pension
contributions and similar issues.
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As part of our monthly services, with no extra cost, we also provide our
clients with the following:
clients with the following:
 | Preparation of sales tax returns. | |
| Preparation of worker’s comp. insurance report | |
| Preparation of the annual Corporate Registration Statement. | |
| Preparation of their city tax and county property tax statements | |
| Respond to any letter or notices from any Federal, State or local tax authorities. | |
| Respond to mortgage company or bank inquiries or request for information. | |
