Accounting Services offered in Los Angeles and Ventura County
Also offered virtually anywhere in the United States of America
Surti Accounting & Consulting has been serving small and mid-sized businesses with a variety of accounting and bookkeeping needs. Since 2007, it has been fulfilling the needs of businesses ranging from basic bookkeeping functions, to providing controller level and CFO services.
In order to operate a successful business and grow, business owners and managers need accurate and precise financial information at their fingertips. Hiring your own staff can be expensive, and you run the risk of hiring either over or underqualified staff that may not best suit your organization’s needs.
Services Provided by Surti Accounting & Consulting (SAC):
SAC services are completely customizable, where you can choose only what works best for your organization within the various levels of services offered. At SAC we offer the following levels of services:
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Outsourced Bookkeeping services:
We will capture your transactions in software and make them compliance-ready. This data can then be used easily to prepare your personal and or your business tax returns. The financials will give you an accurate picture of the businesses standing. Services will include the following or any combination of:
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Expense Management & Accounts Payable
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Client Invoicing & Accounts Receivable
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Bank Reconciliation
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Monthly Close & Reporting
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CPA support when you need it
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Outsourced Controller Services:
By signing up for our outsourced controller services, you get confidentiality, critical oversight, and cost reduction for your business. When you know your outsourced controller is looking out for the financial health of your company, you as a business owner are free to focus your attention on the businesses core competencies. In addition to any combination of bookkeeping services above, our outsourced controller function provides you with:
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Internal Controls by separating the transactional from the review
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Accurate Accounting & Reporting for instant decision making
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Budgeting to ensure your business has the money for the things it needs
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Review and analysis of transactions for accuracy, completeness & compliance
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Accurate Audit ready financial statements, if needed
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Outsourced CFO services:
While bookkeepers and controllers look at historical transactions, CFO are forward looking. They are the strategic business advisors to your business to ensure:
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Financial decisions are in alignment with the business strategy
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Focuses on value creation
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Collaborates along business lines/departments
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Manages balance sheet and corporate finance in alignment with corporate goals
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Manages business risk, oversee treasury, and manage the tax function.
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Not for Profit organizations:
Keeping proper books and records of monies received and monies spent is equally important for not-for-profit organizations. Depending on the nature of the not for profit, there are extremely specific requirements for not for profits to meet their public support test, to make sure there is not an instance of private inurement that would jeopardize their exempt status. If you are a not-for-profit, looking for controller level services, look no more. At Surti Accounting & Consulting, we have qualified individuals with experience and knowledge of the sector to be a good accounting partner to you organization.
