CFO Services & Tax Planning

Ask about our Proactive Advising System which includes a 57-point business checkup

Get organized. Grow your business. Pay less tax.

We want to help your business succeed.
We realize that it’s your job to focus on your business and selling your product or service.

We're here to help you with making sure that your bookkeeping is up to date, your financials make sense and that you’re using every possible tax strategy to help your business grow.

We believe in a proactive, consultative approach to accounting and taxes.
That’s why we’re here to help you throughout the year, not just at tax time.

Accounting & Tax Services

QuickBooks Help & Training

Tax Planning

Our Goal

✔ Help you make better decisions
✔ Increase business efficiency
✔ Minimize taxes

Tax Planning Certified

✔ Custom tailored tax plan
✔ Proactive tax strategies
✔ Focused on business owners and investors

QuickBooks Certified

✔ Certified in accounting and the software
✔ Trained thousands of business owners
✔ Use QuickBooks to stay orgainized

Ongoing Support

✔ Tax returns and tax compliance
✔ Monthly or quarterly financial meetings
✔ Bookkeeping services

How do we get started?

1Initial Consultation

We talk about your needs and your bookkeeping, accounting, QuickBooks or tax problems

2Tax optimization

We review your tax returns to create a formal tax strategy to help you plan for growth and save for the future

3Implementation

We set up or improve your current accounting and QuickBooks data and start following our tax plan

4Meetings

We meet regularly to review your financial reports, update cash flow projections, discuss your business and personal situations and change plans as needed

“At the end of the year I can rest easy because I know my books are in order…

Kaufmann Advisors provides business planning

and advising for my firm’s growth and tax strategies as well.”

Jesse C.

Call us today: (415) 746-9290

Free Tax Evaluation

Certified Tax Coach            aicpa-member-logo304x120     NATP Member Page     Kaufmann Advisors, Inc. BBB Business Review

Kaufmann Advisors is a California based accounting firm with offices in San Francisco and Los Angeles.
We specialize in working with US-based and international businesses.
Our CPAs and accountants can help you with your bookkeeping, tax planning and tax preparation needs.
We can help you setup your QuickBooks and customize your chart of accounts so you can better understand your business performance.

Kaufmann Advisors
101 California St #2710
San Francisco, CA 94111
(415) 746-9290
Kaufmann Advisors
601 S Figueroa St #4050
Los Angeles, CA 90017
(213) 725-9077