Proactive Advising System

A system to help you succeed

What is it?
We’ve developed a comprehensive CFO services and tax advisory system with transparent pricing. No more surprise bills when you call asking for advice. We will create a customized plan with everything you need for one annual agreement, billed quarterly. We want to focus on our relationship and how we can help you.

When you become a client, we’ll offer you a package of services under one of two offerings:

  • Tax Advisory Services or
  • CFO Accounting Services

How it Works
With each offer, we’ll always start with an upfront tax plan to analyze your complete tax situation. This allows us to take the time to focus on your situation. We will look at your business and your personal life goals and recommend custom strategies so that you can save the maximum amount of money possible.

 

Plan

We spend the time up front to understand your unique situation. As we start learning about your business and personal goals, we'll also analyze your current financial information and past tax returns to look for issues and opportunities.

Implement

Once we've come up with a custom tax plan and recommended strategies, we'll help you implement those ideas to create tax savings.

Advise

Our ongoing meetings will help ensure you're sticking to the plan to grow your business and save money on taxes. We'll file your tax returns so you realize those savings and update your strategies as your situation and the tax law changes.

Tax Advisory Services

Quarterly or Monthly

Goals:

  • Save money on taxes
  • File tax returns

Included:

  • Tax planning
  • Decide on tax positions
  • Implementation of tax strategies
  • Quarterly meetings
  • Ongoing advising
  • Filing annual tax returns

 

CFO Accounting Services

Monthly or Weekly

Goals:

  • Increase revenue
  • Increase profit
  • Increase business valuation
  • Save money on taxes
  • File tax returns

Included:

  • Monthly Accounting & Bookkeeping
  • Controller Services (multi-entity, currency, etc)
  • Chief Financial Officer (projections, forward looking)
  • Tax planning
  • Decide on tax positions
  • Implementation of tax strategies
  • Monthly or quarterly meetings
  • Filing annual tax returns

 

Our Engagement Map

 

“Kaufmann Advisors helped me out of a terrible situation with ease…

I am pleased to say that our working relationship has been exceptional.

Hillary H.

Start saving money today.

Free Tax Strategy Session

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
580 California Street, Suite 1200
San Francisco, CA 94104
(415) 746-9290
Kaufmann Advisors
601 S Figueroa St #4050
Los Angeles, CA 90017
(213) 725-9077