CLIENT ADVISORY SERVICES


We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth, then develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

District Fairs

We specialize in providing comprehensive accounting and client advisory services for District Fairs, established as nonprofit entities or state agencies as Agricultural Associations. Our deep understanding of the unique financial, regulatory and operational challenges of Fairs allows us to deliver tailored solutions that help our clients thrive before, during and after the fair season.

Our expertise spans financial reporting, budgeting, external audits and compliance, as well as strategic advisory services that support long-term sustainability and growth. Our team has significant experience in preparing Fair-specific reports, such as operating budgets and STOP reports required by the State of California. Additional services include accounting system implementation, bill pay solutions, payroll integration and others. We take pride in being a trusted partner and helping our clients manage their finances efficiently so they can focus on providing the best possible experience to the communities they serve.

Our services include:

  • Recording and reconciliation of revenue
  • Accounts payable processing and bill payments
  • Payroll processing and system setup and integration
  • Reconciliation of bank and other financial statement accounts
  • Preparation of management reports, including financial statements
  • Cash flow management
  • Preparation of annual budget reports
  • Preparation of Statement of Operations (STOP Report) for the State of California
  • Fixed asset management
  • GASB 68 Pension and GASB 75 OPEB accounting standards implementation
  • Lease accounting standard implementation
  • External audit support

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We go above and beyond for our clients, consistently driven by a desire to provide the very best tax and accounting services.