Consulting Services
Professional advice and solutions provided by experts to optimize financial processes, ensure regulatory compliance, and improve business efficiency.
Court Accounting
A specialized type of accounting required in legal proceedings. It involves preparing detailed financial reports for court cases, such as probate or guardianship cases, to provide a clear picture of the financial status and transactions involved.
Credit Card Reconciliations
Credit Card Reconciliations involve comparing a company’s credit card statements with its internal records to verify all transactions and ensure accurate financial reporting.
Cybersecurity Threats
Potential risks and attacks targeting digital systems and data, including phishing, malware, and ransomware.
Data Encryption
A process that converts data into a coded format to prevent unauthorized access, ensuring that information remains secure during storage and transmission.
Data Retention Policies
Guidelines that determine how long financial records should be kept and when they should be securely disposed of, ensuring compliance with legal requirements.
Endpoint Security
Protective measures applied to devices such as computers and mobile phones to safeguard them against cyber threats and unauthorized access.
Financial Data Protection
The practice of implementing security measures to ensure the confidentiality, integrity, and availability of financial information.
Forecasting
Forecasting involves creating financial plans and projections for future periods. These tools help businesses plan for growth, allocate resources, and anticipate financial needs.
Franchise Tax Board (FTB)
The state agency responsible for administering California’s personal income tax and corporation tax programs. The FTB also collects other non-tax debt obligations and ensures compliance with California tax laws.