Frequently Asked Questions
We’re all about transparency, so here’s a quick guide to our most common questions.
Who do you work with?
We specialize in working with clients who require more than basic, one-time services. Our focus is on businesses, owners, high-net-worth individuals, and legal professionals who need a comprehensive financial perspective combined with a deep understanding of legal complexities. Our clients trust us to deliver integrated, evolving solutions that meet their unique and changing needs.
What kinds of services do you offer?
We’re a full-service accounting and business solutions firm with offices in California and Hawaii, serving clients across the country and around the globe. Although our multifaceted expertise is sometimes difficult to define, we specialize in areas like:
- Forensic Accounting: We untangle financial records and get to the core of what’s driving numbers in your business, ensuring clean and concise books, accounting records and reports.
- Tax Compliance & Controversy: From filing to defending you during audits, we handle every aspect of your tax situation.
- Wealth & Financial Planning: For both businesses and high-value personal finances, we advise you on how to manage, grow, and protect wealth.
- Financial Accounting & Statements: We can organize, maintain, and validate your accounts — ensuring compliance and also offering strategic insights along the way.
- Consulting: we assist you with diagramming your business, helping to identify and fix problems, to position you for growth.
Explore our full list of services here.
What’s the advantage of working with your firm over others?
Most financial firms focus on only one area. We’re unique, because we blend expertise across three critical fields: accounting, forensics and wealth management, all complimented by an understanding of compliance and the law. That means you get three advisors in one, plus legal expertise, saving you time, money, and the hassle of coordinating multiple services and firms. Essentially, we bring a “big-picture” approach, backed by extensive experience across all these areas — helping you keep up with ever-changing federal and state laws.
What does “forensic accounting” mean?
Forensic accounting is our investigative approach to analyzing financial data. We trace and verify numbers, ensuring your records are accurate and that no vital details are missing. If we identify things that are missing, our team has the expertise to fix them. It’s essential in legal disputes, audits, and any scenario where detailed accuracy is critical.
How can you help my business grow?
We take a hands-on approach to help position your business for growth, offering services like:
- Business diagnostics to spot financial issues and set strategic plans.
- Streamlined solutions that cover both legal compliance and financial health.
- Customized consulting that evolves as your business does.
Whether your books are out of balance or you find yourself facing unique challenges, we can help you make sense of it all. For us, it’s about helping you get where you need to go with confidence and clarity.
How do you charge for your services?
While our rates are based on the depth of experience and skill our team brings to each project, you’ll only ever pay for the expertise you need. For more information on costs and timelines for our services, feel free to reach out to us directly.
Why should other attorneys or accountants work with your firm?
We regularly partner with other professionals to complement their work, especially on forensic or tax controversy cases.
Attorneys turn to us because of our experience in navigating audits, tax courts, and complex financial cases. We understand the legal process, jargon, and what’s needed to help win cases.
