Small Business Owner’s Guide to Accounting
If you’re like most small business owners, you wear many hats - and that includes accounting. While...
Is This You?
- Afraid you could be missing out on tax deductions or missing business opportunities due to not having accurate records?
- Not 100% sure where you stand regarding cash flow, profitability, or overall business direction?
- Overwhelmed or out of time to deal with the financial complexities of running a business?
- Desire to have access to all your financial information in real-time at the click of a button?
Let our Experience Give You the Confidence You deserve
Whether you need monthly or quarterly bookkeeping or regular payroll preparation, we’re here to help. Let us take over your bookkeeping and accounting functions so you can get back to the work you love. Isn’t that why you started your business in the first place? Tax laws and regulations are changing all the time which means you could be at risk for calculating payroll incorrectly. Let us handle it for you. It’s our job to stay up-to-date on the current tax laws. As your business grows, you will find yourself with less and less time to handle the day-to-day accounting operations. We’ll take that off your plate and give you back more of your day.
About the firm
Grow your business, in a better way
When you take on the accounting and tax functions of your business, you’re taking time away from performing in your zone of genius—the whole reason you became an entrepreneur in the first place. What’s worse is by performing these functions, you may be taking on work you aren’t properly qualified for, causing yourself additional stress.
There is a better way. A way that lets you focus on the part of your business you love. Let us handle the tax returns, financial statements, and payroll. When Levy | Lauter LLP partners with your business, we do so with the goal of helping your business become the best it can be. We learn as much as we can about your business goals and what is preventing you from reaching them. We take away the fear and overwhelm so you can focus on running your business as smoothly as possible. Turn your business into a well-oiled machine!
What Levy Lauter LLP Provides
What Do You Get With Us
An expert accountant dedicated to you and your business
We'll connect you with one of our expert accountants. They’ll get to know you and your business. You’ll be provided with accurate monthly books, year-end financials, and guidance along the way. We also support you with vendor bill payment, managing credit card expenditures, and analyzing expense reports for reimbursement.
The best technology
At LLP CPAs, we believe technology is the key to running an effective and profitable business. As your virtual accountant, we will help manage all of your accounting technology.
Timely support and communication
We believe communication is key, and that’s why you’ll always receive the support you need when you work with us. You’ll have the ability to contact us any time using our VIP Support.
Affordable pricing
Affordable pricing Our pricing is flexible and can accommodate most small businesses. When you book a call, we’ll be able to suggest the plan that's right for your business.
CPA & Accounting Professionals
Meet Our Lead Advisor
Shaoul Levy
Shaoul Levy founded Levy | Lauter LLP after working for PriceWaterhouseCoopers. In starting his own practice, his goal was to cater to small businesses, real estate professionals, and executives in Southern California.
Shaoul has extensive experience in the real estate industry, assisting high net-worth individuals across a variety of different structures—having sourced, negotiated and executed $500M worth of real estate transactions, while providing tax compliance and accounting solutions.
GOOD BOOKKEEPING AND ACCOUNTING IS ESSENTIAL TO ANY BUSINESS.
Here are just a few of the benefits.
Know where your money is going now
We'll get you setup on software so you can always see where all of your income is coming in and all your expenses are going.
Spot Business Opportunities
We'll help identify the opportunities for improvement in your business. Could you cut down on certain expenses? Which clients and services are most profitable?
Let Go of Payroll Stress
We'll handle monthly payroll, reimbursements, time off and more. This way you can focus on running your business.
Position Yourself for Growth
It's almost impossible to bring on new employees, take on new clients, and maximize your profitability if your finances aren't in order. With an organized process in place, you'll be able profitability grow your business.
Our Easy 3-Step Process
We’ll help you turn data into insight and insight into action with our accounting and bookkeeping services.
Here’s how it works:
Step 1: Schedule a Call.
We’ll get to know you and understand your goals.
Step 2: We Get Organized
We’ll get you organized and set up on your accounting software. Gone are the days of stressing about inaccurate financial information.
Step 3: Achieve Your Goals
Together, we can turn action into insight so you reach your goals. With accurate data, we can help you identify areas of opportunity so you reach your goals.
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Our firm provides high-quality, professional services on a personal level to determine the best solution for your needs.
Frequently asked Questions
We work with most business owners and high-net-worth individuals.
Most all small business owners can benefit from accounting and bookkeeping.
The same applies for new business owners – the longer you delay getting your books in order, the harder it will be down the road to make good decisions and ensure you aren’t missing any tax deductions.
Bookkeepers and assistants are typically the first hires successful entrepreneurs to make in their business.
If you haven’t had an accountant before, you have nothing to worry about! We will help you get your books caught up to date and get your technology in place to support the accounting within yourbusiness.
If you already have a bookkeeper or accountant, we can still serve as your outsourced CFO, assist you with an accounting system implementation, provide you with advisory services, or help you with tax compliance and tax planning services. So, in short, we may work alongside your existing service provider.
Alternatively, you may prefer that we take everything over, and we’re happy to do that!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
You bet. We can help you get them up to date. That being said, don’t hold off on doing so. The longer you wait, the bigger the mess and cost it is to fix.
Yes, we do tax compliance and tax planning to ensure you pay as little of taxes as possible while also being compliant.
Deciding who you want to help you with your accounting and bookkeeping is a big deal. Most business owners see a return on their investment when working with the right accountant.
However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
In most cases, yes.
Some of our clients just need us to set up their accounting and bookleeping software, and then they will take over the monthly accounting function.
Other clients desire for us to set up their accounting system and then have us candle the monthly accounting and bookkeeping so they can focus on growing their business.
For others, they already have their accounting system set up and staff in-house to do the work, but they need accounting support from advisory experts.
Whatever you need, we’re here to support you and your business.
Yes we do.
Our cost varies based upon your needs and wants. We’ll be able to provide you with a quote when you sign up.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.
We value education. Check out some of our blogs below:
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