As a business owner, there are many files and paperwork that you want to keep records of for years. While...
We'll handle all of your bookkeeping and accounting needs.
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.
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!
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.
Suerische Villarosa joined Levy | Lauter LLP in 2015 as partner. She has 14 years of experience in both private and public accounting. She started her accounting career as a bookkeeper for a Los Angeles restaurant group and has worked in premier accounting firms such as Gursey | Schneider LLP, Provident Business Management, and BDO USA, LLP.
Sue has extensive experience in tax compliance for individuals, partnerships, trusts and corporations, and she has assisted and trained numerous clients in setting up their financial statements and accounting infrastructure. She enjoys training clients’ staff and management in Quickbooks, bookkeeping, reading and understanding financial statements, and making sound financial decisions for their companies.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
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.
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.
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