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Hi, I'm Artem, a Certified QuickBooks Online ProAdvisor and tax advisor with deep expertise in corporate finance and accounting. With over 15 years of experience, including roles at Fortune 500 US corporations, I bring a wealth of knowledge and strategic insight to your business's financial practices.

What I Offer:

  • QuickBooks Online Bookkeeping: Specializing exclusively in QBO, I provide custom-fit bookkeeping solutions that ensure seamless financial management. Let me handle the complexities of QBO for you, allowing you to focus on your business's core activities.

  • Expert Tax Preparation: I offer comprehensive tax services from planning to filing, ensuring you benefit from every deduction and save more. My services are streamlined through QBO, making the process efficient and integrated.

  • Strategic FP&A: Utilizing my corporate-level FP&A expertise, I support your business growth with data-driven insights and actionable strategies.

As a Chartered Financial Analyst (CFA) and certified tax preparer in California, my goal is to simplify your financial landscape and empower you with the clarity needed to make informed decisions.

Let’s lay a strong financial foundation for your business to thrive on. Connect today for tailored strategies that enhance efficiency, ensure compliance, and promote profitability.

Ready to optimize your finances? Contact me to discuss how we can achieve your business goals together.

QuickBooks Online Pro Advisor
QuickBooks Payroll Proadvisor
CTEC

We're dedicated to providing a full spectrum of financial services tailored to the unique needs of small businesses.
 

Enhance Your Business with Expert QuickBooks Online Bookkeeping. Simplify your financial management with our professional QuickBooks Online bookkeeping services. Designed for small businesses, we ensure your finances are organized, accurate, and fully compliant — allowing you to focus on growing your business.

  • QuickBooks Online Bookkeeping

    • Custom QuickBooks Setup: Tailor your QuickBooks environment to meet the specific needs of your business.

    • Monthly Bookkeeping: Consistent and accurate tracking of your financial transactions, ensuring up-to-date records.

    • Reconciliation: Regular reconciliation of bank and credit card accounts to ensure accuracy.

    • Financial Reporting: Detailed financial statements, including profit and loss, balance sheet, and cash flow statements, to help you understand your business’s financial health.

    • Accounts Payable and Receivable Management: Keep track of what you owe and what is owed to you, improving cash flow management.

    • Payroll Integration: Seamless integration of your payroll system with QuickBooks for streamlined processing.

    • QuickBooks Training: Personalized training sessions for you and your team to get the most out of QuickBooks.

Navigate tax season with ease and confidence. Our tax preparation services provide comprehensive support to ensure your business and personal taxes are prepared accurately, maximizing your savings and minimizing liabilities.

  • Tax Preparation

    • Comprehensive Book Preparation: Detailed bookkeeping to ensure your financial records are accurate and tax-ready.

    • Personal & Business Tax Returns: Expert preparation of tax returns, whether for individuals or businesses, to maximize deductions and minimize liabilities.

    • Strategic Tax Planning: Proactive strategies to reduce tax liabilities and take advantage of tax-saving opportunities throughout the year.

    • IRS and State Tax Compliance: Ensure full compliance with IRS and state tax regulations, reducing the risk of audits.

    • End-to-End Tax Handling: From preparation to filing, offering a complete tax solution that fits your needs.

    • Collaboration with CPAs: Work seamlessly with your existing CPA or opt for our full tax preparation service.

Make informed decisions backed by powerful financial modeling. Our services provide you with the insights needed to assess growth opportunities, plan for the future, and navigate complex financial decisions with confidence.

  • Financial Modeling

    • Growth Opportunity Assessment: Analyze potential growth opportunities and their financial impacts.

    • Scenario Analysis: Explore the financial outcomes of different business scenarios, helping you to make informed decisions.

    • Investment Preparation: Prepare your business for presenting to equity investors, showcasing potential returns.

    • Loan Application Support: Develop financial models to support loan applications, demonstrating repayment capability.

    • Exit Strategy Planning: Model financial outcomes for various exit strategies, including selling your business.

    • Cash Flow Forecasting: Forecast future cash flows to ensure liquidity and plan for future investments or expenses.

Who We Serve: Comprehensive Financial Expertise for Diverse Business Needs

We understand that financial needs vary widely across different business stages and industries. That’s why we’ve tailored our suite of financial services to offer versatile solutions that grow with you. Whether you’re a startup navigating initial growth, a small business optimizing operations, or a medium-sized enterprise exploring new strategies for expansion, we’re here to support your journey with expert guidance and tailored financial strategies.

  • Small Businesses and Sole Proprietorships: Discover streamlined QuickBooks Online bookkeeping and tax preparation services that free you to focus on your business, not your books.

  • Growing Businesses: Elevate your business with strategic consulting and financial modeling designed to unlock growth and streamline operations.

  • Investors and Established Enterprises: Benefit from sophisticated financial analysis, strategic planning, and bespoke financial modeling to inform your decisions and propel your business or portfolio forward.

Our commitment is to provide personalized service—because we believe your business deserves a financial strategy as unique as your vision. Ready to see how we can support your business's specific needs? Reach out today for a personalized consultation.

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