In December 2025, he became a Partner at LSL where he continues to lead with a hands-on approach and a deep understanding of the industries he serves. Shaun Clark is a Principal in LSL’s Tax & Advisory department who believes good tax advice shouldn’t feel like a mystery novel. Shaun has spent his career helping privately held businesses face tough financial decisions with confidence, clarity, and a practical plan forward. As a CCIFP (Certified Construction Industry Financial Professional), he brings specialized insight to construction and contracting businesses, translating complicated rules into concepts clients can actually understand.
Bookkeeping Services in Orange County
For simpler, more routine tasks, you may find costs on the lower end, while more extensive bookkeeping (such as managing payroll, preparing financial statements, or handling complex accounting) may fall on the higher end. Forging your path forward requires understanding where you have been. Your financial data tells your company’s story in black-and-white—assuming that your books are in order. For the past 15 years, Jason has focused on assurance and advisory services, leading audits, reviews, and compilations for construction and logistics companies.
Trust, dedication, expertise: The reviews say it best!
- One of the most important benefits of careful planning is the ability to spare your loved ones the time-consuming probate process.
- We provide business bookkeeping services to companies all over Orange County, from Huntington Beach to Mission Viejo – and everywhere in between.
- He works closely with leaders to help them read the story behind their numbers and understand how those results are viewed by banks, bonding companies, and other decision-makers.
- Professional bookkeeping provides significant advantages beyond compliance.
- This leads to faster tax preparation, fewer questions, and better outcomes.
- Paula’s accounting career took a non-traditional, purpose-driven path.
- Kiyomi started her audit career at a Big Four firm and worked in the assurance department for 16 years, including an overseas tour to Japan.
By using real-time insights and smart tax strategies, we help you build a more profitable and sustainable real estate portfolio. Maria Arriola is a Principal at LSL with over 35 years of experience delivering assurance and tax services to privately held businesses, nonprofits, and employee benefit plans. Her deep industry knowledge spans real estate, healthcare, and manufacturing and distribution, where she helps clients navigate complex financial reporting, optimize tax strategies, and plan for long-term growth. With LSL, Jeff works closely with clients in construction and real estate offering everything from tax planning to compliance for partnerships, corporations, trusts, and exempt organizations.
Bookkeeping & Accounting Services in
- We combine local Orange County expertise with modern accounting technology.
- In the end, having a quality bookkeeper ensures you’re not wasting time on complex financial tasks and gives you the tools to keep more money in your business by staying on top of things efficiently.
- Kelly Telford, CPA will break down what finance teams need to know before, during, and after go-live to avoid costly missteps and unnecessary stress.
- Our construction company bookkeeping ensures every profit you make counts, so you can focus on completing your project.
- Looking for a bookkeeper for your Orange County small business who can do it all, from day-to-day bookkeeping to higher level accounting management?
- Contact our office today to schedule your consultation and take the first step toward protecting what matters most.
The real estate and Private Equity practice represents one of our largest lines of business. Prior to forming O’Connor & Yu LLP, our partners worked in the real estate group of a Top 20 national accounting https://www.austindailyherald.com/sponsored-content/why-real-estate-bookkeeping-is-critical-for-your-business-9247e950 firm and developed in-depth industry experience. Our expertise enables us to effectively address the most complicated real estate transactions and sophisticated business structures. We routinely handle transactions involving the acquisition, exchange or disposition of property across all asset types—retail, office, hotel, industrial, mixed use and multifamily.
Kelly Telford, CPA will break down what finance teams need to know before, during, and after go-live to Why Real Estate Bookkeeping is Critical for Your Business avoid costly missteps and unnecessary stress. As a senior assurance manager, Kiyomi oversees audit engagements and completes technical reviews of financial statements. She is proud to help others become successful, and is a high performer herself.
Understanding the Implications of Sales Tax on Digital Goods and Services
While compliance is required, real tax savings come from decisions made throughout the year. We work proactively to structure entities, maximize depreciation benefits — including cost segregation where appropriate — and build strategies that improve cash flow and protect wealth. That way, filing season becomes a clear reflection of the plan, not a scramble for last-minute fixes.
- Once in place, a comprehensive estate plan can be periodically updated as needed.
- Next, we securely integrate with your accounting software, bank accounts, and payment platforms.
- Whether you’re a solo entrepreneur or running a growing team, accurate financial records are the foundation for smart business decisions and long-term success.
- At Nexus Square, we’re here to help real estate investors, developers, and property managers simplify their accounting and tax planning.
- Once your return is ready, we’ll review it with you before filing it on your behalf.
- Many businesses today are choosing to outsource bookkeeping service in Orange County because it offers better accuracy, lower costs, and access to experienced professionals without overhead expenses.