PROFESSIONAL SERVICES
We understand your challenges
As a professional services provider, you’re often juggling ongoing challenges:
Our Solutions
We love helping professional service providers thrive!
Think of us as your ‘behind the scenes’ support to handle your tax & accounting requirements and providing strategic support so you can focus on your profession.
Compliance
Getting your taxes and financial reporting done is the first step.
In addition to preparing your personal and corporate tax returns using all allowable deductions, we’ll also engage in tax planning with you throughout the year so there are no surprises.
If you require an audit or review of your financial statements for your lender, we’ll provide the level of financial reporting needed.
Compensation and income planning solutions to maximize your profits.
Making sure your entity selection is best for your current situation, designing cash flow & budget projections, structuring income allocation, compensation planning & structuring pass-through income and benchmarking yourself to like competitors are just a few ways we help you position for continued growth.
Guidance
Strategy
On-demand advice and strategies to help achieve your goals and plan for your future.
Working towards that next big growth step, looking to acquire a competitor or possibly thinking about retiring? Want to structure a partner buy in or buy out? Get quarterly or monthly meetings to review your financial data and have discussions around on-going challenges to help you make quicker, more informed decisions.
Get the most from your monthly numbers.
Whether you need your bookkeeping reconciled, help recording entries, accounting records cleaned-up, paying bills or CFO advisory services such as: forecasting, budgeting, and planning. We collaborate with your staff to provide the functionality of an entire accounting department.
Outsourced Accounting Services
Get accounting, tax and advisory support to help achieve your goals and plan for your future
What Our Clients are Saying
“I am completely satisfied with the firm, the management and all of the employees I’ve encountered over the years.”
Ron ~ Orange Second
“Long term, personal relationship with LSL.”
John ~ John P. Ducar DDS, Inc.
“I have great confidence in the service quality and reliability.”
Diana Gonzalez ~ Advanced Benefit Center, Inc.
“Pamela Bustos is phenomenal with her response times and is extremely knowledgeable regarding any topic we discuss. Pamela takes her time in understanding my questions and always provides great advice!”
David ~ Premier Settlements Advisors, LLC
“I have never been disappointed with their services.”
Chuck ~ Chuck Hyneman Insurance, Inc.
“Always easy and helpful! Maria rocks!”
~ Drew
“Phenomenal response time and amazing expertise from Pam Bustos!”
David ~ Premier Settlements Advisors, LLC
Get back to the joy of growing your business
Who We Work With
We help medical professionals, law firms, consultants, and other professional service providers meet accounting and tax obligations while providing guidance and solutions on many other business challenges.
Increase and project cash flow in your business
It is crucial to know about projecting cash flow.
Use our complimentary template to project your cash flow in most likely, best and worst case scenarios.