Your Profit Generating CPA Firm in Orange County
As your full service CPA firm, we’ll save you $100k to $1M+ in taxes, automate your accounting, and offer CFO insights to grow your profits.
We’re the Perfect Accounting Firm for You, If You’re Looking for
Growth Minded
✓ We work with ambitious CEOs and owners to help them grow revenue and profits.
✓ If you’re trying to grow your business without a CFO (Chief Financial Officer) it would be like trying to fly from LA to NYC, but without any instruments or a map.
✓ As your CFO, we’ll act as your navigator and strategically guide you through the financial data to help you (the CEO) pilot the company to your revenue goals.
Retirement Minded
✓ We work with CEOs and owners that are ready to retire, but know they must ready the business for a sale or a management buyout.
✓ We’ll take a deep dive into your financials, operations, and personnel to ensure all the proper controls anre in place and move reliance away from you, so the company can be sold.
✓ Best of all, all this work will most likely translate into a higher valuation, maximmizing your exit from the business.
Success Minded
✓ We work with CEOs and owners that are ready to transit the business to the next generation or their management team.
✓ We’ll work closely with you to ensure all the processes are in place for a healthy sale of the business with maximum success.
✓ Often the “Next generation” have many new ideas for the business. We specialize in communicating to the young and old of the company the merits of ideas to ensure the success of the company short term and long term.
Tax Savings
As your accountant, we could potentially minimize your tax burden by $100k to as much as $1M+.
Automation
We’ll automate your bookkeeping, so you never have to think about accounting again.
Controller Rescue
Key employee just quit? We’ll immediately jump in to rescue your accounting department!
CFO Insights
We’ll intelligently take your people, processes, and technology to the next level of profitable growth.
Why Only 6% of Owners
Succeed by 300%
Succeed by 300%
Did you know that only 6% of businesses seat annual goals and revisited them on a quarterly basis?
This according to Xero’s (second largest accounting software) “Make or Break” report, which goes further to share that the 6% of business owners that “revisited” their goals quarterly had an increase of 300% in both productively and performance.
«We work with professionals and business owners to minimize their taxes and grow their bottom line»
Meet Your Accounting Team
What Are Your Accounting Needs? Tap to Choose a Service
Your World-Class Accounting Firm
Trusted by CEOs & Business Owners
“I can't speak highly enough about the skills of the accountants here! Allan Bayer is phenomenal; he's knowledgeable, professional, and prompt. I've referred several friends here who own small businesses and they're all so happy with his expertise! Their accounting strategies helped me save THOUSANDS in taxes every single year. I am a happy and satisfied client.”
“Allan and his CASH team are incredible! I have never had any accounting team pay such close attention to my business and finances. Allan has been such an important piece to the success of my business, and he continually motivates me to find new ways to grow my business. If you are a business owner, this is the team for you! I have referred Allan to several of my fellow business owners, and we all love what we get with this firm! If I could, I would give Ten Stars! ”
“Allan and his team have been utterly phenomenal. I am a new business owner and Allan has provided such an amazing education on how to handle my finances in a sustainable and profitable way as our Interim CEO plus he’s been prompt and responsive with any tax questions and filings. Highly recommend!”
“Wow Allan and his team really helped us out of a jam. They implemented new and better systems. We learnt so much on what a “controller” could mean for the growth of our company and growth.”
Book a Free Consultation
Over Zoom, we’ll listen, ask you insightful questions, and make actionable recommendations to meet your tax, bookkeeping, controller, and/or CFO needs immediately.
Switching Accounting Firms Is Easier Than You Think
Switching from your current accounting firm seems like a major pain in the but…
But in reality, it’s a brief communication with your current accountant/bookkeeper:
Your accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.
We’ll Integrate with Your Accounting Software
Your Accounting Firm to Save You on Taxes AND Grow Your Profits.
