CLIENT ACCOUNTING SERVICES - SOUTHERN CALIFORNIA
YOUR BOOKS SHOULDN'T BE THE REASON YOU CAN'T SLEEP.
A bookkeeper records. We produce financial statements, enforce controls, and, at the Insight tier, turn your accounting function into a decisionmaking tool. CPA-led. Structured. Built to scale from $IM to $50M.
THE DISTINCTION THAT COST OWNERS MILLIONS
A BOOKKEEPER IS NOT
AN ACCOUNTANT.
WHAT YOU LIKELY HAVE NOW
A BOOKKEEPER
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Records transactions from memory or habit
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Does not reach a financial statement
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Does not approve journal entries
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No segregation of duties, same person records, pays, reconciles
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No SOPs, runs on tribal knowledge
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No controller-level review
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Produces data. Not advice.
WHAT YOU LIKELY HAVE NOW
A BOOKKEEPER
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Financial statements produced under a coherent framework
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Journal entries approved by a CPA-level signoff
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Internal controls evaluated and documented
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Segregation of duties enforced - not optional
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SOPs for every transaction cycle
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Controller-level oversight before anything goes out
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Interpretation, variance analysis, and - at the top tier - FP&A
"Most owners think they're buying accounting. They're buying data entry with no oversight layer. The gap only becomes obvious when a lender, investor, or buyer asks to see the books."
IF ANY OF THIS SOUNDS FAMILIAR
YOU ALREADY KNOW IT'S TIME.
01
YOU'RE THE ACCOUNTING BACKSTOР
Everything financial still routes through you. Staff can't answer basic questions. You're the bottleneck.
02
TAX SEASON EXPOSED THE MESS
Year-end work revealed that the books aren't trustworthy - for taxes or for decisions.
03
OUTSIDE EYES ARE COMING
Lender underwriting, investor diligence, or a buyer is about to look at books that aren't ready to be seen.
04
YOU OUTGREW YOUR BOOKKEEPER
What worked at $IM is breaking at $8M. The system doesn't scale. The person doesn't either.
THE ACCOUTING CLARITY PYRAMID™
THREE TIERS. PICK WHERE YOU ARE. GROW INTO WHERE YOU'RE GOING.
The tiers are cumulative. Transparency includes everything in Compliance. Insight includes everything in Transparency plus FP&A and interim CFO-level advisory.
LEVEL 02
TRANSPARENCY
Delegate without losing control.
Scaling companies (5-25 employees) ready to offload A/P, A/R, and payroll without losing visibility.
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Everything in Compliance
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Weekly A/P, A/R, and payroll support
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Month-end close
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Documented SOPs for every transaction cycle
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Segregation of duties documentation
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Sales tax filing support
LEVEL 03
INSIGHТ
Your accounting function, weaponized.
Leaders scaling fast, preparing for capital events, or running complex operations that need CFO-level oversight
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Everything in Transparency
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Custom KPI dashboards (Fathom, QBO Advanced)
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Monthly performance reviews
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Budget-to-actual reporting & forecasting
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Internal control reviews & advisory
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FP&A: interim CFO-level support
Scope and fees are set after discovery, based on transaction volume, entity count, and complexity. Fixed monthly fee, no hourly surprises.
THE MATH MOST FIRMS WON'T SHOW
A FULL-TIME CONTROLLER IN SOCAL COSTS $150K+ IN BASE SALARY.
01 - TIME RECAPTURED
5-10 HRS/WK
Hours per week returned to the owner that were spent chasing receipts, fixing staff errors, and recreating numbers for outside parties.
02 - HIRING COST AVOIDED
$150K+/YR
Controller-level output delivered without the hiring risk, management burden, or turnover exposure.
03 - DECISION QUALITY
HIGHER
Clean data doesn't guarantee goop decisions. Bad data almost guarantees bad ones. Pricing, headcount, capex, and cash decisions all improve.
04 - RISK REDUCTION
QUANTIFIABLE
Fewer prior-period adjustments, no restatements, no last-minute diligence scramble. Deals close at better valuations on faster timelines.
HOW ENGAGEMENT WORKS
ONE CALL. FOUR STEPS. NO SURPRISES.
01
20 MIN
QUALIFICATION CALL
A short call with a partner to understand your situation and confirm we're the right fit. If we're not, we'll tell you.
02
1-2 WEEKS
DISCOVERY & DIAGNOSTІC
We review your current books, tools, and transaction cycles. You get a written diagnostic of what's working and what isn't.
03
FIXED FEE
SCOPED PROPOSAL
A defined scope, a fixed monthly fee, and a clea timeline to onboarded. No hourly surprises
04
WEEK 1 ONWARD
CLEANUP + ONGOING CLOSE
We catch up the books, build SOPs, integrate tools, and take over the monthly close. You steр out of the accounting function.
MEET THE PARTNER
YOU'LL WORK WITH A PARTNER.
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Every client accounting engagement is led by Sumit Patolia, CPA - Managing Partner of Client Accounting Services at Tehrani + Velez. You'll get the same framework, the same technical depth, and the same direction from day one.
SUMIT PATOLIA, СРА
MANAGING PARTNER - CLIENT ACCOUNTING SERVICES
QUESTIONS WE HEAR OFTEN
ANSWERS, STRAIGHT UP.
NEXT STEP
BOOK 20 MINUTES
WIТН А PARTNER.
:
🛡️California-licensed CPA firm 📅 20-minute partner call ⏱️No commitment required
Not a sales call. A qualification conversation. If we're not the right fit, we'll tell you - and we'll usually know who is.
