BUSINESS

Accounting and Advisory

Customized accounting services for business.

CPA firms like O’Brien and Panchuk provide a wide range of accounting services for small businesses and high-net-worth individuals. But first, you might be wondering what exactly is a CPA?

CPA stands for Certified Public Accountant, which is the most coveted and highly sought-after credential for accountants. CPAs have more sophisticated and advanced training and experience than accountants. They must satisfy specific education requirements and pass a rigorous four-part exam in order to earn the CPA designation, as well as work in public accounting for a minimum number of years.

In addition, CPAs must meet annual continuing professional education (CPE) requirements to maintain the credential and their license. More specifically, they must take 80 hours of CPE courses every two years to stay current with new accounting regulations and developments.

A qualified accountant can perform many public accounting services, such as basic accounting, tax and consulting for individuals and businesses. However, only a CPA can perform other more advanced tasks, such as preparing audited or reviewed small businesses financial statements as required by the Securities and Exchange Commission (SEC).

Schedule A Consultation

Let us help with your business Accounting Services Needs

760-851-0056

We’re a progressive tax CPA firm that focuses on each on our clients’ needs and circumstances to provide tailored services and solutions that address their situation. It’s not the “one size fits” all approach that you find at the big box firms—it’s a measured, strategy-driven process to ensure the result is only the very best for you.

Accounting Services Provided by CPA Firms

As a full-service CPA firm, O’Brien and Panchuk offers a full range of small business and individual accounting services. These include the following:

Tax Services

This includes strategic tax planning as well as tax return preparation and filing with federal, state and local governments. Tax planning is a year-round initiative — our tax professionals work closely with clients throughout the year to devise strategies to minimize tax liability. In addition, we can provide representation if you are ever audited or involved in a tax dispute with the IRS, or a state or local tax agency.

Assurance Services

These are independent professional services that enhance the quality or context of both financial and economic business information. We will provide an objective evaluation of such information to ensure that your business information is in compliance with criteria such as generally accepted accounting principles (or GAAP).

Business Planning and Management Services

These services assist small business owners with day-to-day supervision and management while also providing guidance in strategic and long-range planning. Our business planning and management services include such outsourced CFO functions as cash management, budgeting, financial planning, financial statement preparation, investment guidance and succession planning.

Testimonial

“Great work follows great fit. We promise our clients award‑winning and strategically designed experiences for a digitally driven world.”

Israel morris | business OWNER

Testimonial

"As the President of a closely held law firm, I require more than year-end filings. O'Brien Panchuk integrates our accounting and payroll with a disciplined quarterly tax-planning cadence, making our tax obligations predictable and allowing me to remain focused on our clients."

james grand, president | the securities law group

Testimonial

“Great work follows great fit. We promise our clients award‑winning and strategically designed experiences for a digitally driven world.”

Thomas Doe | business OWNER

Call us: (760) 424-2246

Accounting and Advisory

Customized accounting services for business.

Let us help with your business Accounting Services Needs

Accounting Services Provided by CPA Firms

Book a Strategy Assessment