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Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Miscellaneous

PEER REVIEWS

Mark F Wille takes an educational approach to peer review. Our goal is to assist you in creating an on-going environment in your firm for Continuous Quality Improvement. We are able to help you because of our vast experience.

Mr. Wille has been performing peer reviews for over ten years. He also was an early "technical reviewer" for the AICPA where he tested the peer reviews and procedures performed by other reviewers. He is a ten-year member of the California State Auditing and Accounting Committee.

With our experience, we are able to quickly assess areas where you can streamline and upgrade your Auditing and Accounting Practice. These areas include:

Information regarding new pronouncements Creating specialized and improved checklists just for your firm Conducting staff training on Auditing and Accounting updates Assisting with on-site annual inspections tailored to your firm Inspiring positive motivation of your staff toward the importance of Auditing and Accounting standards.

We also understand the needs and desires of the small to mid-sized firm. We're aware there is always a certain tension between the time it can take to assure the quality of the work (read billable time) and the amount you can actually charge. We understand that concept and work with it every day, justlike you.

Here is what other CPA's have said about our Peer Review Services.

"Mark has been my QC advisor for ten years. He is constantly coming up with new ideas that improve my practice." Robert A. Owens (Firm performs over 400 audits annually)

"Mark's unique educational approach to peer review involves all staff in understanding and appreciating the technical aspects of quality accounting and auditing work." Brent Murdock, HMC

MERGERS & ACQUISITIONS

With the wave of consolidators and baby boomers readying for retirement, Mark assists in readying a firm for sale and then assists the firm in the sale or merger of the firm.

FINANCIAL COACHING

Many small business owners do not have experience or traiing in running a business bsed on a skill, product or service, without the benefit of even basic orientation to business planning and management. These entrepreneurs do not know how important it is to regularly monitor their business's financial condition - and even if they did, they would not know how to go about it or how to gain value from it.

Mark can guide you through this process and you'll actually look forward to monthly reports, just so you can see the results of actions you've taken to influence the outcomes.

INVESTMENT & RETIREMENT PLANNING

Strategic planning for your future assures you will be able to maintain the lifestyle you had while you were working. And with a little self-discipline, you might even make yourself rich.

ESTATE PLANNING

Here we assist you in planning for your future and for your children's future. We discuss wills, trusts and life insurance that will best fulfill your needs and avoid tax pitfalls.

BUSINESS PLANNING

This takes your business to the next level.

Tax Planning - Effective and forward-thinking tax planning ensures you take the best advantage of all opportunities.

Strategic Planning - Plan for growth, increased sales and a larger management staff as well as for new products and subsidiaries.

Succession Planning - for passing the business along to other family members or selling the business.

Assistance with hiring of financial personnel.

MANAGEMENT CONSULTING

We assist you in reviewing your financial statements and help you to better understand how to best use the information to make your business more productive.

Review of finanacial statements with owners

Budgets - Preparation for use in comparison to the current period. Used to determine quickly when adjustments should be made to the business for the best results.

Comparison to last year - Review the financial information comparing to last year to help with trend analysis.

FINANCIAL STATEMENT PREPARATION

We can prepare financial statements for management usage and/or lender requirements.

Compilation - We use your information to compile the financial statements.

Review - We delve deeper into the information, testing your accounts including full disclosures.

Audit - We review your accounts in-depth and test with third-party information, including full disclosures.

TAX COMPLIANCE

Keeping your tax costs to the lowest that are legally available, we provide the following services:

Individual income tax return preparation

Business tax return preparation - Corporation, S Corporation, Parnership, LLC

Trust tax return preparation

Payroll tax returns-quarterly and annual

Property tax informational return preparation

Letters of response to inquiries from the IRS and FTB

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