Beachwood Financial Clears the Clutter


We Support Your Business

Let Us manage your accounting and financial reporting, so you don’t have to.

 The right people with the right skills

 Technology focused to improve operations

 Accurate, relevant, timely reporting

Matt C.

Albert Salazar, the owner of Beachwood Financial is perfect for getting your businesses books in order.

He has helped me with my small law firm for some tim… Read more

Matt C.Attorney At LawLaw Offices of Mattew Clendenin

Our Easy 3 Step Process

Our easy 3 step process helps define, develop, and acheive your goals.

Step 1: ANALYZE

We start with reviewing and understanding your business:

 • Industry
• Business goals
• Business operations
• Immediate needs & priorities

We use this information to develop a road-map for success:

• Understand existing team’s capabilities and skillsets
• Review existing information and structure
• Perform data clean up when necessary
• Validate processes and implement new processes where necessary
• Refine how Beachwood Financial will work with the existing team


Step 2: ACCELERATE

With good people, processes, and technology, we support all levels of ongoing day-to-day accounting functions, including:

 • Invoicing, collections, and AR management
• Bill entry, processing, and AP management
• Bank/credit card date entry and reconciliations
• Inventory process development and setup
• Payroll processing
• Operational processes and workflow documentation
• Monthly close process
• Staff mentoring and supervision of work

Basically, we help pay the bills, collect revenue, ensure accurate information, and make sure your accounting department is operating smoothly.


Step 3: ACHIEVE

We’ll provide timely and accurate financial statements that may include:

• Profit and loss statement, balance sheet, and cash flow statement
• Monthly management report
• Aging report

Beyond standard reporting, we can provide financial analysis to help you achieve your goals by providing actionable, measurable data, including:

• Utilization analysis
• Annual budgeting
• Breakeven analysis
• Client profitability
• Margin analysis
• Business specific KPIs

We help clients create tremendous value and peace of mind utilizing these tools.


We Provide a Range of Accounting and Bookkeeping Services

Day-to-Day Accounting

Beachwood Financial supports day to day accounting functions including invoicing, AR management, bill processing and AP management, bank and credit card reconciliations, payroll processing,
and more.

Financial Reporting

Monthly reporting that includes your profit and loss statement, balance sheet, cash flow statement, a management report, and updated key performance indicators (KPIs).

Actionable Financial Analysis

Beyond standard reporting, Beachwood Financial can provide budgets, business modeling and financial analyses to help you achieve your goals and provide actionable data on your results and operations.

Contact Us Today

    Contact Information

    Feel free to contact us with any of the below medium:


    Business Hour

    Monday-Friday : 9am to 6pm, – Saturday :
    10am to 2pm


    Building Address

    2667 Camino Del Rio S., Suite 103
    San Diego, CA 92108


    Email Address

    info@beachwoodfinancial.com


    Phone Number

    619-800-0389

    Frequently Asked Questions

    [ultimate-faqs]

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