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
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
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:
• 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
Actionable Financial Analysis
Contact Us Today
Feel free to contact us with any of the below medium:
Monday-Friday : 9am to 6pm, – Saturday :
10am to 2pm
2667 Camino Del Rio S., Suite 103
San Diego, CA 92108
Frequently Asked Questions
In addition to monthly bookkeeping, we’ll prepare a year end financial package that includes an income statement, balance sheet, trial balance, journal entry summary, and general ledger. We can also provide custom reports tailored for your clients needs.
Unconditional, 100% Satisfaction Guarantee… We provide this guarantee so that your best interest is always our aim.
No. With the advance of cloud computing in today’s business environment, absolutely everything can be done on the cloud from anywhere and at anytime! Of course, here at Beachwood we work with only the most established and reputable companies to ensure your company’s safety and reliability.
We use all supported versions of QuickBooks as well as other tools that allow us to deliver accurate and timely financial services to you.
You receive a full set of financials: Income Statement and Balance Sheet as well as weekly Credit Card and Cash Reconciliation Reports, AP Aging Reports, Operational Reports, and any other reports you would like based on your needs. All delivered by the 10th business day of the month or period close.