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
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
and more.
Financial Reporting
Actionable Financial Analysis
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]