Our Services
At Amalfi View Consulting, we offer a wide range of professional services designed to meet the financial needs of small businesses and venture-backed startups. Our services include accounting and bookkeeping, tax planning and preparation, business advisory, financial consulting, record reconstruction, payroll , and tax compliance. With a dedicated team of professionals and a commitment to financial excellence, we're here to provide the expertise and support you need to achieve your financial goals.
ACCOUNTING SERVICES
PROFITABILITY REVIEW
One of the key aims of a thriving business is to achieve profitability. However, similar to numerous business owners, you might discover that the day-to-day demands of running a business often leave little room for the proactive forecasting of profits or the optimization of existing project profitability. At Amalfi View Consulting, our expertise lies in helping business owners boost revenue while concurrently curbing expenses. Our proficiency in scrutinizing financial statements and our capacity to assess overall company performance enable us to provide precise projections for your business's future growth.
QUARTERLY & ANNUAL BOOKS CHECKS UP & REVIEW
Precision in bookkeeping is a crucial prerequisite for the seamless preparation of tax returns. When conducting a thorough assessment of your financial records, our team at Amalfi View Consulting leverages extensive expertise to guarantee the accuracy and authenticity of every figure. In cases where any discrepancies or areas of concern arise, our professionals are committed to conducting a comprehensive investigation for clarification. Our bookkeeping review services are available on a quarterly or annual basis and can be arranged as standalone services or as part of a comprehensive tax return preparation package.
BUSINESS DEVELOPMENT & CONSULTING
Every business experiences phases of growth, change, and sometimes, stagnation. Business Development Consulting is designed to support business owners during those periods when achieving positive progress seems challenging. Business owners may find themselves at different points on this journey. They may have an existing plan in place, or they might be unsure about how to navigate the path toward their business objectives. This type of consulting engagement necessitates close collaboration between the development consultant and the business owner. Together, they analyze the business, define strategic goals, and chart a roadmap of actionable steps to reach those desired objectives. This is where our expertise comes into play – we're here to help you not only define these goals but also ensure your success in attaining them.
BUSINESS ADVISORY SERVICES
PART TIME CHIEF FINANCIAL OFFICER
For small to mid-sized businesses, having a Chief Financial Officer isn't just a smart move – it's a fundamental requirement. It's crucial to designate someone within your organization to concentrate on establishing both short and long-term financial objectives, securing financing, enhancing profitability, managing risk, and guaranteeing the punctuality and accuracy of financial data. For many companies of your size, the cost of a full-time CFO may not be feasible or necessary. This is where Amalfi View Consulting comes into play. As your Part-Time CFO, we deliver the effectiveness of a full-time role on a part-time basis, providing the financial expertise your business needs.
BOOKS RECONSTRUCTION
& REVIEW
The process of record reconstruction becomes paramount when crucial records have been lost, yet they are vital for court proceedings or an IRS audit. We, at Amalfi View Consulting, are fully equipped to assist you in reconstructing your historical financial records. Leveraging our experience and expertise, we ensure that missing records are meticulously reconstructed, and accurate income and expense calculations are made. Collaborating closely with you and delving into the past, we painstakingly recreate your entire set of financial records using the accounting software of your preference. Our meticulous approach ensures that your reconstructed records are robust enough to withstand any form of scrutiny or audit.
QUICKBOOKS SET UP
& MAINTENANCE
Just launched your business? Amalfi View Consulting is your go-to partner for fostering business growth through meticulous bookkeeping and comprehensive financial record management. As active members of the QuickBooks ProAdvisor program, our team excels in setting up your QuickBooks file and customizing it to precisely align with your business's unique requirements. Our dedicated professionals at Amalfi View Consulting invest time in understanding your business processes thoroughly. This in-depth knowledge serves as the foundation for crafting a tailored Chart of Accounts, establishing invoicing and bill payment systems where needed, and creating relevant financial report templates. We also offer basic bookkeeping and QuickBooks training sessions, providing essential support as and when you need it.
TAX COMPLIANCE SERVICES
UNPAID TAXES
Don't feel ashamed if you're unable to meet your tax obligations; it's a more common situation than you might realize. The good news is that we're here to assist you. Our first step is to establish contact with the tax agency responsible for assessing your liability, whether it's the Internal Revenue Service, Franchise Tax Board, Employment Development Department, or Board of Equalization. We'll then determine the precise amount you owe. Next, we work closely with you to develop a comprehensive strategy to address your tax liability. Among the options available, we can request an installment agreement, explore an Offer-In-Compromise, or pursue the suspension of collection activities in cases of financial hardship. The important thing to remember is that you have choices, and we're here to help you identify the one that's right for your specific situation.
UNFILED RETURNS
Whether you're dealing with tax returns from the previous year or have a backlog that extends a decade or two (yes, we've assisted clients with returns dating back to 2000), we're here to simplify the process for you. Our approach involves collaborating with you to gather the essential information required for filing these returns, and then expertly preparing and submitting them to the necessary authorities. We firmly believe that there's always a solution to ensure compliance, and we're dedicated to guiding you toward that solution.
TAX PREPARATION
& PLANNING
We handle the preparation of a wide range of individual and business tax returns. What sets our process apart? Two fundamental elements: 1. Proactive Assistance: We take the initiative when it comes to getting things done. We reach out to you, provide reminders, and ensure you have the necessary guidance to furnish us with the required documents and records for your individual or business tax returns. 2. Audit-Ready Preparation: We approach your tax returns as if they will undergo an audit. This means complete transparency in showing where each figure on the return originates. We meticulously compile and provide all the documents in both PDF format and hard copy. So, if you ever receive a letter from the IRS questioning your returns, you're well-prepared. You can simply access the PDF file with the supporting documents on your computer, print what's necessary to explain any discrepancies, and promptly respond to the IRS. Moreover, we conduct a thorough review of your books and records, rectifying any errors we identify. This ensures not only that your taxes are in order but that your bookkeeping is also cleaned up. When it comes to tax planning, we maintain our proactive stance. We consistently identify key tax planning opportunities to minimize both your current and future tax liabilities, actively assisting you in implementing these plans throughout the year. We remain well-informed about changes in tax laws and legislation so that you don't have to. Our service structure is designed to enable regular meetings with you, allowing us to stay abreast of your evolving business needs. Our objective is to provide proactive, precise advice tailored to your unique situation.