Balanced Accountability specializes in taxation with emphasis on strategic planning ideas as well as financial statements preparation and attest engagements for regulatory compliance. Helping clients navigate the complex world of tax and other financial needs so they can focus on the more important aspects of running a business or minding their craft while maintaining a work-life balance.
Relevant tax information along with other useful contents are available under Blog, Links and Tax Resources.
At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. We deliver this through a focus on responsible growth and environmental, social and governance (ESG) leadership.
We are driving growth – helping to create jobs, develop communities, foster economic mobility and address society’s biggest challenges – while managing risk and providing a return to our clients and our shareholders. Because we recognize that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success.
If your bank isn’t leading the way, it’s in the way.
For more than 60 years, California Bank & Trust has been helping generations of Californians —and California businesses — grow and prosper. We help lead them to brighter and financially sound futures. Today, we’re one of California’s most dynamic and admired banks, offering guidance, collaboration, and customized options simply not found at other banks. We hope to be given the opportunity to provide such service to you.
California's premier business and private bank.
City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. Its 3,700 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.
CRUNCH Bite-Sized Accounting
Are you in need of monthly accounting services? Do you need help getting ready for your tax meeting with your CPA?
Are you aware that there is a local company that can help? CRUNCH offers low cost, fixed monthly pricing with NO surprises! CRUNCH is local, experienced, timely and professional. Their services include:
* Small Business Accounting
* Sales Tax
* Marketing Guidance and Strategic Planning
* Tax minimization Strategies
* QuickBooks Expert
Hall Private Wealth Advisors is uniquely positioned to help our clients achieve their goals. Our employees collectively have over 100 years of experience working with a wide range of clients. As fiduciaries, our mission is to deliver exceptional service, fairness and transparency in the way that we operate. Our clientele consists of entrepreneurs and business owners, corporate executives and engineers, doctors and other professionals.
Founded in 1980, Hamilton Tharp, LLP (formerly known as Hamilton Accountancy Corporation) has assembled a team of top tax and accounting professionals to assist clients in reaching their financial and life goals.
At HomeBridge Financial Services, Inc., our mission has always been to simplify the mortgage lending process. As one of the nation’s largest privately held, non-bank lenders, we specialize in facilitating and securing home mortgage financial solutions.
LEE ANN STEIN
VICE PRESIDENT OF MORTGAGE LENDING
Lee Ann Stein shares with borrowers her 20 years of exceptional mortgage industry experience. Working in California, with a focus on San Diego, Lee Ann helps all home buyers become homeowners through wide loan product knowledge and attentive, customer-service commitment. She sees prompt responses and regular, ongoing communication as the keys to doing her best – and what’s right for her clients.
Laguna Numbers can tailor the work to your needs
We can go to your office, we can pick up the work and do it at our office, and we can connect to your computer and do the work remotely through a service that Laguna Numbers subscribes to, (encrypted, safeguarded and completely secure connections) at no extra cost to you.
On an ongoing basis, Laguna Numbers will handle the full range of duties necessary (i.e.: credit cards & checking accounts reconciliations, management of cash flow, AP/AR, preparation of Balance Sheets & P&Ls) to maintain the monthly books, making sure that close relationships with client’s CPAs or Tax Preparers are established.
Maintenance & Upkeep
Assist in the methodizing and upkeep of your bookkeeping (monthly, quarterly or yearly), either business or personal.
Audits & Compilations
Organization & compilation of financials (credit cards & checking accounts reconciliations, AP/AR, preparation of Balance Sheets & P&Ls & other reports as necessary) for tax preparation, tax audits, the sale of a business, or for Divorce or Child Support Court Cases.
LET US KEEP YOUR FINANCIAL BOOKS IN ORDER.
YOU CAN UTILIZE THE FREE TIME
TO MAKE $$$$$$$
Laguna Numbers excels because we work very closely with our client’s accountant or tax preparer and are always available to him/her for any questions or needs relating to our clients books. We receive referrals from accountants that require our services for their clients.
For our Attorney's referrals, we complete our assignments on time even under short time notice.
Insurance and Financial Services
All home, car, renters insurance, life, health, umbrella, E&O, Worker's Comp, Business, Mutual Funds, College Savings Plans, Retirement plan & IRAs, Annuities , Bonds and other financial services.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.
Mobile notary signing agent. certified to present and notarize mortgage and refinance contract. Will pick up contracts from escrow / lending in situations, deliver to signer for signature and immediately return contracts to inviting party.
Many of our members learn about Mission Fed from their family, friends or co-workers. This referral is truly a gift that keeps on giving because a Mission Fed membership has so many benefits
Momentum CFO is a boutique firm specializing in Chief Financial Officer and data analytics services for small to mid-sized businesses. We bring the benefits of Fortune 500 financial expertise to your company without the expense of hiring a full-time CFO.
You have a vision for the future of your business, we help you get there. Whether you need high-level strategy and a proven plan to achieve your next revenue goals, help managing your business finances and ever-growing to-do list, or you’ve got a financial problem that’s affecting your cash flow and peace of mind — Momentum CFO is your financial solution.
We understand that our clients are experts in their specific industry. Yet when your skill set doesn’t include a financial background, it’s difficult to feel secure about your company’s financial direction. Burdened by financial management, you’re forced to oversee tasks and make financial decisions outside of your expertise: Will this purchase be a good investment? What are the best ways to increase your company’s profitability? Is your product/service pricing optimal? Can you afford to hire more employees? Your time is spread thin, and you worry about how you’ll actually move your company forward.
Through our highly customized services, you can check financial management off your to-do list and feel confident that your financial operations are running smoothly and profitably.
Visit www.MomentumCFO.com today to schedule your free financial consultation.
The name Opus Bank was derived from the original definition of “opus” which meant: a life’s work.
In fact, Opus Bank was built and designed to honor the life’s work of our clients. Our mission is to accelerate the vision of successful entrepreneurs and business leaders who have proven their ability and need a partner for growth. What distinguishes Opus Bank is that we listen to our clients’ plans for growth, and then bring the bankers, resources, and plans to enable our clients’ vision.
Don’t take our word for it. Go behind-the-scenes to see and hear how Opus clients have Built Their Masterpiece with a level of partnership and consultation harkening back to the House of Morgan — when bankers respected their clients, and clients trusted and respected their banker.
Pacific Commerce Bank and our employees are committed to providing superior customer service and products to a much broader and more diverse population of businesses types and population of customers. Traditionally, large banks do not do an effective job of servicing the needs of small business owners. Their approach of “one size fits all” is applied to both large and small businesses with smaller businesses being less accommodated.
Fundamental to the success of Pacific Commerce Bank is the understanding that as a community bank, we cannot take the “all things to all people” approach. Rather, we distinguish our Bank by providing a personalized approach to your banking needs whether business or personal.
We are the home of “Relationship” Banking with our focus on service and professionalism. Visit us and tell us “Your Story” so that we can customize services and products for you.
Financial Planning & Wealth Management Services
Income Needs Analysis
Retirement Needs Analysis
Education Needs Analysis
Long Term Care, Life & Disability Insurance Services
Estate Planning Strategies
Risk tolerance analysis
Investment objective analysis
Asset Allocation Design
Ongoing Portfolio Analysis & Service
Quarterly & Annual Account Reviews
Diversification & Performance Analysis
Rebalancing of Asset Allocation
Open communications with your Attorney & tax professional
Economic & Market Updates
Ongoing communications with Money Managers & Research Teams
Online Account Access
P. Martin Peters, CLU, RHU | Financial Consultant
Marty began his Financial Services Career in the early 70’s. He received his Chartered Life Underwriter Designation CLU in 1975 and his Registered Health Underwriter Designation in 1984. Marty has been a qualifying member of the Million Dollar Round Table each year since 1973, a premier association of the insurance and financial service industry which is limited to the top 2% of producers. Marty joined Financial Plan Design in 1986 and specializes in implementing strategies to create and diversify wealth using trusts*, family limited partnerships, asset allocation in managed accounts as well as insurance and annuities. His license plate reads “PRE TAX” which says it all. His approach is to give Clarity and Confidence in a Complex World.
Marty is a graduate of Loyola Marymount University with a double major in Political Science and Philosophy. He also attended graduate courses in banking and finance from University of Southern California.
Interests outside of providing financial security for his clients include spending time with his wife Mary Alice, 2 daughters and granddaughters. He has served actively in Rotary since 1978, as a past District Governor and current Chair of Public Relations for the Western United States.
Prudential offers Life Insurance, Annuities, Mutual Funds, Group Insurance, Retirement Services, Investment Management and other financial services to help solve today's financial challenges.
Ranch & Coast Mortgage Group, Inc. understands the importance of finding the right mortgage loan that fits your exclusive needs and situations. Our team’s extensive knowledge of the mortgage and financial market, coupled with our years of experience, allow us to find you the lowest rate with the best possible terms. Whether you are looking to refinance your current home, purchase a new home, or simply consolidate your credit card and consumer debt, we are your advocates.
Welcome to San Diego County Credit Union, San Diego's largest locally based financial institution. With more than $4.8 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members.
PROVIDING SERVICES IN ALL AREAS OF EMPLOYEE BENEFITS, GROUP AND INDIVIDUAL MEDICAL, DENTAL, VISION, LIFE, LONG-TERM AND SHORT-TERM DISABILITY INSURANCE, 401K PLANS AND MEDICARE PLANS. OUR COMMITMENT IS TO EXCEED OUR CLIENTS’ EXPECTATIONS AS WE DELIVER AN EASY BUTTON IN THE FORM OF DEDICATED, PROFESSIONAL QUALITY SERVICE!
ACCOUNTING FOR NON-ACCOUNTANTS
Accounting provides information that helps people in business increase their chances of making decisions that will benefit their companies. Accounting is the language of business. It is the process of recording, classifying, and summarizing economic events through certain documents or financial statements. Like any other language, it has its own terms and rules. To understand how to interpret and use the information accounting provides, you must first understand this language. Understanding the basic concepts of accounting is essential to success in business.
The Hardest Decisions In Life Most Often Involve Loved Ones. We Understand.
Stephen Holwell Fiduciary Associates is experienced in the many facets and consequences of family care decisions and can serve as a valued, experienced and sound partner in your decision-making. We pride ourselves on a personal and caring approach. Most importantly, we understand the emotions involved and can help to clarify the decisions that will benefit your loved one for the short and the long-term.
Local Solana Beach branch providing personal, small business banking services in addition to Commercial and institutional banking needs.
Local Solana Beach branch inside Von's shopping center.
Headquartered near Del Mar, California, Wealth Alliance provides fee and commission based wealth management and planning services tailored to your needs. We operate dually as our own Registered Investment Advisor (RIA) and through Independent Financial Group’s Broker Dealer.
We value the flexibility of dual registration, as the independence it affords us and our clients increases flexibility, supports transparency and prudence in ensuring that we base our investment decisions on meeting our clients financial goals.
Once you are accepted as a member of our client family we take pride in the opportunity to provide you with an unparalleled service experience and a lifetime relationship with a financial team that is truly your ally in wealth.