Phone: (714) 538-1040            Email: greg@beck1cpa.com

Services

Large Firm Expertise, Small Firm Service

Non-public and closely-held businesses have unique tax and financial planning needs. Unfortunately, there are few firms that are equipped to provide the expertise big business gets from large accounting firms and the individualized, one-on-one service of a small CPA firm.

With GREGORY W. BECK, CPA, A PROFESSIONAL CORPORATION, you will get all the benefits of “large” firm expertise, because that is where we honed our skills and acquired the necessary accounting and tax expertise. And you will also find a commitment to personalized service that can’t be beat.

We pride ourselves in accomplishing the tasks at hand quickly, within budget and by the given deadline. Most importantly, we don’t charge you for every five minute phone call. We want to be members of your team so we make ourselves available…even for small questions. Here are some other attributes that make our services unique:

  • Phone calls returned the same day.
  • Financial statements processed in a timely manner.
  • Financial statements can be reviewed in person so you can get the insight and advice necessary to improve profits.
  • Tax returns and other compliance forms completed before the promised date.
  • Flexibility in services to ensure you get exactly what you need.

We Identify Opportunities (not just solve problems)

Selecting the right partner for financial, accounting and tax services can make a big difference in how much money you make and keep. In fact, it can impact the overall success of your business.

At GREGORY W. BECK, CPA, A PROFESSIONAL CORPORATION, we are as much financial and business advisers as tax consultants.  That’s because we focus on more than historical data and problems created by past decisions. We take into account all aspects of your business including goals, current and future market conditions, sales and operations. This way we can help our clients make the best business decisions—help them recognize opportunities and act on them quickly.

We Make Financial Statements More Useful

While financial statements help you manage your business and control costs, most business owners don’t take the time to read and analyze them carefully. That’s why we offer to review financial statements with you in person and provide our insight.

A Chief Financial Officer When You Need One

Many small businesses have a need for the expertise of a chief financial officer, but only for one or two hours a month…we can give you the time you need. From our offices or your location, our staff can meet with you for as long or as brief as you’d like to provide you with financial and management guidance.


Financial statements:

  • Reviews
  • Compilations
  • Agreed upon procedures


Tax Products:

  • Individual (all states)
  • Corporations
  • S-Corporations
  • Partnerships
  • LLC’s
  • Trusts
  • Estates
  • Gift tax
  • IRS audits


Frequency:

  • Monthly
  • Quarterly
  • Annual


Consulting:

  • Part time CFO
  • Business planning
  • QuickBooks set up and training
  • Accounting systems
  • Succession Planning
  • Lease vs. Purchase Analysis