SERVICES
ACCOUNTING
Streamline your business operations with our expert accounting and payroll services, designed to keep your finances in perfect order. Our dedicated team ensures accurate bookkeeping, timely payroll processing, and compliance with all regulations, allowing you to focus on growing your business. With tailored solutions that meet your specific needs, we handle everything from financial reporting to tax filings, providing clarity and efficiency. Trust us to manage your accounting and payroll seamlessly, so you can concentrate on what you do best. Experience hassle-free financial management and peace of mind with our comprehensive services.
BUSINESS FORMATION
With 10+ years of experience in managing small businesses, if you don't know where to start as a new entrepreneur - we are here to help. We can lead you through the intricacies of establishing your business entity with the correct legal documentation and compliant requirements within California.
CFO SERVICES
Elevate your business with our strategic CFO services, designed to provide expert financial leadership and drive growth. Our experienced CFOs offer advanced financial planning, analysis, and strategy, tailored to your company‘s unique needs. We handle everything from budgeting and forecasting to financial reporting and risk management, ensuring you make informed decisions and achieve your business goals. With our comprehensive support, you gain valuable insights and strategic direction, empowering your business to thrive and navigate complex financial landscapes with confidence.
DATA ANALYTICS
Numbers Financial Consulting also specializes in business data analysis. We will examine large sets of data to uncover patterns, correlations, and insights that inform decision-making. This process helps businesses optimize operations, understand customer behavior, and drive strategic decisions. We can transform raw data into relative information for guiding organizations in making informed choices and enhancing overall performance.
FINANCIAL MODELING
If you need a visual representation of a financial situation or scenario to forecast future performance. Numbers Consulting can help develop you a financial model using historical data, assumptions, and various financial statements to support your decision making. It can be for any aspect of your business; new product launch, cash forecasting, budgeting, hiring employees, investments, or any acquisitions. By analyzing the outcomes, financial modeling aids in risk management and financial planning.
LOANS
At Numbers Financial Consulting we understand that one of the most integral parts of becoming a property owner is getting the right loan. Whether you are looking for your first home, investing in a rental property or purchasing a commercial building, we will help you determine which loan program works best for you; Conventional, FHA, VA, Bank Statement, Profit/Loss, DSCR, and SBA.
REAL ESTATE ACQUISITION
Building an investment portfolio comes with the big task of assuring you acquire the appropriate real estate with the correct negotiated purchase terms. To help you with that process, Numbers Financial Consulting will assist you in sourcing, analyzing properties and building a model so you can determine if a property is worth purchasing.
TAXES
Discover stress-free tax preparation with our team, dedicated to maximizing your refunds and minimizing liabilities. We offer personalized tax services tailored to your unique financial situation, ensuring accuracy and compliance with the latest regulations. Whether you're an individual or a business, our proactive approach and attention to detail guarantee a smooth process and strategic insights. Trust us to handle your taxes with precision, so you can focus on what truly matters. Experience peace of mind and financial clarity with our top-notch tax preparation services.
MISSION
Our mission is to empower individuals and businesses to achieve their full financial potential by providing expert financial guidance, innovative solutions, and unwavering support. We are dedicated to helping our clients navigate the complexities of finance, make informed decisions, and secure a prosperous future. Through our commitment to excellence, integrity, and personalized service, we strive to be the trusted partner in your financial journey, enabling you to reach your goals and unlock your true financial capabilities.
ABOUT ALEX
Alex is a seasoned accountant, loan originator, and tax preparer dedicated to helping individuals and businesses achieve their long-term financial goals. His journey began over a decade ago as a bookkeeper for a small business, and his passion for finance has since driven him to expand his expertise across multiple areas. With degrees in Accounting and Finance from Cal State Fullerton and over five years of corporate accounting and finance experience, Alex brings a wealth of knowledge and a deep commitment to helping small business owners thrive. Trust Alex to guide you in saving on taxes and fostering sustainable growth for your business.