ALL IT TAKES TO BE SUCCESSFUL

Comprehensive support for your ideas, their development and Implementation.
NEW BUSINESS OR SELF-EMPLOYMENT SUPPORT
  • Business formation
  • Business plan
  • Feasibility study
  • Budgeting
  • Tax planning
  • Entity selection and incorporation
  • Documents preparation and filing with Federal and State authorities
  • Bookkeeping and accounting services
  • Business loans consulting
  • Human Resources
ADMINISTRATIVE AND ACCOUNTING SUPPORT
  • Budget Planning, Development, and Control
  • Accounts payables and receivables
  • Bank accounts and credit cards reconciliation
  • Expense and Income classification
  • Payroll processing
  • Financial statements & balance sheets preparation
  • Risk Management
  • Process and Systems Development
  • Quality Control
  • Preventative Maintenance
  • Forecasting
MARKETING AND COMMUNITY RELATIONS
  • Proactive media relationship development
  • Writing of publications, news releases, speeches and presentations
  • Strategic Planning
  • Imaging organizations as a community leaders
  • Public Information Officer
  • Building community awareness and involvement
  • Public presentations
  • Website Development
HUMAN RESOURCES
  • Payroll
  • Staff Interviews, Hiring, Orientation, Training, Supervision and Evaluation
  • Compensation and Salary planning
  • Assess and prioritize functional workforce needs
  • Assessment of HR process effectiveness and improvement opportunities

 

 
Contact Us if you didn't find what you were looking for.
NON PROFIT WORK
  • Entity formation
  • Business plan and Budgeting
  • Board and Volunteer Development
  • Capital Campaigns
  • Feasibility studies
  • Tax planning
  • Documents preparation and filing with Federal and State authorities
  • Bookkeeping and accounting services
  • Financial Development
INTERNATIONAL SUPPORT
  • Student Exchange Program
  • Business Exchange Program
  • Relocation Consulting in Southern California (language programs, housing, education, medical, community exploration, transportation)
  • Business Connection development
  • Tax services for U.S. citizens abroad

 

 

SERVICES FOR INDIVIDUAL

 

  • Tax compliance and planning
  • Tax return preparation
  • Personal financial or investment consulting
  • Estate and Trust consulting and administration
WHO WE ARE?

JAMES MORGAN

 

James has a Master’s Degree in Organizational Management and over 30 years of expertise in leading organizations to success. James has worked in a series of successful capital campaigns, including personally raising over $ 4.8 millions for one local project. Thriving on turning around struggling organizations, James would love to work with you and your business to reach your goals.

MARINA SERGEEVA

 

Marina has a Master’s Degree in Economics and over 10 years of financial and accounting experience in variety of fields such as oil and gas industry, construction, logistics, management consultancy. A key skill is the ability to successfully implement and manage accounting systems and procedures. She also has strong communication and administrative skills as well as computer proficiencies in different accounting software. Marina would love to work with you 

and your business for successful results and positive outcomes.

Tax Preparer CTEC ID: A311168.

 

OUR MISSION

To Bridge that divide between business and successful business.

OUR CORE VALUES

 
 
 
 
      RESPECT
 
 
 
 
INTEGRITY

International Work Experience in 

Germany, Japan, Dubai, and Russia.

 

Wide network Relationships.

LANGUAGES WE SPEAK

English, Russian - native.

German, Japanese - spoken.

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