Given & Company offers a wide range of services to our individual and business clients. We're large enough to provide you with complete financial services, yet small enough that our clients benefit by receiving personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with brief descriptions.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Litigation support
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Acquisitions, mergers and sales
Management controls and reports
Organizational structures and policies
Fraud Prevention & Detection
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Business and Personal Management Services
Given & Company's business management services extend our philosophy of communication, commitment and responsiveness in all aspects of your business life. Our customized management services include:
General business management, including paying bills and receiving mail
Maintenance of account records; general and project-specific bookkeeping
Insurance coordination: life, health, home, auto, homecare
Comprehensive Tax Services
We use your tax returns and related documentation to build a greater understanding of your needs and communicate our recommendations. The emphasis is on creative and constructive tax planning. Included in our services for individuals and businesses:
All necesssary income tax returns
Estate, gift and trust returns
Representation before the Internal Revenue Service and other taxing agencies
Payroll tax returns
Liquidations and reorganizations
Sales tax audits
Our Elder Care Services are a natural extension of our emphasis on anxiety resolution and responsiveness in meeting your needs -- from estate and trust tax planning and administration to comprehensive tax services to negotiating freeway traffic in Los Angeles.
Estate and Trust Tax Planning and Administration
Our estate and trust services begin with the initial organization and extend to every detail of administration. In addition, we can safeguard your financial health by helping to track your investment portfolio. Unlike some financial counselors, we're able to remain objective in our recommendations because we have no relationship with specific products. Amoung our services:
Estate planning, including coordination of wills and trusts. We can help you outline the details of your will and/or trust, then refer you to an attorney for its completion.
Financial planning, short-term and long-range
Coordination with your investment counselor
Financial Planning and Reporting
Budgeting and responsibilities reporting
Cash flow analysis, projection and forecasts
Our Network of Referrals
We actively develop and maintain a network of professional referrals to further assist you. This valuable network includes contacts among the medical, legal, insurance and investment communities. If we don't offer a service that you require in-house, we will put you in touch with someone of quality and experience who does.