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Having the right financial advisor is more than just getting someone to balance your checkbook and keeping you on the right side of the IRS. Most of the recommendations we make to entrepreneurs involve finding someone who can, either as a consultant or as a team member, help create and present a financial plan that investors will believe and get excited about. Such a person must have a realistic perspective on what it takes to run a profitable business. If you don’t have someone like that on your team, here’s some resources who can help:
Basic Tax & Accounting Help
US & International
PricewaterhouseCoopers
At PricewaterhouseCoopers, we measure our success by yours. Every day our more than 122,000 people in 144 countries go to work to help our clients succeed. From Dublin to Durban, from Minneapolis to Manila, our job is channeling knowledge and value through four lines of service and 22 industry-specialised practices.
Southern California
Allen, Haight, Cooney & Monaghan
AHCM is a full service CPA firm that offers a broad range of accounting and auditing, taxation, valuation, financing, personnel recruitment and business consulting services to closely held and middle market businesses and the individuals who own these businesses.
The firm is large enough to serve the needs of growing middle market companies but small enough to deliver personalized service to company owners and key employees. They advocate a one on one relationship between firm employees and clients.
AHCM serves clients in various industries utilizing the collective experience gained in serving a diverse set of industries to respond to the ever-changing needs of their clients. AHCM’s partner group offers clients more than 100 years of collective experience in public accounting.
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Specific Contact:
Tom Monaghan, CPA
Allen, Haight, Cooney & Monaghan LLP
2302 Martin St., Suite 475, Irvine, CA 92612
Tel.: (949) 852-9433
Fax: (949) 852-9620
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Interim Financial Support
If your company is looking for part-time or interim experts who can help develop and guide the financial and/or IT strategy of your company, here’s the resource we suggest:
Tatum CFO/CIO Partners
TATUM provides clients with strategic, financial, and technology leadership. The Firm’s value is its ability to immediately integrate into its clients’ operations, objectively pursue opportunities, and lead the achievement of results.
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Specific Contact:
Karl Hardesty, Area Managing Partner, California
Tatum CFO/CIO Partners
2040 Main Street, 9th Floor
Irvine, CA 92614
Phone: 949-640-6500
Mobile: 949-929-5814
Fax: 714-464-4278
Email: karl.hardesty@tatumpartners.com
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NOTE: How to get the most out of these resources
The companies listed in TVA’s Business Resource Center have been carefully screened by TVA to ensure that only the best can be featured. You are welcome to contact any resource listed without any contact with nor obligation to TVA. We only ask that you remember two things:
- TVA is not guaranteeing any resource. By contacting any listed resource, you assume all responsibility for doing your own due diligence and negotiating whatever terms are ultimately agreed to by both parties.
- In order to ensure that a client is connected with the resources most appropriate to the needs of the client, TVA highly recommends that the client go through the TVA rating process first where specific resources that are custom chosen for the client are made.
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