The Purposes of Los Angeles Area Accounting Firm - PowerPoint PPT Presentation

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The Purposes of Los Angeles Area Accounting Firm

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Title: The Purposes of Los Angeles Area Accounting Firm


1
Woodland Hills Accountant, Joel Lewinson
2
Joel Lewinson
  • Having served as a Woodland Hills accountant
    for over thirty years, Joel Lewinson combines
    meticulous experience with careful guidance to
    help your company thrive. Besides offering the
    highest quality in detailed financial,
    accounting, and tax services, he offers expert
    business management services.
  • Creating and managing your own company or
    career does not need to be difficult or
    stressful. As a business manager for musicians,
    actors, artists, and athletes, his breadth of
    experience in solving all the industry specific
    financial issues that entertainers and athletes
    frequently encounter, is unsurpassed.
  • Whether youre an individual/sole
    proprietor, or are looking to establish your own
    corporation or limited liability corporation
    (LLC), he can help guide you.

3
Retirement and Estate Planning
  • Retirement Planning The quality plans you make
    for retirement determine how you spend your time
    during retirement! How much to invest, which
    investments will remain secure, and how many
    liquid assets to set aside are just a few
    retirement considerations youll want to assess.
    Joel Lewinsons accounting staff will delve into
    how to manage your assets, savings, investments,
    and expenses, while setting long-term goals that
    will give you peace of mind during your golden
    years.
  • Estate Planning This LA accounting firm and its
    excellent staff will also work with you and your
    attorney to help prepare your estate affairs in
    the event of incapacitation or death. It is vital
    to involve a CPA when planning your estate, as an
    attorney may not always understand the financial
    implications of certain decisions. They will work
    with your attorney to advise you on the best
    courses of action as you create wills, create
    trusts, develop IRAs and 401Ks for beneficiaries,
    establish a guardian for living dependents, and
    name executors of the wills.

4
Financial Planning
  • Strategic Planning What is your companys
    vision, its mission statement, and its overall
    goal in terms of the services you offer? If you
    are a sole proprietor, what are your own personal
    financial goals? This Certified Public
    Accountant, with over 30 years of experience, is
    here to answer these questions so that you can
    tap into your fullest potential.
  • Cash Management Maintaining your companys
    financial stability and solvency is paramount
    when it comes to managing your business. The
    myriad of resources at the Los Angeles Accounting
    Firm and special attention to detail guarantee
    excellent counsel for you allowing for greater
    investment security and profitability.
  • Wealth Management Managing valuable assets and
    building a stable investment portfolio is a
    delicate process, whether you are high net-worth
    individual or a small business. The staff at this
    Woodland Hills accounting firm explores all the
    financial options to help you reach and maintain
    your financial goals and build a solid foundation
    for your investment portfolio. Whether you
    require a small amount of guidance or a robust
    Private Wealth Management (PWM) package, they
    will help you create a solid financial plan for
    both the short term and long term.

5
Money Management
  • Budgeting Are you having a difficult time
    balancing or keeping track of your revenue and
    expenses? Joel Lewinson, CPA has a meticulous eye
    for spotting unnecessary expenses and can offer
    suggestions for ways to allocate revenue for
    better tax outcomes.
  • Payroll Accounting For business owners, nothing
    is more important than paying workers in an
    efficient manner and keeping accurate records of
    incomes paid and taxes withheld. So too it is
    important to understand how to make distinctions
    between employees and independent contractors. He
    will supply confident methods and advice to bring
    peace of mind to both employer and employee.

6
Joel Lewinson
  • At the Los Angeles area accounting firm, Joel
    Lewinson and staff, provide a full suite of
    business management services to satisfy all your
    financial needs. They will accomplish all your
    management goals because of a dedication and a
    unique ability to think outside of the box when
    it comes to suggesting plans that are both timely
    and risk-free.
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