Goldstein Franklin, Inc      
  Full Service Certified Public Accounting Firm & Business Advisors

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Business Services


Welcome to our CFO and Controller Services information page. Services provided through Goldstein Franklin, Inc.  A Los Angeles based CPA firm.  We are the premier provider of CFO and Controller Services in Southern California.  We provide entrepreneurs in Southern California and around the world with more clarity and peace of mind that lead to better business decisions and result into improved cash flow and profits. Because our quality control standards are high, our CFO and Controller Services are among the best in the business. Our goal is to always deliver qualitative results.  We look to create an environment that is challenging, engaging and financially rewarding for partners and their employees. We want you, our valued customer, to be happy.                                                                                                                                    

Bookkeeping, Tax, Accounting, Financial Analysis, SEC Reporting, SOX Compliance, and Financial and Program Audits. 

Goldstein Franklin, a California CPA firm, is a premier provider of Tax, Accounting, Financial, and Business solutions across Southern California. We provide entrepreneurs in Southern California, the United States, and around the world with more clarity and peace of mind that lead to better business decisions and result into improved cash flow and profits.

Because our quality control standards are high, our CFO and Controller Services are among the best in the business. Our goal is to always deliver qualitative results. We look to create an environment that is challenging, engaging and financially rewarding for clients and their employees. We want you, our valued customer, to be happy.

We provide Bookkeeping, Tax, Accounting, Controller & CFO Services, SEC Reporting, SOX Compliance Testing, and Regulatory Compliance Review to businesses and nonprofits in Southern California.  Our principals and staff have over 40-year of experience and an unparalleled wealth of knowledge and intellectual capital to put to work for our clients.  Our consultants hold industry credentials such as CPAs, CMAs, CFMs, MBAs, Real Estate brokers, Series 7, 63, & 65 Financial Advisors, and JDs.


Our CFO/Controller services are tailored to the dynamic needs of today’s small and medium size businesses.  We meet with business owners or/and managers to ascertain the scope and level of services needed, help them prioritize the needs, and then provide them with a customized proposal.  Below is a list of our typical service offerings:

 

Cash Management

 1.

Develop cash flow projections

 2.

Accelerate billings and collections processes

 3.

Help secure a bank line of credit

 4.

Maintain banking and loan relations, including reporting requirements and debt covenants

 5.

Invest excess cash balances while maintaining liquidity

 

Financial Business Planning

 1.

Create customized financial business models

 2.

Develop short-term & long-term financial and operational business plans for start-ups and ongoing operations

 3.

Assess the financial impact of strategic initiatives; including cost and pricing strategies; quantify all assumptions

 4.

Implement departmental budgeting and variance reporting

 5.

Perform financial ratio analyses

 6.

Identify and monitor key business metrics; create dashboard

 

Financial & Accounting Management

 1.

Install and implement QuickBooks & other systems

 2.

Reconcile balance sheet accounts

 3.

Analyze and interpret financial statements

 4.

Implement productivity and time tracking

 5.

Create daily, weekly, monthly management reports

 6.

Define needed back-office staffing requirements

 7.

Interview, train and mentor in-house accounting staff

 8.

Manage the annual review or audit process; liaison w/CPA

 9.

Ensure books are ready for year-end tax return preparation

 10.

Oversee all finance and accounting functions

 

Contract Bookkeeping (part-time, interim, or project)

 1.

Enter and pay vendor bills

 2.

Generate or post customer invoices; enter customer payments

 3.

Post debit card & other automatic withdrawals

 4.

Process payroll; post to books

 5.

Reconcile and post credit card charges

 6.

Reconcile Bank Statements
Other customized bookkeeping services as needed

Operations & Administration

 1.

Recommend areas for improvement; introduce best practices

 2.

Design and/or modify operational processes to meet changing needs due to reorganization, growth and attrition

 3.

Review current business agreements with customers and/or suppliers; suggest changes when appropriate

 4.

Review corporate insurance policies for adequate and appropriate coverage

 5.

Assist with contract and pricing negotiations with customers and suppliers

 6.

Review and organize all corporate records & agreements


Value Proposition

Customized Model:  At the forefront we deploy our customized critical business performance information, to enable business owners and executives to maximize their chances for success, whether they want to improve their already successful business or they need to turn around a struggling enterprise.   Second, our team of seasoned, entrepreneurial finance executives, or CFOs will roll-up their shirt sleeves to help client business solve problems and improve performance. Over the past seven years, we have worked with and added value to scores of companies in every industry located in Southern California.

Some of the ways we have helped entrepreneurs include:

  • Raised over $78 million in debt and equity financing
  • Helped a client sell his business netting 9 times original investment just after 8 months of providing CFO & Controller Services
  • Increased sales
  • Reduced costs
  • Improved employee productivity
  • Reduced taxes
  • Improved success rate for exit and entrance events
  • Turned-around insolvent businesses
  • Won recognition and achievement awards
  • And much more…

Next Steps:  Since every business is unique, we will need more information before we can confidently recommend the plans and pricing that will best fit business needs and bring out the most value.  We can be reached for a free and brief consultation, the result of which will be a customized program for the business. We have plans to fit every budget.  



                                                                                                                                                                                                      Goldstein Franklin, Inc. BBB® Accredited Business Seal