Accounting Services
For many people, running a business is a dream come true. But the dream can quickly turn to a nightmare when a small to midsized company loses opportunities – or makes costly mistakes – because it cannot afford a full-time accountant or bookkeeper. That’s why more and more entrepreneurs are choosing Soren McAdam as a trusted advisor dedicated to their long-term success.
Lucia A. Whyte
Lucia A. Whyte
Bookkeeping
To ensure strong growth, most small businesses need to focus precious resources on sales, marketing and customer service. For that reason, a lean in-house accounting staff may not have the time to keep pace with a company’s recordkeeping and reporting requirements.
At Soren McAdam, our small and medium-sized business team has the experience to handle all – or part – of your organization’s bookkeeping needs. By choosing an outsourcing solution, you pay only for the services your business requires. Our knowledgeable CPAs have a broad range of financial, tax and consulting knowledge, which means we can solve your toughest accounting challenges – saving the cost of recruiting and hiring full-time staff.
QuickBooks Consulting
For years, QuickBooks has been a robust, low-cost business accounting software solution for small to medium-sized companies. However, many firms don’t know how to choose the right QuickBooks product for their situation, or lack the expertise to maximize software features that can help drive process efficiencies.
At Soren McAdam, our Certified QuickBooks ProAdvisors are well-versed in helping clients get the most out of their QuickBooks solutions. We can help your team with software selection and customized set-up, which includes data transfers from existing accounting software. In addition, we frequently design and present staff training on QuickBooks platforms, and provide fast troubleshooting and ongoing support.
Lucia A. Whyte
Lucia A. Whyte
Controllership Services
What do fast-growing entrepreneurial ventures and small companies in a mature market niche have in common? In many cases, both find they need the services of a senior-level financial officer, but don’t want to commit to a full-time salary. For that reason, many small to medium-sized companies in the Inland Empire choose Soren McAdam for controllership support.
Our knowledgeable CPAs provide can provide leadership in a full range of areas, such as budgeting and forecasting, employee benefit plans, financial statement analysis, internal controls, and tax planning. At the start of every engagement, our team will meet with you to discuss the scope and goals for your controllership needs. If desired, we can also provide training services for your accounting and finance staff, which can improve your team’s internal capabilities. Best of all, this controllership role is scalable, meaning that as your company’s needs change and grow, our professionals can deliver increased levels of support.
Jason B. Lewis
Jason B. Lewis
Joseph Horzen
Joseph Horzen
