Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
Income and estate tax planning
Risk management
Insurance review and analyses
Industry Expertise
Medical and dental practices

PREPARING FOR THE FUTURE

Let Us Help:

A Cutting Expenses How-to for Orange County Businesses

As a small business owner, you’re battling on a lot of different fronts right now. You’re doing your best to keep employees happy, raise prices without driving away customers, pivot to alternative supply options as your current ones dry up, adjust for changing...

Raises and Inflation: Orange County Business Owners, Listen Up

Everywhere I turn there’s a Orange County business with a “Now Hiring” sign in the window. Are you seeing this too? Staffing is an issue in every industry across the country. Part of that? Making money isn’t the only reason people want a job. 2020 certainly...

The Art of Raising Prices for Orange County Small Businesses

The unfortunate reality of things right now is that businesses across the board might need to raise their prices. Inflation’s increasingly pervasive effects, as well as continued supply shortages, demand that pricing models change – or at least be...

Montagna & Associates, Inc.’s Fighting Inflation Series: Taking Out a Business Loan

Today I want to start a series on how small businesses like yours can fight inflation. Because I know that’s one of the top concerns for businesses across the country right now. But I’d also like to know…How’s your business faring? I’m genuinely interested in how...

Alleviating Cash Flow Management Pains for Orange County Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Orange County small...

The Word on Payment Methods for Orange County Businesses

…payment methods!Try to come up with one thing that’s more important to your Orange County business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...

Why Should Orange County Businesses Care About FASB and GAAP?

 Yes, inflation isn't slowing down, even here in Orange County.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Newport Beach business owner readers and clients, and not just speed...

Making the Most of Your Orange County Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for Orange County business owners.These days are getting tougher. Hang in there.Now … the one...

An Accounting Methods Rundown for Orange County Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Orange County business owners are in the thick of things during this commemorative...

Montagna & Associates, Inc.’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Orange County business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last...