Business Consulting

Newport Beach Business Consulting Services

Congratulations on taking that leap and starting or taking over your own business! Whatever field that may be, you're the expert on your business’s products and/or services However, when it comes to actually running your business, you may need some help with the nuts and bolts. This is why the Accounting firm of James D. Anderson CPA of Newport Beach offers business consulting.

For over 3 decades our firm has been helping businesses in Newport Beach better run their operations. We understand that there are two main attributes to a successful business: sales and money management. Once you have the sales, we can help you with the rest.

Strategic business plans

A strategic business plan can guide you when you are starting a new venture, expanding a current organization, buying a new business, or turning around a declining business. As your accountant, we know your companies ins-and-outs. We have a clear understanding of where you are regarding your financials and where you want to be. 

We Understand Why Businesses Succeed

For better or for worse, as a seasoned Newport Beach accountant, we have seen many businesses thrive and unfortunately, seen a fair share fail. We have the privilege of having already “been there and done that.” Through this experience we know what works and what doesn’t and can share our knowledge with you. 

Your Employees are your Biggest Asset

We consult with business owners to develop a winning business strategy. Then we can help get employees on-board and put new business strategies in motion. We have all heard the term, “there is no ‘I’ in team,” and we help businesses with implementing our money making and tax saving plans. 

Cash-flow management

When we manage your cash flow, you will forecast when, where and how your cash needs will occur. We have a proven track record of identifying the best resources for meeting additional cash needs whether utilizing conventional methods or thinking out of the box. With 35 years in this industry in Newport Beach, we have come to know the local bankers, creditors, and lenders very well. 

Part-time CFO services

As part of our business consulting offerings, we offer part-time CFO services. As your part time CFO, we will come along-side business owners and help oversee, protect, and improve their finances. We accomplish this by helping managers and business owners better understand the business’s current financial state and financial forecasting. We coach management on how to put money making strategies in motion, and where to cut costs. We suggest effective business restructuring ideas, tax saving principles and much more! We will be a coach and your biggest cheer leader. We know successful businesses need to have the cooperation of the entire business’s team and we can help lead a staff so that all parties are onboard.  

Running a business can be fulfilling but at the same time, it can be overwhelming. We can handle your numbers while you handle your product, service and sales. Let us have the honor of being your Newport Beach business consultant.  

Get In Touch

At James D. Anderson CPA, we've been serving the accounting needs of Newport Beach, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

James D. Anderson CPA

1101 Dove Street Suite #100 ,
Newport Beach, CA 92660
T: (949)720-1090
F: (949)833-1292


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