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Accurate and timely financial information is the key to effective decision making. Specializing in Not-for-Profit entities and Closely Held Businesses, Balser, Horowitz, Frank and Wakeling has over 65 years of experience in providing traditional financial reporting services as well as developing forecasts to review the financial feasibility of growth objectives, project cash flow requirements, and analyze the impact of capital outlays. The single most important factor in BHF&W's success since its founding in 1937 has been our uncompromising commitment to the highest standards of quality and professionalism. As a member of the American Institute of Certified Public Accountants (AICPA), we undergo a peer review every three years. This is a program dedicated to ensuring that participating firms have quality control systems in place over their accounting and auditing practices, and that professional personnel meet the continuing education requirements of the AICPA and the California State Board of Accountancy. Because of our strategic alliance with Ronald Blue & Co., LLC, we can also offer a wide range of tax services, from corporate tax planning, succession planning, and estate planning, to tax return preparation for corporations, partnerships, LLCs, trusts, estates, and individuals. Our client relationships encompass the following: - Deepening our understanding of your business policies, procedures, and objectives.
- Evaluating systems, processes, and people that control and process transactions and assessing the integrity of your systems.
- Testing the ability of your systems to process and report transactions and produce accurate financial statements.
- Reviewing the accounting department's duties and performance and providing an evaluation.
- Reporting the results of our testing clearly and promptly to management and the Board of Directors, including recommendations for strengthening your systems and procedures.
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