Our mission is to build a trusted personal relationship with our clients in order to meet and exceed the needs of a growing business. We can provide you with financial expertise to cost effectively manage and produce revenue in an unstable economy. Through industry awareness, coaching skills, strategy development, and operational improvements, Lopez-Iwata & Associates will identify and develop key tactics for financial success. During our initial consultation we will match your business with one of our specialized consultants according to the needs and constraints of your business.
Learn about our individual services that we provide below:
DAY TO DAY OPERATIONS
Book keepers are trained and matched to our clients specific industry and business based on their personal and professional experience. Book Keepers will spend 4-16 hours a week managing your accounts receivable, accounts payable and general banking inquiries while effectively maintaining your day to day financials.
DAY TO DAY OPERATIONS + QUARTERLY AND ANNUAL REVIEW
Senior accountants oversee all book keepers and lower level accounting staff while maintaining the integrity and accuracy of the reporting process. Senior accountants generally spend 4-8 hours a week with book keepers and principles, building strategy and compliance policies to effectively facilitate GAAP/IFRS and governmental reporting standards. Our accounting managers are qualified professionals who have worked with small to mid sized businesses with revenue ranging up to 4 million in revenue assets.
DAY TO DAY OPERATIONS + QUARTERLY AND ANNUAL
Executive consultants are qualified finance professionals specializing in management and financial accounting, corporate structure/strategy, compliance and reporting. Executive consultants generally serve as interim Controllers, Chief Financial Officers or upper level management within an active or advisory capacity. Executive consultants oversee daily, monthly, quarterly and yearly accounting procedures in compliance with GAAP or IFRS reporting standards. Executive consultants in conjunction with book keepers and senior accountants/accounting managers assess and implement accounting controls and policies to effectively facilitate accurate and timely reporting of financial statements. Executive consultants interact with business principles, board of directors, upper management and in most cases seek the authority to communicate with the representing audit and tax firms. Our executive consultants will have a minimum of 5-20 years of financial management experience with startup, personal-small-large corporations with assets up to 30 million.
Collaboration with an outsourced firm for specialized tasks
Our management consultants consists of a combination of accounting managers and executive consultants collaborating with an outsourced firm for specialized tasks. Medium to Large size organizations often use this service when seeking assistance with public audit compliance, internal controls development and implementation, risk management and systems testing. Our specialized consultants evaluate specific functions within the organization and develop controls in compliance with GAAP and IFRS reporting standards.
As a financial accounting consultancy, we work closely with local partner tax, audit and law firms within the San Francisco Bay Area. If you're looking for recommendations, we would be happy to share our referral network of highly qualified professionals.