ACCOUNTING SERVICES · BEVERLY HILLS
Premium accounting service for Beverly Hills businesses — dedicated partner, quarterly reviews, tax planning built in.
A recurring engagement delivered from our Robertson HQ. Named partner, dedicated CPA, dedicated senior accountant. Monthly close, quarterly reviews in person, and year-round tax planning bundled into one price.
GET A SCOPING CALL →What is in the engagement
- Monthly bookkeeping (QuickBooks Online) — categorized transactions, bank and credit-card reconciliations, and clean subsidiary ledgers.
- Month-end close by day 15 — accrual entries, deferred revenue, prepaids, and books closed to a schedule you can build a forecast on.
- Financial statement package — P&L, balance sheet, and cash flow delivered monthly with partner-written commentary.
- Tax planning bundled with monthly — quarterly estimated-tax review, entity structure check-ins, and mid-year projections included in the fee. Not billed as separate scope.
- Quarterly business review at our Beverly Hills HQ — a 60-90 minute working session, on Robertson, across a table. Or wherever you would rather sit.
- Sales & use tax — CDTFA quarterly filings, prepayments where applicable, and annual nexus review.
- Payroll oversight — Gusto, ADP, or RUN. Journal integration, quarterly reconciliations, and workers' comp class-code review.
- 1099 compliance — year-round W-9 collection; 1099-NEC and 1099-MISC filings at year-end.
- Business license renewals — City of Beverly Hills and California SoS filings tracked and filed.
A dedicated partner and team — the same people, every month
Every Beverly Hills engagement is staffed on day one with a named partner, a named CPA, and a named senior accountant. They do not rotate quarter to quarter. The partner reviews the return in April and picks up the phone in November. The senior accountant who books the transactions in January is the same one who reconciles them in July. Continuity is not an upsell here — it is how the service is priced and staffed.
How onboarding runs — four steps, roughly 45 days
1. Discovery. A 30-minute scoping call, or an in-person kickoff at our Robertson office if you prefer. We ask what breaks, when it breaks, and what a good year looks like.
2. Data migration. QBO file review, chart of accounts cleanup, bank feed setup, integration wiring for payroll and merchant processing, and a documented handoff from whoever ran the books before.
3. 30-day parallel run. We work alongside your current setup for one full month so nothing goes dark during handoff.
4. Ongoing cadence. Month-end close by day 15. Quarterly business review with your partner in person at Robertson. Year-end tax planning already primed by the time October arrives.
Quarterly reviews at the Beverly Hills HQ
Four times a year we sit down with the client at 256 South Robertson to review the last quarter's numbers, the next quarter's plan, and any structural questions the CPA needs to think through — entity design, retirement contributions, compensation structure, expected liquidity events. It is not a status meeting. It is the working session that keeps tax planning ahead of the return, not behind it. Clients who prefer to hold it at their office are welcome to; the standing default is Robertson.
Signals that you're ready for this level of engagement
- Your tax planning and your monthly books currently live in two different firms and never quite talk to each other.
- You have a business manager who needs a CPA counterpart, not a competitor.
- Your close is inconsistent and the surprise at year-end is always bigger than it should be.
- You want the same person on the phone every time you call, not whoever is available.
- Your business has grown into a level of complexity — comp planning, retirement plans, entity restructures — where reactive accounting is not enough.
- You would rather meet quarterly across a table than four times a year on Zoom.
Pricing signal
This engagement is priced higher than a bookkeeping-only recurring service — meaningfully higher. In exchange, tax planning, quarterly reviews, and partner continuity are bundled in rather than billed as add-ons. Actual pricing happens after discovery, because the mix (entity count, transaction volume, payroll complexity, sales-tax exposure, complexity of the owner's personal return) drives the real work.
Frequently asked
Q: Is tax planning really included in the monthly fee?
A: Yes — the quarterly estimated review, mid-year projections, and structural check-ins are all part of the engagement. Separately-scoped work exists (multi-year projections for a liquidity event, R&D credit studies), and we quote those explicitly when the situation calls for it.
Q: What if I already have a business manager?
A: This service is compatible with a business-management relationship, not a substitute for one. The BM handles day-to-day bill pay and personal cash flow; the firm handles the CPA work, the returns, and the planning. Communication protocols get established during onboarding so nothing crosses lanes.
Q: What is the response time for questions between quarterly reviews?
A: Same-business-day acknowledgment on email during business hours. Substantive response within 24 hours for anything non-urgent, faster for anything urgent. Your named partner is reachable directly for anything that cannot wait.
Q: Do you work in QuickBooks Online only?
A: QBO is our primary. Legacy QuickBooks Desktop clients get migrated during onboarding. Xero on exception.
Q: Where is client data stored?
A: Egnyte (SOC 2, encrypted at rest and in transit). Bill.com for audit-logged bill pay. Role-based access on every system. All staff US-based, working from the Beverly Hills office. Private data does not leave the country.
One engagement. Dedicated team. Quarterly reviews at our Beverly Hills HQ.
256 South Robertson Blvd, Suite 206, Beverly Hills 90211. Thirty-minute scoping call — no obligation.
GET A SCOPING CALL →CALL (866) 222-6060
Frequently Asked
Beverly Hills — questions we hear.
What accounting services are most in demand in Beverly Hills?
In Beverly Hills, the most requested accounting services are business management, HNW tax planning, entity structuring, loan-out corporation accounting, trust and estate tax coordination, and multi-state residency planning. Bookkeeping and payroll are typically bundled inside larger engagements rather than sold standalone. Given the concentration of entertainment and executive clients, most Beverly Hills engagements are advisory-heavy rather than transactional.
How much do accounting services cost in Beverly Hills?
Accounting service fees in Beverly Hills reflect the complexity of the client base. Monthly bookkeeping and light advisory typically run $1,500-$5,000. Full business management often ranges from $5,000-$25,000 per month depending on entities, staff supervision, and personal cash flow volume. HNW tax return preparation usually falls between $3,000-$15,000 annually depending on K-1s, multi-state exposure, and international activity.
Do Beverly Hills accounting services include personal bill pay?
Business management engagements in Beverly Hills typically include personal bill pay — the firm receives, reviews, and pays household bills, tracks credit cards, coordinates insurance premiums, and manages tour or project-related expenses. Bookkeeping-only services generally do not. Clients who want concierge-level financial operations should specifically ask about bill pay scope and internal controls before signing an engagement letter.
Can Beverly Hills accounting services coordinate with my wealth manager and attorney?
Yes, and coordinated advice is where boutique Beverly Hills firms tend to add the most value. Tax, investment, and legal decisions overlap constantly for HNW clients, so a good accounting team joins calls with the wealth manager, estate attorney, and business manager to make sure the tax lens is present. This avoids common mistakes like liquidating appreciated assets without harvesting losses or triggering PTE deadlines mid-year.
Are Beverly Hills accounting services worth the higher fees compared to other areas?
The fees reflect the complexity handled, not the ZIP code. Beverly Hills accounting services usually involve HNW planning, multi-entity coordination, and advisory work that generalist providers can't deliver. For a straightforward W-2 return, a Beverly Hills firm is overkill. For entrepreneurs, executives, and entertainment clients with layered structures, the total tax savings and cleaner operations typically outweigh the fee difference several times over.