Holistic Approach
We take a holistic approach to meeting your tax and accounting needs. Most understand their accounting needs to be to get their taxes filed. This is all good and well. If you would like to limit the value of the service to handing over your tax information and having your taxes prepared and presented to you as a set of options, choices, and actionable steps. We can oblige and will certainly work hard to deliver you your best result.
The essence of accounting is the language of business. It denotes a common language that can be understood and time
Accounting is nothing more than a bag of tools to track and report our exchange of life value with one another. We have agreed on a monitary system to track such an exchange
Accounting Philosophy
Value Based Approach
There is a very simple reality that what I deem to be of value and what you value are different. Luckily for you as the client I focus on being of service in accounting
Accounting prospectives
1) Profit and loss (Income/Expense) (Periodicity)
We typically think of Accounting in terms of our monthly income and monthly expenses.
2) Tax
We typically think of tax in terms of our annual salary or income and the percentage of tax we are likely to pay. We typically live first and let the cards fall where they will in terms of tax implications. This is where the holistic approach of trying to see years out into the future of where we would like to be and how best to utilize our understanding of the tax code will allow us to plan and strategize for a better leveraged tax and life descisions.
3) Cash Flows
Sales are up in July, but the core expenses are the same in the winter. If we want to expand operations or our marketing efforts for the upcoming summer season we have to invest winter. For this reason budgeting and the Cash Flows perspective is critical. We need to see around the corner and make good business decisions for the anticipated future. The more we practice the habit of budgeting/forecasting and having a designed rollout for our business the more likely we are to acheive our desired business goals and objectives. Understanding our business needs and the options available to us the greater reliably anticipate our cash flow needs and the financing options available to us the likelier we are to acheive the goals and objectives we desire for our life or business
4) Equity position
Life is short. We all have the desire to live now and pay later. No one can anticipate with certainty our
Relationship emphasis
Commited not to take on more work than is feasable to maintain an emphasis on
619-996-4464
josh@jcobergcpa.com
Contact Us
Please reach out with a phone call or email today. I look forward to hearing from you and working with you on your tax or accounting needs.
8047 Mission Gorge Rd. Ste. H
Santee, CA 92071