Partner owned, based in La Jolla and built for companies from $1MM to $10MM in revenue. The firm exists so that owners and managers have a pulse on their financial metrics, with the books reviewed every month, KPIs measured against industry benchmarks, and partners across the table who own businesses themselves.
From the monthly book review to the acquisition analysis.
Statements substantially complete by the 10th of each month.
One monthly number per tier, priced to the size of the business it serves, with everything listed under it included; hourly work carries the tier's posted rate.
We strive to have statements substantially complete by the 10th of each month.
Thirty years in small business tax. CBIZ first, as a manager in small business consulting; Murril, Eakes & Company, formed in 1994; Eakes & Company, launched in 2013. Tax planning for high net worth individuals, with ownership stakes in small businesses and real estate. SDSU graduate, licensed CPA in California, board member of the San Diego Auto Museum in Balboa Park.
Assurance at EY, then portfolio analysis and KPI dashboards at a boutique real estate private equity firm, then Silicon Valley Bank's wine team and $100MM+ in loans for wineries and vineyards. Owns laundromats, a private mailbox store and storage facilities. USD graduate, licensed CPA in California, Finance and Personnel Chair of the Diabetes Research Connection in Del Mar.
