Affinity | Accounting | Business Consulting

Affinity | Accounting | Business Consulting

12 employees
14 years in business

About this pro

We help entrepreneurs to confidently grow their business without having to worry about the day to day financial management.  

We provide the best advice to new clients in terms of discussing their needs and designing a solid game plan to fulfill their requirements.

We want to get to know you!  It is important that we understand your business, your goals, and your challenges.  That allows us to make the best recommendations for you (and your budget).  

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Thousand Oaks, CA 91361
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What is your typical process for working with a new customer?

We like to first provide a 30 minute free consultation and offer the best advice to designing a solid game plan to fulfill their requirements.

What education and/or training do you have that relates to your work?

- MBA in Finance and Accounting

- Bachelors in Economics and Finance

- 10+ years of experience with individuals, start ups, families, corporations, nonprofits, entertainment and other businesses in various industries.  

Do you have a standard pricing system for your services? If so, please share the details here.

We like to offer value pricing to our clients and discuss what is included in our offer with our client's budget in mind.

How did you get started in this business?

We started this type of work beginning with "cleaning up" accounting systems and business restructuring.  I saw first hand how bad business and tax advice professionals gave my parents.  I went to school to gain this knowledge, help my parents restructure their business, prepared a business and strategic business plan and watched the profits soar.  I volunteer my time helping individuals and businesses to avoid business closure.  I introduce financial literary to new and existing business owners to keep them on track.

What types of customers have you worked with?

Almost any business type you can think of! We have had the opportunity of being allowed to work with a large variety of clients which has allowed us to understand the ever-changing needs of different industries.

What advice would you give a customer looking to hire a pro in your area of expertise?

Look for someone that understands your needs and makes themselves available.  Nothing is worse than waiting days for a response from your accountant or business consultant when you have major decisions or needs immediately!

Services offered