Services For Businesses
Strategic CPA Services for Business Owners in the Coachella Valley and Greater Palm Springs
We help successful growth-oriented business owners/operators and emerging entrepreneurs improve profitability, streamline operations, reduce tax liabilities and risk, preserve multi-generational wealth and prepare for a successful exit.
Whether you’re scaling, managing multi-entity operations, or planning for leadership succession, our experienced CPAs provide expert guidance every step of the way.
Thriving and emerging businesses deserve more than annual filings. Healey & Associates Certified Public Accountants and Consultants brings senior‑level tax, accounting, and advisory support year‑round so you can move decisively, protect cash, and grow with intention.
Core services focus on:
- Tax reduction strategies
- Corporate tax compliance & filings
- Accounting advisory and compliance
- Business succession & exit planning
- Part-time CFO advisory services
See below for our full suite of business services.
Core Services for Businesses
Audits, Reviews & Compilations
Financial reporting across three assurance levels, including audits, reviews, and compilations, paired with practical recommendations for profitability and efficiency and emphasis on tax savings.
Accounting Services
General ledger & financial statement preparation, monthly/quarterly/annual bookkeeping, accounting system setup, and related support.
Financial Statements
Preparation of statements in accordance with professional standards for management decision‑making (no assurance expressed).
Financial Forecasts & Projections
From simple projections to complex modeling to support planning, lenders, and boards.
Cash Flow & Budgeting Analysis
Forecast and evaluate cash needs; track sources/uses to prevent surprises.
Tax Planning & Preparation
Year‑round strategies and compliant filings for corporations/partnerships, taking advantage of relevant legislation.
IRS/FTB Representation
Calm, experienced handling of notices, examinations, penalty abatements, and payment plans.
Sales Tax Services
Preparation and filing support across jurisdictions; nexus awareness.
Business Succession Planning
Transition design for continuity—family transfers, management buyouts, and preparation for ESOP/third-party sales.
Business Valuations
Objective analyses to inform transactions, shareholder matters, or disputes.
Buying & Selling a Business
Structure, cash‑flow analysis, and tax considerations from LOI to close.
Management Advisory & Business Consulting
Sounding‑board support, KPIs, systems/process improvements, and growth planning.
Pension & Profit‑Sharing Plans
Evaluate and implement qualified plans that align with ownership and employee goals.
Debt & Financing Services
Financing strategy and debt consolidation/evaluation informed by day‑to‑day experience
Business Entity Selection
Evaluate pros/cons of entity types (e.g., S‑corp, LLC) for long‑term tax and operational fit.
Employee Benefit Plans
Development, implementation, and administration support for employer‑provided plans.
Forensic Accounting
Analysis for disputes, fraud/theft investigations, and damage measurement.
Litigation Support
Quantification and documentation of economic damages using accounting/auditing techniques.
Expert Witness Services
Qualified professional opinions to support or oppose evidence in court.
Industries, including;
Hospitality, restaurants & clubs, real estate & construction, professional services, healthcare practices, e‑commerce, manufacturing, and distribution.
Owner’s Personal Planning
Your business choices affect your household. See For Individuals for coordinated planning.
Optimize Your Financial Strategy
with Healey & Associates, CPAs and Consultants
Take control of your company’s financial situation with expert guidance from Healey & Associates. Contact us today to schedule a consultation and discuss how we can help you maximize financial success, confidence and peace of mind.