Financial Advisory Services
Provided by Sovereign Group
Helping businesses position themselves for maximum profitability, productivity & growth.
Financial Advisory Services for Orange County and Los Angeles Businesses
At QBcure, we offer more than exceptional QuickBooks accounting services and bookkeeping for Orange County and Los Angeles business owners. Our financial advisory company, Sovereign Group, provides financial advisory services that help small to mid-sized businesses position their companies for maximum growth and productivity. We apply our superior accounting expertise and innovative technology to provide financial guidance that goes beyond the numbers. We help you understand the whole picture behind your financial statements by analyzing the underlying factors that lead to rising or falling costs and fluctuations in revenue.
We’re Dedicated to Helping Businesses Position Themselves for
Maximum Growth & Productivity
Our financial guidance and accounting advisory services can include:
- Financial Statements
- Budgeting
- Cash Flow Management
- Accountability
- Strategic Planning
- Cash vs. Accrual Accounting
- Government Programs for Businesses
- And more. . .
Whether you need an analysis of KPIs and other metrics, pricing and costing analysis, or a SWOT analysis with strategic planning guidance, we can help you move your company’s growth and development to the next level.
Does Your Business Qualify for the Employee Retention Credit (ERC)?
The second stimulus bill enacted into law on December 27, 2020, and the American Rescue Plan Act of 2021 (ARPA) enacted into law on March 11, 2021, included significant enhancements to the Employee Retention Credit (ERC). The ERC allows qualified employers to receive significant dollars back from the United States government. This money is in addition to the Payroll Protection Plan (PPP) money that employers may have received. This is free money if you qualify that does not have to be paid back. Time is of the essence to see if you qualify since we do not know how long the US government will fund this program.
CUSTOMER REVIEWS
BRAD WAS INCREDIBLY HELPFUL
"I own Pet Waggin, a pet sitting and dog walking business. My business has grown over the last few years and with the addition of staff I really needed to take my accounting to the next level. I've always used Quickbooks Online and wanted to use someone that understood that product. I met with Brad and he really listened as I explained the challenges I was facing and together we came up with a plan moving forward. One of his staff members, Asya was assigned my account. She came by my office and spent a day cleaning up my books and now she enters my payroll during the month, reconciles my bank account, and provides me with monthly financial reports. At the first of the year I needed some guidance for a staffing transition and Brad was incredibly helpful. Last week Asya caught a major error from the bank with payroll and immediately brought it to my attention. I was holding my own with the accounting before but I was self taught and made errors. What a difference it has made to have friendly, approachable professionals in my corner. Thanks Brad and Asya !"
One of the best investments I have made!
"As a new business owner, I found myself spending an inordinate amount of time trying to navigate QuickBooks. I enjoy finances and managing a P&L and expected to manage QuickBooks myself, but quickly found out that managing entries into QuickBooks, reconciling accounts and preparing month-end statements was a time drain! Plus, I didn’t have a high level of confidence in the numbers. I called half a dozen companies for assistance with QuickBooks and landed on QBcure because it was apparent that they would be easy to work with and they charge reasonable rates. For a low monthly fee I get timely feedback from QBcure when I have questions and they put together my month-end reports and reconciles accounts. And, I have confidence in the numbers. One of the best investments I have made!"
THEIR ASSISTANCE HAS ALLOWED ME TO FOCUS ON THE GROWTH OF MY COMPANY
“I called Brad earlier this year in a moment of despair. I had recently purchased a franchised business and the books and financials were in bad shape. I was spending all of my time on sales and operational issues and did not have the time to invest in getting the financials and QuickBooks in proper order. Brad and David reviewed our accounting and quickly got us up to speed. They have become a tremendous asset to my company and provide a lot of peace of mind knowing that our accounting is accurate and completed each month in a timely fashion. They are also always open to questions and educating their customers on the ins and outs of QuickBooks use. Their assistance has allowed me to focus on the growth of my company and I cannot recommend them enough.”
Personal, Hands-On Guidance From Experienced Accounting Experts
Our team of dedicated financial advisors has decades of experience in business and finance and advanced degrees in accounting. We utilize a personalized, hands-on approach to find the most effective solutions that meet your business objectives and financial goals. By taking the time to learn the fundamentals of your industry and target market, we assist you in clarifying your overall vision and developing an action plan that leads to enhanced profit margins and long-term success. You can rest assured that we always hold ourselves to the highest standards of confidentiality and integrity and operate under the guidance of GAAP (Generally Accepted Accounting Principles).
Contact Us Today to Schedule a Free Professional Evaluation & Consultation
Contact us today to learn more about our financial advisory services. Together, we’ll determine if you are a good fit for our services and connect you with a financial advisor who is the best match for your needs. We specialize in serving small to medium-sized businesses throughout Anaheim, Irvine, Orange, Placentia, Los Angeles, and surrounding areas. Whether or not you are a current QuickBooks client, our financial advisory services can be provided as a one-off project or on an ongoing, results-based engagement.
8 Reasons to Use Our Financial Advisory Services
- Extensive Education and Accounting Expertise
- Over 30 Years of Experience
- Customized Financial Advisory Service
- One-Time Projects or Ongoing, Results-Based Contracts
- Personalized Guidance and Client Support
- Expert Analysis of Financial Statements and Budgeting
- Strategic Planning, Cash Flow Analysis, SWOT Analysis, Pricing & Cost Analysis, and More
- ALWAYS Fixed, Flat-Rate Pricing
Ready to get started?
