BoardroomAccounting
Accounting for the bigger picture

Your business.
A clearer picture.

Tax preparation and planning, bookkeeping and financial reporting that fit together. A thoughtful accounting partner for your business, and the people behind it.

Start a conversation Explore our services
Individual & business taxBusiness accounting
California-based. Serving clients across the U.S.
Good accounting is a relationship.

You bring the ambition.
We help make sense of the numbers behind it.

01 / How we help

The detail you need.
The perspective you’re looking for.

01

Tax preparation & planning

Support for your business and your individual return.

Connect tax preparation with the bigger picture, whether you need an individual return or support for your business entity.
Explore tax services

  • Individual and business income tax preparation
  • Federal and state returns
  • Tax planning and advisory
02

Bookkeeping & accounting

A clearer starting point for running your business.

From getting your records organized to keeping the books current, build a more useful foundation for reporting and tax preparation.
Explore bookkeeping & reporting

  • Accounting system setup and historical cleanup
  • Bank and credit card reconciliations
  • Accounts payable and receivable support
03

Reporting & financial insight

Understand the numbers. See what deserves attention.

Make your financial information part of the conversation, not just another report in your inbox.
Explore financial reporting

  • Monthly, quarterly and annual reporting
  • Management reporting
  • Cash-flow and burn-rate analysis

Clear starting packages, with a scope shaped around your business.

02 / The Boardroom approach

Professional expertise.
A personal working relationship.

Accounting should help you feel more informed, not more removed from your business. We bring the books, reporting and tax conversation together.

01

People, not just a process.

Work with accounting professionals who get to know your business and the questions that matter to you.

02

Clarity over complexity.

Organized records and useful reporting, with space to understand what the numbers mean.

03

A connected perspective.

Keep day-to-day accounting and year-end tax needs in the same picture, including coordination with your existing CPA when appropriate.

03 / A place for practical resources

Useful tools.
Thoughtfully shared.

A future home for Boardroom’s calculators and resources. Practical ways to explore a question before discussing the details.

Calculators and other practical resources are in development.

In development

Home mortgage interest deduction calculator

A resource Youness is developing to help explore mortgage interest deduction questions.

In development
Let’s start with what you need.

Make room for
a clearer picture.

Tell us about your business or tax needs. We can start with the right questions and work out the right scope.

Complete our inquiry form

Tell us about your business or tax needs using our contact form.

Please do not include tax returns, Social Security numbers, bank details or other sensitive documents. Use the secure transfer link provided by your Boardroom contact for those materials.

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