James D Anderson CPA

James D Anderson CPA No annoying tax professional lingo. Just straight, authoritative and friendly advice. Visit us: www.jamesandersoncpa.com Or give us a call: (949) 720-1090

James D. Anderson CPA provides business advisory, taxation, and accounting services, and conducts high-quality performance analysis and business consulting as well as tax and accounting assistance. We make accounting and taxation easy to understand, as well as develop areas throughout your business where you can improve efficiency and legally reduce costs. Our focus is to create a customized strat

egic plan that suits your business’s needs. We strive to achieve the gold standard when it comes to performing our services for clients, to ensure that the businesses we help, maintain their level of production while maximizing their profits and legally limiting liabilities. We stand beside you every step of the way, from beginning business formation to developing an effective estate succession plan. Our dedication and loyalty to our business clients is second to none. Some of our clients have been trusting us to produce quality results year in and year out for over 35 years. We regularly seek out courses to expand our knowledge base and ensure the administrative, as well as financial process, remain in compliance with the latest laws and operate efficiently. Our goal is to help your business succeed in all matters, including its delivery of services and goods, as well as profit and cost management. We do this by providing hands-on administration and accounting services, such as cleaning up general ledgers, walking you through developing a proper budget, and eliminating unnecessary expenses. We meet with clients on a monthly or quarterly basis depending on your needs, always staying up to date with the direction of your business ventures.

Bookkeeping is a tedious task to some, but it has huge benefits when done regularly.- Able to keep track of your goals- ...
07/12/2022

Bookkeeping is a tedious task to some, but it has huge benefits when done regularly.
- Able to keep track of your goals
- A thorough understanding of what your cash flow looks like
- Total control over your business financials
- A clear picture of what you can afford
- Able to create some cushion for the unexpected

And these are all great reasons to hire someone trustworthy to do this for you (wink, wink).

07/11/2022

A lot of people ask us for evergreen tips on putting and keeping their books in order year-round. Here are a few golden nuggets:
- Go Cloud-based. Nix the paper method.
- Create and STICK to a budget, especially with major expenses.
- Get organized... and STAY organized.
- Make a regularly scheduled, weekly time to go over your books.
- Find a good advisor... someone you have full confidence in and trust to give you honest, but helpful insights into your business finances.

I'm pretty sure we know someone who can help with that...

James D Anderson CPA's Fighting Inflation Series: Taking Out a Business Loan
07/10/2022

James D Anderson CPA's Fighting Inflation Series: Taking Out a Business Loan

The right business loan can help your Orange County business fight rising costs in many areas of operation.

What would you add to this list of what makes an exceptional boss?
07/08/2022

What would you add to this list of what makes an exceptional boss?

Think of the best boss you've ever known. Here are 27 things he or she probably never stopped doing.

Taking on debt in your business doesn't seem like an ideal solution during inflationary times. But getting a business lo...
07/07/2022

Taking on debt in your business doesn't seem like an ideal solution during inflationary times. But getting a business loan to help ease some of the effects of rising costs, staffing shortages, and supply issues can be a helpful move (though, of course, you'll want to consult a trustworthy financial advisor before jumping into a decision like this).

If you're considering this, here's a great breakdown of the various types of business loans out there.

Small businesses that are looking for financing through a business loan have several different options.

One way to solve your hiring conundrum: upskill and retrain existing staff.
07/06/2022

One way to solve your hiring conundrum: upskill and retrain existing staff.

Employers continue to complain about tech skills shortages - but if they don't take a longer-term view, they'll only have themselves to blame.

07/05/2022

The pandemic forced businesses like yours to pivot when it comes to serving customers and developing loyalty.

And building services into your business, while struggling to hire staff, and even keep things afloat financially are all huge challenges to getting and keeping customers.

It’s a lot.

But if anyone can do this, you can.

And we're here for you in the midst of it all.

07/01/2022

Try to come up with one thing that’s more important to your business than taking in revenue smoothly. Yeah, I couldn’t, either.

And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of inflation on your profit margins.

Though talk of recession is hanging in the air, it doesn’t mean you have to passively wait for its effects. You can make a plan to survive it and even give your profit margins a boost.

A deeper look at your P/L will reveal a lot about your business... including financial trends.What’s the trajectory of y...
06/30/2022

A deeper look at your P/L will reveal a lot about your business... including financial trends.

What’s the trajectory of your business?
Are your strategies paying?

Doing some comparative analysis of your annual performance will help you see whether revenue is outpacing your expenses.

Thumbs up 👍🏻 if you're ready to save some money at the pump?
06/29/2022

Thumbs up 👍🏻 if you're ready to save some money at the pump?

President Biden asked Congress to suspend the federal gas tax to provide some relief for drivers. Even without a bill, there are ways to cut costs at the pump.

06/28/2022

What's your number one concern with your business financials right now?

That's our starting line for helping you get things in order.

Address

Newport Beach, CA
92660

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19497201090

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