Robert J. Roberts Certified Public Accountant
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About
Robert J. Roberts Certified Public Accountant, established in 2013 and serving Lake Forest, CA and surrounding areas, is a firm that emphasizes on the financial requirements of individuals, independent professionals, and small to mid-sized businesses. It offers a tailored approach to Accounting and CFO services, meeting the specific needs of each client. Services range from core accounting functions to the level of management reporting and CFO services essential for business success.
Highlights
12 years in business
Serves Lake Forest , CA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting