Call now: 805-298-6736
We are a small business just like the clients we service. We understand the challenges that face you every day. Let us share our expertise with you and help navigate the decisions necessary to grow your business.
What sets us apart? We understand that each company has unique needs and we are prepared to tailor our services to your specific needs. We are results driven and want to see you succeed. Your time is best spent focusing on your clients and service. We have your back so that you can take care of your clients.
We are a small business just like the clients we serve. We understand the challenges that face you every day. Let us share our expertise with you and help navigate the decisions necessary to grow your business.
What sets us apart? We understand that each company has unique needs and we are prepared to tailor our services to your specific needs. We are results driven and want to see you succeed. Your time is best spent focusing on your clients and service. We have your back so that you can take care of your clients.
Services
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Taking your business to the next level
We offer a wide range of services to assist you in operating and growing your business. After consulting with you and reviewing your business, we will prepare a plan that is created specifically for you.
Bookkeeping & Write Up
Bookkeeping and records are the keys to your business financial health. We provide services specific to the needs of your office. We can complement your current accounting staff or we can be your accounting staff. In certain situations, outsourcing your accounting needs can save you money.
Business Consulting
As your business grows, you will be faced with many decisions. As your partner, we are here to walk through the process with you. Together we will make the right choices to ensure the health and success of your business.
Financial Analysis
Recording transactions is not enough to ensure the security of your financial health. Analyzing your financial picture will answer many questions and assist in critical decision making. We will provide you with the necessary reports and advice to make these critical decisions.
Financial Statements
Financial statements are the standard reports that management relies upon for making key decisions. These reports are the window to your company for others with whom you choose to conduct business, such as banks, partners, vendors, and other interested parties. We will partner with your staff to ensure that your financial statements are accurate and timely.
IRS & Tax Questions
IRS and other tax agency notices can be very unsettling. In most cases, a phone call and documentation can resolve the situation quickly. We have many years of experience handling these situations with a positive outcome. When the circumstances call for it, we are here to work with your CPA to resolve the situation quickly.
Payroll & Human Resources
Payroll and HR laws and regulations are constantly changing. Keeping up with these changes becomes a full time job. No matter how large your payroll becomes, we are here to keep you up to date and compliant while ensuring your employees are paid timely and accurately.
Tax Obligations
In addition to income tax returns, there are many tax reporting obligations for each company such as sales tax, statement of information, personal property tax, and business tax renewal. These can become tedious, but they are all important and must be filed accurately and on time. We are here to make sure that your company is in compliance with all requirements.
Forensic Accounting
Unfortunately, there are occasions where dishonesty occurs. If you suspect that your office has experienced fraud, or if we find evidence of fraud, we will work with you to audit your records and document the incident.
As part of our services, we will identify any gaps in policies that may allow for dishonesty. We will assist with the implementation of new procedures to ensure that you are not the victim of fraud.
Business Management
The most comprehensive service we offer is business management. This consists of our firm handling your complete accounting functions. We will create your invoices, receive payments on your behalf, handle your accounts payable receipt and payment, calculate and issue payroll. We will create routine reports for you to stay informed of your financial picture. Our business management also includes all of the services listed in this section so that you can completely focus on conducting and growing your business.
Real Estate Assistance
One of the most exciting, yet stressful, events in our life is the purchase of real estate. We are here to help navigate the waters of this complicated and time-consuming event. We will work closely with your real estate agent and escrow company to overcome the hurdles of this process.
Entertainment, Production & Tour Accounting
We have over 30 years experience in the entertainment field. We have handled production accounting, including guild reports, as well as tour accounting. This is a fast-paced product and we recognize the need for timely information to make sure that your project is profitable and with budget.
Training & Consulting
When your accounting team is experiencing growth and change, we are here to support you. We can screen resumes and conduct interviews to ensure that your candidates are qualified to deliver optimum services to your company. We are also here to assist with training your staff to deliver maximum service in the most efficient manner.
Call today for a FREE consultation
Sue founded Sue Roth & Associates in 2006, after working in the accounting and business management field since 1983. Her goal is to provide personalized services to her clients in order to make them more successful. Sue treats her clients like family while maintaining professionalism and expertise. Sue began her education at UCLA before she moved to Washington, DC, where she completed her BA in Accounting at Strayer University.
Sue returned to her hometown of Simi Valley to raise her daughter. She enjoys an active life of being involved in the community by holding a seat on the board of her school’s PTSA, supporting the Simi Valley Education Foundation, as well as the drama and choir departments at her daughter’s school.
Sue is known by her friends and family as being very honest and straightforward. Her clients have found this to work to their advantage. They can rely on Sue’s word to guide them in making difficult decisions and reaching favorable conclusions.
We're Good With Numbers
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40
67
9
Years of Experience
Clients Every Year
Corporate Partners
The Power of Good Advice
Client Testimonials
Maria Rosengren
Sue is the only reason my escrow was able to close. I had so many problems with the sale of my house and I didn't know how to fix it. Sue came in and worked her magic. She worked with my agent and the escrow office and everything closed on time.
Edward Cunningham
When I was not successful communicating with the IRS, I turned to Sue. She called the IRS and worked things out on my behalf. I am so relieved and so grateful. Sue's professionalism and expertise allowed me to relax while dealing with this stressful matter.
Joan Kushner
Sue is my business manager. With her on the job, I don't worry about anything. She makes sure that I receive all money due to me and that all of my bills are paid on time. Sue also ensures that all of my business reporting is accurate and timely. I would not be able to run my business without Sue.
Contact us
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Email & Phone:
Address
2551 Galena Ave #2168
Simi Valley CA 93062