Fintegrity Group, P.C.

Tax, accounting and bookkeeping under one roof

Fintegrity Group, P.C. is a tax, accounting and business consulting firm in Westlake Village, California. The firm points to thirty years of custom tax and accounting work, and it describes its team as a mix of practical and academic backgrounds, with some members educated at Ivy League universities. The firm's position is that a business or a household should be able to rely on one group of advisers for bookkeeping, payroll, accounting, tax planning and financial statements, rather than coordinating several separate providers.

Financial statements as an early warning

A recurring theme in the firm's material is that financial statements are underused. It argues that owners often leave them unreviewed until a problem has grown, whether the problem is cash flow, operating performance or compliance. Its suggested habit is a periodic financial checkup built on accurate, complete and timely reports, which it presents as a way to make faster and less stressful day-to-day decisions and to plan for the future.

Business and individual tax work

The firm prepares tax returns for businesses and individuals, and plans ahead for the coming year so that appropriate deductions and credits are not missed. Its tax services also include representation and audit management before the IRS, filings and support for the Franchise Tax Board in California, and help with negotiating with the IRS over interest and penalties. Entity selection and restructuring are covered too, as part of advice on how a business is set up.

Bookkeeping, payroll and QuickBooks support

Bookkeeping and write-up work keeps a client's records current, and payroll services are provided by the same team. Accounts receivable and accounts payable are managed, inventory and fixed assets are tracked, and the firm sets up and supports QuickBooks in both its desktop and online versions. The firm says QuickBooks lets a business move to a paperless system and produce custom reports on cash flow, income and expenses. It also sets up and maintains other accounting systems for its clients.

Cash flow, forecasts and borrowing

Consulting work covers cash flow and budgeting analysis, financial projections and forecasts, and guidance on borrowing, including whether a better loan can be obtained. Financial planning extends to business and estate planning, and to questions an owner may face about retirement or an exit from the business, which the firm frames as questions a trusted adviser should be able to answer now or at a later date.

Clients and their circumstances

The firm serves business owners who have limited time for the finance side of their companies, and individuals who need help with their tax affairs. It states that it will tell a prospective client plainly if it does not think it is the right fit, which it presents as an unusual but important part of how it works.