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Tax Strategy, Acct, Bookkeeping, P&L, Reconcile, Financial Review, CPA
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We’re Venture Plans LLC — a full-service management consulting and financial advisory firm. We don’t just get your books in order; we help you run your business smarter, stay compliant, reduce tax burdens, and make better financial decisions. From QuickBooks and bookkeeping to financial reviews, CFO-level analysis, tax planning, estate strategies, and industry-specific compliance — we’re your one-stop partner for financial clarity and operational efficiency.
We work with businesses in construction, government contracting, healthcare, manufacturing, non-profits, franchises, and professional services — tailoring every engagement to your industry’s unique requirements.
When is a Financial Review Required?
A financial review provides independent verification of your statements for lenders, regulators, or partners. You may need one if you are:
• A construction company renewing a license or securing a contractor bond.
• Bidding on government contracts at the federal, state, or municipal level.
• A non-profit exceeding grant or donor reporting thresholds.
• Applying for bank financing or investor funding.
• A franchise operator required to provide annual reviewed statements.
• A healthcare provider subject to Medicaid/Medicare compliance audits.
Our Services
✅ BOOKKEEPING CLEAN-UP & CATCH-UP
• Balance Sheet & P&L Preparation
• Bank & Credit Card Reconciliations
• Month-End Close
• Financial Reporting
✅ QUICKBOOKS EXPERT SERVICES
• New File Set-Up & Integration
• Accounts Payable & Receivable
• Transaction Review & Posting
• Workflow Automations
✅ ACCOUNTING, CFO & CPA-LEVEL SERVICES
• GAAP Compliance Reviews
• CPA-Level Financial Reviews & Compilations
• Customized Financial Reports
• Budgets & Forecasts
• Financial Projections & Pro Forma Statements
• Discounted Cash Flow (DCF) Analysis
• Cloud-Based Accounting Solutions
• Controller-Level Support
✅ TAX STRATEGY, PLANNING & ESTATE SERVICES
• Proactive Tax Reduction Strategies for Businesses & Individuals
• Year-Round Tax Planning (Entity Structuring, Deferrals, Credits)
• Estate & Trust Tax Planning
• Capital Gains & Exit Strategy Planning
• Business Succession & Inheritance Planning
• Retirement Distribution & RMD Optimization
• Charitable Giving & Philanthropic Planning
✅ TAX & PAYROLL SUPPORT
• Federal & State Filings
• Schedule C, S-Corp, Partnerships
• Payroll Processing & Tax Payments
• Sales Tax & 1099 Filings
Don’t wait until it’s too late. Clean, compliant books = smooth tax filing, stronger investor confidence, and peace of mind.
📞 Call: (323) 770-9041
🌐 Website: www.ventureplans.us