Monitor inventory and provide variance analysis of period to period changes as well as prepare cash flow statements on a monthly basis. Determine break even expense level and prepare cash flow projections. Provide a monthly budget variance report of projection versus actual cash flow statement. Prepare business plans required by lender and interact with lender on customer's behalf including negotiation of loan structure, covenant requirements, and pricing. Analyze CPA prepared financial statements and providing benchmarking of results versus industry peers. Prepare strategies to obtain optimal efficiency levels.

Due to funding cutbacks, law enforcement agencies in California have lost the ability to apply government Owner Applied Numbers to farm and construction equipment. These numbers are the only ones that are useable by law enforcement through NCIC. Unlike a motor vehicles, heavy equipment has no VIN numbers. Serial numbers are virtually impossible to track due to the lack of a standard location or format. This is why the OAN program is so important. California Equipment Identification Services core role is to get these numbers applied at an affordable cost and in the correct location. If your property is stolen the chance of recovery is enhanced. While the numbers are no longer being applied by law enforcement, they are still issued free to the public and computer database maintained.

With each of our estate plans we include a no-charge 3 year review to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.