Struggling with Your Business Finances?
We can help.
If any of these sound familiar, you're not alone:
Your income doesn’t match what’s in your bank account.
You avoid reviewing income and expenses, fearing a surprise tax bill.
Your accounting system needs setup or cleanup.
Financial statements don’t make sense.
We Can Help
Small Business Owners Like You
With 20+ years of experience, we help all business owners clean up their books, stay compliant, and make confident financial decisions. BooksBud, our cannabis-focused accounting service, helps dispensaries, cultivators, manufacturers, and distributors stay compliant while optimizing their finances.
You started your business with passion, not paperwork. But not prioritizing your business finances can lead to missed opportunities, unexpected tax bills, and even audits. Here’s how we can help:
Financial Statement Cleanup & Organization
Confused by your books? We’ll get everything in order, making sense of your financial statements so you can make smart business decisions.
Ongoing Bookkeeping & Reporting
Know your numbers year-round with monthly and quarterly reports, bank reconciliations, and cash flow analysis.
Entity Setup & Optimization
Whether you’re an LLC or S Corp, we ensure your structure supports your financial goals while keeping you compliant with tax regulations.
Tax Compliance
No more costly surprises. We manage tax filings, deductions, and regulatory compliance to keep you in good standing.
Strategic Planning
Your financial strategy should support your growth. We help you analyze cash flow, plan for future investments, and provide you with the information to make data-driven decisions for long-term success.
Free up your time
Focus on what you do best—growing your business. We handle the numbers so you can stay in your zone of genius.
Real Business Owners, Real Results
Gym Owner’s Financial Makeover
A gym owner was set up as an S Corp but didn’t realize she needed to pay herself a reasonable salary—missing out on valuable business deductions and risking the IRS revoking S-Corp status. Her books were also a mess.
What SA Loupe Consulting did:
Cleaned up her financials and payroll structure
Helped her understand how to pay herself a reasonable salary – avoiding an IRS S-Corp status revocation.
Amended past tax returns to maximize business deductions
Implemented a monthly reporting system to keep her on track
Determined shareholder basis to monitor distributions and taxability
Created budgets and monitored progress
Impact:
Increased revenues of 70% over 3 years. With a clear financial plan, she’s now on track to purchase her commercial property.
Million-Dollar Contract Saved
A client landed a 7-figure contract — but her LLC had fallen out of compliance with the Franchise Tax Board. Without fixing it, she would’ve lost the deal.
What SA Loupe Consulting did:
Filed past-due 568 forms
Restored her business’s good standing with the FTB
Provided ongoing compliance support
Impact:
Avoided a contract cancellation worth millions and set up systems to prevent future compliance issues.
$10,000+ Saved by Eliminating Double Taxation
During a routine review, we discovered a business owner was overpaying self-employment taxes — costing him thousands every year.
What SA Loupe Consulting did:
Evaluated his business goals and structure
Identified an S-Corp election as the best tax strategy
Implemented officer compensation planning to reduce tax liability
Impact:
Saved over $10,000 annually by restructuring his business for tax efficiency.
Construction Company — Restoring Financial Order
After his office manager of 30 years retired, a construction business owner hired multiple replacements — only to find they mishandled accounting, payroll, and tax filings. Soon, he was buried in IRS, FTB, and EDD notices, racking up thousands in penalties and interest.
What SA Loupe Consulting did:
Developed a plan to correct and update all financial records
Resolved past tax issues to minimize penalties
Brought Accounts Payable, Receivable, Payroll, and Reconciliations back up to date
Established ongoing coordination with his tax preparer for proactive tax planning
Impact:
Prevented further penalties, ensured full compliance, and restored financial stability — giving him peace of mind and control over his business finances.
A Trusted Partner, Rooted in the Business Community.
More than just number crunchers – we’re recognized experts and active members of the business community. We stay up-to-date on local regulations and connect you with valuable resources.
Member of Santa Fe Springs Chamber of Commerce
Member of Fontana Chamber of Commerce
DOPE CFO VIP official member
Coachella Valley Cannabis Alliance Network
Intuit Quickbooks ProAdvisor Gold
Certified Quickbooks Level 1 ProAdvisor
Certified Quickbooks Payroll ProAdvisor
Patriot Accounting Software Partner
Take Control of Your Business Finances Today
Struggling with messy books, tax uncertainty, or compliance issues? You don’t have to navigate it alone. We bring 20+ years of expertise to help small business owners like you stay compliant, gain clarity, and make confident financial decisions.
Get a clear financial roadmap.
Avoid costly tax surprises.
Make informed decisions for growth.
Want to get started right away?
Grab our Small Business Bookkeeping Tracker – a simple Google Sheet to help you monitor key metrics without the cost of a monthly subscription
Specialized Expertise in Cannabis Accounting
BooksBud, our cannabis-focused accounting service, helps dispensaries, cultivators, manufacturers, and distributors stay compliant while optimizing their finances. We ensure:
Cash flow is optimized to minimize tax burdens
IRC 208E & Regulation 471 are properly accounted for
Audit readiness with IRS, CDTFA, and DCC compliance
DOPE CFO VIP Member—certified expertise in cannabis industry accounting
Have questions?
We’d love to hear from you.
Thank you!
I will contact you soon to discuss your accounting needs.
If you have any immediate questions, feel free to call me at (909)273-7997.Looking forward to working with you.Sara