Accounting & Financial Advisory Services in Newport Beach, CA

Weber, Christensen, + Heinrichs offers outsourced accounting and advisory services for emerging growth companies.

Accounting Advice that Provides:

Sound Numbers

solid advice

better decisions

Is your current accounting helping
to drive business growth?

  • Are your profits managed and used properly to help build the future of your company?
  • Are you receiving timely, useful financials that help you make business decisions?
  • Are you able to focus on what you love, or is accounting dragging you down?

At WCH, your growth is our goal.

At WCH CPA's, we approach every client relationship as exactly that: a relationship. We understand how intimidating accounting and compliance are, and we know you didn't get into your business so you could be a bookkeeper.

Accounting should be about more than just numbers. It should be about how those numbers can be used to make your business smarter, more agile, and more successful. Our mission is to serve our clients with growth-minded advice, alongside excellent accounting and tax services.

With more than 40 years' combined experience in some of the world's biggest firms, and serving hundreds of clients annually, we know what it takes to help emerging companies in the Newport Beach, CA, area grow even more successfully.

Financial planning for the future

Accounting services we offer from our newport beach office:

Income tax services

Income Tax
Services

CPA services for everyone

Outsourced
Bookkeeping

Professional CPA services and financial advice

Management Advisory Services

CPA audit prep services

Audit Prep
Services

Our Straightforward Success Plan

1

Schedule A Call

Click the link below to schedule an introductory call with one of our experts.

2

We'll get to work

Access our full range of tax, bookkeeping, audit assistance, and advisory services.

3

Watch Your Company Grow

With sound numbers and targeted advice, you'll take your company further.

What our clients say

"Due to the complexity and diversity of our business ventures, working with WCH has allowed us to meet the timely reporting deadlines and successfully stay in compliance with our lenders, bonding company, JV's, as well as federal and state agencies.

WCH provides a high level of expertise with regards to the tax law. Their responsiveness to our questions and concerns allows us to internally prepare financial statements with a higher level of accuracy.”

— KAREN; DENOVA HOMES CFO

Have a question? Read our FAQ's

The benefits of having a reliable, talented accounting advisor are innumerable, especially when working in a small-business centerd city like Newport Beach! Here are a few things that will change your finances: 

  • Have peace of mind knowing an expert is helping you with your finances
  • Having a certified CPA that can help you with any challenges that might arise with taxes or your business
  • Don’t make avoidable mistakes with an advisor that has seen many of the challenges you will face. 

You’ll know exactly how much money you really have and where to allocate that money: expenses, profit, investments, etc.

Yes! Every penny counts for young, growing businesses. Avoiding missteps that can set you back a whole year is completely worth the investment. Plus, you’ll be able to avoid messy books and wasting money.

Thanks for asking! We work hard to make sure our processes and steps are always geared to making your business money. Here’s a few ways we do that: 

  • When a company is growing it’s easy to misspend money. We help you understand your balance sheet, income, profit, loss, and much more to ensure that you spend your capital wisely.
  • When we take care of your accounting you can stay focused on visions, goals, and what you care about instead of getting bogged down in financial details. 
  • We’ll give you timely, useful advice to help you make solid business decisions.

Taxes can be extremely complicated - and making sure you are preparing for them is no walk in the park. Whether or not you choose WCH CPA’s we recommend you find a professional to help you with your taxes. In the meantime, here are some things to remember: 

  • Always keep accurate, organized records
  • Ensure you are fling all the information necessary: W2, W3, 1099’s etc. 
  • Remember that you will have to pay taxes - and don’t be surprised by them! Make sure you know how much money you really have and don’t spend too much on capital expenditures. Instead, save some for tax expenditures. 
  • Don’t try to make taxes “go away” by spending more money to save on your taxes. If you don’t grow from the financial investments you make, you haven’t handled your money well. 
  • Get comfortable with the amount of money you need to set aside for taxes each quarter and make it happen! 

The best thing you can do is to have a tax strategy in hand and implemented before emergency strikes. If you have a CPA make sure they stay completely informed throughout the year. Beyond that, keep accurate records - either yourself, or with the help of a bookkeeper. And don’t forget to start preparing for tax season ahead of time so you can save up an adequate amount of money!

Important records like operating agreements and deeds should be kept indefinitely. Regular financials should be kept for 7-8 years which is the normal error period for the IRS.

The main time you need to contact your accountant is after a big milestone or event - like a raise, bonus, or equity granted.

WCH is a team of diverse individuals

A Newport Beach accounting partner for growing businesses

As a small business owner in Newport Beach, CA, you work hard to innovate in your industry and disrupt the status quo, but bookkeeping always seems to get in the way.

WCH knows that emerging growth companies need to leverage everything at their disposal in order to keep growing. Your accounting services partner ought to be a vital resource for you.

Together, we can go beyond basic accounting, and make your company's numbers actually work for you.

Schedule a call today with the trusted business accounting advice and services you need in Newport Beach, CA!

Wondering how to get a jump start on your accounting? 

Download our FREE e-book on 4 accounting tips that have great returns for any company!