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Accounting & Financial Advisory Services in Orange County, CA

Weber, Christensen, + Heinrichs offers outsourced accounting and advisory services for emerging growth companies.
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Accounting Advice that Provides:

Sound Numbers

solid advice
better decisions

Is your current accounting helping
to drive business growth?

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Are your profits managed and used properly to help build the future of your company?
E
Are you receiving timely, useful financials that help you make business decisions?
E
Are you able to focus on what you love, or is accounting dragging you down?
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Our Fractional CFO & accounting services offer more than just compliance.

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Timely financial reports should give you the foundation you need for smart decisions that make the most impact.

E

Guidance and advice tailored to your business, and focused on your growth, should help you create the future.

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Letting a trustworthy partner handle your accounting should let you get back to your role as a dynamic visionary.

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 Orange County, CA, area grow even more successfully.

Financial planning for the future

Accounting services we offer from our orange county office:

Income tax services

Income Tax Services

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CPA services for everyone

Outsourced Bookkeeping

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Professional CPA services and financial advice

Management Advisory Services

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CPA audit prep services

Audit Prep Services

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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.
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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

What are the main benefits to having an accounting advisor?

The benefits of having a reliable, talented accounting advisor are innumerable! Here are a few things that will change your finances:

  • Experience peace of mind from having your finances in order
  • Having an expert 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.

Is accounting advice really important for growing businesses?

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.

What are some ways your financial services help take a business to the next level?

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.

How can I avoid red flags or mishaps with my business tax returns or audit?

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 filing 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!

How can my business be prepared for the tax season, especially if there was significant growth?

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!

How long should I keep my business records?

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.

How often should I consult with an accountant about my taxes?

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 Orange County accounting partner for growing businesses

As a small business owner in Orange County, 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 Orange County, CA!

Learn more about our services...

We know you want to focus on growing and running your business, not needing to stress and waste time over your bookkeeping and accounting.

However, you need more than a standard accountant to make your business truly thrive. At WCH, we know emerging-growth companies need to leverage everything at their disposal in order to keep growing. 

That’s why we offer our accounting and business growth strategies. 

Not only do we offer the best in accounting, but we combine that with advisory services that go beyond the numbers. We know you want a strong footing for your business growth, and we also understand that “cookie-cutter” accounting won’t get you the growth you need.

From our office in Orange County, CA, we offer the accounting services you need to succeed in your business:

We serve a wide variety of industries, including:

As a coastal city in Orange County, CA, Newport Beach is a great place for its maritime and tourist industry, but it is also alive with many service industries.

We serve the following Newport Beach zip codes: 92603, 92625, 92657, 92659, 92661, 92663, 92617, 92651, 92658, 92660, 92662, and other zip codes in the greater Orange County, CA.

No matter where your business is located in Newport Beach or the surrounding area, we look forward to serving you. Neighborhoods include Balboa Island, Balboa Peninsula, Bay Island, Collins Island, Corona del Mar, Harbor Island, Lido Isle, Linda Isle, Newport Coast, Newport Heights, San Joaquin Hills, Santa Ana Heights, and more.

The future of business and commerce accounting is bright in Newport Beach. As The Chamber of Newport Beach states, their goal is to “ is to promote economic opportunity through business and community leadership and to enhance the social and civic environment of Newport Beach. The Newport Beach Chamber of Commerce is a business in existence since 1907 – an organization of over 600 members representing over 20,000 employees who believe in the importance of creating a sense of community among local businesses. Our members are from every industry, large and small, old and new, from home based business just starting out to very large businesses with thousands of employees.”

Locations We Serve...

We serve a wide range of communities in California from our four offices located in:

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Wondering how to get a jump start on your accounting?

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