ACCOUNTING RECORDS REVIEW
Review of current books and records, recommendations for clean up
STRATEGIC BUSINESS CONSULTING
Exploration and Discovery
Internal Processes and Procedures
FINANCIAL HEALTH ADVISORS
Helping small businesses be their best selves every day.
Our firm focuses on business and financial operations. Many have a misconception about CPAs. There are CPAs and Enrolled Agents (EAs) that focus their services primarily on annual Federal and State tax returns. Then there are others that provide accounting and financial services to support your business operations and performance. This is what we do! We don’t believe that everyone can do everything well. Serving in this niche helps us provide the best service to our clients.
The financial health of our customers is our number one priority. We are committed to doing what is BEST for small businesses and their owners EVERY DAY. Our company prides itself on the integrity and reliability that we hold with our clients. For us, accounting is more than our profession - it's our passion. Count on us for all of your financial needs!
Lara C. Azoy, CPA
Our passion is supporting small businesses and their owners’ successes by fully utilizing their financial data so their operational decisions are grounded in financial data and designed for growth. We aim to understand what makes our clients and their businesses tick. Our goal is to provide services to our clients that continuously add value to their business operations. While relieving business owners and office staff of the day-to-day accounting tasks, we are always on the lookout for ways to streamline client business and accounting operations as well as provide insightful ideas for your business’ growth.
LA Financial Management began in 2016 as a small, single-owner, freelance business and has since grown into what it is today.
Founder, Lara Azoy, began her career with Ernst & Young, LLP where she gained the experience necessary to obtain her CPA. At EY, she thrived in client service, working primarily with Fortune 500 companies. Later, she transitioned her career in the non-profit sector as the Director of Fiscal Services at a local county non-profit with an annual budget of $65M. For nearly 10 years, she and her team worked to improve the business and fiscal practices of over 200 small business owners in the Los Angeles area while meeting and exceeding organizational targets on a consistent basis. She strives to work with mission-driven organizations in the areas of education, health and wellness, and other socially impactful organizations.
Lara has her Bachelors of Science in Business Administration with an emphasis in accounting from University of California, Riverside (UCR) and is a Certified Public Accountant. She is a wife and a mom of two young boys, 3 and 6 years old.
We help businesses with:
Accounting and bookkeeping
Application review and evaluation
Budget planning and management
Cash flow management and forecast
Financial statement preparation
Financial statement analysis and clean up
Implementation and set up of cloud-based accounting software and systems
Invoicing, billing, and AR tracking
Process implementation, refinement, and documentation
Training on QBO and other related applications
Understanding of the business and appropriate data set up
Data review and analysis
Current systems review and analysis
Various application review and recommendation (e.g. bill.com, hubdoc)
COMPLIMENTS FROM OUR CLIENTS
"Lara is my version of a financial super hero! She has helped our executive team completely understand the financial health of our small business and continues to work with us to develop budgets and forecasts so that we can grow intelligently. She was able to transform our previously antiquated record keeping method on schedule and within budget. She is conscientious, pleasant and professional in everything she does. I cannot sing her praises loudly enough. Thank you Lara!"
— M.W., Transportation Management