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Business Consulting Agency & CPA Firm

5.0
1 review

Lalea & Black is a full service Los Angeles CPA firm that focuses on business management, tax planning and tax preparation. We implement and remotely manage accounting back office systems that allow our staff to perform the day-to-day accounting task of an in-house accounting department while provide 24/7 real-time access to financial data.

 

As your trusted partner, we implement systems that make time consuming task such as paying bills, recording deposits and furnishing financial statements seamless while providing valuable financial and tax advice throughout the year. You define your immediate needs and we customize and implement the appropriate accounting system given your criteria. Reduce risk and gain efficiency by letting our experts manage your financials.

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Undisclosed
 
Undisclosed
 
2 - 9
 Founded
2013
Show all +
Los Angeles, CA
headquarters
  • 9100 Wilshire Blvd., 407E
    Los Angeles, CA 90212
    United States
    8662226060

Reviews

5.0
1 review
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Financial Strategy & Accounting for Digital Marketing Agency

"The combination of his friendliness and personal care for our finances are the cherry on top."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Feb. 2018 - Ongoing
Project summary: 

Lalea & Black provided financial strategy and accounting services for a digital marketing agency. The team provides tax strategy and preparation on a daily, monthly, and yearly basis.

The Reviewer
 
1-10 Employees
 
Los Angeles, California
Igor Avidon
CEO, Avidon Marketing Group
 
Verified
The Review
Feedback summary: 

The engagement has met the expectations of the internal team, providing reliable financial advice and planning. Lalea & Black is reliable and personable, providing high-quality services. The team goes above and beyond to deliver work that meets the client's requirements.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the CEO of a digital marketing & SEO agency in Los Angeles.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Lalea & Black?

We needed ongoing expert-grade financial strategy & accounting services.

What were your goals for this project?

Our goals were to find a vendor who could handle our ongoing bookkeeping and accounting needs while providing executive-level financial strategy advice & tax planning.

SOLUTION

How did you select this vendor?

We were referred to Daniel & his team by a mutual client.

Describe the project in detail.

We receive daily, monthly, and annual outsourced accounting support as well as tax strategy and preparation.

What was the team composition?

We work directly with Daniel most of the time.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Daniel is a world-class CPA with terrific relationship skills. The things we pay for are what we expect to be high quality (accounting, tax work, financial strategy). The combination of his friendliness and personal care for our finances are the cherry on top. His financial advice and planning have clearly resulted in adding to our profitability.

How effective was the workflow between your team and theirs?

Working with Daniel & his team is seamless. Streamlined processes and few requirements on our end (we're very hands off).

What did you find most impressive about this company?

Daniel cares about his clients and provides actionable, step-by-step advice for making the most of our finances. There are no hiccups or weird moments and everything is well-planned and executed.

Are there any areas for improvement?

None that we can think of.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer