Business Consulting Agency & CPA Firm
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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the project
Financial Strategy & Accounting for Digital Marketing Agency
"The combination of his friendliness and personal care for our finances are the cherry on top."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I am the CEO of a digital marketing & SEO agency in Los Angeles.
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.
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.
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.
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.