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Home > Financial Services > Accountants > John W. McLellan, CPA
John W. McLellan, CPA
In 1999, John W. McLellan, CPA opened a public accounting and business consulting practice, JWM & Associates JWM, in downtown Manhattan Beach after obtaining over 10 years of business, accounting and tax experience from a large accounting firm.
JWM works with individuals and small to mid-size businesses to prepare historical and projected financial statements, income tax returns, financial budgets, business plans and financial models for new business ideas. They pride themselves on being more than just an accounting firm. They understand your business and provide you with creative business and financial solutions.
Their firm offers a wide range of services to their individual and business clients. Because their firm is relatively small, their clients benefit by getting personalized and quality service that is beyond comparison. Their ability to provide such a variety of services reflects their adaptability and competency, as well as their dedication to quality client service. In other service contains Mergers and acquisitions, Investment review, Cash flow forecasting.
They offer service in Financial Statements like Estate and Trust Tax Preparation, Financial Planning and Advisory Services. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.
They can guide you through the complex process of getting your financial affairs in order. A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, they can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. Debt management and the evaluation of financing options are issues that an experienced professional deals with every day.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Their mission is to become the leading Certified Public Accountants firm in the South Bay Beach area by assisting businesses and individuals to accumulate and maintain their wealth while contributing to the community. They are committed to providing personalized attention to each client. They continually invest resources towards continuing professional education of their staff and towards state of the art computer technology as a part of their commitment to excellence.
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