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Home > Financial Services > Accountants > Barbara J. Whatley, CPA
Barbara J. Whatley, CPA
Barbara J. Whatley, CPA committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
They have 25 years of diverse financial experience. They served as a consultant to startup companies, including Santa Barbara Technology Group, a private investment and consulting firm engaged primarily in working with early stage technology companies. Previously they served as the first Chief Financial Officer of Supply Solution, an application service provider that targets the automotive industry, helping the company raise $7.1 million in its first round of venture capital financing.
The Company offers a wide range of services to their individual and business clients. Their clients benefit by getting personalized quality service that is beyond comparison. Below they have listed the services that they offer to their clients along with a brief description.
Tax planning and preparation form a winning combination for their successful individual and business clients. Whether you are an individual or a multi tiered partnership, they can develop tax strategies that take advantage of new tax laws and legislation.
During years of experience dealing with many taxing authorities, they have achieved a level of competence that can ensure their clients they are being properly represented before the various federal and state tax agencies.
Providing financial information to their clients in a timely and accurate manner is a commitment that they feel cannot be compromised. Meaningful, well organized financial records ensure that your business operations will run more efficiently on a daily basis.
They are a Certified QuickBooks advisor and they provides a full range of cost effective accounting services including the following General ledger and financial statement preparation, Bookkeeping, Accounting system setup for new businesses, Computerized payroll services, Business tax return preparation, Personal financial statements, Litigation support .
They can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. The Company mission is to always strive for excellence in providing services to clients.
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