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What advice would you give to a customer looking to hire a company like yours?
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WE WORK WITH THE FOLLOWING BUSINESSES:
Ambitious & Entrepreneurial
Willing to Take Risks
Can listen to advice and counsel
May have fallen out of love with your business
Stuck with the growth of your business
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What is the most common type of project or service your company provides?
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ACCOUNTING - We provide services such as:
Accounting systems implementation, support and advice
Bookkeeping, production of management accounts and management information packs
Budgets, forecasts and financial modelling
Payroll
CORPORATE CREATION - We can assist you in:
Entity Establishment (Corporations, LLC)
Strategic Business Planning
Opening Process and Procedures
Turnaround and Restructuring
TAX PROBLEMS- We support you by offering:
Forgiveness of Debt
Surviving a Tax Audit
Solving Tax Collection Problems
Preventing Tax Problems
BUSINESS ANALYTICS - Through the following measures:
Operational Strategy and Process Improvement
Productivity and Incentives
Sales and Marketing Implementation
Management Reporting Systems
TAX PLANNING - We help you with:
Income, gift and fiduciary tax return compliance
Strategies to minimize income and estate tax
Foreign tax reporting
Obtaining tax efficiencies
PROFIT STRATEGY - We can help but we also provide:
Pricing Strategy
Profit Engineering
Profitability Improvement
Valuation and Exit Strategy
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What would you like your customers to know about your company?
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OUR PROMISES TO YOU
We are committed to your business success, and we go further to provide the best possible service to you:
All of our fees are fixed. No more nasty surprises on your next billing date, we’ll agree with you in advance a figure that you can afford.
All Support is FREE and Unlimited. Need a word of advice? Call us, its included in your low, fixed, monthly fee. This includes access to the partners of the firm, whenever you need them.
We promise to meet all your key filing deadlines, on time, every time, or we will pay any fines you are subjected to AND give you $250 for the inconvenience
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What separates your company from the competition?
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If you only want to hear from your accountant once or twice a year, we are NOT the firm for you. And that’s why “At Invictus Advisors our clients don’t worry about their problems, because we worry about their solutions”
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What questions do customers most frequently ask you? What is your answer?
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What do you charge? - Just like each business is different our pricing is individualized for each of our clients. Working with small business do put them in a position of growth; we consider ourselves your financial business partners. If you are looking for the cheapest accountant in town, we are not the firm for you. We WILL provide you with service way beyond what you pay for.
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Is your company a member of any associations?
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We are members of the Otay Mesa Chamber of Commerce, GSDBA, and other professional associations.
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Has your company received any awards?
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San Diego’s Best – San Diego Union Tribune
Best Accountants (Mission Valley) – Yelp
Finalist for CFO of the Year – San Diego Business Journal
Top Minority Owned Business – San Diego Business Journal
Best Accounting Firms (San Diego) – ThreeBestRated.com
Best Accountant (San Diego) – Corporate America News
Best Accountant – San Diego Downtown News
Best Accountant – Mission Valley News
Real Talk San Diego – ESPN 1700 AM Radio
Amazon Best Seller – Help! The IRS is after me. What do i do? by Vidal Espinosa
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What forms of payment do you accept? (cash, check, credit cards, etc.)
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Credit Cards, Cash, Check
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