Heather Martillo Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles Area

Managing the assets in an estate can be an endeavor in and of itself as each has multiple moving parts and the accounting is specific. When a loved one passes on there are a lot of things to take care of and we can give you piece of mind by handling the accounting. We have experience preparing reports with:• Estate and Trust probate • Special reporting needs for investment portfolios • Real property acquisition and disbursement• Asset conversions, distributions and reconciliationsCurrently we are developing a training manual for the required reporting.

Greater Los Angeles Area

My goal is to alleviate attorneys from the burdens that can exist on the business management side of their practice.Whether you work on a contingency basis or hourly, we can assist you through the many steps of setting up and integrating your case management, billing, and accounting. We organize your time management, budgeting, client billing and general ledger, utilizing time, billing, and accounting software (Clio, Firm Central, Quickbooks.) We will• Implement a Case Management system• Set up an Accounting system for operations and trust (client deposits)• File for Business licenses

Greater Los Angeles Area

Together, we will focus on understanding the unique qualities of your business. We will take the time to evaluate your systems, staff, and processes. We will organize and audit your financial data and accounting systems, so that simple solutions can be found for complex issues. We have over 20 years of experience working in Quickbooks, (Online and Desktop-Premier, Enterprise) as well as the Peachtree and Sage accounting systems but we will work with any accounting system that supports small businesses. We specialize in the details….for instance, when a government contract presented an opportunity for our client but they did not have the time or resources to determine the requirements, we filled in that gap and developed the processes and reports needed to win the contract.

Greater Los Angeles Area

Providing customized accounting and administration solutions for over 18 years. We take the time to understand your needs — and work with you to achieve your goals. From implementation to process control, we do as much or as little as you need to ensure your goals are achieved. We provide systems and support in a flexible and efficient manner with bookkeeping systems set up, review, and maintenance. We provide quarterly financial review and reporting and work with CPAs to . Our Business Administration services include accounts payable/receivable, payroll and local tax filing.In the end, we manage your accounting systems so that you can focus on your business.

Los Angeles, California

Strategic planning is crucial to starting a business. I have provided comprehensive analyses; and developed the corresponding business strategies and systems for my clients to realize their business objectives.I have a proven track record in assisting small business entrepreneurs with: • Writing a business plan- including research/review of the competition, financials and current landscape• Developing accounting systems and procedures that grow with you• Meeting business license requirements• Setting up payroll and tax• Integrating systems to with your accounting For over 20 years I have worked with my clients to identify the strengths, weaknesses, opportunities and threats that were affecting their business operations. I provided training and education, and developed processes to support them in strengthening their Accounting and Operations departments. I also served as an Interim Controller during the search for the right person to replace a retiring CFO.

Master Of Business Administration (Mba), International Business

Bachelor Of Politcal Science