We are passionate CFOs and Trusted Advisors empowering entrepreneurs to succeed in family, business, and legacy, with clarity, confidence, and capability, through strategic, systematic, and proactive planning and implementation.
Peace of mind,
Power & Freedom
The foundation of peace of mind is integrity. Integrity is basic workability. First, there is design integrity, then, implementation integrity. When your system is designed, implemented, and operates with integrity, you know where you are at any moment, which gives you the power and freedom to make strategic decisions.
Plan with a long term and holistic point of view, creating and fullfilling your “story.”
Create unique processes and systems. Streamlining, integrating, and automating your entire operations.
Plan, implement, and monitor continuously, celebrating milestones and accomplishments.
Quickbooks Proadvisor online
BEST OF ACCOUNTING FIRM 2019 LONG BEACH
We are 100% digital,
Your technology may change the world. You first need to lay a solid foundation of your business operation system based on your vision. Then you can create your financial stories, raise fund, develop your team, and market your product or service quickly to your target audiences. We will help you design your financial systems, stock ownership systems, compensation and incentive systems, implement them and monitor them as you grow exponentially.
Whether you are a for profit, B Corp, or an Exempt Organization, we know your compelling desire to make a difference. We will make sure that we create the most value for you so you spend your fund in your mission. Our unique Proactive Audit service have been proven to be a fundamental, comprehensive, and lasting solution to your financial management needs.
Venture Capital /
As an investment group, you have a keen eye for opportunities. We understand your commitment for integrity, accountability, and transparency. We will help you design your accounting system and process, and maintain them with impeccable integrity in real time.
We will issue reports to your investors telling them the true performance of your investments, and issue accurate Form K1s timely.
Over 60 Companies are already experiencing Peace of Mind, Power, and Freedom
Try It Yourself: Book a Free 30 minute Strategic Discovery Session via Zoom Video Meeting.
The clients we love to work with are bold, creative, visionary entrepreneurial leaders.
“Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness. Concerning all acts of initiative (and creation) there is one elementary truth, the ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then Providence moves too. All sorts of things occur to help one that would never otherwise have occurred. A whole stream of events issues from the decision, raising in one’s favor all manner of unforeseen incidents and meetings and material assistance, which no man could have dreamed would have come his way. I have learned a deep respect for one of Goethe’s couplets: Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it!”
– W.H. Murray
Our small, focused, and experienced team focuses on listening to our clients stories and articulating it in financial reports and system designs. Here are some examples.
MobIQ Technologies are led by a group of academic scientists pioneering NextGen Mobile network architecture, analytics, computing, and security. We worked with the founders to understand the financial reporting and management needs. And designed the accounting system, set up both accounting and payroll system and maintained its system proactively.
The intergrity in system and reporting helps the company to maintain credibility for the America's Seed Fund.
Saya Life uses IoT technology to provide real time control of water systems to monitor flow and prevent damage caused by leaks. We designed the system to keep track of its research cost, manufacturing cost, and client project costs.
The "story" is easy to understand when appling for Research and Development credit.
Veterans Legal Institute
VLI provides legal assistance to veterans so they get the benefits they deserve. We provide proactive auditing for the VLI that upholds the organization's commitment for integrity, transparency, and accountability.
This supports the organization to bring abundance funding from the government, foundations, and the public.
We are here together working with you to create a sustainable, loving world.
“One of the great revelations of the Space Age has been the perspective it has given humanity on ourselves. When we see the earth from space, we see ourselves as a whole. We see the unity and not the divisions. It is such a simple image with a compelling message. One planet. One human race.
We are here together and we need to live together with tolerance and respect. We must become Global Citizens. Our only boundaries are the way we see ourselves. The only borders, the way we see each other.
I have been enormously privileged through my work to be able to contribute to our understanding of the universe but it would be an empty universe indeed if it were not for the people I love and who love me. Without them, the wonder of it all would be lost on me.
Let us fight for every woman and every man to have the opportunity to live healthy, secure lives, full of opportunity and love.
We are all time travelers, journeying together into the future. But let us work together to make that future a place we want to visit.
Be brave, be determined, overcome the odds. It can be done.”
Professor Stephen Hawking
Final Message to Humankind
One Earth Designs
Estolano LeSar Perez Advisors