Strayer Saylors & Associates focuses on the needs of small and medium sized businesses. Often, these businesses only have limited staff to input accounting information. Strayer Saylors & Associates provides complete accounting support including the virtual controller service which allows any client to function as if they have an entire accounting department at their disposal. This service provides the client with the use of the accounting system at their location and allows them to receive continuing support for their staff and reporting and consulting. The other services include tax planning and preparation, and financial reporting.
Serving Santa Ana, CA and outlying areas, Daniel Roberts and associates are offering the following services not limited to: Asset Management, Retirement Planning, Business Planning, Insurance Planning and Risk Management.
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Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Tax preparation services, financial advising, and other financial services. Please call or email to inquire.
Fast and Transparent service, our team is here to help with knowledge and tailored loans to your financial situation
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OC Financial Coaching helps individuals and families take control of their money, reduce debt, and build a confident financial future. We offer personalized financial coaching, debt management strategies, career coaching, life coaching, and professional resume writing services—without selling investments or acting as a financial advisor. What sets us apart is our practical, compassionate approach that meets you where you are and guides you step-by-step. With years of experience and a passion for helping people create lasting change, we focus on real-world solutions that work for your unique life and goals. (Please note: We do NOT provide Financial Planning for Retirement nor Therapist services)
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ReserveShield™ provides independent HOA oversight and financial protection services for homeowner associations throughout California. We help HOA boards improve transparency, strengthen vendor accountability, evaluate contractor proposals, review procurement processes, monitor reserve fund spending, and support management company transitions. Unlike management companies, contractors, or vendors, ReserveShield works independently on behalf of HOA boards and homeowners. Our goal is to provide an objective second set of eyes to help boards make informed decisions, identify potential risks, reduce unnecessary expenses, and protect community assets. Services include vendor and contract audits, procurement analysis, reserve fund protection reviews, capital project oversight, management transition support, and board advisory services. ReserveShield is committed to transparency, accountability, and helping communities protect their financial future.
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