top of page
BE PREPARED.

CREATE YOUR SUCCESS!

As a forward-thinking financial PRTNR, we help companies understand their results and prepare for the future.

SERVICES

CFO
GUIDANCE

Executive-level business advisors. We use our unique understanding of your financial health to help you make informed business decisions.

 

  • Pragmatic Strategic Planning

  • Budgeting & Forecasting Guidance

  • Metrics, Benchmarking & Analytics

  • Management Reporting & Dashboards

  • Liaison with Auditors, Tax CPA's & Attorneys

  • Structuring Debt Financing

  • Investor, VC & Bank Liaison

  • Assistance

  • Due Dilligence Assistance

  • Loan & Compliance Governance

CASH MANAGEMENT

Cash flow is the

life-blood of your business. Understand every aspect of ins and outs.

 

  • Cash Flow Projections & Reporting

  • Strategies to Optimize Cash Flow

  • Line of Credit Acquisition

  • Cash Reserve Building

  • Cash Flow Management & Monitoring

  • Best Practices to Increase

ACCOUNTING

We help ensure that your money is accounted for, so you can focus on other aspects of the business

 

  • Real-Time Financials & KPI's

  • Online Bank & Credit Card Management

  • Credit Card Merchant Account

  • Balance Sheet Account Reconciliations

  • Expense & Budget Monitoring

  • Job Costing

  • Expense Reports

  • Management

TAX
PLANNING

Tax season isn’t only once a year. We continuously review objectives and make sure we are properly prepared.

 

  • Cost-Saving & Tax Planning Guidance

  • Pre-Tax Preparation

  • Multiple entity Planning

PAYROLL & HR
GUIDANCE

Your employees are your company’s most valuable asset. We handle your employee’s needs to keep them focused.

 

  • Payroll Tax Payments & Reporting

  • New Hire Onboarding (W-4's, I-9's, etc.)

  • Year-End Reporting (W-2's,

  • W-3's, etc.)

  • Heatlh & Other Benefit Administration

  • 401(k), FSA, & HSA

ABOUT YR PRTNR

YR PRTNR was founded to change the way accounting and finance professionals interact with businesses. We want to understand your story and continuously collaborate to surpass your expectations.

 

Owning several businesses and working with many others, we know there is a gap of needed services from accounting and financial firms. YR PRTNR will eliminate that gap and provide strategic planning and resources that are normally provided by traditional full-time CFO’s.

 

Let YR PRTNR direct you through the many facets of the accounting and financial processes to help plan and prepare for your future.

Services
About

CONTACT US

HOW CAN WE HELP YOU?

Thanks for submitting!

HAWAI'I

Honolulu, HI 96814

CALIFORNIA

Irvine, CA 92606

Tel: 808-762-1752

contact
bottom of page