Business Details
Your Trusted San Diego CPA Firm for Accounting & Tax Solutions
Tbi Consulting is a San Diego-based firm dedicated to providing comprehensive accounting, tax, and business advisory services. With over three decades of combined experience in public accounting and corporate finance, our team specializes in removing financial obstacles for small business owners through strategic tax planning, outsourced CFO services, and forensic consulting. Our approach emphasizes personalized solutions tailored to each client's unique needs, leveraging advanced accounting systems and internal controls to optimize financial efficiency.We prioritize long-term client relationships built on trust, transparency, and measurable results, offering free initial consultations to ensure alignment with our clients' goals. Our expertise spans software revenue recognition, stock option compensation, and business process optimization, supported by a commitment to community service and nonprofit financial guidance.
Services
Small Business Accounting
Tax Services
CFO Services
Forensic Consulting
IRS Problem Resolution
Payroll Services
QuickBooks Support
Business Incorporation
Highlights and features
- We offer 30+ years of combined experience in public accounting and corporate finance.
- Our team provides outsourced CFO services with executive-level financial expertise.
- We specialize in forensic accounting and complex tax resolution strategies.
- Our free initial consultation ensures personalized service alignment with client goals.
- We implement advanced accounting systems to streamline business financial operations.
What people say
Expert tax resolution
Knowledgeable staff
Personalized service
Proactive financial advice
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses, including cash flow analysis, financial reporting, and process optimization. Our services help reduce operational costs while maintaining accurate financial records. With expertise in accounting software implementation, we ensure efficient tracking of business finances and simplified year-end tax preparation.
Tax Services
Our tax services include strategic planning, preparation, and resolution for businesses and individuals. We minimize tax liabilities through customized strategies while ensuring compliance with federal and state regulations. Our team handles complex tax issues including IRS problem resolution and electronic filing for faster refunds.
CFO Services
Access executive-level financial expertise through our outsourced CFO services. We provide budget development, internal control implementation, and business model optimization. Our solutions help businesses make data-driven financial decisions without the cost of a full-time executive.
Forensic Consulting
We specialize in identifying and documenting financial irregularities through forensic accounting. Our services support litigation support, fraud detection, and compliance investigations. With experience in software revenue recognition and stock option compensation, we provide expert analysis for legal proceedings.
IRS Problem Resolution
Our experts resolve IRS tax issues including audits, liens, and payment plans. We develop customized solutions for back taxes and collection disputes while ensuring compliance with tax code requirements. Our proactive approach minimizes penalties and restores financial stability.
People
Tracy I. Bolton
Founder and Principal
Certified Public Accountant with 30+ years of experience in public accounting and corporate finance. Former Big 4 auditor with expertise in software revenue recognition and stock option compensation. Holds BS in Accounting from Drury University and licenses in California and Nevada.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow analysis, financial reporting, and accounting software implementation tailored to small business needs.
How do you handle IRS tax problems?
Our team resolves audits, payment plans, and tax liens through customized strategies that minimize penalties and ensure compliance.
What sets your CFO services apart?
We combine executive-level expertise with flexible engagement models, offering budget development and internal control implementation at affordable rates.
Do you offer forensic accounting services?
Yes, we provide fraud detection, litigation support, and financial investigations with expertise in software revenue recognition.
How can I schedule a consultation?
Contact us via phone at 858-720-9700 or through our website for a free initial consultation.
