Services

Our Services

At Keys & McBride, we offer a full range of financial services for clients in both business and personal capacities. We have been advising in the Orange County, California area for over 40 years. We look forward to customizing our experience to assist you in your financial goals and responsibilities.

Tax Planning and Preparation

We will prepare all of your tax returns to assure that you are paying no more taxes than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters.

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Investment Review

Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk than you want. As you consider new investment opportunities, we will act as your sounding board and advisor.

Record Keeping and Reports

If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs. Other financial records and reports can be prepared so that the red tape in your life is minimized.

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Business Problem Solving

If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and your other business needs.

If you are an existing business, we can function as your controller/CFO on a part-time, consulting basis and then assist you with the transition to a full time employee.

If you need financial statements, we can provide compiled or reviewed statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.

Financial and Estate Planning

Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program, including an analysis of your net worth, investment review, family gifting, trusts, retirement planning and family business transfers.

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Other Services

  • Consulting CFO/COO services
  • Business sales and acquisitions
  • Business planning—both operating and strategic
  • Business expansion
  • Budgets and projections
  • Retirement planning
  • Insurance planning and review
  • Office systems and controls
  • Lease-buy decisions
  • Pension or profit-sharing plans
  • Real estate sales and acquisitions
  • Inventory control systems
  • Tax structures for ownership and operating

Resources