KELLOGG & ANDELSON



KELLOGG & ANDELSON

ACCOUNTANCY CORPORATION

A T A G L A N C E

SIZE & BACKGROUND

1. One of the largest accounting firms in the San Fernando Valley and has serviced the Southern California market since 1939.

2. Includes a staff of over 70 and a client base exceeding 3,000.

3. Kellogg & Andelson is a fast growing, professional service firm with offices on Ventura Boulevard in Sherman Oaks and Beach Boulevard in Huntington Beach.

MARKET FOCUS

4. We specialize in privately held, small and medium-sized businesses and have over 60 years of hands-on, real world experience. We also specialize in the personal financial needs of our individual clients.

5. Our clients range in size from as small as $1 million to as large as $100+

million in sales. Our typical client is a privately-held company generating $5 – $50 million in annual revenues.

6. Kellogg & Andelson clients include start-ups, early stage firms, high growth and mature companies. We represent some of Southern California’s largest and most exciting privately-held companies from our two offices.

7. Kellogg & Andelson represents clients from over 17 different industries ranging from hi-tech to low-tech including manufacturers, distributors,

importers and exporters, retailers and professional service firms.

A T A G L A N C E – CONTINUED

COMPLETE SERVICE OFFERINGS

8. Kellogg & Andelson serves as our clients’ trusted business advisor, not just as accountants. Clients call on us for advice on just about any matter affecting their financial health. This is what separates Kellogg & Andelson from other accounting forms.

9. We offer the complete tax, audit and management consulting services that our clients expect from a large, regional accounting firm.

UNPARALLELED CLIENT SATISFACTION

10. Over 95% of Kellogg & Andelson’s clients, surveyed in an independent study, would recommend our services to a business associate, friend or colleague.

KELLOGG & ANDELSON

ACCOUNTANCY CORPORATION

A B O U T U S

BACKGROUND

11. Kellogg & Andelson is one of the largest accounting firms in the San Fernando Valley and one of the largest CPA firms in Southern California. Our strong, local presence in the Southern California market allows us to cater to the specific needs of locally-based companies, while our size enables us to meet client needs from across the Western part of the U.S. and beyond.

12. Kellogg & Andelson offers a broad spectrum of accounting and consulting services. Kellogg & Andelson has the talent and resources to service privately held, owner operated companies with annual revenues ranging from $1 million to $100+ million per year. Our typical client is a privately held company generating $5 – $50 million in annual revenues

VAST RESOURCES, PERSONALIZED SERVICE

13. We strive to provide top-notch accounting services and a high degree of personalized service with each and every client – regardless of their size or location. A hallmark of our service commitment is the quarterly management meetings we conduct personally with you and your key management staff.

14. At each meeting, we not only discuss tax planning and accounting issues, but also delve deeply into the reasons behind the Company’s quarterly financial performance. As expert advisors of closely held companies, we spend considerable time discussing ways to improve the operations and profits of your Company.

A B O U T U S – CONTINUED

OUR TEAM IS YOUR TEAM

15. We have worked very hard building a solid team of dedicated professionals. As your accounting firm, these resources become your resources. As our client, please feel free to tap any of our tax accounting, management consulting or computer professionals at any time during the year – not just at tax time. As part of our service to you, we can also provide your Company with meaningful introductions to bankers, attorneys, private investors and other sources of funding. Also, we frequently refer business to our clients whenever appropriate.

IN-PERSON VISITS

16. Getting to know the client and their business is part and parcel of Kellogg & Andelson's management philosophy. Kellogg & Andelson prefers to meet with clients on a periodic basis to be kept abreast of the latest developments at the Company. This enables us to deliver the best recommendations and analysis available. Many of our clients are entrepreneurs or independent owner-operators that truly value the business, tax and accounting advice we provide them under one roof. We are here for you whether it is in times of crisis or on a regular basis.

DELIVERING VALUE AT REASONABLE FEES

17. Kellogg & Andelson believes that services such as tax returns or audits are simply the by-products of the true value we provide to clients everyday. Our partners and professional staff are actively engaged in pre and post planning activities with your management team in order to:

1. Maximize profits and improve operational efficiency

2. Minimize your tax liability (income, property, payroll, sales, etc.)

3. Increase the quality of financial controls and reporting procedures

WHY KELLOGG & ANDELSON?

EXPERIENCE

18. For over half a century, thousands of privately held companies in Southern California and beyond have trusted Kellogg & Andelson with their tax, financial planning and consulting needs. We are experts in private business finance and serve as trusted business advisors to owners and operators of some of California’s most dynamic and exciting companies. We serve clients in almost every industry and are active in many trade associations and business organizations.

RESOURCES

19. Our professional and administrative staff totals over 70 employees. We have a highly skilled professional staff that can address just about any financial, accounting or consulting need your Company may have – from tax return preparation to assisting your Company in obtaining financing or acquiring other businesses.

SERVICE

20. We deliver top-notch service to our clients. This is what sets us apart. We communicate with you as our work proceeds, and deliver timely results. We encourage you to communicate with us as well, and we listen to your needs. When you need to speak to our officers, managers or associates, you can reach us easily and without hassle.

FEES

21. Our billing rates are competitive with most local firms in Southern California and are considerably lower than the rates of national accounting firms. Our tax consulting and management consulting advice often save clients thousands of dollars each year – money that goes straight to your bottom line.

W H Y K E L L O G G & A N D E L S O N? - CONTINUED

CLIENT SATISFACTION

22. In an independent survey, over 95% of our clients said they would recommend our services to a colleague, business partner or friend. A good accounting firm is one that: 1) produces the highest caliber work in a timely manner, 2) is proactive in serving all of your financial and consulting needs, and 3) strives to build a lasting personal relationship with your key management staff. Kellogg & Andelson is dedicated to exceeding client expectations in all of these areas.

NOT JUST AN ACCOUNTANT

23. We are happy to refer you to new sources of financing, provide analysis to help increase your bottom line, boost productivity or explore new ways to increase revenues. We offer management and computer consulting services that can be of tremendous value to your Company throughout the year and during various stages of your Company’s development. Simply stated, we help clients make intelligent business decisions.

OVERVIEW OF SERVICES

Kellogg & Andelson provides a unique blend of accounting, business advisory and technology services under the same roof to deliver the highest quality service and cutting-edge products.

BUSINESS FINANCIAL SERVICES

4. Medicare/Medi-Cal cost reporting and reimbursement consulting

5. Managed care cost analysis and contract negotiation

6. Business tax planning and return preparation

7. Auditing/Attestation services

8. Sales tax consulting

9. Litigation support services

10. Employee benefit consulting

11. Bookkeeping services and compilation of financial statements

MANAGEMENT CONSULTING

12. New business venture consulting

13. Business valuations when buying or selling a business or adding a new investor

14. Financial forecasting, budgeting and cash flow projections

15. Aid in obtaining and structuring business loans or asset-based financing

16. Assistance in raising capital, securing private placements, IPOs, etc.

17. Profitability improvement and efficiency enhancement services

18. Designing and implementing incentive or deferred compensation programs

19. Merger and acquisition analysis, and recommendations and due diligence

PERSONAL FINANCIAL SERVICES

20. Financial planning

21. Retirement planning

22. Estate planning

23. Business management for entertainment and high profile clients

24. Individual tax planning and tax preparation

25. Representation before government agencies

…..and much, much more!

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