21700 Oxnard Street, Woodland Hills, CA, USA
It's not what you make, it's what you get to keep! TM
We offer an ideal mix of experience, innovation, problem solving, and relationship building to gain a deeper understanding of our clients’ stories.
We are a full-service boutique accounting and business advisory firm.
2 customer reviews
Garun Gupta
Accounting
Holistic Financial Services, Inc. is very proactive & responsive. We needed them to complete an accounting project on short notice within less than 7 days and they delivered with flying colors. Our company is planning to use them for all of our company's accounting needs. I highly recommend. More...
Ruby
It's been an absolute pleasure working with Holistic Financials for the past months. They are incredibly professional, thorough and feel like my company is in the best hands. I would absolutely recommend them to anyone. More...
What kind of accounting services do you provide?
Accounting Services Auditing Services (Audited Financial Statements, Due Diligence, Internal Control Assessment, Review, Compilation, Prepare Financial Statements, Agreed upon Procedures, Budgeting Analysis, Financial Forecasts and Cash Flow Projections, Bookkeeping, Tax preparation and may more.
Why is it so important for businesses to hire a great accountant?
We go beyond the numbers to help businesses be more successful! Don't forget it's not what you make, it's what you get to keep!
What do you love most about your job?
Getting the opportunity to meet so many interesting people and helping them be more successful than they already are.
What inspired you to start your own business?
I'm as driving as the business I try to help! The main inspiration for starting my own business is my entrepreneurial spirit. There are also successful people whom I admired in my lifetime. A history of entrepreneurs in my family has been a major influence and I have a strong desire to succeed for a purpose much bigger than myself.
Why should our clients choose you?
We care and we become part of them. We look at their business as personal life as it's ours and try to understand the needs and provide a solution.
Can you provide your services online or remotely? If so, please add details.
Yes. We are 100% paperless and efficient at what we do. We work Nationwide.
What changes have you made to keep your customers safe from Covid-19?
We stop having face to face meeting and we work 100% remote. Our clients were lucky enough not to be hurt by Coivd-19 as much. We were there with them helping and giving them all the guidance they needed on all the government programs like PPP, PPP2, various grants, P/R credits and etc.
It's not what you make, it's what you get to keep!
Accounting Services
Auditing Services (Audited Financial Statements, Due Diligence, Internal Control Assessment, Review, Compilation, Prepare Financial Statements, Agreed upon Procedures, Budgeting Analysis, Financial Forecasts and Cash Flow Projections, Bookkeeping, Tax preparation and may more.