Westside Financial

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Westside Tax is an accounting services company located in Los Angeles that was founded in 2016. The company employs a team of fewer than 10 and offers services like financial accounting, tax & payroll preparation, and bookkeeping to small and mid-size businesses.

Client Insights

Industry Expertise

Business services

40%

Non-profit

20%

Real estate

20%

Advertising & marketing

10%

Government

10%

Client Size Distribution

Small Business (<$10M) 60%

Midmarket ($10M - $1B) 40%

Common Project Size

$10K-$49K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Westside Financial was engaged by Coalition, a digital marketing and website development agency, to provide comprehensive business accounting services. The main challenge faced by Coalition was maintaining a variety of complex operational reports and dealing with a complex accounting process due to having team members globally. Westside Financial, under the leadership of Kenny, the founder, set up the entire accounting process, including custom reports, and continued to oversee it, operating as a remote, contract CFO. Kenny also handled tax-related issues, setting up accounts with tax collection departments in about 20 states and dealing with overseas tax and legal issues. The CEO of Coalition expressed high levels of trust in Kenny and appreciation for his work. The engagement has been ongoing for over five years, with Coalition investing approximately $500-$1,000 monthly in Westside Financial's services.

Timeliness

4.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0