BENN & LEMAN CPAs
Many of our clients want relief from the burden of handling their financial affairs alone. Here, at Benn & Leman CPAs, we strive to simplify the process of tax preparation, planning and accounting by educating our clients so they can make intelligent and informed decisions. We appeal to those who want to be involved in their financial affairs but who recognize the need for a professional partner in a friendly atmosphere where trust and efficiency are key.
We encourage our business clients to be as self-sufficient as they would like to be, and can be, with their accounting & financial reporting. To assist our business clients in that process we can serve as:
· Educators in helping to train their in-house staff.
· Locators of third parties to provide bookkeeping and accounting assistance.
· Advisors to provide some of the skill levels missing from the financial and business team (for example, to assist with areas of expertise often
provided by in-house controllers or CFOs).
We want to be your most trusted business advisors. We have helped businesses solve a myriad of problems. To name a few examples:
· Assisting in the establishment of an accounting system.
· Advising in all aspects of starting a new business, including the selection of the appropriate type of entity to use.
· Compiling financial projections and budgets for both start-ups and existing businesses.
· Assisting in the interviewing and selection of accounting personnel.
· Advising on transitioning a business between generations of family members (or to key insiders, as appropriate).
Of course, we also provide the more traditional services listed under the section titled "Services".
We are always interested in adding new clients; however, our goal is not indiscriminate growth of clientele and personnel. We have some limits on the number of clients, in order to maintain our ability to provide a consistent level of service to all.
We encourage our business clients to be as self-sufficient as they would like to be, and can be, with their accounting & financial reporting. To assist our business clients in that process we can serve as:
· Educators in helping to train their in-house staff.
· Locators of third parties to provide bookkeeping and accounting assistance.
· Advisors to provide some of the skill levels missing from the financial and business team (for example, to assist with areas of expertise often
provided by in-house controllers or CFOs).
We want to be your most trusted business advisors. We have helped businesses solve a myriad of problems. To name a few examples:
· Assisting in the establishment of an accounting system.
· Advising in all aspects of starting a new business, including the selection of the appropriate type of entity to use.
· Compiling financial projections and budgets for both start-ups and existing businesses.
· Assisting in the interviewing and selection of accounting personnel.
· Advising on transitioning a business between generations of family members (or to key insiders, as appropriate).
Of course, we also provide the more traditional services listed under the section titled "Services".
We are always interested in adding new clients; however, our goal is not indiscriminate growth of clientele and personnel. We have some limits on the number of clients, in order to maintain our ability to provide a consistent level of service to all.
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Katherine L. Leman, CPAKatie has over 15 years of public accounting experience in taxation and accounting, including tax planning and consultation for individuals and small businesses, and the preparation of individual, business, fiduciary, payroll, and exempt organization tax returns. Also, she prepares compiled, reviewed, and audited financial statements.
Education California Polytechnic State University, San Luis Obispo, BS - Accounting & Finance, 1999 Professional Organizations American Institute of Certified Public Accountants California Society of Certified Public Accountants Board Member and Treasurer of the Sacramento Entrepreneurship Academy In her free time, Katie is busy chasing after her three young children and enjoys playing soccer, reading, and hanging out at the beach. |
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Charles K. Benn, CPASince starting in this profession in 1972, Charlie has built his practice around medium and small sized closely-held business entities. They represent a diverse group of industries including, but not limited to, food and beverage, agribusiness, manufacturers, distributors, not-for-profits, real estate development and construction, and professional service firms in the fields of environmental consulting, health care, law, and engineering. He has extensive experience providing accounting, tax compliance, and tax planning services to a variety of business entities and organizations, individuals, estates, and trusts. In addition, Charlie has provided a wide range of business advisory services, including business valuations for firms in many industries and for a variety of purposes, including acquisition and divestiture of businesses, partner, or shareholder disputes, estate and gift tax returns, dissolution of marriages, and business succession planning.
Education University of California, Berkeley, MBA - Finance, 1972 Stanford University, BS - Mechanical Engineering, 1970 Whittier College, BA - Mathematics, 1970 Professional Organizations American Institute of Certified Public Accountants National Association of Accountants California Society of Certified Public Accountants In his free time, Charlie enjoys spending time with his family and grandchildren, traveling, reading, rooting for Stanford and Cal at the Big Game (a difficult act), and saving fish from predators such as sharks, eagles and osprey on the Western coast of the United States, British Columbia and Mexico. |