Service Areas

Our mission is to Capture Your Worth. We start by solving complex issues and working tirelessly on your behalf. This facilitates your growth and an enriched life experience. To accomplish this, we offer a range of specialized accounting and investment services ─ the most of any professional services firm in the region. Whether you need one service, or a team to address multiple areas specific to your industry, we have the professionals and the passion.

Audit & Assurance

Sound financial decisions require reliable information. We help our clients to make informed decisions by breaking down data and explaining it in a meaningful way. Our approach is proactive. We offer training and support to our clients on emerging issues, and provide responsive answers to their pressing questions throughout the year so they can plan and focus on their business.

  • Audits
  • Reviews
  • Compilations
  • Internal control evaluation
  • Office of Management and Budget (OMB) A-133 compliance audits
  • Forensic services
  • Employee Benefit Plan audits
  • Agreed upon procedures
  • Outsourced CFO

Hayashi & Wayland Accounting & Consulting, LLP has successfully passed all peer review requirements since joining the American Institute of Certified Public Accountants’ (AICPA) Quality Review Program in 1990.  This means through a practice-monitoring program, HW performs services within the scope of the peer review standards and issues reports in accordance with AICPA professional standards.

  
Peer Review

For additional information on Audit & Assurance Services at Hayashi Wayland, please contact Autumn Rossi, CPA or Mike Nolan, CPA, CFE, CGMA. We respond promptly to all inquires and look forward to hearing from you!

autumnr@hw-cpa.com / miken@hw-cpa.com

(831) 759-6300

Request for Proposal

Consulting Services

Having worked with thousands of business owners over the decades, and as business people ourselves, we understand first-hand what you need behind the scenes to keep your business running smoothly and profitably. We can help you manage your taxes, growth, staffing, payroll, banking and more. We work as an extension of your business and will treat it like our own.
Accounting

  • Computerized accounting expertise:
    • QuickBooks – Desktop and Cloud-based versions
    • Famous
    • Various other software systems
  • Assist or train your staff on all business accounting and tax activities
  • Analyze and help streamline your accounting process
  • Spot-check accuracy of general ledger items
  • Maintain depreciation schedules
  • Corporate minutes checklist

Staffing

  • Provide on-going bookkeeping, outsourced CFO and controller services
  • Assist you in the hiring of accounting professionals, from screening resumes to interviewing
  • Accounts Payable: bill paying and vendor account maintenance
  • Accounts Receivable: customer invoicing, statements and maintenance
  • Using our staff means no employee benefit costs to you (payroll tax, workers’ compensation, health, life or disability insurance, or retirement contribution)

Financial Management

  • Real-time cash flow management and analysis
  • Review of financial statements and other analytics with decision makers
  • Report on accuracy of accounting systems
  • Prepare and analyze budget variance reports
  • Comparative profit and loss analysis of account variances with recommendations if warranted

Federal, State & County Compliance

  • 1099s
  • Sales and use tax preparation and filing
  • Prepare Statement of Information for Secretary of State
  • Business property tax statements
  • Political reporting
  • Tax credits and business license renewal preparation
  • State Controller reports

Bank Reconciliations

  • Prepare or review bank reconciliations
  • Train your staff on preparing bank reconciliations

Payroll Services

  • Payroll preparation
  • Prepare/ transmit electronic payroll tax deposits
  • Prepare quarterly and annual payroll tax returns
  • Prepare workers’ compensation reports for your insurance carrier
  • Spot-check identity verification documents, such as I-9s, Social Security cards, driver’s licenses, passports, etc.
  • All can be provided for household staff as well

Financial Statements

  • Prepare compiled financial statements in accordance with Generally Accepted Accounting Principles (GAAP)
  • Preparation of management use only financial statements
  • Train or assist your staff in the preparation of financial statements
  • Preparation of journal entries and monthly financial reporting packages

For additional information on Consulting Services at Hayashi Wayland, please contact Natalie Rava, CPA, MAc. We respond promptly to all inquires and look forward to hearing from you!

natalier@hw-cpa.com

(831) 385-5426

Estate & Trust Planning

Thoughtful estate planning can have a positive impact for generations. It can minimize your tax burden, preserve family wealth, protect assets, provide long-term financial security for beneficiaries and help you achieve charitable objectives. In addition to providing a range of estate and trust services, our team works with attorneys and other estate and trust professionals to ensure you have a solid plan for today and tomorrow.

  • Estate planning and administration
  • Business succession planning
  • Preparation of estate, gift, fiduciary and charitable trust income tax returns
  • Trust administration and accounting
  • Charitable giving strategies, including private foundations
  • Family Office

For additional information on Estate & Trust Planning at Hayashi Wayland, please contact James Stiles, CPA. We respond promptly to all inquires and look forward to hearing from you!

jstiles@hw-cpa.com

(831) 624-5333

Fraud & Forensic Accounting

Financial fraud can take many forms and it can be challenging to identify ─ and rectify. Our fraud team uses a variety of investigative methods and forensic accounting procedures to determine if there is an infringement and its magnitude. We review accounts, find discrepancies, conduct extensive interviews and document with the understanding that valid evidence is critical. We also work with you and attorneys to outline a course of action.

  • Financial investigations
  • Forensic accounting
  • Embezzlement
  • Fraudulent financial reporting
  • Determination of fraud loss
  • Process risk analysis and re-design
  • Fraud risk assessment
  • Royalty and licensing audits

We recognize that different industries are vulnerable to different types of fraud. As a result, we tailor our investigations and response strategies to each client. Understanding the areas where fraud most commonly exists and the various types of fraud schemes serves as the foundation of a strong investigation or risk-response strategy.

For additional information on Fraud & Forensic Accounting at Hayashi Wayland, please contact Mike Nolan, CPA, CFE, CGMA. We respond promptly to all inquires and look forward to hearing from you!

miken@hw-cpa.com

(831) 759-6300

Income Tax Preparation & Planning

As tax laws continue to evolve, the complexities have become daunting, if not dizzying. The depth of our experience in this realm can help you plan and execute a tax strategy that will help you achieve greater financial stability ─ and peace of mind. By working with us, you will understand the issues relative to your business or personal taxes so you can make informed decisions. We also have the experience and resources to resolve tax issues no matter how complex.

  • Individual tax services
  • Partnerships and LLCs
  • Corporations
  • Nonprofit tax compliance
  • Estates and trusts
  • Tax credits
  • Cost segregation studies
  • Choice of entity type
  • Estate planning

For additional information on Income Tax Preparation & Planning at Hayashi Wayland, please contact Gina Cochetti, CPA, MST. We respond promptly to all inquires and look forward to hearing from you!

ginac@hw-cpa.com

(831) 759-6300

Investment Services

Financial plans serve as a map to your destination. But as life changes, you may need to change course or adjust your approach. We listen to your story and your goals. We address complex issues. We then make a practical plan for today and tomorrow. And as things change, we keep you on track. Our reach of Investment Services include: Personal Investments, Personal Retirement, Business Retirement, Financial Planning, Education Savings and Insurance.

 
For more information on one or all of our Investment Services, click here.
 

Trustee & Family Office

Individuals, families and family groups can have a wide range of unique needs and dynamics. We offer fiduciary and financial services to help with everything from the day-to-day operations like bill pay, to the long-term conservatorship of an estate. Additionally, high-net-worth individuals and family groups often have complex financial situations that require significant oversight. Together, we craft a custom solution to promote long-term success.

 
Family Office Services

  • Financial Management
  • Establish family goals and objectives
  • Compensation planning
  • Succession planning
  • Wealth preservation techniques
  • Financial structure

Financial Support

  • Personal financial statements
  • Bookkeeping
  • Banking and cash flow management
  • Business and personal bill payment
  • Coordinated tax planning and compliance
  • Maintenance of accounting and tax records
  • Insurance review
  • Tax returns

For additional information on Trustee & Family Office at Hayashi Wayland, please contact Rob Lee, CPA. We respond promptly to all inquires and look forward to hearing from you!

robertl@hw-cpa.com

(831) 624-5333

Copyright © 2016 Hayashi Wayland. An independently owned member of the McGladrey Network. Worldwide services through RSM International.