Business Details
19 Years
experience
Trusted Accounting Services in San Diego
Batten Accountancy is a full-service accounting firm dedicated to providing tailored solutions for businesses, individuals, and nonprofit organizations. Founded in 2007, our approach centers on active listening, client education, and proactive communication to address unique financial needs. With expertise in tax planning, fraud prevention, and nonprofit accounting, we prioritize ethical standards and strategic partnerships to help clients achieve long-term success.Our team, led by Certified Fraud Examiner and CPA Jere Batten, combines industry knowledge with personalized service to deliver actionable insights. By customizing engagements to client priorities, we ensure seamless year-round financial management and minimize surprises during tax season. Our commitment to transparency, continuous learning, and fraud risk mitigation sets us apart as trusted advisors in the San Diego community.
Services
Accounting Services
Tax Preparation
Fraud Prevention
Nonprofit Accounting
Business Consulting
Details
- Year established: 2007
Highlights and features
- We customize accounting services to meet each client's unique priorities and timetable.
- Our team includes a Certified Fraud Examiner with specialized fraud prevention expertise.
- We emphasize client education to simplify complex financial and tax matters.
- Proactive quarterly reviews help clients stay aligned with business and tax goals.
- We maintain strict ethical standards and transparency in all client relationships.
Associations and certifications
- CPA
- Certified Fraud Examiner (CFE)
What people say
Great service
Quick, efficient
Prompt, courteous
Extremely professional
Worth the money
Services
Accounting Services
We provide customized accounting solutions for closely held businesses, focusing on operational challenges and strategic growth. Our services include financial reporting, tax planning, and performance monitoring to support data-driven decision-making. By prioritizing client education, we help businesses maintain compliance while optimizing financial outcomes.
Nonprofit Accounting
Specialized accounting services for nonprofit organizations ensure compliance with donor restrictions and regulatory requirements. We simplify financial reporting, demonstrate fiduciary responsibility, and implement systems to manage net assets effectively. Our team helps nonprofits maintain transparency while focusing on mission-driven goals and sustainable funding strategies.
Fraud Prevention
As fraud prevention specialists, we assess vulnerabilities and implement safeguards to protect business assets. Services include risk assessments, discreet investigations, and staff training to detect and prevent fraudulent activity. Our Certified Fraud Examiner leads proactive measures to minimize financial losses and strengthen internal controls.
Tax Preparation
We offer strategic tax planning and preparation services for individuals and businesses with complex financial situations. Our approach maximizes deductions while ensuring compliance with evolving tax regulations. Clients benefit from year-round advisory services to optimize tax positions and avoid year-end surprises.
Business Consulting
Our consulting services focus on helping growth-oriented enterprises achieve long-term objectives. We provide insights on capital markets, expansion strategies, and regulatory compliance tailored to industry-specific challenges. By aligning financial practices with business goals, we support sustainable growth and operational efficiency.
People
Jere Batten
Founder & CPA
Jere Batten, CPA and Certified Fraud Examiner, established Batten Accountancy to provide client-focused accounting solutions. With decades of experience, she specializes in fraud prevention, nonprofit accounting, and business consulting while delivering engaging educational presentations on financial topics.
Questions
What accounting services do you offer for small businesses?
We provide customized accounting, tax planning, and fraud prevention services tailored to small businesses' operational challenges and growth objectives.
How do you help nonprofits with financial compliance?
Our nonprofit specialists ensure compliance with donor restrictions, simplify financial reporting, and implement systems for transparent asset management.
What fraud prevention measures do you recommend?
We conduct risk assessments, implement internal controls, and provide staff training to detect and prevent fraud while minimizing financial exposure.
Can you assist with tax planning for individuals?
Yes, we offer strategic tax planning and preparation services for individuals with complex financial situations to maximize deductions and ensure compliance.
Do you provide financial education for clients?
We emphasize client education through proactive communication and customized guidance to help clients understand and apply financial best practices.
