Business Details
Trusted Accounting & Tax Services in San Diego
Tbi Consulting is a San Diego-based CPA firm dedicated to empowering small businesses and high-net-worth individuals through comprehensive financial solutions. With over 30 years of combined experience, our team specializes in accounting, tax planning, forensic analysis, and strategic business consulting. We prioritize client relationships, offering personalized guidance to streamline financial operations, reduce tax liabilities, and drive sustainable growth.Our expertise spans outsourced CFO services, QuickBooks support, and wealth management, ensuring clients receive actionable insights tailored to their unique needs. As a trusted advisor, we combine technical proficiency with a commitment to transparency, delivering reliable financial advice that fosters long-term success.
Services
Tax Services
Forensic Accounting
Small Business Accounting
Wealth Management
Outsourced CFO Services
QuickBooks Support
Business Incorporation
IRS Problem Resolution
Highlights and features
- We offer over 30 years of combined experience in accounting and forensic consulting.
- Our personalized approach ensures tailored financial solutions for every client.
- Free initial consultation to address your specific accounting needs.
- Comprehensive services spanning tax planning, CFO support, and wealth management.
- Client-focused team committed to transparency and long-term relationships.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Services
Tax Services
Our tax services provide strategic planning and preparation for individuals and businesses. We minimize liabilities through customized strategies, ensure compliance with regulations, and offer IRS problem resolution. Clients benefit from timely filings, accurate reporting, and proactive advice to optimize financial outcomes.
Forensic Accounting
Forensic accounting services uncover financial discrepancies and support legal cases. We investigate fraud, analyze transactions, and provide expert testimony. This service ensures businesses and individuals receive evidence-based solutions for disputes, compliance issues, and asset recovery.
Wealth Management
Wealth management focuses on preserving and transferring assets for high-net-worth individuals. Services include estate planning, retirement strategies, and tax-efficient investments. Clients gain peace of mind through tailored plans that align with long-term financial goals and family needs.
Outsourced CFO Services
Outsourced CFO services deliver executive-level financial expertise without full-time costs. We provide cash flow analysis, strategic planning, and profit optimization. Businesses access actionable insights to enhance decision-making, control expenses, and drive growth.
Small Business Accounting
Small business accounting ensures accurate financial records and streamlined operations. We handle bookkeeping, budgeting, and reporting to improve efficiency. Clients focus on core activities while we maintain organized, up-to-date financial data for informed business decisions.
People
Tracy I. Bolton
Founder and Principal
Tracy Bolton is a CPA with over 30 years of experience in accounting, auditing, and forensic consulting. She specializes in financial strategy, internal controls, and business advisory services. Her expertise supports small businesses and high-net-worth clients in achieving financial clarity and growth.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, budgeting, and outsourced accounting to streamline operations and improve financial clarity for small businesses.
Can you help with IRS tax problems?
Yes, we offer IRS problem resolution services, including audit representation, penalty abatement, and installment agreement negotiations.
Do you provide forensic accounting for legal cases?
Yes, our forensic accounting services include fraud investigation, asset tracing, and expert testimony for litigation support.
What wealth management services are available?
We offer estate planning, retirement strategies, and tax-efficient investment management to preserve wealth for high-net-worth individuals.
How can outsourced CFO services benefit my business?
Outsourced CFO services provide strategic financial guidance, cash flow analysis, and profit optimization without the cost of a full-time executive.
