At-a-glance
Related Categories
Overview
-Offers Personal Financial, Retirement, and Estate Planning
-Maintains Small Business Accounting, Payroll, Bank Financing, Internal Controls, Business planning & Formation, and Part time CFO Services
-Handles Tax Preparation, Planning, and Problems
-Utilizes Quickbooks and other proprietary programs
Products & Services
Business Details
- Location of This Business
- 585 E Los Angeles Ave Ste E, Simi Valley, CA 93065-1865
- BBB File Opened:
- 4/22/2020
- Years in Business:
- 10
- Business Started:
- 1/2/2014
- Business Incorporated:
- 1/2/2014
- Accredited Since:
- 4/23/2020
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Number of Employees:
- 4
- Hours of Operation
Primary
- M:
- 9:00 AM - 5:00 PM
- T:
- 9:00 AM - 5:00 PM
- W:
- 9:00 AM - 5:00 PM
- Th:
- 9:00 AM - 5:00 PM
- F:
- 9:00 AM - 5:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Ms. Nicolette York, Owner/Agent
- Contact Information
Principal
- Ms. Nicolette York, Owner/Agent
Customer Contact
- Ms. Nicolette York, Owner/Agent
- Additional Contact Information
Fax Numbers
- (805) 424-1800Other Fax
Email Addresses
- Sales
- (805) 424-1800
Customer Complaints
1 Customer Complaints
Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews
File a ComplaintMost Recent Customer Complaint
02/21/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
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