Optimize your Business and Personal Finances

If you’re a business owner looking for a strategic partner to help you manage your finances or an individual with complex financial needs, look no further than White & Company. We specialize in freeing entrepreneurs from time-consuming financial tasks and providing them with sound financial advice so they can focus on growing their businesses, knowing that money matters are being expertly handled. 

Please review our suite of services below, then contact us so we can help you optimize your business and personal finances


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Business Cash Planning

August 4, 2017

How much cash can I reinvest in or draw from my business?

Do you feel as if you do not have visibility on the amount of money you can take out of your business or reinvest in your...

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Phone: 949.698.3738 • Fax: 949.666.5051
Email: advisors@whiteandcocpa.com