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About Us

STORY ABOUT US

We are committed to providing clients the highest quality of service in a timely manner. Through our commitment, we deliver services that clients need in the manner they need them - on time, dependably, and with the highest level of integrity and quality. We approach work with the highest level of professionalism and personalized attention. We are available to meet with clients 5 days a week with flexible day, evening and week-end hours to meet the growing demands of clients' busy schedules.

Copti and Associates is a Thousand Oaks based professional accounting and bookkeeping firm providing a single source financial solution, we offer a full range of bookkeeping and accounting services for small and medium sized businesses. Depending on your company’s needs, we partner with you as your bookkeeper, accountant, controller and business partner. We provide income tax preparation to individual and small businesses.

We have helped individuals, small and medium sized businesses as well as emerging businesses with specialized accounting services that would empower them to focus on the core of their business instead of spending valuable time on complex financial issues. When you decide to hire us to partner with you for any of our services or solutions, you can expect the following: An initial input session to discuss your specific needs and review any documentation to be shared, once determined:

We pride ourself in relationships with clients and our philosophy is founded on the belief that our growth is based on the growth of clients. Our services are personalized to your individual needs.

Tailored packages with fixed monthly fees help your business budget so there aren't any surprises.

We will provide you with a proposed action plan for managing your account or project.

  • Execution of a contract or agreement.
  • Submission of invoices, documents or contracts to Copti and Associates via email, fax or upload to our secure web server.
  • Processing of data, documents or transactions depending on the services or solutions selected.
  • Quality check / review of data by accountant and review of transaction processing or project by client.

We will invest significant time with your company to:

  • Learn the nuances of your business.
  • Discover ways to better improve your financial and operational efficiencies.
  • Advise you in day-to-day operations.
  • Identify inefficiencies in your processes and advise you on how to correct them.
  • Review your accounting technologies to ensure you are getting the most from them.

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