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Let’s do this.

Working with the right financial team is rewarding from many perspectives. Is it time to turn insight into action? Make better informed decisions? Transform your business? Maybe smooth out a few accounting or taxation hiccups, and know that you’ve got good people maintaining what you, your employees, associates, or family have built? Perhaps, you simply need a set of trusted resources that let you get back to what you truly care about in your business and personal life.

Fintegrity has you covered.

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See more of what’s possible.

Take a few minutes and ask yourself: If my company utilized the same professionals for bookkeeping, payroll, accounting, tax planning and payments, as well as regular financial statements preparation; what questions could these knowing and trusted advisors answer for me?

>Improve my cash flow?
>Analyze and track inventory?
>Guidance on getting a better loan?
>Financial planning related to business or estate planning?
>What is my retirement or exit strategy – now, or some day?
>Negotiate with the IRS to reduce my interest and penalties?

Financial statements are the vital signs of your business and they are massively underutilized. As a matter of fact, most businesses delay dealing with them until it’s way too late. Issues with liquidity, operational performance, or even compliance creep up in the background and are just waiting to pop up out of the blue. The right analogy for this business mindset is imagining yourself navigating a large ship in treacherous waters completely blindfolded. Therefore, all business leaders should sit down periodically for a financial checkup while utilizing accurate, complete, and timely financial reports. It’s a sensible framework for making faster, more confident (and less stressful) day-to-day decisions and insightful future plans.

Again. Fintegrity has you covered.

 

A complete solution offering value, efficiency and convenience.

Why spend all of your energy coordinating multiple contributors for the respective needs of your business or personal financial and tax requirements? Or worse, be pressed into a “one-size-fits-all” program that is likely to be too big or too specialized? Fintegrity runs on the principle that we need to be prepared to evaluate, guide and support you for a wide array of financial, accounting, bookkeeping, and taxation-related matters. Our guiding principle is to be honest and transparent – so if we feel we are not the right fit, rest assured we’ll let you know. An uncommon approach these days, as many have experienced. However, you owe it to yourself to talk with us for a free, no-pressure consultation if you are seeking any of the services noted below:

Tax Services

>Tax Preparation
>Tax Planning
>IRS Representation/Audit Management
>Franchise Tax Board Filings & Support

Accounting

>Bookkeeping/Write-up
>Payrol Services
>Quickbooks Setup & Support
>Accounting systems
>Accounts Receivable
>Payable Management
>Inventory/Asset Management

Consulting

>Entity Selection & Restructuring
>Financial Projections & Forecasts
>Cash Flow & Budgeting Analysis
>Financial Analysis
>Business Plans
>Debt & Finance Advising
>Business Valuations
>Financial Modeling

 

The integrity of Fintegrity.

We have proudly and professionally maintained our accounting, financial planning and taxation practice here in Westlake Village, California, since our founding over 35 years ago as Joyce Brykman CPA.

Today, Fintegrity is fortunate to serve mostly Southern California companies of all sizes and individuals, as well as interstate and international accounts from a wide array of sectors. And yet, our deep experience and insightful support of hundreds of clients is well balanced with modern methodologies and considerations.

Because when it comes to tax codes, financial models, and legal and regulatory compliance, the only true constant is change. So Fintegrity has invested in on-going education and training, computerized and cloud enabled solutions, as well as the fresh ideas of our newer team members to ensure best-practices for today and long into the future.

A well-experienced, insightful and
hands-on team of professionals.

Yoel Kopeliovich

President (and Team Leader)
Certified Public Accountant

Prior to leading Fintegrity, Yoel spent over two decades in large and mid-sized corporate roles in accounting, finance, financial reporting, forecasting, budgeting, business valuations, mergers & acquisitions, and taxation. He holds a Master of Business Administration from Columbia University and a Bachelor’s degree in Accounting from Pepperdine University.

Today, Yoel and his highly-talented team of professionals measure pleasing success for their business and individual clients in two ways: Providing very thorough, accurate and on-time payroll, bookkeeping, general accounting, reporting and taxation support. And certainly, making insightful discoveries and offering concrete solutions that often involve highly complex financial modeling, actionable recommendations to troublesome taxation situations, all of which rely on the team’s diverse and extensive backgrounds, solid education and proven intellect.

Other key contributors:

John Velotta

John has been with Joyce Brykman CPA/Fintegrity since 1995, with a primary focus on analysis, planning and tax preparation for business clients.

A true trusted advisor, he often advises on executive and business owner individual tax situations, and prepares their filings.

John also oversees the bookkeeping and payroll services that Fintegrity provides.

Prior to entering public accounting, John spent 17 years in the private sector with positions ranging from staff accountant to controller. Some of the industries worked for were petroleum, software distributors, and market research. He has a Bachelor’s degree in Accounting from the University of San Diego.

Paul Humphrey, CPA

Paul has been working for Joyce Brykman CPA/Fintegrity for over 12 years. As part of his extensive experience working as a CPA, Paul has advised business and personal clients through thousands of income tax and financial planning engagements.   His industries experience includes real estate, merchandising, entertainment, retail trade, computer software, manufacturing, distribution, and professional service firms. 

Paul’s combination of insightful experience, firm tenacity, and patient nature makes him an excellent representative to inquire and resolve issues with the Internal Revenue Service and Franchise Tax Board.

A graduate of one of the top-rated accounting programs in the U.S., he holds a Bachelor of Science in Accounting from California State University Northridge.

Vicky Huffman

The point person for many of our practice’s most important accounts, Vicky’s absolute professionalism with a smile (you can hear) exemplifies the deep commitment we make to truly keeping your long-term goals in mind while efficiently supporting day-to-day requirements!

Her main roles include payroll onboarding, processing and maintenance, bookkeeping, and chasing down timely answers to your adhoc questions and concerns.

Prior to joining Joyce Brykman CPA/Fintegrity in 1995, Vicky worked for other prominent CPA firms in Ventura County. 

Best-practices basics, plus more elaborate project support.

First and foremost, your company needs a solid foundation of best-practices bookkeeping, accounting, and taxation support. While this may seem obvious to some, one of the most important reasons to choose Fintegrity is our extensive, well-established abilities to address common issues for businesses of all sizes. Examples include audit representations, dealing with tax-related penalties, identifying improperly recorded transactions, and advising you on a variety of strategic business opportunities.

Analyze financial performance to best understand the true KPIs of your business.

Optimization of tax strategies avoids unnecessary payments.

Develop operating budgets to smooth out surprises.