Ferrari & Associates, PC
Consultants and Accountants
2045 Magpie Court
Newbury Park, CA. 91230
805.612.3510
Ferrari & Associates, PC was created to assist businesses achieve their financial goals and to
provide stewardship for private and public companies. The services we provide are as follows:
Provide financial services on an out-sourced basis
Some of the services we provide in this category are:
Supplement client management with out-sourced financial services, commonly
performed by a Chief Financial Officer, such as financial statement preparation and
accounting function oversight, preparation of financial projections and budgets, strategic
planning, including SWOT analysis, negotiating with banks and capital funding sources,
being a financial liaison for the company to outside contacts.
Manage, guide and oversee client accounting and bookkeeping personnel.
Establish or enhance internal controls.
Design reports which will allow management to obtain relevant, accurate and timely
financial information regarding company operations.
Assist management in preparing for their external audit function.
Provide recommendations to management which seek to improve the financial strength of
the company.
Fulfill public company board of director requirements for having a “financial expert” as
defined in the Sarbanes-Oxley Act.
Service on boards of advisors of private companies.
Ferrari & Associates, PC strives to bring value added financial expertise to companies whose
management seeks successful financial results conducted within a working environment that
values high ethical standards.
Qualifications:
Stephen J. Ferrari, CPA is the principal of Ferrari & Associates, PC. He has over 25 years
experience in public accounting and was a partner with a top 100 public accounting firm.
Client profile:
Ferrari & Associates, PC seeks to work with clients who desire expertise in accounting, finance
and with general business advice. Services and billings are tailored to specific client needs.
Ferrari and Associates, PC prefers to work and bill on a project, fixed fee basis. Hourly projects
and billings can also be arranged.