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9100 Wilshire Blvd. #725 E
Beverly Hills, CA 90212
?I am absolutely satisfied with my collaboration with Capital West Advisors. Seth Schwartz and the team dedicated a lot of time to crafting our business plan and guided us with great care and attention toward achieving our goals. I am truly grateful for their professional services and the valuable insights they provided.
The staff at Capital West Advisors (CWA) were extremely professional, wrote a compelling vision, a clear, a concise strategy, and strong financial projections for my business. I strongly recommend CWA as a company for developing your business plan, as they have the expertise including the knowledge and experience in area providing excellent services.
I greatly appreciate, the excellence of work done for my feature film business plan by Capital West Advisors. The business plan they completed was comprehensive and detailed, i would recommend Capital West Advisors service. June Chambliss
I'm really grateful to Capital West Advisors for helping me with my startup. Great work, super knowledgeable, and they actually care about how my company is doing!
CWA developed a phenomenal investor pitch deck and pro-forma financial model to enable our corporation to secure financing.
Great working with Seth and his team. Very professional and delivered a well design film business plan.
The reviews on here on fake I paid upwards of $2000 for a vague business plan template that had another companies name on it. Complete scam! Beware.
Great experience. Capital West Advisors create exceptional business plans.
Working with Mr Seth of Capital West Advisors on couple times has been an excellent experience, he understands your business plan requirements and create outstanding business plan. In fact I was able to obtained the funding that I need for my startup business. Thank you Seth and your team for a great job. Felipe from FL
Capital West Advisors created an outstanding business plan and financial model for our company. The plan was quite complex and required a herculean effort by Seth and his team. They were able to create a plan that accurately reflects our growth plan and monetize that growth. They definitely went above and beyond my expectations. I would highly recommend Seth, Reginald, Kevin and the Capital West Advisors team!!!
I wanted to give a quick shout out to Capital West advisors. I had a great experience developing our business plan with Seth. He was referred by a close relative of mine who was also happy with his work. I don't have much experience with business plans, but I have a ton of experience with products and development. Capital West was able to turn my product and project into a business plan that open doors for us. I really appreciated that.
Capital West Advisors took a rough concept and created a professional presentable business plan that met and exceeded all my expectations. Over the course of it's completion, Seth and Arnold made adjustments to my financial plan, as my plans and ideas developed. They willingly added the graduating revenue streams and incorporated those into the financial forecast. Not only is this plan informative and it's presentation polished and professional, it will certainly peek the interest of investors. They truly c
Capital West Advisors helped me to finalize my business plan, including narrative and financial projections. They are extremely helpful and experienced in helping draft business plans. When I completed by plan, I was able to raise the money I needed to fund my business from opening to start up to early growth. The business was sole after about 4 years--which was a great success and has led to my next career and work efforts. They are focused and help you keep on point and time and do NOT overcharge for
Seth and his team provided me an excellent business plan with financials for my start-up company. The plan was about 25 pages and he provided me about 15 pages of very thorough financial information. I used this material to help me raise over $300,000 for my company. Capital West Advisors was a true life-saver for me and my business and I would recommend them in a heartbeat!
Capital West Advisors, Created a 5 year Business Plan for our existing real estate company. I have done business plans before and The Capital West Business Plan was superior to all those. Seth and their team was very professional throughout the process. The fee was well worth my investment and the finished product looks fantastic. The narrative is very well written, having the right amount of positive language without being unrealistic in expectations. The financial part of the plan was a huge undertaking
I had been attempting to write my business plan for over two years. I had accumulated pages and pages of information and had three or four very rough drafts of what I had hoped would become my plan. I finally came to the realization that I couldn't do it by myself. I needed professional help. A Google search gave me several options from which to choose. A bit more research, and I decided on Capital West. They had an informative website and a "A" rating with the BBB. I called Seth and spoke to him about my w
Capital West Advisors did well assisting us in completing our business plan. The company worked very hard on our project and we are excited about the finished product. We appreciate the hard work and would recommend the service to other businesses as well. We would like to thank Capital West Advisors for a job well done. Owner Slyce Desserts Bar & Lounge
Seth, Arnold and Reginald wrote a world class business plan for my company. They were very professional, attention to detail and job well done in a timely manner and moreover at a reasonable price. I recommend this team of professionals to anybody who want a world class business plan. Thank guys for all do !
Capital West Advisor's has been a great help in many business plans I have done though the company. I am excited to start a new adventure in their cap into services. I will continue to use them as long as I needing help building my business pro folio.
My Wife and I I was researching a business plan writing company online and found Capital West Advisors website Seth Schwartz. All I had at the time was just an idea and imagination after speaking with seth Schwartz. He listen to my idea imagination and along with him and his teem worked that idea into a full business on paper they was very helpful throughout the process keeping me update every step of the way after receive my package it was exactly what I had imagine my ideas and imagination had come t
I love working with Seth and his creative team. Capital West Advisors has helped me take my business to the next step. They are professional and made me feel like they cared about the success of my business!!!
CWA is exceptionally patient, thorough and professional. Their due diligence in researching both my business and my industry allowed them to cater the perfect deliverable. I was so impressed with CWA that I recommended my wife utilize CWA's services for her company as well.
Seth and Capital West Advisors (CWA) were outstanding. We sought out CWA to assist in developing our business plan/financial projections related to a Small Business Administration (SBA) loan. We're new to this complex government process. However, CWA work closely with us to develop a comprehensive plan to include overview, services (procedures), market analysis, operation plan, and financials. Seth and his team?s ability to quickly build a tailored plan is impressive. They have the talent and experie
Capital West Advisors developed an exceptional business plan and financial model for me. Their team was professional and intelligent. They were able to work out all the details from beginning to end. highly recommend!
I have worked with Capital West Advisors on several successful plans. Seth and his team have been very responsive and professional in their approach to business plans and expanded financial modeling. I have sent many clients to Capital West.
The team at Capital West Advisrs were very professional and knew exactly what we wanted in our business plan. Seth Schwartz was patient with us all the way through. Truly a great group of folks to work with.
I had a great experience with CWA. Seth was a pleasure to work with. He has the know how and patience to get the job done in a timely manner. A straight shooter that will be more than happy to get a host of experts involved to get your project done right. CWA is surely result oriented. I have used Capital West Advisors on two different projects and on each one of them, they by far exceeded my expectations. I'll recommend CWA 100% always.
The People at Capital West Advisors, and Seth especially are really professionals when it comes to produce a financial statement & business plan to be presentable in a clearly & highly professional format. It was a real pleasure working with such Business professionals.
They are very professional and keep to their timetable. I recommend them.
Extremely proficient and high-quality business planning and investor identification services!
I was highly impressed by the professionalism of Capital West Advisors and highly recommend their services. They developed an investor-grade business plan for my company and their services were instrumental in my successful raising $3 Million in financing.
I have engaged Capital West Advisors to work on businesses plans for two of my projects. Reginald and Seth were involved. CWA did a very good job both times!
Capital West Advisors came through for my company under strict deadlines and output requirements. They understood my complex business model, and put together a fluid and well supported business plan. Thank you CWA.
Capital West Advisors have tremendous insight into a wide range of different industries who can help you up to speed with comprehensive business plans and financial planning.
Capital West Advisors have been superb, swift and thorough! They are the SMEs for all industry business plans. Highly recommend.
We hired Capital West Advisors to create an business plan for our startup to raise capital, obtain land purchase and build commercial building and working capital. They under promised and over delivered and our business plan is a living document for us.
Capital West Advisors met all My needs in preparing my business plan and financials. They worked very hard meeting my demands and needs to make a viable plan.
Capital west is an excellent resource! Seth and his team are top notch and really work hard for their clients! I would highly recommend them!
For a business plan, I was looking for advisors, and I found Capital West advisors. Capital West?s professionals helped me complete a perfect business plan. I really appreciate them.
Seth understands multiple aspects of what your business plan needs to succeed. He was clutch in helping with the business plan process and accessing key experts and industry veterans.
I was shocked at how quickly Seth and his team picked up on the depth and details of my business as it is a specialty business. Very professional to work with. Met every deadline. Thanks!
Outstanding company to work with. Used them for a business plan to get a bank loan for a new business and they did an amazing job, above and beyond my expectations!
Seth and Arnold they provided me business plan for my startup company they were very helpful and they did it in 4 days. They did a great job. Thank you guys so much
Excellent business plan that helped so much
I worked with CWA on my business plan and they were professional and helped me in the areas I did not have the knowledge. Seth even follow up with me months later to know how things was going.
Kevin and Seth did a great job with our business plan. Thank you very much for your great and professional work.
Seth and Capital west are amazing. They created and perfected my plan beyond all expectations.
Capital West advisors has done outstanding work for me recently and in the past. Keep up the great work!
They took the time to make a well thought out ,detailed and easy to understand plan that i needed to get something I wanted to do to one day have it up and running . Worth every penny thank you guts so much ?? ?
EXCELLENT SERVICE FIVE STARS SUPER RECOMMENDED
Very good company!)))) I applied to them so that they could make a business plan for me!)))) They coped very well with this task and quickly!)))) I advise everyone this company!))) I wish them great prosperity !!!!!)))))????????????????????????????????????????????
Helped us draft the business plan in a short time frame. Very easy to work with, pleasant, flexible and professional.
Seth and Bertha of Capital West Advisors developed a very high quality business plan for my company.
Very pleased with CWA. Seth and Arnold were professional and consistent.Got the business plan done perfectly.
I hired Capital West Advisors on 2 separate occasions and they did a good job for me both times.
Prompt and detailed work. Loved the business plan! Went above and beyond my expectation. Thank you for a great experience!
Seth is a very experienced Business Planner. He is reliable and knowledgeable.
CWA prepared our business plan. They are diligent, quick, responsive and professional.
Awesome group to work with! Our business plan was done professionally to our expectations.
Seth and His Team are By Far one of the best business planning advisors out here !!
They were very helpful with getting us started out on the right foot. Seth was great!
Professional work with great detail and accuracy. Very satisfied with the process and the staff as well.
These guys did a wonderful job. Very pleased with their services.
Very professional and easy to deal with ,def definitely use them again
Best of the BEST! A real pleasure working with !
Fast response and good work. Excellent company.
Very creative great service friendly attitude very committed and on time
Excellent work for the price Leonard Werner
Excellent work and timely turnaround!
Excellent production
Thanks a lot for your help.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.