Contact Us
We’re ready to help you achieve your financial and strategic goals. Reach out today to schedule a consultation.
Phone: (424) 422-1125
Address: 22741 Pacific Coast Hwy, Suite 320, Malibu, CA 90265
About Us – Sheridan & Associates
Your Trusted Partner in Financial Excellence
At Sheridan & Associates, we are dedicated to helping businesses, individuals, and legal professionals navigate complex financial and strategic challenges. Founded by a CPA with decades of experience as both a CFO and financial consultant, our firm combines corporate expertise with personalized attention to deliver results that matter.
From supporting businesses through periods of transformative growth to guiding clients in high-stakes financial situations, our approach is grounded in professionalism, integrity, and a commitment to excellence.
Our Mission
We aim to provide clear, credible financial insights and tailored solutions that empower our clients to achieve stability, growth, and long-term success.
Our Expertise
We offer a full suite of financial services designed to meet your diverse needs:
- Tax Planning and Preparation: Minimize tax liabilities and ensure compliance with strategic, personalized tax solutions.
- CFO and Controller Services: Access expert financial leadership for budgeting, forecasting, and cash flow optimization.
- Business Advisory and Consulting: Drive growth, streamline operations, and develop strategies for long-term business success.
- Forensic Accounting and Litigation Support: Detect financial discrepancies, investigate fraud, and provide expert testimony in legal disputes.
- Technology and Systems Consulting: Modernize your financial operations with advanced tools, ERP implementation, and automation.
- Crisis Management and Turnaround: Navigate financial distress with debt restructuring and strategic recovery plans.
A Commitment to Our Clients
At Sheridan & Associates, we believe that financial clarity is the foundation of success. That’s why we take the time to understand your unique goals and challenges before crafting customized strategies designed to achieve optimal outcomes.
Our clients rely on us for:
- Tailored Solutions: We provide strategies that are aligned with your business, industry, and objectives.
- Credible Insights: Our experience and analytical approach offer reliable guidance to support informed decision-making.
- Proactive Support: We’re always one step ahead, helping clients anticipate and respond to financial challenges.
Proudly Serving Malibu and Beyond
Based in Malibu, California, Sheridan & Associates is proud to support local businesses and individuals while also serving clients across various industries and regions.
Whether you’re optimizing cash flow, resolving a legal dispute, or planning for the future, we are here to guide you every step of the way. Let us put our expertise to work for you.