Professional Financial Planning to Meet Your Goals
Making sound financial decisions requires a full understanding of the current economic landscape, your business situation, and the expert knowledge of advisors skilled in planning for financial wellness.
Our experts will help you gain all the right insights and provide a comprehensive plan for all of your financial challenges and goals.
Together with industry-specific knowledge and years of experience in financial services, we’ll work proactively and collaboratively with you to make the right choices.
When you choose DOAAR, you get an expert team that always has your best interests at heart.
We Are Professionals with Years of Experience to Address Your Needs
Develop a custom financial plan that's in reach.
Financial Plans
We believe in your future financial health; we provide a personalized plan based on your situation and goals.
Investment Planning
We work to identify the most opportune investments and help with a plan to keep your wealth building goals at the forefront.
Insurance Planning
We help you to asses your level of risk and customize an insurance plan that meets all of your needs now and in the future.
Tax Planning
After taking a deep look at all of your financial goals and future plans, we'll work to optimize your tax potential based on our findings.
Customized Reporting
Get all the information you need about your financial wellness and outlook. We create customized reporting so you're always in the know.
On-Going Review & Alignment
You're never left in the dark. Our team will provide on-going support and continual monitoring of your financial situation.
Plan for Your Career & Retirement
Our dedicated team of professionals and industry veterans will help you with your current and future financial goals. We work to understand your needs and apply a strategy that works with your lifestyle. From investment portfolio advice to identifying risks and consistent reviews and updates, we work hard to ensure your finances are secured and working for you all the time.
Client Testimonials
“Expertise and friendly. Can talk in a straightforward non-technical way that any business owner would appreciate. I highly recommend.”
“The best thing about Dan (in my experience) is that he takes care of his clients. My needs are varied and Dan helps me think it through or knows the answer. And he gives it straight.”
“Awesome pricing, platform and customer service. My needs are always met on time and with the utmost care.”
“DOAAR is a great company to work with. Not only are they outgoing and energetic, but a very smart team – a pure pleasure to do business with.”
“We use DOAAR for bookkeeping and tax planning for our small business in Laguna Beach, CA and we could not be happier. Their customer service is A plus. They are always available with sound advice and guidance, and their attention to detail sets the standard. Highly recommend.”
“My husband and I own two dance studios in San Diego, CA and are also proud new parents. Needless to say, our lives are hectic… I checked around for bookkeepers, but most of them had high fees and poor customer service. We were at a loss. However, after meeting with the DOAAR I knew we’d found an experienced firm that would fight for our business. DOAAR finished 2 years of accounting and taxes in less than a month. I LOVE DOAAR and have recommended them to my friends and colleagues.”
“Our company has been using Doaar’s services for all of our bookkeeping needs since 2011. We’ve found Natalie to be extremely detail oriented, competent, friendly and knowledgeable. Everything you want in your accounting company to know your business is in good hands. They were a tremendous help with getting us set up with our current CPA that it’s excellent. We have & will continue to recommend their services to any company that wants good, quality service & peace of mind.”
“Working with DOAAR is a truly enjoyable business experience. They have not only removed the burden of our bookkeeping but have also exhibited knowledge and trustworthiness in managing our accounting. Their professionalism, efficiency and desire to serve are outstanding and I would recommend them to any business owner, large or small!”
“DOAAR has been taking care of my business for 2 years. They are professional, easy to work with and quick to respond. I have recommended DOAAR to many others and will continue to do so. If you are looking for someone to work with you financially, you can trust the people at DOAAR. They are fantastic!”
Susan MarxCEO at Greater Clarity
“I’m currently in the process of expanding my services company with a new product line. I turned to DOAAR for their assistance in the creation of a business plan. Together, we built the financial forecasts I needed to secure an investor. DOAAR also implemented the accounting procedures and controls I needed to run my business more efficiently and allowed me more time to focus on what’s really important – profitability. DOAAR has passion, experience and a clear vision which has helped guide me to success.”
“DOAAR has been a great partner for our company. Daniel and Natalie have been there every step of the way when we need them. They helped us get our entire accounting department and system inorder. It doesn’t matter if it is a small or large project, they take care of it quickly and professionally. I can’t imagine where our business would be without them. I really can’t imagine there is anyone better than DOAAR at what they do.”
Mike MillerVice President of Sales at Titan Strength Fitness
“It is a pleasure working with DOAAR. They are very quick to respond to our business needs and have a good handle on our company’s books. We are looking forward to working with them for years to come.”
Amanda JonesCIO at TinyTotties
“DOAAR is the BEST group of Accountants I have come across. I no longer worry, nor lose sleep, about our accounting because of DOAAR’s reliable and relentless work ethic. They are efficient, and detail oriented each step of the way, delivering great results at the most reasonable cost.”
“We came from Barcelona and made a start-up in Santa Monica in 2013. We didn’t know anything about the book-keeping and the DOOAR people seemed to be well prepared to help us. We have been working with them for the last couple of years and they have been of great help in our business and they allowed us to start with an affordable price in the beginning as we did not have too many customers. Daniel and Natalie answer our emails always in the first 24h.”
“Working with DOAAR has been fantastic and a breath of fresh air! They have brought order to a world of confusion handling our books. As a very fast paced and quickly growing company, we have needed their expertise to keep things in check. Thank you!”
“Dan is an exceptionally honest person with great advice for almost every business situation imaginable. He is prompt, courteous and pleasant. I highly recommend him to anyone and everyone interested in his services.”
“I work with DOAAR to take care of the books for my restaurant. Dan is professional, knowledgeable and saves me hours of tedious accounting each month. Highly recommended for any fellow small biz owners looking to spend less time accounting.”
“I am very impressed with Daniel, who with his relatively young age is embracing and leveraging on new technologies, aiming to be as efficient as possible for his clients. And at the same he possesses a high level of business acumen proving very helpful when advising clients on their operational and strategic questions. He is a very friendly and straightforward guy, and I can highly recommend him as a trusted partner in his field.”
