Our Services

2741 Fourth Avenue
San Diego, CA 92103


Advisory Services

Our clients rely on us for several types of advisory service:

With the expertise that comes from decades of local and regional work across a broad spectrum of businesses, West Rhode & Roberts offers services beyond traditional accounting to include advising clients on business practices.

Our partners draw on long-standing relationships and a deep understanding of local market conditions in providing the business valuation services integral to acquisitions, sales, buy-outs, employee stock ownership/option plan (ESOP) reporting, and estate and tax planning, for example. West Rhode & Roberts' experience in litigation consulting helps lawyers and clients arrive at damages or loss of profits in adversarial issues.

Management consulting

Most business owners are so tied up in day-to-day operations that they don’t have the time or perspective they need to begin taking their company to the next level. West Rhode & Roberts consults with clients on improving organizational structures, developing compensation programs, planning business succession, containing costs, and preparing for the impact of business cycles.

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Internal control review

A breakdown in internal controls can lead to unexplained losses and even fraud. West Rhode & Roberts’ principals can review the design and implementation of your internal controls, report on any risk of material misstatement, and structure the nature, timing and extent of further audit procedures to strengthen them.

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Transaction and restructuring

Due diligence is at the heart of every look-before-you-leap strategy. In advance of any big strategic move, West Rhode & Roberts offers due diligence services for a close, principal-led look at the factors of greatest importance to management, such as financial analysis, strategic/commercial intelligence, financial modeling, corporate finance, and operational and financial restructuring.

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