About Our Company

Rene Altervain—Chief Financial Officer

Rene Altervain joined a local pharmacy in 2014 in the role of Controller and Acting CFO. A few of his main tasks include managing and disseminating payroll and 401K for a workforce of 70 employees, as well as tax planning. He handles monthly and year-end closings across company subsidiaries and assembles sale force commissions for international employees. He is most passionate about helping people become successful within their businesses, resulting in his clients earning more money and keeping it. Simply put, his main focus is assisting small businesses—and he thoroughly enjoys doing so.

Prior to working as a controller and CFO in the health care industry, Rene gained experience at a luxury river cruise company based in Los Angeles, working as the company’s Controller, handling international operations. He was the CFO and COO of a small business in the tourism industry. He also worked as a Controller in the healthcare industry from 2006 to 2008 before reprising his role in 2014. Today, his main niche is technology, working with clients involved in programming, online business, and software development. He also has an interest in property management. Some of his most recent projects include:

  • Reorganized a property management company with six buildings on QuickBooks®, saving them over $80,000 in taxes the first year
  • Restructured a small motion picture company on QuickBooks® and corrected the error from their bookkeeper, saving them $65,000 in taxes
  • Helped an actor avoid double taxation, saving him $175,00 when working in the US and UK
  • Found some $45,000 of travel expenses not deducted in a Tour Operator

Rene studied at the Institut Supérior du Commerce in Paris, France, where he earned a Diplôme, MBA Équivalent. When he’s not working, he enjoys traveling to foreign countries and learning their customs, as well as hiking, skiing, spinning, and spending time with friends.

“Do you I want to keep more of your hard-earned money when filing your taxes?”

The primary goal of my office is to partnering with you by maximizing your business profit and creating a tax plan, specific to your situation, keeping your tax burden to the legal minimum.

Like a regular medical checkup, taking the opportunity to review your current tax plan is critical to your business and personal financial health. Most business owners don’t really have time to work on this issue. This is the reason why I have created a system to analyze your current situation and devise a personal strategy to help you keep more money in your business and reduce your tax burden. I have called this program “Profit Optimization Strategy.”

Given the fact that every year there is new Federal and State Tax Laws changes and specially in 2020 with the “Care Act” – COVID-19 Pandemic and the PPP Act for small businesses, it is mandatory to understand the new complexity of the COVID-19 Tax relief to ensure the maximum tax saving.

As it turns out, there are plenty of missed opportunities for claiming tax credits or deductions. This result in settling up for a smaller refund than the one you should get. Studies shows that on average about 18% of business or work expenses, 9.1 % of health Insurance or medical expenses and 8.5 % of Real Estate or Mortgage taxes deductions are missed. This is only the tip of the iceberg, there are others miscellaneous deductions and income deferral instruments you may benefit from.

With our POS (Profit Optimization Strategy) we guarantee to identify at least $ 1,000 or more in potential tax deductions or credits that were not used last year.  By analyzing your last year filed tax return we guarantee we can identify missing deductions and will point them out to you in writing.

Our team of proactive professionals with extensive and diverse experience serves the accounting and tax needs of individuals and owners of small to mid-sized businesses. I believe that our professional and entrepreneurial experience, global background and business acumen match the key requirements of any project being offered.

When you decide to hire us to prepare your 2020 taxes return, we will file your 2019 amended tax return (Federal & State) FREE OF CHARGE when needed.

We look for opportunities to help you fix your accounting issues and help you reach your goals because you should get the business you always dreamed of. We enjoy getting to know each client so we can offer personalized and customized service that help save you time and money.

The types of projects we typically perform for clients include tax return preparation and planning, outsourced controller services, bookkeeping and payroll, consulting and training for QuickBooks®, and special projects. Our tax return preparation services comprise a variety of clients, including individuals, corporations, partnerships, nonprofits, estates, and trusts.

On the accounting side, we offer bookkeeping, payroll, outsourced controller services, budgeting, cash flow forecasting, cloud accounting, loan package preparation, and financial statement preparation. We also offer software selection, setup, customization, training, troubleshooting, and consulting for QuickBooks®.

Our firm serves clients in many industries, including professional services, real estate, Online companies and a lot more.

Pro-Profit Consulting is not broker, investment advisor or a financial planner. Our Services are fulfilled by appropriate licensed and registered service providers.

OUR 5-STARS GUARANTEE

  1. We guarantee to legally cut last year tax bill by a minimum of $1,000 on missed deductions to showcase our expertise. Furthermore, when you decide to hire us to prepare your tax return for 2020, we will file an amended return (Federal & State) if necessary FREE OF CHARGE to get you back the money that was missed. 

    If we cannot come up with this minimum tax saving, we will give you a $ 25 gift card for your time

  2. We guarantee to perform a strategic review of your books to identify saving opportunities, prevent profit leaks and meet with you regularly to discuss your situation
  3. We guarantee upfront, transparent and affordable fees. FREE “No Pain” transition process. We pledge a smooth and pain-free transition. Our team takes care of all the details to retrieve your information and set up your account using our “No Pain” Process.

  4. We guarantee upfront, transparent and affordable fees. You receive the same expert advice as a Fortune 500 company but at a fraction of the cost.

  5. A 100% iron-clad, money-back guarantee. If you ever feel that hiring us was not one of the BEST business decisions you’ve made, if you ever feel we are not bending over backwards to help you achieve success, simply let us know for a full refund.

If we have left any question unanswered, please click here to set-up a meeting to discuss your needs