Shwiff, Levy & Polo, LLP
Shwiff, Levy & Polo, LLC
Shwiff, Levy & Polo, LLP, Certified Public Accountants

offers a wide range of services to business and individual clients. Our clients count on us to provide them with expertise, integrity, service and value. SLP’s financial professionals are committed to delivering comprehensive financial services with integrity.

Management Consulting

Running Your Business More Efficiently

Shwiff, Levy & Polo works to understand your business, so we can find solutions to your firm’s financial issues, take advantage of opportunities and contribute to your success.

Effective Management Consulting

Our consultants have a thorough knowledge of investment, borrowing, accounting and software solutions. We provide financial guidance with integrity, confidentiality and diligence. SLP helps with

  • business plans, budgeting, break-even analyses
  • bank credit lines and real estate loans
  • benchmarking and balance sheet scoring

Efficient Part-Time Controllers

SLP will take the financial controls, freeing you to focus on your CEO role. Available as needed, weekly, monthly and/or on an interim basis, we are experienced at taking in-house responsibility for

  • team leadership
  • policies and procedures
  • M&A assessments
  • change implementation
  • financial controls
  • lender relations

Experienced Real Estate Advisors

With a 30-year track record, as well as a California broker’s license and CCIM/CPM certifications, our expert real estate advisor will assist you with

  • portfolio investment and management
  • real estate analysis and valuation
  • property management
  • brokerage sales, acquisitions and financing

About Our Financial Professionals

Our firm's financial professionals undergo rigorous testing prior to employment and are required to complete continuing education courses to remain on top of changing tax regulations and financial reporting requirements. They are supported by a management team of experts, most of whom hold advanced degrees in taxation, accounting or business.
Shwiff, Levy & Polo, LLC

Shwiff, Levy & Polo, LLP