Our Mission

Our Mission

To be the most trusted name in finance industry

Financial Concierge is the innovative bookkeeping firm founded by finance manager, accounting teacher, and community philanthropist, Adina Gres. From her early teenage years running profitable backyard businesses with her sister, to her professional work as a licensed RCFE administrator, to her decision to launch her own bookkeeping and accounting services firm in 2014, Adina understands that success in business depends on tracking money accurately and efficiently.

RELIABLE

Adina knows that whether a business is moving along well or facing an unexpected audit, accurate records are crucial. Her team is deadline-oriented and available to answer questions and address concerns, especially during busy season.

Our vision

We believe that we are enablers of people's dreams

Adina understands the fears of business owners dealing with the complexities of financial management. She and her team maintain personal connections with clients, ensuring that they always know where their money is and giving them the peace of mind to focus on growing their businesses.

RESULTS-FOCUSED

Adina has a passion for systemizing finances, bringing business records up-to-date, and transforming enterprises with mishandled expenditures into regulated, high-functioning operations. She and her team identify deep organizational challenges that may be affecting profitability so that businesses can have the full financial picture of corporate capital-management.

What we do

Creating a great tomorrow for everyone

Medi-Cal/Medicaid Billing

We are registered and certified to bill for the Medi-Cal/Medicaid Waiver program, otherwise known as the Assisted Living Waiver program. We review and confirm eligibility for your clients and handle returns for incorrect attendance, appeals for corrected eligibility, and weekly, bi-monthly, and monthly scheduled billing. Our expert and efficient Medi-Cal billing services will save facilities time, money, and nuisance.

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Bookkeeping

We serve as the outsourced CFO and COO for multiple Assisted Living facilities, while also providing comprehensive accounting and financial reporting services to high-net-worth families and small to medium-sized businesses. Whether you’re a facility owner, an individual managing significant wealth, or a new business owner just getting started, you can rely on us to handle your bookkeeping and financial management needs—weekly, monthly, or annually.

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Business Setup

We help you design a results-driven business plan, set up efficient QuickBooks or other record-keeping systems, and connect you with our strategic partners who offer specialized services such as Business Entity LLC or Corporation formation.

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Testimonials

Trusted by thousands of our happy customers

““I can hardly believe how lovely and professional is Adina, and how amazing she's with their bookkeeping. When I reached out for my LLC, I was overwhelmed, and they were so patient, taking the time to listen. After, everything was seamless, and communication was excellent. Questions I had were answered quickly and with specific details to keep me on track. They are a powerhouse of a team, and cannot recommend them enough for anyone looking for a bookkeeper. I highly recommend to reach out to Financial Concierge CA.”

Jeffrey Kreshek
Los Angels

“Adina is awesome. She is knowledgeable and has the resources to answer any question. She is friendly, accommodating and always quick to respond. It gives me great comfort knowing I have someone on the bookkeeping front that has my back. Thanks!”

Mike Stevenson
Sherman Oaks

“Financial Concierge CA is helpful, professional and responsive. A few months ago, we changed our small business bookkeeping from Excel to Quickbooks and Adina was integral in our transition. Financial Concierge CA responded to my email right away, called to set an appointment, and helped streamline our books within the first month. Thank you Adina for all of your time and effort with our small business accounting. We appreciate you.”

Merrin Dardenne
Los Angeles

“Adina has literally saved my business! I came to this billing company with so many problems that I thought I was going to have to claim bankruptcy. Financial Concierge has the most professional and competent employees I have ever encountered. They took some of the most complicated billing issues from day 1 into solution. Adina, the CEO has been a optimistic savior from day 1. I have never felt so taken care of and respected by a company in all my years of running an Outpatient Program. I owe a great deal of gratitude to Financial Concierge and highly recommend them”

Jeffrey Kreshek
New York