Supporting Strategies | Santa Monica

Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.

Santa Monica Team

Mark Wald

Mark Wald

Managing Director
(310) 579-9206
[email protected]

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Mark founded Supporting Strategies | Los Angeles in 2014. His relationships with the Los Angeles business community run deep, and he has played an integral role in strengthening and supporting hundreds of growing companies. An innovative problem-solver focused on optimization and data analytics, he is Co-Founder and CFO of Ballparq, a seed-stage software-as-a-service (SaaS) and marketplace platform.
Loren Sweigart

Loren Sweigart

Manager of Strategic Accounts
(310) 417-1574
[email protected]

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Over a career spanning three decades, Loren has earned a reputation for accurately diagnosing companies’ problems and implementing appropriate solutions. He brings keen insights that are the byproduct of his experience in accounting, finance, marketing and sales. Prior to Supporting Strategies, Loren held roles including Senior Business Development Manager for a boutique CPA firm, Director of Strategic Accounts at a trade magazine for international logistics and National Sales Manager for a film production and media company. He has a Bachelor of Science equivalent in Finance from California State University.
Patrick Sergott

Patrick Sergott

Director of Strategy
(310) 554-6518
[email protected]

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For over a decade, Patrick has built a strong track record for enhancing accounting operations, finding creative solutions to complex challenges, and developing and executing business plans from inception through asset sale. Most recently, he was Principal of an investment fund targeting companies with untapped potential. Patrick’s prior positions include Chief Financial Officer of a family office, Accounting Manager with a leading boutique asset management company and two stints as a Staff Accountant. He earned his Bachelor of Science in Accounting and Finance from the University of Nevada.

Hear From Our Clients



“Supporting Strategies is a fantastic partner. They understand a startup’s needs and they’re able to assist you every step of the way in all financial matters. They are lean, reliable, and easy to work with. Most importantly, they help you think strategically about your business decisions and always point you in the right direction. After struggling many years with different solutions, we finally found a true partner. Highly recommended!”
Elena Favilli, Co-Founder & CEO of Timbuktu Labs

“We have been very happy with the services that Supporting Strategies has provided over the past 5 years and would be very happy to be a reference to other businesses considering hiring you for services in the future.”
George Tierney, COO / EVP Product Development & Marketing of SnapMD

“We are very fortunate to have a first-rate bookkeeping team in Supporting Strategies | Los Angeles. They have done a terrific job with the four accounts they manage for us, and they adapted very quickly when we recently migrated the books from one of those businesses over to a new accounting platform to better integrate with our CRM software. Managing Director Mark Wald is acting as an indispensable fractional CFO, supporting my role as a strategic CEO to grow my company. My goal is to scale my business 4X in the next few years. This would be impossible without the expert, professional help and counsel that I get from Mark and his world-class team.”
Calvin Cummings, MAI, President & CEO Cummings Appraisal Group, Inc., d/b/aValbridge Property Advisors | Los Angeles

“I want to let you know how pleased we are with our Supporting Strategies team.

Our Financial Operations Associate is one of the most pleasant controllers I have ever met. She is smart, pays attention to detail and controls, meets commitments and is easy to communicate with. Of course, our Financial Operations Manager is an A+ as well, though we rarely have to talk to her now.

We may be setting up an additional company and will be sure to use your services should it come to pass. Thanks again to you and your team.”
Erik Bogaard, CEO, Task Force Lab

“One aspect of starting and running a business that is particularly challenging is accounting operations. One thing I can’t recommend enough is, if you don’t already have the tactical expertise yourself to record revenue, report and analyze financial results, and prepare for tax compliance, look for an outsourced solution. We have that with Supporting Strategies, and they are phenomenal.”
Mark Mallardi, General Manager, AMARUMAYU Superfruit Juices

“Supporting Strategies will forever be part of our story and journey from an idea to an efficacious, world-changing product. You provide an amazing foundation with incredibly patient people to deal with me and our growing pains. I’ve learned so much from the Supporting Strategies team and it’s been an honor working with them. I’m sincerely grateful for your flexibility, commitment and genuine interest in taking us on.”
Bethany Edwards, Co-Founder & CEO of Lia Diagnostics

“We’ve been working with Supporting Strategies for the last three years. The relationship has enabled us to focus on upgrading our time management and project tracking systems, doubling our senior management team and completing our first two international contracts along with a strong regional and national portfolio of work. We feel the Supporting Strategies staff to be an extension of our own, working closely with our Business Manager and CEO to provide solid bookkeeping, payroll services and counsel.”
Henry Pontarelli, Vice President/Secretary, Lisa Wise Consulting, Inc.

“As an entrepreneur navigating a constantly changing business and financial landscape, it’s been comforting to know Supporting Strategies is always ready to handle the next challenge. I have been very pleased with the services and support they deliver and look forward to working with them throughout my career. Whenever I come across a business professional looking for bookkeeping services or operational support, I don’t hesitate to recommend Supporting Strategies.”
Josh Dubin, CEO & Co-Founder of Finesse

“We have sincerely appreciated working with Supporting Strategies | Santa Monica. Your entire team has been wonderful, capable, responsible and efficient. We have been very happy with the services you have provided and are grateful for everything you have done to get our business’ ship sailing.”
Jennifer Wilde Anderson, COO of Wavemaker Genesis

“During the uncertainties of the pandemic and all the resultant changes that our medical practice went through, Supporting Strategies pulled through and was able to keep us afloat by facilitating loans and working with our vendors in order to maximize profit and reduce overhead during this difficult time. We couldn’t have done it without them.”
Danielle Aufiero, MD, The Orthohealing Center

“My team at Supporting Strategies absolutely helped! All the work that Supporting Strategies did for us helped us secure a very large business capital loan this year. Without our financials being in order, I don’t think we could have accomplished this. Thank you!”
Annie Kamiya, Owner of Curtis Kamiya Music, LLC  

Offering Operations Leadership and BOOKKEEPING SERVICES IN Santa Monica



Supporting Strategies | Santa Monica acts as an extension of your team, leading the finance and bookkeeping strategy while designing and managing the best combination of systems, bookkeeping services in Playa Vista and processes to streamline operations and plan for scalability.

As every small business brings a unique set of challenges, we customize our bookkeeping services in Santa Monica to fit each client’s needs. We see ourselves as an enterprise-level finance department, leveraging diverse industry knowledge, best-of-breed technology and proven processes to deliver a full suite of bookkeeping services in Silicon Beach, human resources and controllership services. Our clients enjoy the benefits of our team’s collective experience, the efficiency and speed of our work and our thoughtful approach to financial reporting and analysis.

Client service and satisfaction are our top priorities, and we hold regular team-training exercises to share best practices and focus on what’s best for clients. Our team excels in the engaging work environment presented by the mix of customers with which we work, and our job satisfaction is reflected in the happiness and success of each of our client businesses.

We provide a range of bookkeeping services in Santa Monica, including accounts payable, accounts receivable, GAAP-compliant accrual-based revenue and expense recognition, payroll and benefits administration, financial reporting and controls, operational support, financial modeling and strategic financial leadership.
 

Partnering with Santa Monica’s Emerging Businesses and Industry Leaders

The Southern California tech scene is also a world-class shopping, dining and entertainment destination located just steps from the Pacific Ocean. Santa Monica and the surrounding seaside cities offer stunning views and great weather. Residents and visitors alike enjoy spending time on the beach, walking or biking along coastal boardwalks, shopping and taking in arts and cultural events.

Supporting Strategies | Santa Monica is rooted in the heart of Silicon Beach, where ride-sharing, electric scooters and flip flops are the norm year-round. Retail, restaurant, tourism, entertainment, technology, real estate, health and wellness, financial services and other industries are central to the local business landscape.

Our team serves clients in the Silicon Beach area of Los Angeles, from Santa Monica to the South Bay area, including Culver City, El Segundo, Hermosa Beach, Malibu, Manhattan Beach, Mar Vista, Marina del Rey, Ocean Park, Pacific Palisades, Playa Del Rey, Redondo Beach, Santa Monica, Venice and Westchester.

Ready to learn how you can strengthen your business with bookkeeping and controller services? Schedule your FREE Consultation with Supporting Strategies | Santa Monica today.
Client Delight (2021) Flexjobs 2022 Top 100

Listen to a recent Staying Power podcast with Mark Wald on “Secrets to Building a Virtual Accounting Business to 40 Employees by Attracting Clients via Referral Networks, and More.”

Move Your Business Forward: Get Started Today

Ready to learn how you can strengthen your business with bookkeeping and controller services?

Frequently Asked Questions

A: Supporting Strategies continuously vets and implements the latest third-party solutions for managing the general ledger, payables and receivables transaction processing, document management and more. We will be happy to share our recommendations for the best fit for your organization.

A: Every Supporting Strategies client is assigned a dedicated team consisting of a Financial Operations Manager and at least one Financial Operations Associate. Financial Operations Associates are part of an Operations Team, allowing for cross-training and distributed workload coverage. This team approach enables us to scale to keep up with the demands of growing businesses.

A: Supporting Strategies provides a full range of bookkeeping services, including revenue and accounts receivable; expenses and accounts payable; HR and payroll; day-to-day bookkeeping and month-end close; and financials, planning and analysis.

Schedule a Free Consultation

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