Supporting Strategies | Ventura County

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

Ventura County 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

DELIVERING BOOKKEEPING SERVICES IN Ventura, Santa Barbara, Camarillo and Beyond



Supporting Strategies | Ventura County helps lead our clients to success through our unmatched combination of skilled professionals, best-of-breed technology and secure, proven processes.

Our team members are highly educated, and each has at least 15 years of experience working in areas such as startups, IT, oil, gas and energy, real estate, social services, food service, entertainment, distribution, nonprofits, manufacturing, employee benefits, financial services, public accounting and auditing.

We have no junior-level clerks because we understand the quality of bookkeeping services in Santa Barbara depends on the experience and wisdom of each individual on our staff. As a client, you’ll benefit from our team’s collective expertise and the quality of customer care that enables us to tailor solutions to your business’ changing needs, from day-to-day bookkeeping services in Ventura through full-scale controllership.
 

Partnering with Ventura’s Emerging Businesses and Industry Leaders

With its warm Mediterranean climate, Ventura is reminiscent of a European seaside village. The Ventura County coastline stretches for over 40 miles, and the area’s fertile valley has made it a leading agricultural producer. Point Mugu Naval Base is our largest employer and home of military testing and development. The Port of Hueneme — the only deep-water port between Los Angeles and San Francisco — also plays a large role in the local economy.

Ventura and the surrounding areas boast a variety of arts and cultural activities, including museums and Mission San Buenaventura. Outdoor adventures range from whale watching and kayaking at the beaches and Channel Islands to hiking and horseback riding in the mountains. Visitors and locals enjoy visits to our wineries and breweries and pick fruit and pumpkins from our many farms.

Ventura County boasts many family-owned businesses, biotech and other high-tech enterprises, oil production firms and healthcare companies. Our team delivers bookkeeping services in Ventura as well as communities such as Agoura Hills, Calabasas, Camarillo, Carpinteria, Malibu, Newbury Park, Oxnard, Thousand Oaks and Westlake Village.

Ready to learn how you can strengthen your business with bookkeeping and controller services? Schedule your FREE Consultation with Supporting Strategies | Ventura County 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 provides bookkeeping services and operational support to fit your organization's needs and budget.

A: Supporting Strategies collaborates with each client using highly secure, best-of-breed cloud accounting tools. WorkPlace™, our proprietary workflow management system, standardizes and automates our processes to maximize efficiency of service delivery. And these systems are scalable to meet your organization's needs as it grows.

A: Supporting Strategies provides a full range of bookkeeping and controller 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. In our month-end close and review process, we make necessary journal entry adjustments, reconcile balance sheet accounts and verify accuracy of income statements.

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