Profile

Our firm provides high-quality, professional services on a personal level to determine the best solution for your needs. We act as your trusted advisor and partner to create accurate, timely and valuable information that gives our clients the confidence to make informed and smart decisions.

Our team stays on top of current, important issues with a fierce dedication to continuing education. We leverage the advancements in technology and cloud accounting in order for you to achieve the best possible results in the most efficient and effective way.

We live by the motto: “Do what you say you are going to do.”

We serve a diverse set of industries and clients, such as real estate, high net-worth individuals, professionals, restaurants, retail and wholesale, and estates and trusts.

We are a member of the American Institute of Certified Public Accounts Private Companies Practice Section (AICPA PCPS) and the California Society of Certified Public Accounts (CalCPA). We are a Quickbooks Online (QBO) Certified Pro Advisor and a Receipt Bank Partner.

 

 

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