Financial Services

Big Firm Range, Small Firm Feel

Are you better off as a 'C' corporation, or as an LLC? Those are the kind of questions we’ll help you answer as we look at your financial picture. We have the licenses it takes to provide the full array of accounting services.

Experience Runs Deep

Our Public Company Accounting Oversight Board (PCAOB) registration enables us to work with publicly held companies as well as private.As broker dealer auditors, we can be depended upon to get it right, and as Certified Fraud Examiners, we always hit the nail on the head. We're also very mobile with our contingent of auditors in the field, helping to hasten turnaround time.

Accountant at Her Desk Using a Calculator

We offer professional services to clients in:

  • Certified audits, review services, and compilations
  • Non-profit audits
  • Tax preparation and representation before the Internal Revenue Service
  • Surprise Security Audits and other agreed-upon procedures
  • Business management and advisory services
  • QuickBooks support and computer consulting
  • Forensics accounting and litigation support services
  • Business valuations
  • California Non-Profit Audit pursuant to California Code Section 4652.5

We develop a client roadmap that starts with having the right numbers in place. We handle everything from audits to day-to-day accounting services, plus production of financial statements cash flow statements, and balance sheets.

How can we help?