We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs:
- Full scope of general accounting, taxation, audit preparation, and business advising
- Serving individuals and businesses in the Bay Area since 1991
- Expertise and extensive client base in health care, non-profits, and educational fields
- Dependable, responsive CPA-client relationship built on trust and mutual respect
- Mobile, proactive, technologically advanced
If you are looking for an accounting service where you not only get the highest level of professional care, but also develop a customized, personal relationship with your CPA for the long term, our goals meet.
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future financial results. This requires open communication to reach an understanding of our clients’ needs, knowledge of their business, and deep awareness of the current rules and regulations thorough research and analysis. Our firm is dedicated to meeting your goals with high standards of excellence and professionalism.
What we don't do:
Impersonal, generic, “one-size-fits-all” service that you get at large firms or low-cost chains.
Over the years we have developed an extensive expertise and experience working with clients in a number of vertical segments and industries:
Start-ups, High-tech, Bio-tech
- Early stage or funded
- Local, distributed, off-shore
- E-commerce retailers
- Software/hardware vendors
- Interim CFO function
Health Care and Wellness
- Physical therapy, chiropractor’s offices
- Nursing services
- Psychiatric services
- Aesthetic skin care services
Non-profits and Schools
- Community and religious organizations
- Homeowners associations
- Assisted living facilities
- Private schools
- Real estate management
- Business, marketing consultants
- Hedge fund operations
- High tech consultants
- Government contractors
We are committed to the highest service standards in the most secure environment. We maintain a paperless office where all client’s documents are only stored in a digital format. All your information is securely backed-up and preserved in a class-A high security off-site facility.
We provide our clients a secure way to exchange sensitive documents with us in the most timely and reliable manner through an authenticated file transfer technology.
We use the latest software tools and have developed an extensive expertise of using business technology that we’ll be happy to share with you.
We also offer an array of broader services through an extended network of affiliated providers. Specific areas that we can cover are: financial and investment planning, business consulting, marketing and promotional campaigns, graphic design and web development.