WHO WE ARE
We are a relationship-based CPA firm that also serves as strategic advisors to our clients.
WHO WE SERVE
We specialize in working with non-profits, small business, and manufacturers.
As a strategic accounting firm, our services focus on planning. We assist with growth planning, financial planning, succession planning, tax planning, and more.
Tim Smith, Owner, DFI Construction Company
Paul McKay, Woodline Cabinets
Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence
Elaine Vanich, Marty Vanich Automotive Repair
Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association
David S. Lehman, DDS
Bill Zellars, Zellar's Concrete
Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield
Edward Montalbo, DMD
Alex Lopez, Co-owner, Creative Patio Works, Inc.
Shannon & Ryan McVeigh - Great Clips Franchisees
Recent Blog Posts
Congress recently passed the SECURE Act, landmark legislation that may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax and retirement-planning...
California recently adopted a three-factor test, referred to as the ABC test to determine if a worker is classified as an employee or an independent contractor. Due to this change, many workers find themselves being reclassified into an employee status. The...
If you are a small business owner, you have probably pondered the method of tracking of your bookkeeping records. There are two methods to maintain your company’s books, which are cash or accrual basis of accounting. There are pros and cons to each method. Cash...