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.
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
Recent Blog Posts
Many nonprofits struggle with common issues like cash flow management, fundraising, ensuring their long-term financial survival, unprofitable programs, etc. This article is designed to help nonprofits with these or similar issues. Employing the 5 key metrics explained in this article can help improve the financial health, long-term sustainability, and fundraising ability of any nonprofit.
Do you know how to calculate the "Months of Unrestricted Cash" for your non-profit organization? Essentially, the Months of Unrestricted Cash refers to the number of months of operating expenses that can be paid with the cash your nonprofit has on hand or in the bank....
It's really important to track key financial metrics in your non-profit to ensure the financial health and sustainability of your organization. This short video, Ben Anders from Innovative Solutions CPAs & Advisors will show you how to calculate your Current Ratio....