Listen. Plan. Prosper.

We are a Strategic Accounting Firm.
We help you get the results you want.
Become A Client

Listen. Plan. Prosper.

Finally…..an accounting firm that listens, diagnoses, and makes a plan to help you prosper.
Become A Client

Listen. Plan. Prosper.

We are a Strategic Accounting Firm. We help you become the business owner you’ve always wanted to be.
Become A Client

Non-Profit Accounting

We provide accounting services to nonprofit organizations in the Sacramento Area, The Bay Area, Fairfield, and beyond.

Small Business Accounting

At Innovative Solutions, we provide strategic accounting services to help our clients be the business owners they have always wanted to be, and to get the results they want.

Manufacturer Accounting

To be a successful manufacturer, it’s important to work with a CPA firm that understands your business, your industry, and the tax law related to it.

WHO WE ARE

We are a relationship-based CPA firm that also serves as strategic advisors to our clients.

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WHO WE SERVE

We specialize in working with non-profits, small business, and manufacturers.

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OUR SERVICES

As a strategic accounting firm, our services focus on planning.  We assist with growth planning, financial planning, succession planning, tax planning, and more.

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Testimonials
We now have much more financial clarity than we did before.  Now, once a month, we are able look at our financials and know where we stand.  We use this information for business decisions and planning.  In the past, we were only able to access accurate reports once a year.

Tim Smith, Owner, DFI Construction Company

5.0
2018-12-17T22:54:01+00:00

Tim Smith, Owner, DFI Construction Company

We now have much more financial clarity than we did before.  Now, once a month, we are able look at our financials and know where we stand.  We use this information for business decisions and planning.  In the past, we were only able to access accurate reports once a year.
Our transition to working with Innovative Solutions has definitely been positive. I appreciate their business model because it allows us to communicate with our accountant on a regular basis and to get good, solid advice when we need it and to plan proactively. I actually think I’ve gotten more good advice and had more communication from the team at Innovative Solutions in the last 6 months than I ever got from our prior CPA in all the years that we worked with him.

Paul McKay, Woodline Cabinets

5.0
2018-11-09T23:53:09+00:00

Paul McKay, Woodline Cabinets

Our transition to working with Innovative Solutions has definitely been positive. I appreciate their business model because it allows us to communicate with our accountant on a regular basis and to get good, solid advice when we need it and to plan proactively. I actually think I’ve gotten more good advice and had more communication from the team at Innovative Solutions in the last 6 months than I ever got from our prior CPA in all the years that we worked with him.
I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us.  I would recommend them to any non-profit in need of a good accountant.

Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence

5.0
2018-11-09T22:52:23+00:00

Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence

I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us.  I would recommend them to any non-profit in need of a good accountant.
My husband and I have run an auto repair shop for 25 years. About 12 years ago we switched accountants and began working with Terri Davis. Her firm is now called Innovative Solutions CPAs & Advisors. From the beginning, Terri was able to explain things so I could understand them. She uses our financial reports to point out where we need to improve, and also pats us on the back when we are doing well. Essentially, she holds us accountable to run our business better.

Elaine Vanich, Marty Vanich Automotive Repair

5.0
2018-11-09T23:54:54+00:00

Elaine Vanich, Marty Vanich Automotive Repair

My husband and I have run an auto repair shop for 25 years. About 12 years ago we switched accountants and began working with Terri Davis. Her firm is now called Innovative Solutions CPAs & Advisors. From the beginning, Terri was able to explain things so I could understand them. She uses our financial reports to point out where we need to improve, and also pats us on the back when we are doing well. Essentially, she holds us accountable to run our business better.
It’s pretty rare that people get excited about their accounting experience and yet they helped and supported us in so many ways that I must rave about them.

Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association

5.0
2018-11-09T23:01:26+00:00

Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association

It’s pretty rare that people get excited about their accounting experience and yet they helped and supported us in so many ways that I must rave about them.
Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals...If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.

David S. Lehman, DDS

5.0
2018-11-09T23:59:15+00:00

David S. Lehman, DDS

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals...If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.
I have been running my Cement Contracting business for 33 years. A few years ago, I started to feel like I had outgrown my CPA who I only talked to once a year at tax time. I had put my business into an LLC and I needed some good advice. I was uncertain at first about working with Innovative Solutions, mainly because the price was significantly higher than what I was paying before. Now I know I made the right decision.

Bill Zellars, Zellar's Concrete

5.0
2018-11-10T00:04:50+00:00

Bill Zellars, Zellar's Concrete

I have been running my Cement Contracting business for 33 years. A few years ago, I started to feel like I had outgrown my CPA who I only talked to once a year at tax time. I had put my business into an LLC and I needed some good advice. I was uncertain at first about working with Innovative Solutions, mainly because the price was significantly higher than what I was paying before. Now I know I made the right decision.
We needed to look for an outside accounting firm to help us with the bookkeeping and accounting requirements. Innovative Solutions has helped us in this respect by making sure our books are up to date, accurate and in compliance with our bond.  They have also improved our internal controls, made our accounting practices standardized and more transparent to residents, and helped with practices that will prevent fraud...I am very confident when my two-year term is up, that my replacement will have an easy transition with the help and support that we have from Innovative Solutions.

Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield

5.0
2018-11-09T23:04:50+00:00

Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield

We needed to look for an outside accounting firm to help us with the bookkeeping and accounting requirements. Innovative Solutions has helped us in this respect by making sure our books are up to date, accurate and in compliance with our bond.  They have also improved our internal controls, made our accounting practices standardized and more transparent to residents, and helped with practices that will prevent fraud...I am very confident when my two-year term is up, that my replacement will have an easy transition with the help and support that we have from Innovative Solutions.
After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions. 

Edward Montalbo, DMD

5.0
2018-11-10T00:01:42+00:00

Edward Montalbo, DMD

After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions. 
It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.

Alex Lopez, Co-owner, Creative Patio Works, Inc.

5.0
2018-12-10T22:21:32+00:00

Alex Lopez, Co-owner, Creative Patio Works, Inc.

It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.
We have been with Innovative Solutions for almost a year. They are very attentive to our unique needs as a multi-unit franchise business owner. They have been able to help us review our tax deductions and review our overall business financials in order to give expert advice on both. Happy customers and meeting the needs of their clients seem to be a top priority, including doing follow up calls to ensure they are meeting expectations. I am happy we made the switch.

Shannon & Ryan McVeigh - Great Clips Franchisees

5.0
2019-01-15T22:57:26+00:00

Shannon & Ryan McVeigh - Great Clips Franchisees

We have been with Innovative Solutions for almost a year. They are very attentive to our unique needs as a multi-unit franchise business owner. They have been able to help us review our tax deductions and review our overall business financials in order to give expert advice on both. Happy customers and meeting the needs of their clients seem to be a top priority, including doing follow up calls to ensure they are meeting expectations. I am happy we made the switch.
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