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
In today’s digitally driven world, we send large amounts of personal documents through email. We like the convenience of sending through email to avoid the trip across town or using your lunch hour for errands. It is nice to speed up the communication to get your...
Top 10 Nonprofit Accountants in Sacramento, Fairfield, and the Bay Area. If you are in the market for accounting services for your nonprofit organization, you may be looking for one guide that will lay out your options for you. As nonprofit CPAs, we know many...
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.