A Boutique Virtual CPA Firm Serving All of California

Bookkeeping & Accounting

 

We serve clients throughout California, including:

• Business owners and entrepreneurs
• Professional practices and closely held companies
• High-net-worth and emerging-wealth individuals
• Trustees, estates, and fiduciaries
• Attorneys with litigation and forensic needs

We meet you where you are—securely and efficiently—through virtual meetings, encrypted portals, and cloud-based tools.

Bookkeeping & Accounting Services

• Monthly, quarterly, or annual bookkeeping

• General ledger clean-up and catch-up

• Account reconciliations (banks, credit cards, loans, payroll)

• Management and internal financial reporting

Financial Statement Preparation

• Compiled financial statements for management, lenders, and other stakeholders

• Cash, tax, or GAAP-basis presentation, depending on your needs

• Clear explanations, not just reports—so you understand what the numbers mean.

Income Tax Preparation

• Individuals, partnerships, LLCs, corporations, estates & trusts

• Multi-state and complex filings

• Year-round support—not just at tax time

Tax Advisory & Planning

• Proactive planning to minimize tax over the long term

• Entity selection and restructuring guidance

• Transaction planning (sales, acquisitions, buy-ins/buy-outs)

• Retirement, compensation, and benefit strategy coordination

Tax Resolution Services

• IRS and state tax controversy representation

• Back-tax filings and non-filer remediation

• Installment agreements, penalty abatement, and collection alternatives

• Clear communication to help you understand your options and move forward.

Forensic Accounting & Fraud Examinations

• Investigation of suspected fraud or financial irregularities

• Tracing of funds, transactions, and related parties

• Damage calculations and financial reconstruction

• Clear, defensible schedules and workpapers tailored to your matter

Litigation Support

• Assistance to counsel in civil and criminal matters

• Analysis of financial records, claims, and counter-claims

• Expert witness preparation and testimony support

• Written reports that are both technically sound and easy to follow

Health Care Consulting

• Financial analysis and budgeting for medical and allied health practices

• Revenue cycle review and practice profitability analysis

• Internal controls and process improvements for clinics and healthcare groups

• Coordination with your legal, billing, and administrative teams