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Company Profile

Established in 1987, we are a full service public accounting firm, specializing in financial statement audits and business planning. Our success and reputation within the business community is based on our commitment to providing the highest level in professional accounting and consulting services. Our personnel are well-trained, creative, enthusiastic and dedicated to client service.

We are members of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, The Mortgage Bankers Association, and the Community Association Institute. Our ongoing participation in these organizations assists us in maintaining high quality of service to our clients, and provides us with a system of self-regulation, including a Peer Review every three years. We employ the latest computer and electronic communication technology to stay current with all tax rules and regulations, and audit and accounting pronouncements.

Our firm has worked on many projects including multimillion-dollar retail companies, real estate development and purchase deals, software technology business plans to name a few. In the past few years we have written numerous business plans. One very public case was a mortgage-banking client that resulted in a public acquisition valued at $45 Million dollars. In another case we assisted with negotiations and due diligence for a $40 Million Medical products distributor.

Our firm is well suited to assist in all phases of strategic business planning.

To receive references from current clients please contact us at