We are based in Carlsbad, California, and provide CPA and consulting services to businesses located in San Diego, Orange and Riverside counties.
For over 20 years, in our capacity as an independent CPA, a "Big 4" firm auditor, corporate controller and chief financial officer, we have worked with many businesses, including sole proprietors, small/mid-sized companies, and national publicly-traded companies. We have worked with a diverse range of clients including real estate developers, home builders, commercial real estate operators, senior housing, management companies, homeowners' associations, retailers, restaurants, service companies, professionals.
Our practice is designed to provide efficient, flexible and result-oriented service for our clients.
We place an emphasis on quality of service. As a condition of our membership in the American Institute of Certified Public Accountants, we are required to ensure our compliance with the highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.
We are members of the American Institute of Certified Public Accountants (AICPA), affiliate members of the California Association of Community Managers (CACM), Community Associations Institute (CAI) and Certified Quickbooks ProAdvisors.
Our range of services includes:
Accounting
Audit
Bookkeeping
Budgets & Projections
Business consulting
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Controllership
Payroll
Quickbooks
Tax
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