We are a boutique CPA firm located in the northwestern Los Angeles county region of Southern California. Our specialties include multi-family office and business management services. Our niche is providing accounting services for business entities with a desire to outsource their CFO functions.


Having extensive experience in both public accounting and private industry enables our company to provide a full array of services for family-owned and privately held businesses. The private industry experience positions our company with a competitive advantage when it comes to identifying and proactively addressing client needs. Our service offerings include: accounting, business advisory, personal financial planning, and tax planning and compliance.


By concentrating on family-owned and privately held businesses, we forge deep relationships with our clients. We utilize a “hands-on” execution-oriented approach to delivering our numerous service offerings. The combination of unparalleled customer service with an execution-oriented approach to delivering service offerings creates a winning formula for our clients. As trusted business advisors, we support business owners’ pursuits of building and retaining wealth by providing best-in-class accounting and financial support with uncompromising integrity.

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What Returns Should We Expect From The Stock Market?

Every year we are treated to the market prognosticator’s forecasts for the upcoming year.  Invariably the forecasts don’t pan out as no one has access to the proverbial crysal ball.  However, this doesn’t keep the pundits from trying as even … Continue reading

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