OUR COMPANY
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.
SERVICE OFFERINGS
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.
PHILOSOPHY & COMMITMENT TO SERVICE
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.
