Our Services
We're a small Emeryville firm working with business owners, professionals, and the families behind them. What sets our advisory work apart is the background behind it, our practice is led by a CPA whose most recent role was Controller at a multi-billion-dollar technology company, with finance leadership across SaaS, e-commerce, fintech, and hardware businesses. Most small business owners have never had access to that level of financial discipline. We built the firm around making it available.
1
ADVISORY
The work that happens between tax returns. Year-round financial leadership built on operating experience from inside high-growth companies, brought to the scale that fits your business.
— Monthly or quarterly financial reviews
— Cash flow forecasting and scenario planning
— KPI design and operating dashboards
— Decision support: hiring, financing, exit planning
2
TAX
Tax planning is a year-round conversation, not a March deliverable. Compliance is the output of good planning, not the other way around.
— Business returns: S-corp, C-corp, partnership, LLC
— Owner, trust, and family returns
— Multi-state and multi-entity filings
— Year-round planning and projections
3
OPERATIONS
Books you can actually make decisions from. We rebuild the foundation, then keep it running.
— Monthly close in QuickBooks or NetSuite
— Historical clean-up and account remediation
— Payroll processing and compliance
— System migrations and ERP implementation
4
SPECIALIZED WORK
Situations where general help isn't enough, areas we've handled often enough to have a clear playbook.
— Real estate: rentals, 1031 exchanges, partnerships
— Trust and estate income tax
— Multi-entity family groups with K-1 dependencies
— Sales tax filing and remediation
WORKING TOGETHER
We believe great accounting relationships are built on trust, thoughtful advice, and genuinely knowing the people behind the numbers.
As a boutique firm, we intentionally work with a select group of clients so we can provide the personal attention, responsiveness, and quality of service they deserve.
What you can expect from us:
— A relationship, not just a tax return. We take the time to understand your financial picture, your goals, and what matters most to you.
— Thoughtful, proactive advice. We look beyond annual filings to help you navigate important financial decisions throughout the year.
— Personal attention and accessibility. We believe you should know your accountant and feel comfortable reaching out when questions arise.
— A commitment to quality. We take pride in doing things carefully, thoroughly, and with your long-term interests in mind.
We work best with individuals, families, and business owners who value expertise, personal service, and a lasting professional relationship.
If that sounds like what you're looking for, we'd love to get to know you.