We have been working with small to medium-sized business owners and entrepreneurs for over 25 years. As a result, when it comes to business accounting and business taxes, we are confident we can maximize your tax savings while keeping you compliant. We also assist countless clients to assist with their individual tax preparation. Our goal is simple, your peace of mind when it comes to accounting, taxes and consulting needs.
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With many years of professional experience and a wide range of qualifications in tax, accounting, payroll, and business consulting, our firm offers the highest level of service for individuals, corporations, partnerships, and numerous other clients. We offer competitive prices and a depth of expertise unrivalled by less experienced firms. To learn about our professional qualifications in greater detail, we invite you to browse the Partners and Services pages of our web site We would be pleased to provide a complimentary initial consultation to all new clients.
At the heart of our team, based right here in Long Beach, Newport Beach, and Orange County, are three dedicated professionals—a Certified Public Accountant (CPA), an experienced bookkeeper, an an accounting specialist—who share over 50 years of combined experience in providing top-notch accounting services. Our deep knowledge in taxation, finance, and accounting allows us to understand the unique challenges businesses face and how we can help you save time, reduce costs, and achieve your financial goals. I’ve spent over 15 years helping clients like you navigate the complexities of tax preparation, ensuring compliance, and implementing strategies that drive business growth. With a BA in Business and advanced studies in Managerial and Cost Accounting, I’m equipped to take your business to the next level. We’re more than just accountants—we’re partners in your success. Whether you need reliable bookkeeping, payroll services, or specialized non-profit accounting, we’re here to provide the support you need. Let us help you streamline your financial operations so you can focus on what you do best—running your business.
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Bookkeeping services
Creating long term value by supporting the growth needs of individuals and businesses. We focus on Low to High-Net Worth Individuals and Small Business (Sole-Prop, LLC, LLP, S-Corps, C- Corp, etc.) taxes. Call now for a free consultation. Taxes and various business hurdles can often take you away from what "you" love. We believe in providing our clients a peace of mind by offering a service that is catered to your unique situation and is built around your specific needs. We are by appointment only.
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Account Receivable Accounts Receivable Management Payment Application (Received Checks, Wires, Credit Cards) Software Integration/Implementation for Auto Pay Prepare and Issue Customer Invoices Customer Setup Account Payable Enter and Pay vendor bills Issue and Track Vendor Purchase Orders Software Integration/Implementation for Auto Pay Track Credit Card Expenses & Receipts Vendor Set-Up Financial Reporting & Analysis Generate Standard Reports and Financial Statements Industry Standard Reporting to Management, Investors, Shareholders and Regulatory Agencies Budgeting & Forecasting Monthly, Quarterly and End of the Year Reporting Payroll Full Service Payroll Direct Deposit Payroll Tax Filings Integration between Payroll Provider and Accounting Software Start-Up Business Services Creating Employee Handbooks Writing, training and implementation of Standard Operating Procedures New Business Formation Sales Tax Monthly and Quarterly Sales Tax Filings Integrate with POS and eCommer
