CPA Firms in Concord, CA

Where Accuracy meets Trust! Let me take care of your books, so you can focus on growing your business! My mission is to provide my clients with reliable and efficient services. I have over 20 years of experience in various different industries. I take time to understand your business needs and customize my Accounting/Bookkeeping services accordingly. I am detail oriented, have strong analytical skills, and emphasize accuracy. My areas of expertise include: • Month/Year End Close • Reconciliations • Journal Entries • Accruals & Deferred • General Ledger • Adjusting Entries • Prepaid Expenses • Accounts Payable • Accounts Receivable • Payroll & 401 K Submission • Sales taxes • Business Property Taxes • Financial Statements & Preparations • Preparing Ad-hoc reports as needed

I have over ten years of experience in accounting field. I am very passionate about helping small businesses with their bookkeeping and accounting needs.

We provide financial information to scale your company, minimize taxes, and free your time. Through our partnership with a dedicated Tax Law Group, we also evaluate tax-saving strategies that can unlock credits, restructure entities, and reduce obligations beyond what most firms offer.

Fractional CFO doing hands-on bookkeeping and providing strategic advice. I am a California-licensed CPA, CFA charterholder, and MBA graduate from UCLA. I will set-up, clean-up, and maintain your accounting records so you can focus on running the business. I will synthesis the business insights in 5 sentences each month without accounting jargon. I am currently CFO of a $10m scientific equipment R&D firm and VP of Finance at a seed stage real estate rent-to-own start-up. I have led finance and operations teams at series B and series D real estate start-ups. I have 16 years of accounting and finance experience spanning entertainment, real estate, tech, and asset management industries. I can help you with any project that involves financial statements, from fixing your old Quickbooks entries to making sense of an acquisition offer.