CPA Firms in Vallejo, CA

Helping our valued clients achieve their dreams is our passion. We are a trusted partner and strategic accounting advisor to small businesses, start-ups, and individuals. We take on, and transform, the accounting, finance, and operational aspects of our clients business and financial endeavors. Our solutions ease the back-office burden and provide real-time financial insights to aid in decision making and accelerate growth. We pride ourselves on our enthusiastic and collaborative approach to solving our client's most pressing needs. Forming trusting and long standing relationships is at the heart of what we do. We welcome the opportunity to connect with you today and learn more about your business and how we can support you.

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.