You are #1 to us. Every client is #1 to us. Our company is geared to treat all of our clients as our best client. That’s why we chose to make this About page not about us. It’s about you, and how our accountants, bookkeepers and management consultants work for you, on your behalf. It’s about what we can do for you. And it’s about how we can provide you with expert solutions efficiently and economically.

We know our business well enough to know what you want from your business. You want the time and freedom to manage your company. You want relief from endless record-keeping and interminable hours of numbers-crunching. Looks like you’ve come to exactly the right place. We know what a small business goes through just to keep afloat, never mind trying to compete successfully in today’s economic environment. We’re here to help you. We relieve you of bookkeeping and financial tasks, so you do what you do best and we do what we do best. In fact, that’s our company mantra.

We’re a small diverse firm based in San Rafael and San Francisco, and have been providing financial services to the Bay Area since 1999. We live by our continuing mission to serve you with the highest level of expertise and professionalism possible. You will always receive highly personalized service. Nothing is cookie-cutter about us. We do more than crunch numbers. Everything we do is customized specifically to your individual requirements. We are dedicated to serving all of your financial management needs, including bookkeeping and accounting, financial analysis, and tax preparation and planning. In essence, you get Big 4 service at small business prices. Even the manner in which we communicate with you is personalized to what is most convenient and comfortable for you. Phone, email, text, fax, in person, you name it, we’ll do it your way.

Our goal is to earn your business, and earn your loyalty. We want to surpass every client’s expectations with unexpected service, quality, and respect. It’s what all our best clients deserve. And that’s you.

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Contact us for a FREE one-hour consultation where you can confidently share your questions about your individual or business financial and tax needs.

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