San Fran CPA Tax Advisory Firm

Business Strategy

Need help in figuring out the goals of your business, how to achieve them and in what order?

Cash Flow

Forecasting, liquidity optimization, and cost containment studies.

Outsourced CFO

Easily scale your finance department as your needs change.

Mergers & Acquisitions

Succession planning, tax strategy and financial or organizational modeling.

Business Plans

Investor packages and market research. We can help build your roadmap.


Raising capital, funding a project, debt restructuring.


Quarterly Tax Planning

Know whats going to happen before they do and get options to minimize tax.


Guidance on proper business structure & incorporation for tax savings.

Tax Compliance

Filing of all business returns (Corps, S-Corps, LLCs, Sole-Props) and individual returns.

Audit Defense

Tax authority representation, problem resolution, and audits.

Payroll Compliance

Not only can we advise you in this area, but we can also take care of any ongoing compliance.

Sales & Use Tax

Set up, reporting compliance and exemption studies.


Bookkeeping & Year-End Clean Up

Monthly, quarterly and annual data input or after-the fact clean up.


Cloud Accounting & IT

Set-up, integration and maintenance of cloud based accounting and IT systems. Transition your finance department to a paper-free cloud based solution.

Outsourced Accounting

Utilize our staff and managers to do the number crunching and free up your time to grow your business.


Software Consulting

We use a variety of accounting systems such as Quickbooks, Xero, Sage, and ERP systems and can assist you with the resourcing of any accounting issue or function.

Dashboards & KPIs

Visually monitor all your financial data and performance indicators with one simple view.

Project & Job Costing

Need to know how profitable each project or job is? Our consultants can set up your accounting systems so you can manage the profitability of each job in real-time.