A firm of professionals committed to quality and competent service to individuals, businesses and non-profit organizations. Our Business Idea is to be our clients’ financial and management alter-ego and de facto success partner by providing all necessary, business, advisory, technical and compliance services and coordinating those we can’t. Our mission is creating value for our clients and others through our ideas and service and for our owners and associates through client and community service.
Founded in the summer of 1985, we have acquired clientele deliberately and responsibly. We neither seek to be the largest or the smallest firm. We are sized just right for our clients. We have the resources to serve most individuals, small to medium size businesses and non-profit organizations. We are agile in serving clients, establishing priorities for their services and allocating appropriate and timely resources to achieve the client expectations.
Our growth and clients have come primarily from our quality work, established reputation and the support of our clients and referral sources. We are celebrating our 27th anniversary as an accounting firm in Fresno and very proud of our accomplishments.
From the Blog
Bad Estate Planning
Most Moms and Dads, being kind and generous, leave all, or most, of their physical assets to their children; pro-rata, share and share alike. They also usually leave a profound desire that the children get along with one another and be happy siblings. But this latter expectation, more often than not, turns out to be a fairly-tale. Why? Because, while the children may get equal assets, they are … [Read More...]
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