OUR FIRM VISION
To improve the quality of life of our clients, team, and community.
OUR FIRM MISSION
As a boutique CPA firm, you receive a blend of personal service and specialized expertise to build your business legacy in the Central Valley. Instead of working for you, our team of professional CPAs collaborates with you to fully understand your financial environment and the needs of your business. With this forward-thinking model, we continue to deliver value to business owners, executives, and independent professionals. We are more than your accountant and consultant. We are your trusted business advisor.
Exclusive service with big firm expertise, we offer business owners in Fresno and throughout California holistic CPA services. We are your team of CPAs, accountants, tax managers, and business advisors.
We are proud members of the CalCPA, AICPA, Better Business Bureau, and CultureRx.
*Wealth Management Services offered through Blue Oak Wealth Management, an affiliated company. Securities offered through Cetera Financial Specialist LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.