707-584-1040

Business Consultation

We can provide financial advice on every aspect of your business, from cash flow to pricing and from financial statement preparation to inventory control. If you are considering starting a new venture or adding a new line of products, we can assist you in determining if it makes good financial sense, and how to develop your business plan to maximize your growth potential with minimal risk in the Wine Country, Sonoma County, Rohnert Park, Santa Rosa, Cotati, Sebastopol, Petaluma, and Novato California areas.

Tax Planning

We prepare and file your returns while keeping up with changes in state and federal tax rules. We can help set up the best bookkeeping system for your company, do quarterly reviews, and offer advice on tax advantages as well as possible pitfalls. Learn more about tax planning.

Support Network

Over the years we have established an active network of bankers, lawyers, investment counselors, and other professional specialists who are available to assist our clients when they need it. Learn how a professional CPA can assist in growing your profits by clicking our CPA services page.