Numbers that tell your story
Accounting Built to Scale With Your Business
Monthly accounting, tax, and technical GAAP work for owner-led California businesses — construction, real estate, and multi-state S-corps. Done by the CPA who's actually in your books.
Support for Companies in Growth Mode
Monthly Accounting & Close
Controller-level oversight for growing companies that have outgrown basic bookkeeping. I help establish disciplined close processes, reliable reporting, and financial controls that scale as your business grows—without the overhead of a full-time hire.
Strategic Financial Advisory
Advisory support for founders and operators navigating growth, complexity, and change. From budgeting and forecasting to scenario analysis and fundraising support, I help translate financial data into clear, actionable decisions.
Tax & Compliance Support
Thoughtful tax preparation and compliance support designed to integrate cleanly with your accounting and reporting. Focused on minimizing surprises, managing exposure, and keeping your business audit-ready year-round.
Accounting & Tax Support for Owner-Led Businesses
Monthly accounting and tax coordination designed around how owners actually run their businesses.
Ongoing accounting and tax support for owner-led small businesses where the financial health of the business and the owner are closely connected. Services begin with clean, reliable monthly accounting—then extend through tax preparation, planning considerations, and year-round coordination to reduce surprises and support better decision-making.
Pre-Built Financial Models
Professionally structured models you can deploy —without rebuilding from scratch.
These pre-built financial models are designed for founders, operators, and finance professionals who want a clean, structured starting point without reinventing the wheel.
Each model reflects real controller workflows—built to accept trial balance data, support top-side adjustments, and produce decision-ready outputs you can trust.
lets chat.
Whether you’re getting your business off the ground or navigating your next phase of growth, I help bring structure and clarity to your financials. From ongoing accounting and tax coordination to custom modeling and advisory support, I work with clients to build systems that scale and decisions you can trust. Reach out when you’re ready—we’ll take it from there.