Firm Profile


We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

Our audit practice is concentrated in the nonprofit industry, however, we also conduct audits of for profit businesses in various industries and Retirement Plans.  We perform our audits using a small, yet very experienced staff to perform the work, with direct partner involvement at key planning and fieldwork stages. We believe that this approach results in the most thoughtful and efficient audit planning and the most reliable and useful audit conclusions. At the completion of our audits we meet with management and audit committees to discuss the financial statements, audit findings, and management comments.

We participate in the AICPA Peer Review Program, which is administered by the California Society of CPAs. Our audit and accounting practice has undergone a peer review evey three years since we joined the program.  Our most recent peer review report is available from the AICPA web site.