Business Details
35 Years
experience
Your Trusted Accounting Partner in Clovis, CA
Founded in 1991 by John Baerg, our firm brings over three decades of expertise in accounting, audit, tax, and business advisory services. With a team of certified professionals, we serve clients across California and the United States, offering proactive solutions tailored to their unique needs. Our mission is to empower businesses through strategic financial guidance, leveraging advanced technology for seamless collaboration and real-time insights.We prioritize client trust by maintaining rigorous professional standards and delivering fixed-fee structures that ensure budget predictability. Our deep industry knowledge and commitment to personalized service position us as a reliable partner for businesses seeking sustainable growth.
Services
Bookkeeping
Tax Planning
Audit Services
Business Advisory
Payroll Processing
Account Reconciliation
Financial Statements
Tax Preparation
Budget Reporting
Payroll Tax Returns
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of experience in accounting and advisory services.
- Our team provides proactive solutions to meet business needs.
- We use a secure online platform for efficient workflow.
- Fixed monthly fees ensure budget predictability without surprises.
- We serve clients across California and the United States.
Services
Bookkeeping
Our outsourced bookkeeping service handles daily financial tasks, including account reconciliation, expense tracking, and digital bill management. Using secure online platforms, we ensure real-time data access while streamlining workflows for small businesses. This service allows clients to focus on operations without compromising financial accuracy or compliance.
Tax Planning
We offer strategic tax planning and preparation to maximize savings and ensure compliance. Our team provides tailored advice on deductions, credits, and regulatory changes, minimizing liabilities while supporting long-term financial goals. Clients receive proactive guidance to navigate complex tax landscapes with confidence.
Audit Services
Our audit services focus on ensuring financial accuracy and regulatory compliance. We conduct thorough assessments of financial statements, internal controls, and operational processes to identify risks and opportunities. This service helps businesses maintain transparency and build trust with stakeholders through verified reporting.
Business Advisory
We provide data-driven advisory services to support strategic decision-making. This includes financial analysis, budget reporting, and quarterly performance reviews to align business strategies with market demands. Our goal is to help clients optimize operations, improve profitability, and achieve sustainable growth.
Payroll Processing
Our payroll service manages tax submissions, employee paystubs, and compliance with federal and state regulations. We handle garnishments, pension remittances, and W-2 preparation, reducing administrative burdens. Clients benefit from accurate, timely payroll processing that ensures employee satisfaction and regulatory adherence.
People
John L Baerg
Partner
John L Baerg, CPA, CGMA Partner founded Baerg & Associates in 1991 after 12 years at Ernst & Young. He specializes in audit, accounting, tax, and business advisory services for clients across California and the U.S.
William E Chaltraw
Partner
William E Chaltraw, CPA Partner brings extensive expertise in accounting and tax services, supporting clients with strategic financial planning and compliance solutions tailored to their industries.
Larry Jensen
Senior Manager
Larry Jensen, CPA Senior Manager oversees audit and advisory engagements, ensuring high-quality deliverables and client satisfaction through meticulous attention to detail and regulatory standards.
Miranda Baerg
Manager
Miranda Baerg, CPA Manager specializes in tax preparation and business advisory, providing clients with actionable insights to enhance financial performance and compliance.
Kristin Chaltraw-Lee
Manager
Kristin Chaltraw-Lee, CPA Manager focuses on audit and accounting services, delivering tailored solutions that align with clients' long-term business objectives and industry requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, financial statements, and audit services tailored to small businesses' needs.
How do you ensure data security for online accounting?
We use secure platforms with encrypted access and strict protocols to protect client data during all online transactions and collaborations.
Do you serve businesses outside California?
Yes, we serve clients across the United States through our secure online platform, ensuring seamless service delivery regardless of location.
What sets your firm apart from other accounting services?
Our proactive approach, fixed-fee pricing, and personalized advisory services combine to offer predictable costs and strategic financial guidance.
