Business Details
50+ Years
experience
Trusted Accounting and Advisory Services in Bakersfield
Our firm was founded in 1956 with a commitment to excellence in accounting and client service. We have evolved into one of Bakersfield's most respected firms while maintaining our dedication to personalized attention. Our team of skilled professionals brings diverse expertise to address complex financial challenges. Through technological innovation and continuous professional development, we deliver efficient, forward-thinking solutions. We actively engage with the Bakersfield community through board service and support for local nonprofits. As members of the Aprio Professional Services+ Practice, we access global resources to enhance our capabilities.Our peer-reviewed work consistently earns unqualified opinions, reflecting our adherence to rigorous standards. We prioritize transparency, addressing critical issues clients may overlook while fostering long-term advisory relationships. Our history of leadership in the California Society of CPAs underscores our industry influence. Today, we remain focused on empowering clients to achieve sustained success in a dynamic business environment.
Services
Tax Preparation
Auditing
Business Advisory
Consulting
Client Accounting Services
Details
- Year established: 1956
Highlights and features
- 60+ years of combined experience in Bakersfield's business community
- Non-traditional approach combining local expertise with global resources
- Unqualified peer review opinions for consistent quality assurance
- Active community involvement through nonprofit board participation
- Access to PS+ Collaborative's network of professional services firms
Associations and certifications
- AICPA Private Companies Practice Section
- Aprio Professional Services+ Practice
Services
Tax Preparation
Our tax preparation services combine technical expertise with strategic planning to ensure compliance while optimizing financial outcomes. We handle complex individual and business tax situations, offering comprehensive reviews and customized strategies that address both current obligations and future planning opportunities. Our team stays current with evolving tax codes to provide accurate, beneficial solutions.
Auditing
We provide audited, reviewed, and compiled financial statements with rigorous attention to detail. Our AICPA-compliant audit processes identify risks and improve financial transparency. Services include risk assessment, agreed-upon procedures, and assurance reporting that meet regulatory requirements while providing actionable business insights to stakeholders.
Business Advisory
Our business advisory services focus on helping organizations navigate growth challenges and opportunities. We offer strategic planning, QuickBooks support, and financial management coaching. Our team provides electronic payroll processing and data analysis to improve decision-making, working as an extension of clients' internal teams to drive operational efficiency.
Consulting
We deliver specialized consulting for business succession planning, litigation support, and financial management optimization. Our consultants combine industry knowledge with practical experience to develop solutions for complex business challenges, helping clients implement systems that enhance long-term sustainability and competitive advantage.
Client Accounting Services
Our client accounting services include direct QuickBooks support, financial coaching, and data review. We provide ongoing accounting assistance tailored to business needs, from day-to-day transaction processing to comprehensive financial reporting. Our approach combines technical expertise with personalized guidance to improve financial operations.
Questions
What accounting services do you offer?
We provide tax preparation, auditing, business advisory, consulting, and client accounting services tailored to meet diverse business needs.
How long has your firm been in business?
We've served Bakersfield since 1956, combining decades of local expertise with access to global professional networks.
Are you affiliated with any professional organizations?
We're members of the AICPA Private Companies Practice Section and the Aprio Professional Services+ Practice network.
What areas do you serve?
Primarily Bakersfield and Kern County, with clients throughout California and access to nationwide resources through our professional networks.
How do you ensure service quality?
Our work undergoes triennial peer reviews through the AICPA program, consistently receiving unqualified opinions since 1956.
Do you offer community support services?
Yes, our team actively supports local nonprofits through board service and community initiatives like Habitat for Humanity.
