Business Details
15 Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
Since 2011, MBS Accountancy has been delivering specialized accounting and tax advisory services to businesses and nonprofit organizations nationwide. Our firm combines over a decade of industry experience with a cloud-based infrastructure to provide scalable financial solutions that address the unique needs of diverse sectors including dental practices, construction companies, law firms, and healthcare organizations. Our team of certified professionals is dedicated to financial transparency and operational efficiency, having earned recognition as a Top U.S.Firm by Forbes in 2021-2023 and Accounting Today's Best Firm for Technology in 2022. We implement patented accounting system migrations and maintain rigorous compliance standards for federal tax returns, state tax incentives, and audit readiness. Our proprietary methodology for financial reporting ensures clients receive accurate, real-time data to support strategic decision-making while maintaining uncompromising client confidentiality and ethical practices.
Services
Bookkeeping
Tax Advisory
CFO Services
QuickBooks Consulting
Audit Preparation
Details
- Year established: 2011
Highlights and features
- Certified CPAs with 14 years of combined experience in accounting
- Cloud-based infrastructure serving clients nationwide
- Personalized financial solutions tailored to industry-specific needs
- Awarded Top U.S. Firm by Forbes for three consecutive years
- Proprietary system for real-time financial reporting and accuracy
What people say
Loved by Clients
Referred by Other Professionals
Excellent Audit Preparation
Industry-Specific Expertise
Reliable Financial Leadership
Services
Bookkeeping
Our comprehensive bookkeeping services ensure precise financial record-keeping through transaction categorization, accounts payable/receivable management, and monthly close processes. We implement cloud-based systems like QuickBooks Online to maintain real-time financial visibility. Clients receive accurate managerial reports that support informed business decisions while maintaining compliance with accounting standards.
Tax Advisory
We provide strategic tax planning and compliance services for businesses and individuals. Our quarterly tax projections help clients anticipate liabilities while tax incentive analysis identifies savings opportunities. Services include federal and state tax returns, sales tax compliance, and specialized reporting for nonprofits, trusts, and estates to minimize liabilities and ensure regulatory adherence.
CFO Services
Our fractional CFO services deliver executive financial guidance for growing organizations. We develop accounting policies, conduct budgetary analysis, and implement internal controls. Clients receive financial forecasting, audit preparedness assessments, and strategic business advisory to support long-term growth while maintaining regulatory compliance across multiple business entities.
QuickBooks Consulting
We specialize in QuickBooks implementation, optimization, and training for businesses transitioning to cloud accounting. Services include system migrations, customized reporting setup, and staff training to improve financial workflows. Our solutions enhance operational efficiency while ensuring accurate financial tracking and compliance with industry-specific accounting requirements.
Audit Preparation
MBS Accountancy provides comprehensive audit readiness services including accounting policy development and financial statement reconciliation. We train accounting teams on compliance procedures and implement controls to ensure audit success. Our track record includes helping clients pass multiple audits through documentation organization and staff training on best practices.
People
Cassidy Jakovickas
President and CEO
Cassidy leads MBS Accountancy's strategic growth initiatives with over 15 years of accounting industry experience. Through innovative technology adoption, she's expanded service capabilities while maintaining personalized client relationships. Her leadership has driven three consecutive Forbes Top U.S. Firm recognitions.
Riccardo Vallejo
Operations and Implementation Manager
Riccardo oversees technical implementations and process optimization at MBS Accountancy. With expertise in accounting systems migration, he ensures seamless technology integration for clients transitioning to cloud-based platforms while maintaining operational efficiency across all service deliveries.
Victor Godinez
CPA - Accounting Services Manager
Victor manages the accounting services team with specialized expertise in financial reporting and compliance. He implements standardized procedures while mentoring staff to maintain the firm's high technical accuracy standards for all client financial documentation.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, financial reporting, and controller services tailored to small business needs.
Do you serve clients outside California?
Yes, our cloud-based infrastructure enables us to serve businesses nationwide from our Fresno headquarters.
How do you handle tax incentive identification?
Our tax advisory team analyzes your business activities to identify applicable federal, state, and local tax incentives.
What industries do you specialize in?
We specialize in dental practices, construction companies, law firms, nonprofits, and healthcare organizations.
How can I schedule a consultation?
Use our online scheduling system or call (559) 421-7033 to arrange your discovery call with our team.
