Business Details
Your Trusted Accounting Partner in Santa Monica
As a boutique public accounting firm licensed in California, we have dedicated ourselves to providing comprehensive financial solutions for business owners, executives, and independent professionals. Our expertise spans tax preparation, strategic business consulting, and personalized financial planning, all delivered with a commitment to affordability and client-centric service. With decades of combined experience, our team combines technical proficiency with practical insights to help clients navigate complex financial landscapes.We prioritize transparency in all communications, ensuring clients understand their financial position and opportunities for growth. Our reputation for quality service and attention to detail has been built through consistent delivery of results that align with individual and business objectives.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Planning
QuickBooks Support
CFO Services
Cryptocurrency Accounting
Tax Planning
NetSuite Services
Highlights and features
- We offer personalized accounting solutions tailored to your specific needs
- Our team has decades of combined experience in tax and business consulting
- We provide comprehensive financial services under one roof
- Our CPA-certified professionals maintain the highest industry standards
- We prioritize client education to ensure financial decision-making clarity
What people say
Professional and responsive
Quality service
Personalized attention
Expertise in tax matters
Reliable financial guidance
Services
Tax Preparation
Our comprehensive tax preparation services cover both individual and business needs. We ensure compliance with current tax regulations while identifying legitimate deductions and credits. Our team stays current with evolving tax laws to provide accurate filings and strategic planning opportunities for maximizing refunds or minimizing liabilities.
Bookkeeping
We offer complete bookkeeping solutions including bank reconciliations, financial statement preparation, and general ledger maintenance. Our services ensure accurate financial records that support informed business decisions while freeing clients to focus on core business operations.
Financial Planning
Our financial planning services provide personalized guidance for managing risk and building long-term wealth. We develop comprehensive strategies tailored to individual circumstances, focusing on sustainable growth and financial security for families and professionals.
QuickBooks Services
We specialize in QuickBooks setup, training, and optimization to help businesses maximize their accounting efficiency. Our services ensure proper implementation and ongoing support to maintain accurate financial records through this popular accounting platform.
CFO Services
Our outsourced CFO services deliver expert financial leadership without full-time costs. We provide strategic financial planning, cash flow management, and business advisory services to help companies make informed decisions and achieve long-term growth objectives.
People
Robert A Ricco
CPA
Certified Public Accountant with extensive experience in tax planning and business consulting. Specializes in real estate, construction, and professional services industries. Former PwC professional and tax institute presenter.
Daniel O'Neill
Tax Preparer
Experienced tax preparer pursuing CPA licensure. Focuses on business management and tax preparation services. Former YMCA program director committed to community service.
Lisa Jonsson
Staff Accountant
Certified accounting professional with Bay Area experience. Specializes in bookkeeping and accounting services while pursuing full CPA licensure. Active AICPA member.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statement preparation, and customized accounting system setup.
Do you offer outsourced CFO services?
Yes, we provide part-time CFO services including financial forecasting, cash flow management, strategic tax planning, and accounting system implementation.
Can you help with QuickBooks setup and optimization?
Our QuickBooks specialists offer software setup, training, and optimization services to ensure you maximize the platform's capabilities for your business.
What tax services are available for individuals?
We offer complete individual tax preparation, audit support, and strategic tax planning to minimize liabilities while maintaining full compliance.
Do you work with cryptocurrency investors?
Yes, we provide specialized accounting and tax reporting services for cryptocurrency transactions and investments.
