Business Details
35 Years
experience
Your Trusted Partner for Accounting and Advisory Services
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 deliver proactive solutions tailored to businesses across California and the United States. Our mission is to empower clients through strategic financial guidance, ensuring they can focus on growth while we handle complex accounting needs.We prioritize transparency, fixed pricing, and collaborative workflows using secure digital platforms. Our experience spans industries including professional services, agriculture, and manufacturing, with a commitment to personalized service and long-term client success.
Services
Bookkeeping
Tax Planning
Audit Services
Payroll Processing
Financial Advisory
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of experience in accounting and advisory services across diverse industries.
- Our team includes certified CPAs and CGMA professionals with deep technical expertise.
- We provide fixed monthly pricing with no hidden fees for budget predictability.
- We utilize secure digital platforms for real-time financial data access and collaboration.
- Our personalized approach focuses on long-term client relationships and proactive solutions.
What people say
Expertise
Personalized service
Proactive solutions
Fixed pricing
Secure platforms
Services
Outsourced Accounting
Our outsourced accounting solutions provide businesses with a dedicated team handling day-to-day financial tasks. We offer account reconciliation, financial statement preparation, and real-time data access through secure platforms. Clients benefit from fixed monthly pricing and streamlined workflows that reduce administrative burdens.
Tax Planning
We deliver strategic tax planning and preparation services to maximize savings and ensure compliance. Our CPAs analyze business structures, identify deductions, and implement year-round strategies to minimize tax liabilities while supporting long-term financial goals.
Audit Services
Our audit services focus on financial accuracy and regulatory compliance. We conduct thorough examinations of records, provide recommendations for internal controls, and ensure transparency for stakeholders. This service helps businesses maintain credibility and prepare for future growth.
Payroll Processing
We manage complete payroll cycles including tax filings, paystub distribution, and compliance reporting. Our system ensures accurate and timely payments while handling garnishments, pension remittances, and year-end W-2 processing for businesses of all sizes.
Financial Advisory
Our advisory services combine financial expertise with industry-specific insights to drive business decisions. We offer budget analysis, cash flow management, and strategic guidance to help clients optimize operations and achieve sustainable growth.
People
John L Baerg
Partner
Founder with 30+ years of experience in accounting and advisory services. Former Ernst & Young professional serving public and private companies across California and the U.S.
William E Chaltraw
Partner
Certified Public Accountant with extensive expertise in audit and tax services for businesses in professional services, agriculture, and manufacturing sectors.
Larry Jensen
Senior Manager
Senior accounting professional specializing in audit and advisory services with a focus on delivering strategic financial solutions to mid-sized enterprises.
Miranda Baerg
Manager
CPA with specialized knowledge in business advisory and tax planning, providing tailored solutions to help clients achieve financial objectives efficiently.
Kristin Chaltraw-Lee
Manager
Experienced accountant offering comprehensive tax and advisory services, with a focus on simplifying financial processes for growing businesses.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, bookkeeping, tax planning, payroll processing, and financial advisory services tailored to small businesses.
Do you serve clients outside of California?
Yes, we serve businesses nationwide through secure digital platforms and remote collaboration tools.
How are your accounting fees structured?
We offer fixed monthly pricing with bundled services to ensure budget predictability and no hidden fees.
What industries do you specialize in?
We specialize in professional services, agriculture, manufacturing, and construction industries.
Can you help with tax planning throughout the year?
Yes, we provide year-round tax planning strategies to minimize liabilities and ensure compliance.
What sets your firm apart from other accounting services?
Our personalized approach, fixed pricing, and CPA-led team with 30+ years of combined experience differentiate us.
