Business Details
Trusted Accountants and Financial Advisors | Fresno, CA
Roeser CPA is a full-service CPA, financial advisory, and business consulting firm serving businesses in Fresno and the Central Valley area for over 30 years. We combine traditional accounting expertise with cutting-edge technology to deliver high-quality, personalized services tailored to each client's unique needs. Our team approaches every project with meticulous care, helping clients achieve their tax, financial, and business goals through strategic planning and innovative solutions.With seven professional licenses and certifications, we provide decades of experience in business income tax planning, financial management, and business valuations. Our multidisciplinary approach positions us as an extension of your leadership team, offering customized strategies to enhance business performance and ensure long-term success.
Services
Business Income Taxes
Financial Planning
Business Valuations
Business Services
Tax Preparation
Outsourced CFO Services
Accounting Software Training
Family Business Coaching
Transaction Analysis
Estate and Gift Tax Valuations
Highlights and features
- We offer 30+ years of experience in accounting and business consulting.
- Our team holds seven professional licenses and certifications for specialized expertise.
- We provide customized solutions tailored to each business's unique needs.
- Our multidisciplinary approach adds strategic value to your leadership team.
- We combine traditional accounting skills with the latest technological innovations.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Top notch
On top of everything
Awesome
Flawless process
Instrumental help
Services
Business Income Taxes
Our business income tax services help companies maximize savings through strategic tax planning and preparation. We handle corporate partnership returns, identify deductions, and provide year-round support while ensuring compliance with evolving tax laws. Our team's seven professional certifications guarantee expert navigation of complex tax regulations for Fresno businesses.
Financial Planning
We offer comprehensive financial planning covering retirement strategies, investment modeling, and estate planning. Our tax-centric approach combines retirement planning with tax optimization, providing businesses with customized solutions to achieve long-term financial goals through personalized wealth management strategies.
Business Valuations
Specialized business valuation services for mergers, acquisitions, and succession planning. Our licensed CPAs provide IRS-compliant valuations for SBA loans, buy-sell agreements, and estate planning. We serve diverse industries including agriculture, offering expert analysis for business transitions and financial reporting needs.
Business Services
Full-service business support including QuickBooks training, financial statement preparation, and outsourced CFO services. We offer accounting software implementation, payroll processing, and family business coaching to help entrepreneurs focus on growth while maintaining accurate financial records and compliance.
Transaction Analysis
Expert transaction analysis for business acquisitions and sales. Our services include buy-side due diligence, financial modeling, and post-merger integration support. We provide strategic development and document review to ensure smooth business transitions and informed decision-making for complex transactions.
Questions
What accounting services do you offer for businesses?
We provide business income tax preparation, financial planning, business valuations, QuickBooks support, financial statement preparation, and outsourced CFO services tailored to Fresno businesses.
How can you help reduce business tax liability?
Our tax specialists identify deductions, credits, and strategic planning opportunities while staying current with tax law changes to maximize savings for businesses in all industries.
Do you handle business valuations for mergers and acquisitions?
Yes, we offer valuation services for mergers, acquisitions, buy-sell agreements, and succession planning with IRS-compliant reporting for SBA loans and business transitions.
Are you experienced with accounting software?
We are Certified QuickBooks Pro-Advisors with expertise in Xero, FreshBooks, NetSuite, and Sage, offering training, setup, and ongoing support for cloud-based accounting solutions.
How long have you served businesses in Fresno?
We've provided accounting and business consulting services to Fresno and Central Valley businesses for over 30 years with a proven track record of success.
