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Take charge of your business accounting with expert financial services and consulting.

We are a boutique accounting firm specializing in Virtual CFO, Fiduciary Accounting for Estates and Trusts, and General Bookkeeping Services. Located in the heart of the South Bay, we pride ourselves in servicing the local community with professional and friendly service. With more than 23 years of experience, my team and I have been providing bookkeeping, policy and procedure implementation, system integration, trust accounting, business advisory, CFO expertise and other accounting services to a range of clients, including both businesses and individuals. We have developed a reputation for professional excellence in the South Bay community through the high quality of our services.

CFO
CYNTHIA PALM
CFO
"We want to take a minute to say thank you. As you know, you have been providing excellent service to our law firm since 2009. Your skill and expertise in organizing our financial accounts and providing excellent customer service allows us to practice law rather than focus on the accounting aspects of the firm."
—Michael Horrow, Donahue and Horrow Law