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INDUSTRIES SERVED, CLIENTS & PARTNERSHIPS

at a glance

Executive-level Financial Experience and Expertise Across a Wide-range of Industries

ARTIFICIAL INTELLIGENCE: MARKETING, DATA AUTOMATION, MACHINE LEARNING

MEDIA ENTERTAINMENT / CABLE PRODUCTION

NANOTECHNOLOGY - SILICON CHIP / SENSOR PRODUCTION

STEEL FABRICATION / MACHINERY MANUFACTURING

MID-INFRARED LIGHT EMITTING DIODE (LED) TECHNOLOGY

GENETICS / BIOTECH / AGRICULTURE

THERMAL IMAGING RADAR SECURITY

MINING: BAUXITE, COPPER, COAL, TITANIUM DIOXIDE & PRECIOUS METALS

MOLTEN METAL MANUFACTURING - ALUMINUM & PRECIOUS

GERMAN ENGINEERED PRODUCT MANUFACTURING

COLLEGE EDUCATION - CAMPUS & ONLINE

PHARMACEUTICALS / NUTRACEUTICALS / HEALTHCARE

INDUSTRIAL ORGANIC CHEMICALS: CATALYSTS, ABSORBENTS, ADDITIVES, RHEOLOGICALS

ALUMINUM ALLOY ELECTRICAL CONDUCTOR PRODUCTS

SILICON NITRIDE CERAMICS / MEDICAL DEVICES

SALON/SPA - PRECISION TOOLS, TRAINING

ENERGY: SOLAR, WIND, NUCLEAR, OIL & GAS

ASEPTIC CARTON PACKAGING: FORM, FILL & SEAL EQUIPMENT MANUFACTURING

OIL & GAS: EXPLORATION, PRODUCTION, TRANSPORTATION, PIPELINE, REFINING & MARKETING

SECURITY INTEGRATION: ELECTRONIC WIRELESS SYSTEMS FOR ACCESS CONTROL

INSURANCE - PROPERTY, CASUALTY, D&O, LIFE, HEALTH & LIFE SETTLEMENTS

PAPER, FILM & FOIL PROCESSING EQUIPMENT MANUFACTURING

FINANCIAL SERVICES - ACCOUNTING, BANKING, RISK MANAGEMENT & SYSTEM UPGRADES

RADIOACTIVE HAZARDOUS WASTE REMOVAL

COMMERCIAL & RESIDENTIAL DEVELOPMENT & CONSTRUCTION

CONSTRUCTION: COMMERCIAL; RESIDENTIAL; STEEL, STONE & TILE

WATER TREATMENT PRODUCTS: SOFTENERS, FILTRATION SYSTEMS & DISTRIBUTION

FOOD & BEVERAGE: ORGANIC & NATURAL COCONUT WATER WITH INTERNATIONAL DISTRIBUTION

ORGANIC INDOOR GROW & PROCESSING: SALADS & MIXED GREENS

HIGH-QUALITY DURABLE EQUIPMENT IN THE MINING & CEMENT INDUSTRIES

INDUSTRIAL INDOOR HEMP GROW INDUSTRY

CBD, CBN MEDICINAL HEMP OIL PROCESSING

Debt & Equity Financing

Cash Generation

Business Plans & Valuations

Strategy

Variance Analysis

Cash Flow Management

  • Massive

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Massive

  • Vibrant

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Vibrant

  • Wallow

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Wallow

  • Slide 6

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Slide 6

  • Slide 4

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Slide 4

  • Slide 5

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Slide 5

  • Slide 6

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
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    Slide 6

  • Slide 6

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
    Read More
    Slide 6

  • Slide 6

    Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
    Read More
    Slide 6
  • Sed ut perspiciatis unde omnis iste natus error sit voluptatem, totam rem aperiam, eaque ipsa quae ab illo inventore et quasi architecto beatae vitae dicta sunt explicabo.
    Read More

clients, partners, associations

Your Trusted Bookkeeping Partner, we understand that keeping your financials organized and up-to-date is essential for the success of your business.

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Location: Home Office –
431 Sutter Hill Rd
Sutter Creek, CA 95685

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Tax-Ready Confidence
Your books stay clean, accurate, and accountant-ready—no scrambling, no surprises, no last-minute panic.

Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.