Where's“It’s not about the pieces; it’s about how they fit together”
We try to eat lunch together every day, even during tax season!
Crammed around the table we work on the NYT crossword puzzle or use our cell phone to play “Words with Friends.”
Mission
We continue to embrace the technology that allows us to create and maintain real-time business systems that result in optimized productivity, profitability, customer experience and insight.
Our mission is to provide easily understandable and interpretable data on a regular basis to help our clients turn challenges into opportunities by striving to accomplish the 6 W.R.I.T.E.S.
Wealth Generation- planning for long term goals
Risk reduction through improved systems and processes
Increased gross profits – product/customer optimization
Time savings through technology implementation
Expense control, budgeting and reduction
Stress reduction – owner and staff
Culture
We are extraordinary accountants and advisors who speak in plain English, Spanish and Chinese while having fun reaching our goal of providing you with valuable services. Whether you are a small or large business, or an individual, we are here to help.
Though our team members are committed to personal development, we don’t take ourselves too seriously. We continue to seek out personal growth opportunities making us well-rounded.
