Welcome to our web site.  From the day Kelli entered into public accounting, she has been working with hundreds of individuals and small to medium-sized businesses.  Her sole purpose is to provide her clients with highly personalized tax, accounting, and business consulting services.  By providing the best service possible, she has formed countless rewarding business relationships, and has helped her clients grow and make their dreams a reality.  In fact, almost all of our new business comes from client referrals. 

We understand business from your side.  Kelli and her staff have each owned their own businesses; and Kelli has held senior financial and executive management positions in the wine, construction, restaurant, automotive, manufacturing, and retail industries.  Take a look at our "Profile" page for more on that.  

In addition to the traditional services that we offer such as taxation, and financial statements; we also specialize in management advisory services, such as CFO-to-GO.

Please feel free to take a look at the list of services on this website, and don't hesitate to contact us for more information.  We look forward to meeting you! 

Member : American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Association of Certified Fraud Examiners, Santa Rosa Chamber of Commerce