Silicon Valley Accounting & Advisory for Life
Located in the heart of Silicon Valley, minutes from the corporate headquarters of the world’s largest technology companies in Redwood City, Cupertino, Mountain View and San Jose, our Menlo Park office has the resources to handle everything from simple audits to full service financial and tax planning. Our outsourced accounting team can take on your back office bookkeeping and payroll, while you focus on your clients. Our wealth management team can provide a financial plan that provides you peace of mind today, tomorrow and into retirement through careful management of your estate plan, investments, life insurance and tax planning. All of our teams work together to provide you the best approach for your unique situation.
Our collaborative approach means that we work with you and your team to customize a workflow that works best for your financial and management needs. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.
Whatever your situation, personal- or business-focused, reaching out to us is the first step. We never try to sell you anything, but instead will discuss your challenges and ideas for how we can solve them.