Behind the
scenes.
Behind the
scenes.
OUR STORY
Short and sweet
Our founders, William P. Smith and David B. Marion, started this company in San Bernardino, CA in 1983 with the goal of delivering top-notch service with a personal touch. And guess what? We’re still bringing that same energy today!
We don’t just go through the motions of providing audit and tax services. We are committed to finding the best solution for you. That’s why we only take on projects that align with our expertise. If we don’t think we’re the best fit for your specific situation, we’ll gladly send you in the direction of another firm that may be a better match. But let’s be real, we’d love to work with you and bring our accounting A-game.
Leaders connect people, ideas, and
opportunities.
OUR DNA
Aspire.
Empower.
Encourage.
Master.
Model.
Deliver.
Aspire.
Empower.
Encourage.
Master.
Model.
Deliver.
Ninja level
expertise.
We are the go-to experts for non-profits and public housing authorities. With 40 years of experience under our belts, we know a thing or two about the unique challenges and opportunities faced by these organizations. Whether you need a hand with grant writing, financial management, or program evaluation, we’ve got your back, just like a team of loyal ninjas who are always ready to lend their support and expertise. We are passionate about supporting the vital work of non-profits and public housing authorities, and we are dedicated to delivering top-notch services and solutions that make a difference in the lives of those we serve. So don’t hesitate to give us a shout – we’re here to help!
