About Us

Mission

Building success for and connections with our colleagues, clients and community…it’s the people behind the numbers.

Vision

We strive to be a multi-location tax, accounting, and business advisory firm known for delivering specialized services. Our team of talented and committed experts drive a people-oriented culture that makes us a local-area employer of choice.

Values

  • Achieve excellence
  • Do right 
  • Respect people
  • Challenge yourself
  • Communicate directly 
  • Value the team

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Featured Article

How Construction Project Managers and Bookkeepers are Saving Time and Money with "the Cloud"
 February 18, 2016 The construction industry is constantly changing due to regulations, labor requirements, insurance requirements, and competition. With so many parts in flux, it can be daunting to stay on top of estimates, permits, labor, sub-contractors, payroll and accounting details. Fortunately, the cloud is making those tasks easier.   More than ever, construction managers use apps for accurate labor management, estimating, and project management. With great data, project managers and bookkeeping teams can work closely together to maintain profitability and positive cash flow from the job site to the office.   "Due to increased labor costs alone, the construction industry needs to realize that if you're trying to manage a project with pen and pencil, or even Microsoft Excel, the room for error is enormous," says Ian Grimbleby, Partner and Construction Team lead. "They can quickly throw an entire budget."One of our clients, CDC Construction, has adopted a mobile friendly strategy to manage time card processing using Edifica, a cloud-based project management software tool. Owner Seth Cheek mentions, "I am always thinking about how we can make the business more efficient and productive. Our industry is moving towards being more mobile, and we are too. With a little time and consistency, mobile management will become second nature, just like wearing a hard hat!" Construction team-members Ian Grimbleby, Adriane Reams and Javier Padilla (L-R) Edifica is just one of many cloud management and accounting software programs. Please give our Construction team a call for help determining which cloud tool is best for your company.   Please keep in mind that our Cloud Accounting Team is always here to help you with your accounting and financial management needs, including transferring your Excel files or desktop Quickbooks to Quickbooks Online.  

Featured Staff

Ian serves as a lead client contact focused on attest services. He applies his international perspective gleaned from working with clients from multiple industries including utilities, technology, pharmaceuticals, retail and not for profit. Although Ian initially started out as a marketing major at Cal Poly’s Orfalea College of Business, he later switched to the accounting program to gain more insights into how businesses run.

Ian is a Modesto native but spent seven years with PWC (PriceWaterhouseCoopers) – starting as an intern in San Jose, then joining the firm’s LA office before eventually transferring to their offices in first Edinburgh and later Aberdeen, Scotland.

While abroad, Ian and his wife Jessica found time to travel throughout Europe, including a 3,000 mile camping trip through France and Italy with their 5-month old son. Ian "considers Edinburgh one of his favorite places in the world, despite the high cost of living in the UK." He highly recommends traveling there, especially during the festivals in August.   

Ian would like to spend his Saturdays in June with his young family enjoying the ocean either in Carmel or Pismo Beach. By October, he’s likely to be headed to Big Sur for a camping trip. When January rolls around, Ian will no doubt be yearning to put his season pass to use snowboarding at Dodge Ridge.

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