Hire the Best Financial Accountants in California

I'm a dynamic and motivated professional able to utilize my talents to create add value to your business and work environment.

I spent over 10 years building my career in audit, accounting, and tax, including time at a Big 4 firm across US and Middle East markets, where I helped organizations strengthen financial transparency, internal controls, and regulatory compliance. I'm now bringing that same rigor directly to clients as an independent consultant. Areas I specialize in: Audit & Assurance- audit-ready financial statements under US GAAP & IFRS Financial Reporting, Bookkeeping & Reconciliations (QuickBooks Online) Month-End/Year-End Close, AP/AR & Cash Flow Analysis Tax Preparation & Planning, Fractional CFO/Controller Services If your organization needs a proven professional across audit, accounting, and tax to strengthen financial integrity and efficiency, let's connect.

California Board of Accountancy licensed CPA. AICPA member. University of Illinois Urbana-Champaign - Master of Accounting Science. IRS approved CAA CAF EFIN & PTIN. Income tax returns (s corp, c corp, partnership and individual), federal and multi states, preparations and efile. Tax planning and advisory servies. Quickbooks online pro advisor elite and Gusto accountant. Extensive experiences with US International and foreign owned US LLC/INC taxations.

Every organization deserves a finance partner who goes beyond the numbers. I help organizations build the financial systems, reporting, and processes that support confident decision-making and sustainable growth. Regardless of the capacity in which I serve, I work alongside leadership teams to strengthen financial operations, solve complex challenges, and create scalable solutions that support long-term success. With more than 30 years of accounting and finance experience, I have progressed from an accounting clerk to executive-level finance roles, giving me a unique perspective across every level of the finance function. My experience spans nonprofit organizations, higher education, research institutions, clean energy, and growing businesses. Areas of Expertise: Fractional CFO & Controller Services Financial Planning & Analysis (FP&A) Budgeting, Forecasting & Cash Flow Management Financial Reporting & Executive Dashboards Payroll, Accounting Operations & Month-End Close Grant & Contract Management ERP & Financial Systems Implementation Audit Preparation & Compliance Process Improvement & Internal Controls Throughout my career, I have: Managed multimillion-dollar operating budgets and complex grant portfolios Partnered with executive leadership and boards to support strategic decision-making Built financial models, executive dashboards, and forecasting tools Improved financial reporting, internal controls, and operational processes Led ERP implementations and finance system improvements Built and strengthened finance functions to support organizational growth I love being in the weeds just as much as I enjoy developing long-term financial strategy. Whether I'm solving a complex accounting issue, building financial models, improving processes, or partnering with leadership on strategic initiatives, I'm passionate about creating practical solutions that make organizations stronger. If you're looking for an experienced Fractional CFO, Controller, or strategic finance partner who can quickly understand your organization, solve complex financial challenges, and deliver practical results, I'd love to discuss how I can help.

I am a U.S. CPA and FCA with over 25 years of experience supporting individuals and small business owners in reducing tax burdens, correcting complex bookkeeping issues, and strengthening overall financial strategy through a combination of professional judgment and AI-enabled tools. My experience spans public accounting, state government finance, and senior corporate advisory roles, providing me with a well-rounded understanding of both regulatory compliance and real-world business operations. I specialize in tax planning and preparation, bookkeeping cleanup, financial statement analysis (non-attest), audit support, and process improvement for growing businesses. Whether you need clean, reliable financials, strategic tax guidance, or assistance navigating complex financial matters, I bring a disciplined, detail-oriented approach that makes the process efficient and manageable. Clients value my ability to simplify complex tax and accounting concepts into clear, actionable insights, along with my commitment to accuracy, timeliness, and alignment with their business goals. I provide both one-time project support and ongoing advisory services to help clients build stronger financial foundations and make informed decisions. Services include: Tax planning, preparation, and compliance Bookkeeping setup, cleanup, and monthly maintenance Financial statement analysis (non-audit / non-attest) Business structure and financial strategy consulting Cash flow improvement and operational insights Support for freelancers, self-employed professionals, and small businesses Beyond compliance, I bring, a deeper analytical perspective along with valuation thinking, macroeconomic awareness, and AI integration to help clients not just report their numbers, but truly understand and use them. If you are looking for a reliable and experienced professional who understands both the technical and practical sides of accounting and taxation, and general business world, I would be glad to support you and help move your business with forward looking mindset.

Tired of your accountant and financial advisor not being on the same page? For individuals and business owners, the left hand (your taxes) often doesn't know what the right hand (your investments) is doing. This disconnect can cost you money and slow your progress. I solve this by offering integrated financial leadership. As a CPA and a Personal Financial Specialist, I run two specialized firms that work in concert to manage your entire financial world. My Two-Firm Approach: 1. For Your Business & Tax Life I handle the core financial health of your entities, ensuring compliance and uncovering strategic opportunities. - Tax & Accounting: Full-service tax compliance and consulting for individuals, businesses, LLCs, corporations, and nonprofits. - Audit & Review Services: For nonprofits, debt covenant compliance, and investor relations. - Strategic Consulting: Deep expertise in real estate (1031 Exchanges, Bonus Depreciation, Cost Segregation) and industries like healthcare, retail, and food & beverage. 2. For Your Personal Wealth & Goals I act as your personal financial guide, turning your assets into a structured plan for your future. - Asset Management: Discretionary portfolio management for all account types (retirement, trust, business), focused on strategic rebalancing. - Comprehensive Financial Planning: We look at your entire picture like cash flow, goals, retirement, estate to build a actionable plan for your short-term and long-term ambitions. The Bottom Line: You get a unified strategy. The tax savings I identify in my CPA firm directly inform the investment strategy I implement in my Financial firm. It’s a cohesive, powerful approach to growing and protecting your wealth. READY TO BUILD A COHESIVE FINANCIAL FUTURE? You don’t have to navigate your taxes and your investments on separate paths. Let’s connect them for a clearer, more powerful financial strategy. Book your FREE 30-minute discovery call today. We’ll discuss your biggest financial questions, identify immediate opportunities, and explore how an integrated approach can help you reach your goals faster. No obligation, no cost. Just a straightforward conversation about your financial future. I only take on a limited number of new clients each quarter to ensure everyone receives the dedicated attention they deserve. Spots for these complimentary sessions are limited. Ready to make your finances work together? Let's connect. — Rodney CPA for Small Business | Tax Preparation Services | Tax Planning Consultant | Small Business Accounting | Bookkeeping Services | IRS Tax Audit Help | Nonprofit Tax Specialist | Real Estate CPA | 1031 Exchange Specialist | Cost Segregation Studies | Bonus Depreciation | Entity Selection Consulting | Business Tax Filing | Personal Tax Return Preparation | Trust and Estate Tax | Tax Compliance | Quarterly Estimated Taxes | Tax Strategy | Sales Tax Compliance | Payroll Tax Services | Financial Statement Review | Audit Services for Nonprofits | Debt Covenant Compliance | Business Valuation Services | QuickBooks Setup & Support | Financial Planner | Investment Advisor | Retirement Planning | Portfolio Management | Financial Planning for Families | Trust and Estate Planning | Discretionary Portfolio Management | Wealth Management | Financial Planning for Business Owners | Education Planning | Investment Strategy | Portfolio Rebalancing | Retirement Income Planning | Estate Planning Strategies | Financial Goal Planning | Comprehensive Financial Planning | Life Planning | Risk Management | Insurance Analysis | College Savings Plans | 401(k) Rollover Advice | IRA Management | Trust Fund Management | Charitable Giving Strategies | Legacy Planning | Integrated Financial Planning | Tax-Focused Investing | Holistic Financial Advice | Business and Personal Finance | Financial Advisor CPA | Coordinated Financial Strategy | Real Estate Investor Advisor | Healthcare Professional Financial Planning | Restaurant Owner Financial Services | Consultant Financial Management | Family Office Services | Wealth Preservation Strategies | Tax-Efficient Investing | Philanthropic Planning | Exit Planning for Business Owners | Succession Planning | Financial Life Planning | Cash Flow Management | Net Worth Planning | Financial Roadmap