Based on her unique experience, Natalie was inspired to create a proactive, collaborative, and personable experience for fellow entrepreneurs, closely held businesses, and motivated individuals. She wanted a space for clients and staff that is professional, educated, and experienced, while treating clients like family. It is important to Natalie that people are happy and consistently striving to reach their goals.
Natalie is motivated both in the office and out. Besides spending time running the firm and helping clients achieve their goals, she also continues to chase her own. Natalie works out multiple times a week, enjoys reading business and real estate books (Natalie also holds her real estate salesperson license), and strives to better herself and business knowledge every day. She is a native Southern Californian and some of her favorite things are warm sandy beaches, a nice cappuccino, traveling, and her dog, Hefner.
AICPA Member
CalCPA Member
No need for old school meetings in stuffy suits in an uncomfortable board room.
WE ARE A MODERN ACCOUNTING FIRM… FRIENDLY, UNIQUE, AND FRESH.
We work as a team with our clients and treat our clients like family.
We offer risk free consultations to find out what your needs are, so we can get to work on accomplishing them. We consistently meet with you throughout the year to continuously work on your business and personal goals. Our work is complex so we take our time with our clients and your tax returns to make sure savings and opportunities aren’t missed.
Our goal is to save you time and money so you can focus on what’s important to you.