With nearly one hundred municipal clients, we are one of Northern California’s best known municipal audit, consulting and accounting firms. Our municipal clients have won more Awards for Excellence in Financial Reporting from the Government Finance Officers Association (GFOA) and the California Society of Municipal Finance Officers (CSMFO) than those of any other firm every year since 1992.

Our primary audit focus is on Cities, Special Districts and Joint Powers Authorities in Northern and Central California. We also perform consulting and accounting services that do not conflict with our role as auditors.

We stay current with pronouncements issued by the Governmental Accounting Standards Board and assist our clients in the preparation for and implementation of these pronouncements. Because of our focus on local governments, we also stay current with all of the economic and political issues facing our clients.

We assist our clients with financial statement audits and preparation of Annual Comprehensive Financial Reports (ACFRs) and/or Basic Financial Statements. We also perform compliance audits including Single Audits, Transportation and Development Act audits and Redevelopment Agency compliance audits.

We can also perform other services such as Special Audits or Agreed Upon Procedures where our clients dictate the scope of the work to be performed. We also prepare State Controller’s Report annual filings for over thirty Cities and Special Districts.

With a tax team including three shareholders and approximately eight staff, we are able to provide personalized and affordable services to all of our individual and business tax clients. We prepare more than a thousand returns annually, and also provide a wide variety of tax planning and consulting services.

• Individuals
• Partnerships
• Corporations
• Exempt Organizations
• Trusts & Estates
• Gift & Estate Taxes
• Tax Planning and Projections
• Estate, Trust & Charitable Consulting
• Required Filings for Business Entities
• Representation for Tax Audits

Many people offer bookkeeping services, but few can do it with our combination of personal attention and resources, and the skills to do not just your bookkeeping, but your bank reconciliations, cash flow forecasts, payroll tax returns, sales tax returns, property tax returns, income tax returns, and personal financial statements. You get all this along with the advice of a trusted professional who understands your business.

We assign one of our dedicated bookkeeping professionals to be your permanent contact, so that you will have the same knowledgeable person to deal with all year round. One of our Shareholders will also be involved with your account for consulting on more complex issues and also to review any tax or government required filings prepared by your bookkeeper.

Our new Cybersecurity Tool Kit offers great products:

DARKTRACE – AI Powered autonomous detection and response for every device connected to your network

Cyber-attacks targeting the financial sector are growing in speed, sophistication, and scale, and traditional tools prove ineffective against novel threats. The Darktrace Immune System is the only self-defending, AI-powered solution, covering the entire digital business (cloud, network, IoT, client) — detecting, classifying, taking surgical action against, and investigating in-progress threats without relying on human input. Darktrace provides 24/7 monitoring and response of all connect devices at a fraction of the cost of one full time staff. This frees up resources to further meet other business needs. This is a good time to explore since Darktrace’s fiscal year end is in June. Typically, their pricing is more competitive around that time.  Here is one of the many articles detailing its usefulness: https://www.darktrace.com/en/blog/how-ai-detected-a-hacker-hiding-in-an-energy-grid-within-hours-of-deployment/ Darktrace provides a free 6 week trial to prove its value.

KNOWBE4 – Cybersecurity awareness training and testing for every users

KnowBe4 offers thousands of training videos, interactive games and exercises to engage users and inform them of the current landscape of bad actors and the threat they pose. This training has proven to increase the effectiveness of the Human Firewall your users make up. KnowBe4 can be setup for annual training of all users, automated onboarding training (via a connection to Active Directory) for new users, and supplemental training for those that fail KnowBe4’s custom phishing, Vishing or USB dead drop testing. We have created a Public Sector KnowBe4 group to decrease the seat cost of all our customers. Once Active Directory is connected, we setup all the training and testing based on your business needs reducing your staff time to run the awareness training program.

QUALYS – Enterprise Vulnerability Management

Qualys a world leading enterprise level vulnerability detection and management system for both external and internal scanning. Remediation tickets are auto created, assign to appropriate personnel and auto closed when not detected on subsequent scans. False positives are greatly reduced with scans autonomously logging in to systems to confirming settings and configurations. Qualys has been providing a deep discount for Public Sector for over 2 decades offers a free 30 trial for both external and internal solutions.

INFO-TECH – Tools to help manage IT

Best practice research across five key areas:

• CORE IT Processes
• Technology Projects
• IT Leadership Team
• IT Strategy
• Industry Insights & Trends