Our Company

About Us

Founded in 1986 and headquartered in San Francisco, we are a boutique CPA firm providing assurance, accounting, taxation, and consulting services to a wide range of clients — from local businesses to out-of-state and international enterprises. Our client base spans industries and geographies, including operations throughout the United States, Asia, Europe, and Latin America. 

Our firm is intentionally kept at a manageable size, allowing us to offer personalized attention from partners and deliver highly customized service to every client. 

Since 1998, our firm has voluntarily participated in the American Institute of Certified Public Accountants (AICPA) Peer Review Program, an independent evaluation and quality control assessment set for accounting and auditing practices. Over the years, we have consistently received PASS grade on all reviews, confirming our full compliance with the stringent standards established by AICPA.

Our Values

Integrity

We uphold the highest ethical standards in every engagement

Quality

We pursue excellence and maintain rigorous internal standards

Client-Centricity

Our clients receive partner-level attention and solutions tailored to their needs

Accountability

We take responsibility for delivering measurable value and consistent results

Our Mission & Vision

Mission & Vision

Our Vision

To be a trusted advisor for clients navigating growth, compliance, and transformation — recognized for our technical strength, responsiveness, and long-standing relationships.

Our Mission

To provide high-quality, reliable, and personalized financial services that empower our clients to grow with confidence — across borders, industries, and complexity levels.

Why Choose Us

Experienced since 1986

A rich legacy of expertise spanning four decades

Proven Quality Standards

Regular peer reviews with unqualified opinions since 1998

Partner-Led Service Model

Direct access to senior professionals on every engagement

Global Reach

Serving clients across the U.S., Asia, Europe, and Latin America

Credentialed Experts

Partners and senior staff are members of the AICPA, CalCPA, and hold Business Valuation & Financial Forensics credentials

Who We Serve


We proudly serve a wide spectrum of clients — from high-net-worth individuals and early-stage startups to publicly listed multinational corporations with operations around the globe. 

While our primary client base is rooted in California, our reach extends across various U.S. states and international regions including Asia, Europe, and Central & South America. We specialize in providing accounting, audit, taxation, and advisory services to clients navigating complex cross-border operations, regulatory environments, and high-growth trajectories. 

Our Global Clientele Includes:


➥ Publicly listed companies

➥ Subsidiaries of foreign parent corporations

➥ Venture-backed startups and investor groups

➥ Industry leaders and top-ranked local distributors

➥ Longstanding private businesses across sectors