We can serve as your entire finance and accounting function from staff accountant to Chief Financial Officer (CFO). Our experience with a wide range of companies, industries, and issues allows us to obtain a deep understanding of your business. This understanding combined with our resources empowers us to provide high-quality services so our clients focus on growing their business and achieving their goals.



Everything from setting up your chart of accounts, bookkeeping, closing the books, consolidations, and preparing financial statements and disclosures to identifying technical accounting issues, analysis, restatements, and implementing solutions or new guidance. We can also assist internal audit, manage external auditors, audit preparation, SOX 404 internal controls testing and implementation, and even provide technical accounting training.



One of the most time-consuming tasks any business owner faces is payroll. Processing payroll involves much more than simply handing out paychecks. There are taxes, deductions, changes in laws, year-end documentation, employee questions, and more to worry about. We can help you set up and manage your payroll.



You want your business running at peak operating performance. To help you accomplish this, we offer sound, critical analysis, unit economics assessment, modeling, budgeting, and forecasting. So you always know where you stand financially, and continue to make smart business decisions. We review your data throughout the year to offer insight and help you understand the story behind the numbers. 



Whether you are a sole proprietor or operate a multi-tiered corporation, limited liability company or partnership, we can provide quality, up-to-date tax return preparation. If you want to register or incorporate an Inc., LLC, S-Corporation, LP or LLP, we can do that for you.    

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We are an accounting and finance services firm that helps businesses ranging from start-ups to publicly traded companies, comprised of financial professionals with years of experience, and a wide breadth of knowledge. We help our clients make lasting improvements to their business and realize their goals. We are uniquely built for this task.

  • Identifying accounting issues and proposing solutions for proper accounting treatment and presentation.

  • Drafting technical accounting analysis and workpapers, accounting position memos / documentation, and implementing guidance.

  • Setting up and implementing general ledger, accounts payable, and expense reimbursement systems to fit specific business needs.

  • Preparing monthly and annual journal entries, including consolidations and intercompany transactions.

  • Making all accounting adjustments to ensure accuracy of accounts, and conformity with US GAAP or IFRS.

  • Performing monthly reconciliations of all GL accounts.

  • Preparing and providing monthly and annual financial statements.

  • Preparing and reviewing financial statement disclosures in conformity with US GAAP and other requirements.

  • Providing technical accounting training and guidance to client personnel.

  • Restating financial statements from cash basis to US GAAP.

  • Registering and incorporating legal business entities such as corporations (Inc), Limited Liability Company (LLC), S-Corporation or Partnerhip (LP or LLP). Including drafting operating agreements and bylaws.

  • Hands-on assistance to internal audit functions and management of external auditors.

  • Preparing financials, documentation, and processes for first-year and ongoing audits.

  • Assisting with Sarbanes-Oxley Section 404 (SOX) internal controls testing and implementation (including drafting process narratives, risk and control matrices, policies, etc.).

  • Analyzing financial statements, creating metrics, and operating models to facilitate management decision making and review of financial performance.

  • Assisting with financial planning and analysis (FP&A), budgeting, forecasting, cost management, and unit economics assessment.

  • Establish monthly cash burn reporting and analysis.

  • Preparing common stock, company, investment, and asset valuations.

  • Setting up and implementing payroll and HRIS systems to fit specific business needs.

  • Providing monthly and annual payroll services for all pay periods.

  • Assisting in preparing and filing annual tax returns with the Internal Revenue Service (IRS) and state taxing authorities.

  • Providing skilled temporary accountants and financial professionals to work with your team internally.

  • Preparing presentations for and providing advice on Board of Director (BOD) meetings.


Our Partners have established a culture in which we make great efforts in developing our professionals to give them the skills, knowledge, and tools to better serve our clients while helping them achieve their career goals. We deliver the right team, with the right experience and expertise, to every client. Click below to learn more about our Managing Partners. 

Phillip Lam Managing Partner
Phillip Lam Managing Partner
John Rodriguez Managing Partner


Our team has the technical and operational knowledge and experience necessary to address a wide range of complex issues.


Our firm is united by a strong set of values with a laser focus on serving clients. Our founders are entrepreneurs with experience in building companies from the ground up and strongly believe in providing the best service and creating the highest value for companies of all sizes.

We build a long-term relationship of trust with every client and put their interests ahead of our own. We always maintain confidentiality, we are honest with our clients, observe the highest ethical standards, and only take on an engagement if we believe we can create value. Our success is measured in terms of our impact on our clients.



We serve clients at every level of their organization, as a trusted advisor to management or hands-on with front line employees. For every engagement, we assemble a team with the right experience and expertise. We deliver practical and enduring results, and help our clients grow and lead by continually seeking new and better ways to serve them, and aim to anticipate their future needs. 

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