We are committed to providing quality service to our clients in a timely fashion and at an effective cost. We feel that this approach can guide our clients most effectively in managing their business and personal finances.

If you have been looking for financial guidance that is tailored to your unique requirements, available when you need it and delivered with a personal touch, you will appreciate the services we provide. From individuals to corporations, our firm serves a variety of clientele. Many of our clients include professionals, restaurants, retails stores, distribution, software, hardware, and many other industries.

For more information on any of our services, please contact us or call Roxanna Read at (925) 463-0636.

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