Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus. +1 714-350-7481
We’re on a mission to provide reliable tax and accounting services to ease the burden of your business finances.
Managing your small business finances can be overwhelming, leaving you with questions like:
That’s where we come in. Our team combines expertise with strategic insight to give you a smooth, hassle-free financial management experience.
Explore the principles that shape our approach.
As your business partner, we’re committed to understanding and meeting all your expectations.
In addressing all our clients’ needs and challenges, we practice reliability and integrity.
Expect swift communication and timely financial management answers from us.
We take bookkeeping, accounting, and taxes off the to-do lists of small business owners across the United States. You can count on us for:
Get to know the top-tier advisors ready to support all your finance needs.
Connect with our tax and accounting experts today to save time and money on your business finances.
Get expert financial management insights and tax-saving tips in your inbox.
Alan Potrus, a distinguished Certified Public Accountant (CPA), commenced his professional journey within the dynamic landscape of software technology. Graduating from California Baptist University in Riverside, CA, Alan’s academic foundation laid the groundwork for a career marked by excellence and innovation.
In 2017, Alan transitioned to entrepreneurship, founding his own practice with a focus on startup and small business accounting. His venture quickly gained recognition for its commitment to providing comprehensive financial services tailored to the unique needs of burgeoning enterprises.
Alan’s expertise extends nationwide, with a reputation for being a go-to professional in tax and accounting for small businesses and startups. His proactive approach ensures that clients not only meet compliance standards but also receive strategic financial guidance for sustainable growth.
Beyond the realm of numbers, Alan treasures family moments and actively engages in his love for sports. Whether on the basketball court or cheering for his favorite teams, he finds balance and relaxation outside the world of finance.
A harmonious blend of academic acumen, professional dedication, and a genuine passion for assisting businesses, Alan Potrus, CPA, continues to be a trusted advisor in the financial landscape, steering enterprises towards success.
As a dedicated accounting manager with over 8 years of experience, Juna has become an invaluable asset in the field of finance and accounting. Her exceptional attention to detail, superior organizational skills, and ability to multitask have established her as a cornerstone of efficiency. Renowned for her unwavering integrity and strong work ethic, Juna consistently exceeds expectations, whether working independently or as a pivotal member of a team.
Her strategic approach to problem-solving, paired with a quick-learning mind, distinguishes Juna as a highly motivated professional. Armed with a robust analytical mindset, she adeptly adapts to new challenges and excels at transforming complex issues into streamlined solutions. Her business acumen, coupled with her commitment to excellence, has made her a leader in the accounting domain.
Outside the demands of the busy season, Juna indulges in her passion for discovering new coffee shops, where she enjoys the serenity and the taste of expertly brewed coffee, a reflection of her appreciation for the finer details in work and leisure alike.
Jessica has been working in the accounting and finance field for nearly 10 years and has served both public and private industries. She has experienced working in a variety of sectors including dairy and agriculture, trucking, real estate, manufacturing, aerospace and defense among others.
Jessica resides in Southern California where she attended California Baptist University and obtained her Bachelor of Science in Accounting in 2014.
When she is not busy helping clients with their financial needs, Jessica loves baking and traveling with her son and husband.
Meet Joe, a dedicated staff accountant committed to excellence in financial services. With a passion for meticulous accounting and exceptional customer service, Joe continually seeks growth and stays updated on industry trends.
Joe takes pride in tailoring services to meet clients’ unique needs, fostering strong partnerships for mutual success. Beyond finance, Joe holds a Kinesiology degree, emphasizing a commitment to a healthy lifestyle through fitness.
Nature serves as Joe’s refuge, providing refreshment and rejuvenation. Joe’s holistic approach ensures not only financial well-being but also personal vitality, bringing a unique perspective to his professional endeavors.
With over 9 years of dedicated experience in sales and business development, Daniel stands out as a charismatic professional and enjoys creating win-win scenarios for clients. He effortlessly navigates the world of networking, building and strengthening relationships with current clients.
Daniel attended California Baptist University and now resides in Orange County. Away from the boardroom, Daniel enjoys playing a round of golf or getting new passport stamps whenever possible. In every endeavor, Daniel exemplifies excellence, making him a trusted and distinguished professional in the field of sales and business development.
With over 15 years of accounting experience, I specialize in helping businesses keep their finances in order. My goal is to help handle the day-to-day financial tasks so they can focus on other important business related items.
When not working, you will find me spending time with my family, traveling or chauffeuring kids to their various activities.