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Bringing Financial Peace of Mind to Business Owners

We’re on a mission to provide reliable tax and accounting services to ease the burden of your business finances. 

Go From Stressed to Supported

Managing your small business finances can be overwhelming, leaving you with questions like:

  • “What’s the best way to organize my financial documents?”
  • “How can I maximize my tax advantages?”
  • “What steps can I take to improve my cash flow?”

That’s where we come in. Our team combines expertise with strategic insight to give you a smooth, hassle-free financial management experience.

Our Values

Explore the principles that shape our approach.

Quality

As your business partner, we’re committed to understanding and meeting all your expectations.

Professionalism

In addressing all our clients’ needs and challenges, we practice reliability and integrity.

Responsiveness

Expect swift communication and timely financial management answers from us.

What We Do

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:

 

  • Financial plans designed to meet your business goals
  • Strategies to maximize your tax benefits and minimize risks
  • Insight that’s personalized to help you make smart financial decisions

Meet Your Dedicated Finance Team

Get to know the top-tier advisors ready to support all your finance needs.

Alan Potrus, CPA

President

Juna Yu

Accounting Manager

Danielle Walker

Executive Administrator

Jessica Trujillo

Accounting Manager

Joe Kwon

Staff Accountant

Daniel Kwon

Head of Business Development

Janett Madrigal

Senior Accountant

Kelsey VanDeBerg

Accounting Manager

Aaron Castillo

Tax Manager

Alan Potrus,CPA

President

Juna Yu

Accounting Manager

Danielle Walker

Executive Admnistrator

Jessica Trujillo

Accounting Manager

Joe Kwon

Staff Accountant

Daniel Kwon

Head of Business Development

Janett Madrigal

Senior Accountant

Kelsey VanDeBerg

Accounting Manager

Aaron Castillo

Tax Manager