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.
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.
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.
Andrea is an accounting and finance professional with over 16 years of experience in accounting operations, financial management, bookkeeping, and process improvement across both Fortune 500 organizations and privately held businesses. Her industry experience includes Banking, Casino Gaming, FinTech, Legal Recoveries, Real Estate, Hospitality, and Professional Services. She has also served in court-appointed fiduciary roles as a Court-Appointed Receiver, Receiver’s Agent, and Business Custodian appointed by U.S. District and Federal Courts, while also providing financial analysis, litigation support, and forensic accounting assistance alongside legal professionals.
Andrea earned both her graduate and undergraduate business degrees from the University of Southern California (USC), including a Bachelor of Science in Business Administration with concentrations in Corporate Finance, Finance, and Investments from the Marshall School of Business, and a Master of Accounting from USC’s Leventhal School of Accounting. She is also a QuickBooks Advanced Certified ProAdvisor and previously earned the Certified Fraud Examiner (CFE) credential. Prior to her current role, Andrea spent over three years with the world’s largest casino gaming company, where she advanced into supervisory and managerial accounting roles supporting high-volume financial operations and outsourced accounting functions.
Andrea specializes in QuickBooks Online implementations, accounting system migrations, financial cleanup and catch-up projects, reconciliations, intercompany accounting, internal controls, and scalable accounting process design. She is known for delivering organized, accurate, and reliable financial solutions that support operational efficiency and business growth.
Victoria has over seven years of experience in public accounting and a strong passion for tax. As a Tax Manager, she ensures that all tax returns are prepared accurately and submitted on time.
She earned her Bachelor of Science in Global Business with a concentration in Accounting from Troy University in Troy, Alabama, where she is also completing her MBA. Victoria is currently pursuing both her CPA and CMA designations.
A lifelong resident of Southwest Alabama, Victoria enjoys reading about history, exploring various sewing crafts, and spending time outdoors.
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.
Teonna is an experienced accountant and Advanced QuickBooks ProAdvisor with over 18 years of bookkeeping and accounting experience. Her background includes working with small to mid-sized businesses and large enterprises across multiple industries, managing everything from reconciliations and process automation to complex clean-up projects and financial reporting.
She is passionate about helping clients make sense of their numbers and building efficient systems that simplify day-to-day operations.
Outside of work, Teonna enjoys traveling—especially going on cruises—exploring new destinations, and spending quality time with her family.
Ana has been working in customer success roles for nearly 5 years, focusing on creating seamless processes and ensuring compliance.She transitioned into accounting and finance with a client-centered mindset and continues building their expertise in the finance sector. With a strong foundation in problem-solving and communication, she is eager to grow in the finance industry.
Ana resides in Southern California and obtained a Bachelor of Arts in Business Management from the University of Redlands. Outside of work, Ana enjoys running, reading, attending concerts, and traveling to new places.
Jessie has over 10 years of experience as an Executive Administrative Assistant, she brings a wealth of knowledge and organizational expertise to support our team and executives in achieving their goals. Her role has involved managing schedules, coordinating meetings, handling communications, and ensuring the smooth operation of day-to-day activities.
Whether it’s planning events, maintaining records, or providing general administrative support, she’s dedicated to delivering high-quality work and contributing to a positive work culture. When she is not busy helping clients or our team, Jessie dedicates her time to her two lovely pups, Penny, a three-year-old Maltese, and Luna, a one-year-old Shih-Tzu.