Full Service Firm
We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
QuickBooks
QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •
Advisory
New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations
Non-profit
Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt
Personal Financial Planning
Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning
Virtual CFO
Meet the Team
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Robert Fromson, CPA-PFS-QFP
PrINCIPAL OF THE FIRM
Robert is the founding member of the firm and has been a licensed Certified Public Accountant in California since June 1971. He also holds the Personal Financial Specialist (PFS) designation earned by many hours of classwork and passing a comprehensive examination administered by the American Institute of Certified Public Accountants (AICPA), and is a member of both the AICPA and the California Society of Certified Public Accountants (Cal CPA). Robert also holds the Qualified Financial Planner (QFP) designation, and offers counsel in all areas of tax, estate and financial planning. Robert has helped literally hundreds of clients with the design and implementation of both their estate and financial plans, including portfolio design and monitoring and funding and management of family trusts. Robert registered with the Attorney General of the State of California as a professional trustee.
Robert has been selected to be on the statewide committees for:
- CAL CPA COMMITTEE FOR ESTATES AND GIFTS
- CAL CPA COMMITTEE FOR PERSONAL FINANCIAL PLANNING
- CAL CPA COMMITTEE FOR PROFESSIONAL RESPONSIBILITY
Jack Scissors, CPA
PRINCIPAL OF THE FIRM
Jack Scissors, a founding member of the firm, has retired and is no longer in active practice. Any questions for Jack should be directed to the other members of the team.
Industries Served
All Members of the Entertainment Industry - Producers, Writers, Directors, Talent, Cinematographers, Grips, Sound Technicians, Gaffers - Everyone both Above and Below the Line • Attorneys • Consultants • Contractors • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants
Let's Start Talking
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value. First consultation is free.