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Walnut Creek Accounting & Bookkeeping

Accounting & Bookkeeping professional services spanning a broad range of financial, investment and pecuniary needs.  

Trust Worthy

We hold ourselves to the highest fiduciary responsibility and duty, and are always striving to forge trust.


Our network of experts is comprised of qualified actuaries, bookkeepers, CPA’s, and other financial experts.


Our reputation is everything. We aim to operate always and only, with  integrity, pride and inherent respect.

What we Do

Individual & Corporates Accounting Services

Individual & Corporate Taxes

We’ll match your businesses or personal needs with the right professional based on your specific needs, budget and required level of leadership and financial competencies.

Financial Planning

Whether planning long-term corporate exit strategies, or simply want to provide for a child’s college education, we can provide the right experts to show the way.

Audit Defense & Bookkeeping Services

Maintaining healthy and acccurate records, reports and expertly maintained books is essential to any business. Our experts can audit, adjust and maintain your bookkeeping.

Resources & Calculators

Useful Resources for Financial Management & Forecasting

401k Calculator

One of the most important tools for retirement planning, your 401(K) is tax-deferred and many employers will match your contributions. See how it works.

Interest Calculator

Einstein called compound interest “the eighth wonder of the world” and there’s good reason. We’ll work to acheive this for you. Click above to see how it works.

Retirement Planner

Don’t be left in the left behind and don’t be left in the dark. Retirement planning is crucial and we can help. You can learn more about what you’ll need here.

Self Employment Taxes

Small and medium sized businesses and those who are self-employed all have unique accounting and financial situations and requirements. Plan smart and save.

“We’d been in business 14 years before we were audited.  Our mistakes cost us greatly.  Had we planned early and moved forward with a guided financial direction from day one or even year one, we’d have been much better off. “


“The cost of getting our books in order was a non-factor compared to the relief we felt and the time saved in the years that followed. The odds are, we also saved in the cost of potential penalties we’d have likely been assessed.”


“We have a small family business, and while we love our services and products, we’ve never been the most finance-minded folks. Thanks for guiding us and for the invaluable help in planning for our son’s college education.”

James family

Contact Us

If you have a bookkeeping or accounting question you’d like us to answer, please use the contact form to submit your question.  To explore further the possibility of hiring us, call us today.

Walnut Creek & the Greater Bay Area

M-F: 8am-5pm, S-S: By Appointment

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This website is for sale!

Just call Josh at 925 639 6076.

This website is for sale!
Just call Josh at 925 639 6076.

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