"My mom used to handle all the bookkeeping for the business. When she suddenly passed away, I found myself in that role but I had no experience in accounting. Dan held my hand and walked me through everything.
I trust Dan 100%. He always leads me and our business in the right direction.
Dan doesn’t just help us with routine tax and accounting issues. He’s always there for us no matter what we need. He completes our business license renewals and helps gather information for our annual insurance audits. Dan was also right there to lend a hand with our Paycheck Protection Program loan. Applying for a PPP loan was a little overwhelming. Dan jumped in without us asking and handled the entire thing so that all we had to do was hit 'submit.'
As a bonus, Dan is personable and super easy to work with. He is not your typical CPA."
— Renee Cordova, Office Manager
