Specialties
Individual Services:
*Comprehensive Tax Planning and Preparation
* Estate and Trust Services
* Divorce Planning
* Elder Care
Business Services:
* Bookkeeping
* Payroll
* Part-Time CFO
* Accounting Department Support & Setup
* Comprehensive Tax Planning & Preparation
* Business Performance Reviews
* Succession Planning
* Buy Sell Agreements
* Strategic Business Planning
* Budgeting and Cash Flow Management
Our Value:
The value that we bring to the table is unique, for the benefit of our clients, and efficient and effective. Through our experience, we have positioned ourselves to enable our clients to honor the important promises they make to themselves, their families and others that are most important to them.
History
Established in 1996.
Founded by Cherie D. Putman, our public accounting firm is a recognized leader in our profession and we are trusted advisors that provide accounting, tax planning and compliance, and advisory services to businesses and individuals. Our primary clientele are business owners, higher net worth individuals, families, estates and trusts throughout California.
Our process provides a thorough and in-depth approach, and this approach includes a systematic evaluation of all aspects of our clients' financial considerations. All of our recommendations are tailored to each client's business and individual needs.
We recognize that the majority of financial decisions have a tax implication. Taxes are a driving factor in the majority of financial decisions and are critical to financial success or failure.
For more information, please visit us online!
Meet the Business Owner: Cherie P.
Drawing from over two decades of experience and across nearly all financial disciplines, Cherie Putman currently advises on strategic planning matters for clients in the areas of personal financial and tax planning, accounting and financial reporting, business entrepreneur consulting, and investment management.
Prior to establishing her practices, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and business consulting.
Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987.