Let's Work Together

Now is a great time to increase the value of your company
You want to be free

Free to set the tone for your firm, and the goals
with the right tools to measure that success.

We can help

Our day-to-day, distributed accounting services generate more timely and customized reports, always at a reduced cost to you.

Learn More 

Our Offerings

Accounts PayablE & Accounts Receivable
Purchase Order / Receiving / Invoice reconciliation
Payroll Posting
Account Reconciliation
Cash Flow projections
Financial Statement
Income Statement, Balance Sheet, Cash Flows, Custom Performance Analysis
Managing debt and financing
understanding loans  & structure, what cash you really need, what to expect
Connections to bankers


We Will:

Handle administrative needs
Prepare financials
Advise and connect you to lenders

You Will:

Cultivate your business and vision
Lead your teams
Focus on your strengths

Together We Will:

Understand business performance
Determine financial needs and expectations
Grow the value of your company


Tim Mulligan, CPA


Tim has been a CPA since 1995 and held a number of senior management positions in both finance and operations.  He especially enjoys solving difficult accounting problems, men with a future, women with a past, and not taking oneself too seriously.

Nick sullivan


Nick graduated Cum Lade from California State University Sacramento with a degree in Finance. He’s passionate about money, golf, and whiskey.

Jennifer Garland

Accounting Clerk

Jennifer graduated from Santa Clara University with a major in Accounting. She loves helping clients with bookkeeping & financial reporting allowing them to focus on their core business strengths. When not at work you can find her enjoying her garden and exploring the outdoors with her family.

John mulligan

Accounting Clerk

John is a recent UC Davis graduate with a degree in Managerial Economics and is currently working on earning his CPA licensure.  After hours he is an avid runner, having completed his first half marathon this year.


We offer accounting, bookkeeping, and CFO services for small to medium sized businesses. With over 30 clients across Northern California and more than 50 years of experience, our team has expertise in a variety of markets from restaurants to churches to distributors. If you have any accounting needs please contact us below and we will help bring you a solution.

4465 Granite Drive, Suite 700
Rocklin, CA 95677

Let's work together

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