We are a full-service firm of Certified Public Accountants operating under license from the California Board of Accountancy and the California Department of Consumer Affairs.
Our business philosophy is based on personalized service, with programs tailored to the unique needs of the client. We maintain a disciplined, professional and organized approach to our work. We believe in providing superior service to our clients by cross-training for better coverage and maintaining accessibility by having a fully staffed office.
We cater to small businesses and individuals. We recognize that every client is different with their own special needs and desires. Responding to this type of clientele is our specialty. We are flexible in our approach, and care about our client’s financial and personal well-being.
Services include:
- Accounting and bookkeeping
- Financial reporting – audits, reviews and compilations
- Business consulting
- Cash flow and budgeting analysis
- Financial forecasts and projections
- Tax preparation for entities and individuals
- Tax representation
- Management advisory services
and through Northstar Financial Services, Inc. :
- Financial planning
- Investment advisory services
- Portfolio management
- Life insurance
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Northstar Financial Services, Inc. is a Registered Investment Adviser. Northstar Financial Services, Inc. is not affiliated with 1st Global Capital Corp.
CA License Number: 0E57586
We currently have individuals licensed to offer securities in the states of CA, NY, and TX. This is not an offer to sell securities in any other state or jurisdiction.
