We believe in the value of teamwork. That is, a team built between our clients and ourselves. We know we succeed best when you prosper.

Shirley Nakawatase is a CPA Consultant and trainer known for creating custom training programs designed to help you and your team get excited about business. Our inhouse seminars and systems help you achieve more and get focused on why we are in business. Appointed to the City of Imperial Beach as the Chair of the Design Review Board, she is now serving her nineteenth year! Also the President of the Mar Vista Alumni Association (see LINKS to get to Mar Vista’s website) and a Board Member of the San Diego Imperial County Regional Center.  Her background is in taxes and education as well as public accounting. She has been involved in turning around an SEC company and helping companies be more profitable.

Vivian Wilson joined the firm in 1993 and now is the Office Manager.  Her skills include human relations and payroll as well as bookkeeping.

Jason Kaminsky joined us in 2005 after graduating from San Diego State University.   Jason is a recently retired Professional Baseball Umpire and is the Manager of the Old Town office.

Most of us start a business looking for financial security and freedom from being tied to work. We help you get there through systems designed to free up your time and to do those things you enjoy most. We want to make your business work for you.

We create solutions. Solutions developed to help make your business soar! Our business consulting services are specifically designed to help you make the most of your business, to assist in team development, customer relations, marketing, software selection and of course, taxes and accounting.

We are committed to providing one-on-one warm, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical and financial experience.

Some years ago we decided to do things differently. We wanted to excel in providing our clients what they really wanted. We went through training with Results Accountants’ Systems and became known worldwide for our successes in practice management. That is, a firm who can succeed by helping to create incredible businesses for our clients. It was awesome! We took the time to formulate a strategic plan to make the journey. And what a trip it’s been.

Imagine this: A total win-win situation where our customers made significantly more money, we created new opportunities for ourselves, and we had fun doing it!

Our firm is now known worldwide amongst our peers as an example of how a small CPA firm can truly be their customer’s partner in success.