Certified Valuation Analyst

We are members of the National Association of Certified Valuation Analysts.

American Institute of Certified Public Accountants

We are members of the American Institute of Certified Public Accountants. In addition, the firm is also a member of the private company practice and tax section of the AICPA.

California Society of Certified Public Accountants

We are members of the California Society of Certified Public Accountants.

Certified Financial Planner

We are members of the Certified Financial Planner Board of Standards which has awarded William E. Roeser the CFP designation for his successful completion of certification requirements and ongoing continuing education.

Quickbooks ProAdvisor

We are QuickBooks ProAdvisors providing Company setup and consulting for the QuickBooks user.

Peachtree Care Partner

We are Peachtree Care Partners for all versions of Peachtree accounting software providing setup, training and support.

Institute of Management Accountants

We are members of the Institute of Management Accountants.

Fresno Chamber of Commerce

We are members of the Fresno Chamber of Commerce and related committees.

Certified Merger & Acquisition Advisor

We are members of the Alliance for Merger & Acqusition Advisors.