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Business Services
Fresno, CA

Get Full Support for Your Business

You’re Not in This Alone

Helping Businesses Is What We Do

We love nothing more than helping you succeed. We like to see ourselves as partners in your success and will treat your business like it were our own. Let us know how we can help you in your business ventures.

Our Business Services

Roeser CPA offers a range of services for today’s progressive and forward-thinking entrepreneurs.

Accounting Assistance

Get a meaningful report on your business’s financial performance. We have advanced levels of accounting software experience and related Excel skill sets.

Outsourced CFO Services

Receive on-site and off-site consulting for traditional CFO activities and responsibilities.

Accounting Software Training and Setup

Save yourself the headache. We offer training and setup for popular accounting software, including QuickBooks, Peachtree, Xero, NetSuite, Sage, and others.

Tax Preparation

Enjoy payroll, property, and sales tax return preparation training and reporting.

Financial Statements

We offer financial statement preparation for business owners and nonprofit organizations, bank covenant requirements, bonding needs, and government-required financial reporting.

Family Business Coaching

Our family business coaching includes dispute resolution, shareholder buy-outs, and employee buy-ins.

Business Valuations and Succession Exit Planning

For those ready to sell and those looking to sell in the near future, you will benefit from our business valuations and succession exit planning. Our services include advanced and proven methodologies to increase your chances for a successful transition of your business.

Transaction Analysis

Analyzing transactions and showing due diligence for buyers and sellers of businesses are among our specialties.

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Why Choose Us for Business Services?

Business Service Expert | Fresno, CA

At Roeser CPA, our business is making you successful. We’ve performed hundreds of business appraisals for S-Corporation elections, shareholder buyouts, family planning for transfer of ownership, estate and gift tax, merger and acquisition planning, and opinion of value range. In addition, we have years of experience in multiple other business services. We also love technology and pride ourselves on finding the latest applications that help our clients stay ahead of the curve for that competitive advantage.

Frequently Asked Questions

Are you familiar with QuickBooks?

Yes! We are Certified QuickBooks Pro-Advisors having had extensive training and testing to offer the highest level of QuickBooks support and training. We also offer payroll support for all versions of QuickBooks. As Pro-Advisors, we can offer clients discounts up to 50% off the lifetime cost of these products and services.

Do you know how to use Xero?

Yes! We are fully trained consultants and certified advisers for this new and fast developing cloud-based accounting software.

Can you show me how to use FreshBooks?

Yes! We are fully trained in this new software for small business users not looking for a full and traditional accounting program. FreshBooks is not lite on features – just easy to use.

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Contact Us Today!

We Are Here for You

Want to learn more about our Fresno tax services for businesses? Reach out to us. We are here to help.

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