OUR TEAM
OUR CLIENT-DRIVEN ADMINISTRATIVE TEAM
Our organization is the epitome of professional diversity. While we Excel in our Accounting Skills, we are also proud of our Customer Care competencies. The combination of all our years of experience makes for great accounting, coupled with excellent customer care. Here's the team that makes it happen.
PETER LEANO
OPERATIONS
MANAGING DIRECTOR
Peter is a 19-year Veteran of the financial services and customer care industry. He has worked in Client Services for companies such as HSBC, Wells Fargo and Bank of America, before finally coming into the underwriting and risk analysis playing field. He has since had extensive experiences in credit analysis and business risk analysis in both the mortgage and payment solutions industries.
RAQUEL LEANO CPA, MBA
BOOKKEEPING
CPA
Raquel is a CPA, and has earned her Masters Degree in Business Administration at the University of California, Irvine. She has over 20 years of progressive experience in the fields of Corporate Finance, Accounting and Audit. Her experiences include working at an international public accounting firm, a privately-held company and a publicly traded company.
DARIUS CRUZ CPA
TAX PREPARATION
CPA
Darius has more than 20 years of professional experience. He was a senior manager at Grant Thornton, where he spent 12 years. His professional experience includes tax return preparation and consulting services, audit & assurance, and financial statement preparation. His industry knowledge includes manufacturing, food & beverage, retail & distribution, professional services, and fund management to name a few.
Bookkeeping
Concierge-Level Bookkeeping for Small Businesses and Gas Stations.
Tax Preparation
Business and Personal Income Taxes, and Business Property Statement Preparation
Audit Assistance
Audit Assistance Services Provided by our Experienced Auditors
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