Your financial history and company vision are the perfect combination to find new opportunities, eliminate waste, and turn every dollar into a working asset.

Steve supported us across various needs aside from finances, including helping us set up our HR functions and implementing necessary operational processes and procedures. Steve and his team were always kind, available, and did their best to provide thorough and thoughtful answers to all my questions. Steve always showed up with a smile and was very invested into our mission and ensuring our integrity was never compromised. It was a wonderful experience and I highly recommend their services. 

Jaclyn Lindsey 

Co-founder & CEO of kindness.org

“I would recommend Steve’s services to anyone...”

I have known Steve for approximately five years and worked closely with him on a professional basis for three years. During this time, I have found Steve to be highly capable, intelligent, and possessed of the utmost integrity. By way of example, Steve was a key force in reforming the accounting and compliance practices of a non-profit company that we both served as directors of. This work involved a careful review of past transactions and record keeping practices and, ultimately, revamping the entire accounting system of the entity. The process was challenging, to say the least, and involved a great deal of substantive accounting work as well as educating stakeholders and management about the systems he implemented. Throughout this process, which was at times difficult, Steve was a consummate professional and worked tirelessly for the good of the organization. I would recommend Steve’s services to anyone.

Eric M

Litigation Attorney

Starting in 2012, I volunteered along side Steve at a 501(c)(3) non-profit. While serving together as board members, I was impressed with Steve's acumen and organization as Finance Department Lead and Treasurer. So much so that, when I was asked to step up and run for board President the following year, retaining Steve as our Treasurer was one of my few requirements before agreeing. His leadership and ability were a core part of the formula that set us up for the single most successful year before or since. Steve has earned both my trust and my respect as a capable professional.

Scott D. 

Web Designer & Non-Profit Leader

“...highly recommend Steve on both a professional as well as personal level.”

Steve worked as a Senior Financial Analyst and Project Manager under my direction, as a part of the team managing the finances for the multi-billion dollar LAUSD School Renovation Program. His position required completion of many varied special projects, some of them quite difficult. Steve was successful due to his strong analytical and management skills, as well as his determination to complete a project in spite of what were on occasion, significant roadblocks. His performance was exemplary. I would highly recommend Steve on both a professional as well as personal level.

Robert T.

CPA

“Steve is a definite asset to any organization.”

Steve was able to quickly understand the project financial structures and processes, and identify the issues. His insight and input on problem definition and resolution proved invaluable. I admire most Steve's integrity and focused work ethic. Steve's ability to relate to people is truly impressive. Steve was able to effectively manage relationships and foster cooperation and coordination across a number of departments and work groups. I highly recommend Steve to any position; in particular a management opportunity, where his focused "get-it-done-right" attitude blends perfectly with his effective style of relating to management and staff. Steve is a definite asset to any organization.

Donald D.

PMP