You should Enjoy Your Journey &

Attain Your financial goals

Accounting, Finance, Tax & App Advisory Services

Bunker Labs Bay Area WeWork Veterans in Residence San Francisco - ProAdvisor CPA

Running a business can be overwhelming

It is our goal to take the financial burden off your shoulders

So that you can make calculated business decisions and have more time to enjoy the journey of running and growing your company.

We Serve Small Businesses & Startups Nationwide

what can we do for you?

accounting services - ProAdvisor CPA


Accurate books for sophisticated entrepreneurs. Our precision in bookkeeping lays a solid foundation for your company's finances.

Finance - ProAdvisor CPA


Designed to support the major decision makers. We provide analysis and advice on how to increase profitability and grow your company.


We will prepare your tax returns and help you avoid costly tax mistakes with proactive tax planning throughout the year.


We help you maximize Efficiency & Profitability by Simplifying, Converting or Implementing Apps for your business.

How we're different

Flat Monthly Plans

Flat and Transparent plans designed specifically for entrepreneurs.

Virtual Team of ProAdvisors

Revenue generating companies require ProActive experts, don't do it alone.

No hourly - ProAdvisor CPA

No Hourly Billing

Enjoy the journey! Easy access and communication provides you with the ability to get the answers you need when you need them.

Rebecca A. Casarez, CPA

Managing Partner - COO
Certified Public Accountant

Kristen Corey

Account Success Manager

we enjoy what we do

we love them

what our clients have to say

Our clients grow successful businesses

they have been featured on

Clients featured on desktop image - ProAdvisor CPA
Clients featured on images mobile - ProAdvisor CPA

Get Started today!

Schedule a free consultation.

Erik Casarez The Business Doctor - ProAdvisor CPA
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