About Us
One team for accounting, tax, and advisory
We are more than just accountants — we’re a family. Founded on the principles of integrity, precision, and personalized service, our family-owned CPA firm has been proudly serving families, businesses and corporations. With over 25 years of expertise in corporate accounting and tax compliance, we bring big-firm knowledge to small businesses, startups, and individuals — without the bureaucracy or overhead.
We understand that financial decisions are deeply personal, and our virtual model allows us to meet clients where they are, offering flexible, responsive support across time zones and industries. From tax planning and regulatory compliance to financial reporting and advisory services, we deliver solutions that are as thoughtful as they are thorough.
Rooted in tradition and driven by innovation, we combine our experience with forward-thinking strategies to help our clients navigate complex financial landscapes. Whether you’re managing tax compliance, preparing for M&A and/or capital market transactions, or looking for skillful accounting solutions, we’re here to guide you with clarity and confidence.
As a family-owned firm, we value relationships over transactions. We take pride in being approachable, reliable, and deeply invested in the success of those we serve. When you work with us, you’re not just hiring a CPA — you’re gaining a long-term partner who understands your goals and treats your business like our own.
Strategies Beyond Ordinary
We serve as your CFO, or extend your existing finance team — bringing the discipline, systems, and reporting rigor that growth demands.
As a family-owned CPA firm, we built our practice the way we would want to be treated as a client: direct communication, consistent point of contact, and no hand-offs to a rotating cast of junior staff. That matters more as your business grows and your financial questions get more complex. Standards like those published by the AICPA guide how we approach accuracy and professional conduct, and we hold ourselves to that bar on every engagement, whether it is a monthly close, a tax return, or a fractional CFO relationship.
Our Vision
Help keep pace with your business, so leadership spends less time reconciling numbers and more time acting on them.
In practice, that means closing the books quickly, forecasting cash with confidence, and giving leadership real-time visibility instead of static year-end reports. Mana CPA Services builds the reporting systems and the cadence of financial reviews that scale with your business, so growth never outpaces your numbers.
Our Mission
Senior-level financial leadership for $2-$50 million dollar companies, without the overhead of a full-time hire.
Through a fractional CFO model, clients get the strategic judgment of a seasoned finance executive at a fraction of a full-time CFO's cost. Mana CPA Services scales with you, from monthly advisory support to hands-on leadership through a transaction or exit, serving $2-$50 million dollar companies that need senior financial guidance without the overhead of a full-time hire.
Our Goals
Accurate books, audit-ready records, and reporting that gives leadership, lenders, and investors confidence in the numbers.
Every month closes with GAAP-compliant, audit-ready books, so clients are never scrambling before a loan application, an investor update, or a sale. Mana CPA Services builds the controls and documentation that hold up to lender and investor scrutiny, giving leadership, lenders, and investors confidence in the numbers year-round, not just at year-end.