The team
Founder
Robert A. Rivas, CPA
Robert is a military veteran with 20+ years in finance, accounting, tax and audit. He spent 8+ years as a Deloitte auditor, reviewing the books of large and mid-size companies and advising C-suite executives. He then ran corporate accounting teams, designed policies and procedures, and served as an internal advisor to leadership. Today he works directly with business owners and executives on taxes, financial management, M&A deals and the big decisions.
Roles: business advisor to owners and executives · controller for large and small businesses · tax preparer · former Deloitte auditor
Education: MBA (Finance) and BA (Accounting), Cal State Fullerton · California CPA #101825
Nona Rangel
Tax Specialist · Former FTB Auditor
Nona spent 27 years as an auditor and criminal investigator with the California Franchise Tax Board, including 7 years on a specialized IRS task force. She has handled complex personal, partnership, corporate and sales-tax matters, and knows how the tax agencies think.
BA (Accounting), Cal State Fullerton · Certified Fraud Specialist
Peter Abrams, BS
Senior Accountant
Peter brings 8 years of experience running the accounting for small businesses, from full-cycle accounting to internal audits and controls. He also helps clients forecast and plan how to put their capital to work, and he knows QuickBooks inside and out.
BS Finance, Colorado State University
Liliana Galvez
Senior Accountant
Liliana has 10+ years of accounting experience at large corporations. She runs month-end closes, AR and AP, and bank and cash reconciliations, and designs accounting controls, working directly with management to streamline the books in QuickBooks, Xero and other systems.
BS, Accounting
Also on the team
Olga, Senior Accountant
Olga rounds out our team of senior accountants. Full bio coming soon.
By the numbers
Experience you can count on
20+
years in finance, accounting & audit
27 yrs
inside the Franchise Tax Board
#101825
California CPA license
Book a call with Robert and see if we're a good fit.