COURTNEY, PHILLIPS & ASSOCIATES, CPAS Certified Public Accountants
Courtney Phillips and Associates CPAs is a full-service CPA firm founded in 2013, based in Castro Valley, California. The firm has professionals and staff serving companies, individuals and nonprofit organizations in the San Francisco Bay Area and within California. We have a team of professionals to provide audit, accounting, income tax (individual, corporate, estates, trusts & nonprofits), financial planning, bookkeeping assistance, litigation support and 401k plans and other employee benefit plan audits.
As independent certified public accountants:
-We are able to provide quality, technical service equal to that of the largest certified public accounting firms. Our partner/principal group has extensive experience with CPA firms.
-We have structured our organization to personally serve smaller and medium-sized businesses and organizations who have a great a need for accounting & tax consulting services as they do for the annual accounting, audit and tax returns. We provide audit, review and compilation services for clients with external financial statement reporting needs both at year end and assistance during the year.
-We have extensive experience with manufacturing, real estate, professional services, construction, emerging technology, investment companies and various service companies.
-We have extensive experience serving nonprofit clients and employee benefit plans (401(k) profit sharing and Taft-Hartley union plans). Many of the audits performed by our firm are for such organizations. We also perform A-133 audits involving federal grants.
-We also have the ability to be helpful in many other important areas, such as financial reporting, systems planning, long-term strategic planning, budgeting and assisting with financing arrangements.
-Our firm anticipates limiting its size to allow us to maintain close contact with our clients and to meet frequently throughout the year on matters of importance.
What we are talking about is our personal involvement. As accountants andadvisors to organizations and individuals, we will be supportive of your goals. This means that we must be highly informed about your operations, problems, challenges and opportunities in order to provide meaningful suggestions. We commit substantial partner/principal/manager time throughout each engagement. For example, our senior personnel will be involved in the walkthrough and review of your systems and transaction cycles to streamline our procedures to best fit your operations.