man and woman's hands with papers doing business

Cassandra Anthony - CEO

Cassandra Anthony Cassandra began her journey as most of you did … as a home-based business. With her Bachelor’s Degree in Accounting and many years of experience in a variety of industries, she began to pursue her dream of being a business owner.

The business outgrew her home office and in February of 2021, Cassandra rented her first office at 204 E. Enos Drive in Santa Maria, CA and hired her first employee. Her second employee was hired shortly after and the business began to grow even more rapidly. Before long, they outgrew their little office, moved into a larger one and Cassandra hired her third employee.

With a focus on providing the support that small businesses need and rarely have internally, Cassandra and her team ensure that their clients have the freedom to pursue their dreams without having the concerns of financial record keeping.

Amber Wolfe

AmberAmber began with us in Tax Preparation and Management, due to her excellent performance she soon was soon performing many other accounting services such as payroll services. She works hands-on with many of our clients who are delighted with her service.

Her excellent organizational and interpersonal skills, along with her desire to do the best for all our clients makes her a great addition to our team. Due to her excellent interpersonal skills she can communicate directly with your customers, employees, and vendors to ensure that expectations are met on all sides of the business. Amber is excited to work with you and your staff.

Alicia McMillan

Alicia Alicia brings a wealth of practical experience in accounting. With more than fifteen years in the field, she has developed strong management, organizational and interpersonal skills. Alicia is proficient in Accounts Payable, Accounts Receivable and Job Costing while applying Generally Accepted Accounting Principles to ensure that her client’s books are accurate and in excellent shape.

With her ability to multitask, she can work with your employees, customers and vendors in a way that promotes a positive experience for all. As a member of our team, looks forward to working with you to provide the much-needed support that your small business needs to succeed and grow.

About Us

Gain peace of mind and free up your resources to focus on core business activities, ultimately contributing to your company's profitability and long-term success.

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Certifications

  • AIPB Certified Bookkeeper
  • QuickBooks Online Certified ProAdvisor
  • CTEC #A240629
    (California Tax Education Council)
  • IRS PTIN #P01542202
    (Preparer Identification Number)

Contact Us

301 S. Miller, Suite 202
Santa Maria, CA 93454

Phone: 805.332.3425
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Hours: M-F: 9am-5pm, S-S: Closed

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