From a Panera Table to a Global Reach: Celebrating 12 Years of Growth

Twelve years ago, our business began with a simple idea and a lot of determination.

Our office wasn’t a sleek corporate space; it was a kitchen table, a public library, and sometimes, a quiet corner at Panera Bread with free Wi-Fi. Our client list was humble—one dedicated restaurant owner and a handful of individuals who put their trust in us.

Today, as we celebrate our 12th anniversary, we are humbled and incredibly proud to say we serve hundreds of business owners and real estate investors not just across the country, but around the world. That small handful of clients has grown into a thriving community, and we wouldn’t be here without each and every one of you.

A Landmark Year of Service

The past year has been a landmark for our firm. We’ve invested heavily in our team, focusing on new skill training and bringing on new talent to ensure we provide the highest level of expertise. As we continue to grow, we’ve formalized our expertise into a set of services designed to help you succeed.

Our Real Estate Expertise

We’ve honed our expertise to offer a unique, comprehensive real estate service. We can act as your trusted financial consultant, providing essential guidance on everything from tax implications and cash flow analysis to accounting and long-term planning. We can also serve as your dedicated realtor, offering full-service representation for buying, selling, or leasing properties. Our hands-on experience ranges from revitalizing major residential properties to spearheading new property developments and navigating the sale of commercial buildings, allowing us to serve you with real-world knowledge and seamless, integrated advice.

Embracing the Future: Technology and AI

We were at the forefront of the new tax laws under OBBBA, providing our clients with early-stage guidance and implementation to help them navigate the changes successfully. As we look ahead, we are embracing the coming AI-powered revolution by implementing new software and technology that will improve our capabilities and allow us to serve you even more efficiently.

This year, we have implemented new client facing technology, which offers better user experience and helps us serve you more efficiently. While this implementation has been beneficial in streamlining our work, we understand that with every new software, there is a learning curve. Please know that we are here to help you with any questions and to find the best way to communicate with you, ensuring a smooth and productive experience.

Introducing a New Resource for Restaurant Owners

Our journey began with a single restaurant owner, and that community remains at the heart of what we do. In 2025, we had the privilege of helping clients in a variety of ways: guiding a San Diego restaurant through a complex lease exit and asset sale, assisting another with a successful rebranding strategy, and providing the crucial financial planning and operational strategies needed to build out a new space and thrive in seasonal markets.

Now, we’re thrilled to give back to this community with the upcoming release of our self-published guide, The Bean Counter’s Bible for Restaurants. This guide is the ultimate source for all things financial and operational, providing restaurant owners with the knowledge they need to successfully start, run, grow, or sell their business.

Our journey from that first client to a global presence is a testament to our commitment to your success. We are dedicated to continuing to grow our team and our capabilities to better serve you as your trusted CPA professionals and real estate advisors.

Thank you for being a part of our story. We can’t wait to see what the next 12 years bring.