Mission Statement
To empower people and build a stronger community by providing
knowledge, resources, and financial tools to make the best-
informed decisions.
Core Values
What makes us different
TRUST
The most important core value. We realize our clients rely on us as professionals with their finances and livelihood. We strive to always be consistent, competent, compassionate, and always communicate. These are the building blocks of trust.TRANSPARENCY
When you have integrity, you have nothing to hide. Transparency is embedded into our work flow process. We keep our clients involved and are up front with our pricing on all engagements.
INTEGRITY
The quality of being honest and having strong moral principles; moral uprightness. "With integrity, you have nothing to fear, since you have nothing to hide. With integrity, you will do the right thing, so you will have no guilt." – Zig Ziglar
INNOVATION
We lean into new advancements of cloud technology to make the work flow process more efficient and intuitive. “The ability to see change as an opportunity – not a threat.” – Steve Jobs.OUR CEO
Meet Kenny Leivan
Kenny was born and raised in Orange County, California, where he still calls home. He has over nine years of accounting and tax experience. He brings to the table knowledge, innovation, creativity, and an appetite for learning that helps him serve the local community.
He specializes in small business and individual taxation, with an emphasis on real estate, trust accounting, and QuickBooks Online consulting. He's also a Certified QuickBooks ProAdvisor and uses cloud-based technology to bring innovation and change to the accounting profession.
