Specialized Services
Tax Preparation
Expert Tax Filing Services
Our team provides comprehensive tax preparation services, ensuring accuracy and compliance with tax regulations while optimizing your tax efficiency. We focus on minimizing liabilities and maximizing your financial objectives.
Bookkeeping
Streamlined Financial Records
Accurate and organized financial records are essential for informed decision-making. Our bookkeeping services ensure precise and up-to-date records, offering clear insights into your financial health.
Financial Consulting
Strategic Financial Guidance
Our consulting services deliver expert financial guidance, from forecasting to budget analysis, empowering you to navigate complex financial matters and achieve sustainable growth. Month-end services including recording transactions, reconciling bank and credit card accounts, processing payroll, and generating financial reports.
Month-End Services
Comprehensive Month-End Review and Reconciliation
Our month-end services are a structured accounting process that involves reconciling accounts, adjusting entries, and generating financial reports to finalize a business's financial records for the month. This meticulous process ensures financial accuracy, legal compliance, and provides crucial data for informed business decisions.
Meet Danny
​​Daniel (Danny) Wisbaum, CPA, is a seasoned accounting and finance professional with over 20 years of experience serving organizations throughout the Sacramento area.
Since earning his CPA licensure in 2003, Danny has built a distinguished career leading financial operations, improving reporting processes, and driving strategic decision-making across both the private and public sectors.​ Throughout his career, Danny has held key roles in corporate accounting, financial analysis, and financial management, consistently delivering accurate, insightful, and timely information to support organizational growth. He remains committed to helping organizations strengthen their financial health and achieve sustainable success. ​
Danny is dedicated to providing exceptional accounting services tailored to your unique needs. With a strong commitment to excellence, he works to ensure your financial stability and peace of mind.
Expertise
50+
Clients Served Annually
100%
Accuracy in Tax Filing
25 Years
Accounting Experience
Serving Diverse Industries
Small Businesses
We specialize in providing tailored accounting solutions to meet the unique needs of small businesses, enabling effective financial management and sustainable growth.​ Additionally, we provide tax and payroll services for businesses of all sizes.​​
Freelancers & Independent Contractors
Our specialized accounting services simplify financial management for freelancers, optimizing tax efficiency and supporting financial stability and growth.
Startups
We offer comprehensive accounting support to startups, addressing their unique financial challenges and ensuring stability, allowing them to focus on innovation and growth.
Client Stories
"Danny helped me with my taxes. I handed him a shoe box and he organzied everything for me."
Dave B.
"Partnering with Danny has significantly improved our financial operations and profitability. His strategic advice is invaluable."
GPCA Homes
"I highly recommend Danny for his unwavering commitment to client success and financial excellence."
Hector R