Hi! I’m Phillip and I'm a licensed CPA in California. My goal is to help empower service-based wellness entrepreneurs—including therapists, wellness coaches, and trainers—with tailored financial solutions. I have a deep respect for the vital, necessary work you do and I’m committed to supporting your mission through personalized financial strategies.
Our specialized services in managed bookkeeping and strategic advisory services are designed to free up hours of your time each week, allowing you to focus on what truly matters—your clients. As your trusted financial partner, we provide actionable insights and strategies to drive growth and success of your business.
