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About Us

As a long-time California resident, Joanna Neilson has witnessed first-hand the enormous economic growth resulting in the need for accounting and bookkeeping services. 

With over 25 years experience in accounting and business banking, Joanna is very passionate about the work she does for her clients. Her experience is diverse — working with start-ups and existing businesses spanning multiple industries.

Joanna holds a degree in Business Administration and have been certified as a QuickBooks Pro Advisor. Our team of professional accounting staff can assist you with all aspects of accounting from software set-up through financial statement preparation.

Certifications and Achievements

Joanna's certifications and achievements include:

• Licensed Tax Preparer
• Series 7 and 66 Securities License
• Life Insurance Agent