Crete Professionals Alliance

Crete Professionals Alliance (Crete PA) is a collaborative network of accounting and professional services firms. The Crete PA model is designed to augment the power of local brands and culture, with national platform capabilities, to create growth opportunities for the business and career advancement for our staff. With our partnership, if the business wins, we all win. #TeamCrete

Mowbrey Gil LLP

Hi. We’re Mowbrey Gil. We’re a people-first firm of Chartered Professional Accountants. We emphasize current taxation and business strategies to support our traditional accounting and auditing services.   We pride ourselves on prioritizing what matters – our clients, their businesses, and the long-standing relationships we have built. We understand that in today’s fast paced and ever-changing world of technology, it can seem increasingly difficult to do business and connect with real people. We won’t ever sacrifice our ability to create one-on-one relationships and cutting-edge recommendations that are tailored for each client’s unique needs.    We are:   Large enough to offer a full and comprehensive range of professional services with our team of 50+ professionals   Small enough to keep our relationships personal and impactful in providing core services – accounting, auditing, and taxation services   Innovative in providing specialized services – business valuation, litigation support, merger, and acquisition, estate planning, and business succession.

Navolio & Tallman LLP

Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides. Our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele. We specialize in a broad spectrum of securities funds, private equity and venture capital firms, real estate firms, high-net-worth individuals and closely-held businesses. We also use the most cutting-edge technology in our profession. We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system. This provides us with not only the confidentiality and security needed, but also allows us to service clients located anywhere in the world.

Peter Holtz CPA

Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system. There could be two possible sources of your headache: - you’re doing your own accounting (most likely after hours), you’re not sure if you’re doing it correctly, and you never get it all done before going to bed - you have an accountant but that person is either giving you outdated information or no advice on how to capitalize your financial information to achieve your goals In working with hundreds of entrepreneurs all over California to simplify their financials and help them grow, we’ve realized that most businesses are in the dark about where the business truly stands financially.

SD Mayer & Associates LLP

SD Mayer & Associates is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm. We can also help clients plan for their future through our retirement and wealth management services. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies. SD Mayer & Associates is located in The Russ Building and is based in San Francisco, with offices in Menlo Park, San Mateo and San Leandro, along with consultants located in key locations throughout the United States. We have been named a “Best Place to Work” three years in a row, were listed as a “Fastest Growing Private Company” and were named one of the Top Accounting Firms in the Bay Area. Our managing partner, Stephen D. Mayer was a former CEO and co-founder of Burr Pilger Mayer, prior to founding SD Mayer & Associates in 2012. Steve brings his core values and over three decades of experience to his new firm: helping clients be successful in business and in life, investing in and serving the community and having fun.