Business Details
15 Years
experience
Expert Accounting Services for Growing Businesses
Since 2011, MBS Accountancy has been dedicated to empowering businesses and nonprofit organizations with unparalleled financial clarity and strategic guidance. Our expertise spans bookkeeping, accounting services, business tax advisory, and CFO/controller solutions tailored to industries ranging from dental practices and law firms to construction companies and medical offices. With a cloud accounting infrastructure and hybrid work model, we serve clients nationwide while maintaining a commitment to innovation, earning recognition as a Top U.S.Firm by Forbes and Best Firm for Technology by Accounting Today. Our team of seasoned professionals, including CPAs and industry-recognized leaders, prioritizes continuous improvement through Kaizen principles, ensuring clients receive actionable insights, audit-ready financials, and tax optimization strategies. By combining technical excellence with personalized service, we enable organizations to transform financial challenges into opportunities for sustainable growth.
Services
Bookkeeping
Tax Advisory
CFO Services
QuickBooks Consultation
Audit Preparedness
Details
- Year established: 2011
Highlights and features
- We offer 14 years of industry-specific accounting expertise since 2011
- Our team includes certified CPAs and specialized industry advisors
- Cloud-based infrastructure ensures secure, real-time financial management
- Recognized by Forbes as Top U.S. Firm for three consecutive years
- Tailored solutions for 8+ specialized industries including healthcare and construction
Associations and certifications
- Forbes Top U.S. Firm
- Accounting Today Best Firm for Technology
What people say
Accurate financial reporting
Responsive team
Industry expertise
Reliable tax planning
Audit-ready records
Services
Bookkeeping Services
Our bookkeeping services ensure accurate financial records through month-end close processes, accounts receivable/payable management, and QuickBooks implementation. We specialize in system migrations and automation solutions for businesses of all sizes. Clients receive timely management reports and customized financial tracking tailored to their operational needs.
Tax Advisory
Comprehensive tax advisory services include quarterly projections, compliance filings, and incentive analysis. We specialize in multi-entity tax planning, audit readiness, and industry-specific strategies for construction, healthcare, and nonprofit organizations. Our team optimizes tax positions while ensuring regulatory compliance across federal, state, and local jurisdictions.
CFO Services
Fractional CFO solutions provide strategic financial guidance through budget development, internal controls implementation, and audit preparedness. Our experts support growing organizations with policy development, regulatory compliance analysis, and executive reporting to enhance financial decision-making capabilities.
People
Cassidy Jakovickas
President and CEO
Leading MBS Accountancy with 15+ years of accounting experience, Cassidy drives innovation in financial services. Specializes in technology integration and strategic growth initiatives for accounting firms.
Victor Godinez
Accounting Services Manager
CPA with expertise in nonprofit accounting and QuickBooks implementations. Manages client portfolios through customized financial reporting solutions and compliance strategies.
Maggie Freeman
Tax Advisory Services Manager
Specializes in tax optimization strategies with focus on corporate compliance and incentive programs. Guides clients through complex state and federal tax regulations.
Riccardo Vallejo
Operations and Implementation Manager
Focuses on process optimization and technology implementation. Oversees system migrations and workflow automation for accounting operations.
Edie Daly
Controller Services Manager
Expert in internal controls development and financial reporting. Leads audit preparedness initiatives and grant compliance programs for nonprofit organizations.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax advisory, CFO services, audit preparedness, and QuickBooks implementation for businesses and nonprofits across multiple industries.
Do you work with nonprofit organizations?
Yes, we provide fund accounting, grant compliance, and tax-exempt reporting services specifically tailored to nonprofit financial management needs.
How do you handle multi-state tax compliance?
Our tax advisory team manages state and local tax filings, nexus determination, and compliance strategies across all U.S. jurisdictions.
What industries do you serve?
We serve dental practices, law firms, construction companies, medical offices, franchises, churches, and hospitality businesses with tailored accounting solutions.
Can you assist with accounting system migrations?
Yes, we implement and migrate systems to QuickBooks Online, Bill.com, and other platforms while ensuring data integrity and staff training.
Are your services available remotely?
Our cloud-based infrastructure allows us to securely serve clients nationwide through virtual collaboration and digital document management systems.
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