Business Details
33 Years
experience
Expert Accounting & Financial Services in Fresno
At Roeser CPA, we are a full-service CPA firm dedicated to providing comprehensive accounting, financial advisory, and business consulting services. With over 30 years of experience serving businesses in Fresno and the Central Valley area, we combine traditional expertise with cutting-edge technology to deliver high-quality, tailored solutions. Our team approaches every client with meticulous care, offering services ranging from business income tax planning and financial planning to business valuations and outsourced CFO services. We specialize in helping clients achieve financial peace of mind through strategic tax savings, customized business solutions, and exceptional problem-solving. Our multidisciplinary approach ensures we act as an extension of your leadership team, providing innovative ideas and personalized attention. We pride ourselves on maintaining deep industry knowledge, holding multiple licenses and certifications, and offering year-round support for ongoing business needs.Our commitment to excellence is reflected in our track record of serving hundreds of clients across diverse industries, including agriculture, while maintaining a reputation for professional integrity and client-centric service. We are passionate about leveraging technology to give clients a competitive edge and specialize in complex transactions, mergers and acquisitions, and succession planning. Our sister company, Valley Valuations, extends our expertise to independent business appraisals, ensuring clients receive accurate valuations for tax, financing, and transactional purposes. Whether you need QuickBooks training, financial statement preparation, or strategic business coaching, we are here to help you focus on growth while we handle the financial complexities.
Services
Business Income Taxes
Financial Planning
Business Valuations
Outsourced CFO Services
Accounting Software Training
Tax Preparation
Family Business Coaching
Transaction Analysis
Details
- Year established: 1993
Highlights and features
- We offer decades of experience in business tax planning and financial advisory services.
- Our team holds seven professional licenses and certifications for specialized expertise.
- We provide customized solutions tailored to each business's unique needs.
- We combine traditional accounting skills with the latest technology for efficiency.
- Our sister company offers accredited business valuation services for complex transactions.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Top notch
Flawless process
Instrumental in tax situation
25 years of trust
Services
Business Income Taxes
Our business income tax services help companies maximize tax savings while ensuring compliance. We handle annual returns, corporate partnership filings, and year-round tax planning. Our team identifies deductions and credits to reduce liabilities and provides strategic guidance on business structures for optimal tax benefits.
Financial Planning
We offer comprehensive financial planning to help businesses navigate complex decisions. Services include retirement planning, investment modeling, tax consulting, and estate planning. Our approach combines tax expertise with long-term strategies to help clients achieve financial goals and reduce liabilities.
Business Valuations
Our accredited business valuation services support mergers, acquisitions, and succession planning. We provide appraisals for stocks, partnerships, and LLCs, with expertise in estate and gift tax valuations. Services include buy-sell agreements, exit planning, and SBA loan valuations for business acquisitions.
Outsourced CFO Services
We offer outsourced CFO services for strategic financial management. This includes on-site and off-site consulting for budgeting, forecasting, and financial reporting. Our team provides expertise in cash flow management, financial analysis, and business strategy to support growth and operational efficiency.
Accounting Software Training
We provide training and setup for accounting platforms like QuickBooks, Xero, and NetSuite. As Certified QuickBooks Pro-Advisors, we offer discounted software access and personalized training to streamline financial processes and improve business efficiency.
People
Bill
CPA
Bill is a licensed CPA with decades of experience in business tax planning and financial advisory services. He specializes in helping clients navigate complex tax situations and has been instrumental in resolving intricate financial challenges for businesses.
Ray
CPA
Ray is a certified public accountant who focuses on delivering personalized financial solutions. With extensive expertise in tax law and strategic planning, he works closely with clients to optimize financial outcomes and ensure long-term business success.
Questions
What services does Roeser CPA offer?
We provide business income tax services, financial planning, business valuations, outsourced CFO services, accounting software training, and family business coaching for businesses in Fresno and the Central Valley.
Do you work with businesses outside California?
Yes, while based in California, we are licensed to provide accounting services across all U.S. states.
Can you help with QuickBooks or Xero software?
Yes, we are Certified QuickBooks Pro-Advisors and trained consultants for Xero, offering setup, training, and support for these platforms.
What industries do you specialize in?
We work with most industries, including agriculture, and have specialized expertise in business valuations and tax planning for diverse sectors.
Do you offer business valuation services?
Yes, our sister company Valley Valuations provides accredited business appraisals for mergers, acquisitions, estate planning, and tax purposes.
