Consulting

Growth Solutions Redefined

Business owners face numerous challenges that affect their businesses each year. Our highly skilled team of trusted advisors has the ability to deliver advisory support when and where you need it. Take advantage of our tailored solutions suited to your specific needs to achieve the goals you set for your business.

Local Perspective. Broad Expertise.

Our history of serving businesses throughout greater Sacramento gives us a unique understanding of the challenges faced by local businesses. Our consulting services combine that local perspective with in-depth business strategy, financial, and accounting expertise to help you achieve your goals.

Our team’s combination of professionalism and local knowledge provides an unparalleled level of service and expertise that can help your company achieve even the loftiest goals.

Benefits to You

  • Discover where you are now, where you want to be, and how to achieve your business goals
  • Get the advisory support you need for your business
  • Address your personal development goals for ongoing success

Consulting Services Include

  • Strategic Planning Services
  • Business valuation
  • Forensic accounting
  • Capital-raising readiness
  • Compliance
  • Hiring and retention
  • Process design and effectiveness

“We've worked with the Gilbert firm for over a decade and have always enjoyed a collaborative, professional relationship. They are very thorough and efficient. We plan to continue this relationship!”

– Gene Axtell, Credit Union Self-Insurance Group

Experienced Consulting Leadership

President & CEO

Bobbie Hales, CPA

Shareholder

Sarah Ellis, CPA

Shareholder

Keith Glen, CPA, MST

Let's Talk

We're here to help and here for you, ready to take on your biggest challenges.