Private Businesses

Partnering in Your Success

As one of Sacramento's largest locally-owned accounting firms with nearly 40 years of experience, our dedicated team is responsive, knowledgeable, and personable. But we're more than accounting experts — we're dedicated partners! We want to know your priorities and plans, help you meet your current goals, and see you flourish in the future. We'd love the opportunity to partner with you.

Why Gilbert?

As a member of the Capital Region Family Business Center, we understand the nuances that family businesses face. We serve hundreds of closely held private businesses in the Sacramento region and beyond.

Our Range of Services

  • Budgeting, cash flow projections, and profitability analysis
  • Business succession and estate planning
  • Tax strategies
  • Merger and acquisition consulting

“Gilbert has always taken care of us. You have helped us navigate compliance and accounting issues that we never would have figured out and probably saved us from wasting a lot of money and headaches down the road.”

– Aaron Adams, John Adams Academies, Inc.

"Best service. Great knowledge. High quality."

– Abdul Mozayeni, Katella Professional Building, LLC

Key Contacts


Kieth Glen, CPA, MST


Helen Berhe, CPA, MPA


Sarah Ellis, CPA

Let's Talk

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