Gain control through tailored guidance toward success.
At MBS Accountancy, our mission is to provide accurate and reliable accounting, bookkeeping, and tax advisory services to businesses and nonprofits in Fresno, CA. Since 2011, we have been dedicated to helping our clients gain financial clarity, confidence, and control. As a top-rated CPA firm, we take pride in our expertise and commitment to delivering exceptional service to our clients.
Our Expertise
Our team of certified public accountants (CPAs) and accounting professionals has extensive experience serving various industries, including dentists, construction companies, law firms, franchises, churches, hotels, and doctors. We understand the unique financial challenges facing each industry and provide tailored solutions to meet their specific needs.
Our Services
We offer a comprehensive range of services designed to help our clients achieve financial clarity and success. Our services include:
- Financial Records Upkeep: We provide accurate and reliable bookkeeping services, including categorizing transactions, periodic bank account and credit card reconciliations, and more.
- Specialized Services: Our team offers fixed asset management, accounting software training, accounts payable, accounts receivable, and more.
- Reporting and Analysis: We provide comprehensive reporting and analysis services, including financial statements, cash flow forecasting, budget-actual analysis, and more.
- Compliance and Risk Management: Our team ensures compliance with regulatory requirements and helps mitigate risks through audit preparation, informational returns, and annual tax filings.
- Tax Planning and Strategy: We develop customized tax strategies to minimize liabilities and maximize tax savings for our clients.
- Business Tax Services: We provide sales tax compliance, mergers and acquisitions, tax incentive analysis, economic nexuses, and more.
- Personal Tax Optimization: Our team helps business owners navigate the interplay between their corporate entities with personalized tax strategy, planning, and filing.
- Financial Management and Oversight: We provide budget preparation, financial forecasting, profit and loss analysis, and more to help our clients make informed business decisions.
- Strategic Planning and Decision Support: Our team offers mergers and acquisition financial planning, risk management, long-term business planning, and more.
Our Team
Our team is comprised of experienced and certified accounting professionals who are dedicated to providing exceptional service to our clients. Our team includes Cassidy Jakovickas, CPA, President and CEO, Edie Daly, Controller Services Manager, and Maggie Freeman, Tax Advisory Services Manager, among others.
Our Values
We believe in advocating for growth, innovation, and improvement in ourselves, our clients, and our industry. We strive to be bold, trustworthy, and diligent in everything we do. We believe that every moment matters, and we prioritize our health, relationships, and personal development.
Excellent Accounting Services
Professionalism and Expertise
The reviewers praised the accounting firm's professionalism, expertise, and dedication to providing top-notch service. Cassidy, the firm's lead accountant, was commended for his personal attention to clients, even going above and beyond to ensure their needs were met.
Personalized Service
The firm's ability to provide personalized service was a common theme among the reviewers. They appreciated the team's willingness to explain complex accounting concepts in a clear and concise manner, making them feel valued and supported.
Efficient and Tech-Savvy
The reviewers also praised the firm's efficiency and tech-savviness. They appreciated the use of video conferencing, personalized videos, and online tools to streamline the accounting process, making it more convenient and accessible.
Trust and Recommendations
The reviewers expressed their trust in the firm and were eager to recommend their services to others. They appreciated the firm's proactive approach, expertise, and commitment to helping them achieve their financial goals.
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