About Us
As specialists in dealership accounting since 1964, we are recognized leaders in serving dealers across California. Our clients benefit from our vast knowledge and experience gained from working with hundreds of franchised dealerships over the years.
Our other clients include privately-held businesses, nonprofit organizations, trusts and individuals. We serve clients in industries, including manufacturing, wholesale/distribution, service, retail, health care, professionals, construction, real estate and non-profit. We take pride in providing personal attention to our clients and we value long-term relationships with them.
Our firm is committed to producing consistent high quality, professional and timely services. Our goal is to continue to contribute to the financial success of our clients by serving as their professional advisers and advocates in this highly competitive and rapidly changing business environment.
Our Partners
- T. Michael Phillipson, CPA, Managing Partner
- Gary L. Gutjahr, CPA, Partner
- Jonathan D. Forgy, CPA, CFP®, Partner
- Daniel E. Duir, CPA, Partner
Memberships and Affiliations
All of our partners are members of the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA). Our firm is affiliated with the CPA Auto Dealer Consultants Association (CADCA), a nationwide affiliation of independently owned accounting firms committed to delivering exceptional financial and consulting services to auto dealerships and their owners
We are proud to note that our firm voluntarily participates in the CalCPA’s Peer Review Program of accounting and auditing practices to ensure that our firm complies with professional standards.