Grace & Associates, CPAs is a local, public accounting firm dedicated to providing the most
professional and cost effective accounting, audit, consulting and tax services possible. In an effort
to do this, we stay abreast of changes in audit, tax, valuation, forensic and financial issues that
may affect you. By combining our dedication to provide the most professional, personalized
services possible with continuing professional education and the latest technology, we strive to
help you make decisions you will be happy with years from now. To accomplish this, we offer the
following services:
Accounting
We offer a full range of professional accounting services, including:
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Financial statement preparation.
Bookkeeping.
Controllership – Financial statement preparation at your place of business; oversight of
your accounting department.
Audit and Review
Our auditors have over fifty years combined experience auditing small and large business alike.
Each financial audit is designed to allow us to understand the internal control system of the
organization and ultimately to aid in the issuance of financial statements prepared in accordance
with generally accepted accounting principles (GAAP), and where applicable, generally accepted
governmental auditing standards (GAGAS), including audits in accordance with OMB Circular A133. We are available to engage in :
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Financial and governmental audits.
Program specific audits.
Reviewed financial statement preparation with full disclosure.
Operational and management audits.
Forensic/fraud engagements.
Agreed upon procedures – in depth type review of certain areas of your business.
Grant compliance testing.
Federal, state and program specific compliance testing.
Consulting
We offer a wide variety of consulting services. If it doesn’t fit into one of our other service
categories, it probably falls into consulting services. Whatever your consulting needs may be, we
are here to help with:
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Tax planning – planning to determine most tax efficient way to implement your decisions.
Life planning – long term plans using the most current software to get you from where
you are today, to where you want to be in the future.
Business start up and development.
Litigation support.
Systems design, control and monitoring.
Investment Services
As well as providing you peace of mind through review and allocation of your investment portfolio,
our registered representatives will work with you through one of the Nation’s largest
broker/dealers:
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Securities Offered through Sagepoint Financial, member FINRA/SIPC.
Forensic Accounting and Fraud Investigations
Offering the uniquely focused and specialized services of forensic accounting and fraud
investigation, we are committed to follow through with the mission of the Association of Certified
Fraud Examiners which is to reduce the incidence of fraud and white-collar crime. Our Certified
Fraud Examiner may assist you with:
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Investigation, detection and deterrence of fraud.
Investigation of fraudulent financial transactions and financial reporting.
Investigation of asset misappropriation.
Investigation of corruption.
Federal and State government compliance investigation.
ERISA compliance and retirement plan investigations.
Internal control design, review and monitoring.
Financial policies and procedures development designed to deter fraud.
Management of internal groups to maximize “buy in” of systems design.
Specialized plans and investigations.
Maintaining confidentiality of information.
Taxation
We are an IRS authorized e-file provider and can accommodate the tax planning and preparation
needs of:
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Individuals
Partnerships
Corporations
Non-profit organizations
Estates
Gift tax reporting
Sales tax reporting
Property tax reporting
Excise tax returns.
Valuations
Our experienced Certified Valuation Analyst has a solid knowledge of accounting fundamentals
which the National Association of Certified Valuation Analysts has determined to be foundational
to performing valuations. He is available to assist you with:
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Business valuations.
Partnership interest valuations.
Limited partnership interest valuations.
Litigation support.
Buy/sell agreements.
Gift and estate tax valuations.
Specialized valuations.
If you need other services not listed here, please contact us—we may be able to help!
341 First Street
Hollister, CA 95023
Tel: 831-637-7408
Fax: 831-637-6637
2600 Garden Road
Monterey, CA 93940
Tel: 831-373-4957
Email: bette@gracecpas.com
Securities offered through SagePoint Financial, Inc., a registered broker-dealer and Member FINRA and SIPC.
References:
Governmental Agencies:
County of San Benito
- Joe Paul Gonzalez, Clerk, Auditor, Recorder
- Larry Chapin, Assistant Auditor
- 440 Fifth Street, Room 206, Hollister, CA 95023, (831) 636-4090
Monterey Peninsula Regional Park District
- Kelly McCullough, Finance Director
- 60 Garden Court, Suite 325, Monterey, CA 93940, (831) 372-3196
Resource Conservation District of Monterey County
- Paul Robins, Executive Director
- 744 La Guardia Street, Building A, Salinas, CA 93905, (831) 424-1036 xt. 124
Not-for-Profit Organizations:
AT&T Pebble Beach Junior Golf Association
- Linda Tunney, Executive Director
Post Office Box 4548, Carmel, CA 93921, (831) 625-1555
Community Partnership for Youth
- Shari Hastey, Executive Director
Post Office Box 42, Monterey, CA 93942, (831) 394-4279
Other references available on request