The preparation of an audit or review is our commitment that a company’s financial position and reporting process operate in conformity with generally accepted accounting principles. Our service areas cover non-public companies, closely held family businesses, partnerships, non-profit organizations, and other special projects that require a higher standard of analysis and expertise. We can also assist in the acquisition or sale of your business.


philipPHILIP R. SMITH has brought leadership and skill to the department, which provides financial statements, audits, reviews, and services to our clientele. During his 20-plus years with our firm, Philip has developed and trained the Audit Department to provide the highest level of attestation services in our history.





davidDAVID C. DOLAN David C. Dolan joined the firm in 1999 after moving to San Diego from Minnesota, bringing with him a strong Midwest work ethic that focuses on caring about client needs and concerns. David works with clients on improving their operational processes and navigating the ever changing and complex financial accounting standards. Outside of the office, David enjoys golfing, softball, and attending events throughout San Diego.