For Small Businesses


Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

What our Clients are saying

Amazing!! Prompt in answering questions and available when needed. Explained the process throughly to reduce confusion.

Yes- knowledgeable. She can take care of personal taxes as well as business taxes. She has handled our tax needs for years including multi state without fail.

The ease of working with Charleen has been unmatched in my 30 years of preparing and submitting taxes.

Brian K.

I enjoyed my time working with Charleen. She’s a true professional with an incredible background in education and life. I consider her skillset invaluable and appreciated working on complicated projects with her. She is down to earth and considerate in her manner to assist others in understanding tax codes and business practices.

I would absolutely recommend Charleen both personally and professionally as a business advisor, tax professional, accountant and trusted professional. She is a pleasure to work with.

She is definitely a muti-tasker and very good at it!

S. Dana Senes

Ms Fariselli has helped my wife and me navigate the US income tax system for most of the five years since we alighted in the USA. As we continue to rely on her assistance for reporting on our several streams of income, we are clearly more than well satisfied client

John O


Four Key Steps For Effective Customer Care By Charleen Fariselli

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Thousand Oaks businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

How to Eliminate Workplace Gossip in Thousand Oaks Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Thousand Oaks business owner client files and getting a significant thrill from being able to help so many of our...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!