As an accounting professional, I have been assisting clients in making successful decisions for over 10 years. My aim is to help my clients by performing high-quality accounting and bookkeeping services which result in effective and informative reporting for its members. I am a licensed CPA in the state of California and have provided accounting, assurance, and advisory services to clients of very diverse sizes and complexity. I diligently pursue Continuing professional education to ensure that I am not only meeting and exceeding the requirements of the American Institute of Certified Public Accountants but more importantly am armed with the latest information and technical tools to provide quality expertise-driven service for my clients.
Services
Services offered include:
General Accounting Forensic Accounting External Audit
Internal Audit Non-profit Audit Financial Review
Profit & Loss Reporting Forecasting and Future Planning CFO Services
Bookeeping Accounts Payable Accounts Receivable
Budgeting Interim period reporting
English
Excellent
Company members
Location
Review this partner
4.7 / 5 stars7 reviews
Jennifer Richards3 years ago
Tori is extremely detail-oriented and excels and compliance and accounting projects. She has an eye for details that you would expect out of a professional CPA and she understands the nuances of government compliance as well. She strives to keep her knowledge base up to speed through staying abreast of emerging technical issues in her profession as well.
She approaches tasks with an organized project management mindset and understands that a one-size-fits all approach is not always the best way to tackle something.
Tori is very professional yet friendly at the same time. She is highly qualified for accounting, bookkeeping, and compliance/attestation projects!
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Tori is extremely detail-oriented and excels and compliance and accounting projects. She has an eye for details that you would expect out of a professional CPA and she understands the nuances of government compliance as well. She strives to keep her knowledge base up to speed through staying abreast of emerging technical issues in her profession as well.
She approaches tasks with an organized project management mindset and understands that a one-size-fits all approach is not always the best way to tackle something.
Tori is very professional yet friendly at the same time. She is highly qualified for accounting, bookkeeping, and compliance/attestation projects!
Joshua Calhoun3 years ago
I have known Tori since our college years and have seen her excel in her career. All this was fueled with her drive to do her best and to do more than what is expected. Her professionalism and dedication to quality makes her produce exceptional work.
Amanda Seckrater, CPA3 years ago
I've known Tori for over a decade and in my experience you cannot go wrong hiring her for your accounting needs. Tori is professional and dependable and will put your needs at the forefront. She takes her job very seriously and wants to provide nothing but the best service to her clients.
Daniel O.3 years ago
I worked with Tori for a few years in public accounting and can attest to her technical knowledge and expertise with financial and compliance audits. She makes every effort to stay on top of recent regulations and works on honing her technical skills. She is also very customer service oriented and always treated clients with the utmost respect.
Tony Zapico, EA, CFP3 years ago
Tori is thorough and competent. She is flexible and adaptable. She has a strong knowledge base, and she is quick to research topics when needed.
Tori works quickly and efficiently, and she has a cheerful attitude, which helps her to work well with just about anyone.
I can confidently recommend Tori Roberts for any accounting or bookkeeping related project or engagement.
Laurie Leblond3 years ago
Tori serves in our church on the technical team, and I have been amazed by her technical expertise, quick mind and ability to troubleshoot complex problems. Through her work, we have been able to greatly improve our processes and equipment, resulting in a much better viewing experience for both our live congregation and online audience. She has been readily available to us whenever she is needed and has a very friendly manner, willing to help others learn.
Lisa Kondrat-Dauphin3 years ago
Tori was the auditor for an audit that included several locations and different point of contacts at various jurisdictions. Each year there were issues but not always the same issues with the same jurisdictions. Coming in with our new audit firm, Tori immediately jumped into action and prepared her plan. Communication for this audit was extremely important because it included so many jurisdictions and they were not always responsive. Tori was a pro from the beginning and kept me in the loop for issues as they arose. She was courteous and through our conversations it was apparent she had deep knowledge and technical expertise of not just financial reporting, but of the specific type under review. Her insights helped guide our processes and helped us build better reports.