Testimonials:

Our family winery partnered with CPB Solutions in the summer of 2014 as we transitioned from Famous Software to QuickBooks Enterprise. Their team quickly understood our processes and helped us translate departments and cost centers into the new system, giving us full visibility of our operations without missing a beat.

Since then, we’ve continued to rely on David and CPB Solutions as our outside Controller/CFO. Over the years, they’ve guided us through cost accounting and Cost of Goods Sold, helped us obtain lines of credit, and supported major decisions such as equipment purchases, solar leases, and real estate transactions. They’ve been instrumental in staffing choices, purchase vs. lease evaluations, software selection, and even redirecting operations to meet changing industry trends.

What we value most is that we’ve never felt like ‘just a client.’ David and his team have always looked out for the health of our family business, giving us peace of mind through transitions, challenges, and growth. Their care and expertise have kept us steady, confident, and well-prepared for the future.

Thank you, CPB Solutions, for being such a trusted advisor. We look forward to many more years of partnership.
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We run a manufacturing company and first connected with David at CPB Solutions out of both despair and necessity — we needed financial help with nearly every part of our business. That was over a decade ago, and since then, CPB Solutions has been with us every step of the way.

They’ve helped us clean up our books in QuickBooks, implement systems to streamline operations, and adapt to the changing times. When the COVID epidemic hit, they were there to guide us through the uncertainty and keep us on track. Thanks to their guidance, we’ve been able to focus on running and growing the business, confident that our financial side is in good hands.

CPB Solutions has been more than just a service provider — they’ve been a trusted partner in our success, and we’re truly grateful to still have them by our side today.”
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I am a real estate broker and lender based in Fresno, CA, and I first met David six years ago through a mutual client seeking commercial financing. David’s true value lies in his business consulting—he provides strategic advice to improve performance, solve problems, and drive growth, backed by deep expertise in finance, operations, and market analysis. He also brings strong knowledge of bookkeeping, accounting systems, and financial reporting that helps build lender confidence when underwriting a deal.
Over the past six years, we have successfully closed transactions across wineries, gas stations, auto body businesses, investment properties, and other owner-operated enterprises. His guidance has enabled clients to purchase commercial buildings, finance equipment and tenant improvements, and access working capital to expand their businesses.
Together, we have partnered on numerous transactions involving commercial real estate brokerage and owner-user financing. David’s professionalism, expertise, and commitment to his clients consistently elevate businesses to the next stage of growth. He is not just an advisor, but a trusted partner who delivers results.
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Working with CPB Solutions has been one of the best decisions I’ve made for my business. Over the years, their team has guided me through accounting, tax planning, and financial strategy with incredible professionalism and insight. They don’t just handle the numbers—they’ve helped me find ways to maximize profits and strengthen the financial foundation of my business. I truly value their expertise, attention to detail, and the peace of mind they provide knowing my finances are in capable hands.

We started working with David and CPB Solutions in 2015, initially to help clean up our books, bring them up to date, and correct our tax filings. What I didn’t expect was just how much more value David and his team would bring to our business beyond the numbers. Over the years, he has not only helped me understand QuickBooks and bookkeeping but also provided valuable business training that has empowered me to take control of our financial records.

The experience has been incredibly rewarding. David’s insights, along with the support of his dedicated team, have been crucial to the growth of our business. We have built a trusted relationship over the last ten years, and it has been nothing short of motivating and educational.

In 2016, David and CPB Solutions helped us incorporate, saving us thousands in taxes. Since then, they have continued to provide smart strategies as our business has evolved. From personal to corporate tax returns, they make sure we are always prepared and in the best position possible.

Their guidance has been invaluable in both personal and company growth. I truly don’t know what we would have done without their expertise and support. CPB Solutions isn’t just a service provider to us; they have become an important partner in our success. David isn’t just a colleague—I’m happy to call him a friend too.

Thanks to the training I have received from CPB Solutions, I’m now confident in filing and maintaining business records, payroll and sales taxes, and ensuring timely reports. As our business has grown and changed, CPB Solutions has been there every step of the way, giving us the tools to make decisions that strengthen both our company and our future.
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My husband and I have owned a manufacturing business since 2006. Like many small businesses, we started with a great idea but lacked practical experience in bookkeeping. We struggled to get our QuickBooks in order, and after trying and failing with other bookkeepers, we found David in 2011—it was a game-changer. He helped us correct past mistakes and set us up for future success. We have continued to use CPB Solutions’ services for nearly 15 years and are extremely happy with the knowledge and consistency they provide.
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We opened our retail store in 2017 and we were doing all of our accounting in house; we had the pleasure of meeting David and the CPB team in 2019. We hired them to assist in simplifying, organizing and cleaning our books. They educated us on how to properly use Quickbooks and reporting, which ultimately led to a more successful and smoother running of our business. But their services didn’t just stop there, they also assisted us in business planning to help grow our company and help anticipate pre-existing inventory issues we had. David and team have been an instrumental part of our business growth. 
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Running a business is tough, and then to figure out bookkeeping and accounting on top of that was daunting. I started my automotive repair shop in the summer of 2023. I thought I could handle it all, but a good friend of mine saw me stressing about end-of-day tasks and keeping my books organized and clean week after week. He then referred me to David at CPB Solutions, and the rest is history. Since working with the team at CPB Solutions, I can focus more on the tasks I truly know how to perform to generate more income for the business, and rest assured that CPB Solutions has my best financial and compliance obligations being reviewed and covered. The team is always striving to stay up to date with the continually changing tax system to discover new strategies for saving and growing. The services provided are well worth their cost and have actually saved me thousands more than I ever could have hoped. I look forward to the many more years of business consulting and accounting this team has provided me so far to get to my next set of financial goals 
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