How It Works

We believe a clear path builds confidence and reduces stress. Here’s how we guide you from complexity to clarity:

Discovery Call (Free, 20 minutes)

- About You: We listen to your needs, goals, and vision of transformation.

- Our Mission: Helping business owners create clarity and freedom.

- Purpose: Space to share and decide if a deeper consultation is the right step.

- What to Expect: No tax advice, but you’ll leave with clearer priorities and a sense of fit.

Note: This call does not create a client-advisor relationship.

Comprehensive Consult

- Purpose: Establish a clear starting point for your financial picture and goals.

- Process: Review past tax returns, assess strengths, risks, and gaps, identify where money may be slipping through the cracks.

- What to Expect: A collaborative conversation that ties numbers to your definition of financial freedom.

- Deliverables: Personalized Trifecta blueprint, potential tax savings and operational improvements, clear next steps toward your goals.

Partner

- Purpose: Turn your financial blueprint into consistent, sustainable results.

- Process: Provide Bookkeeping, Controllership, and FP&A Services, adapt to your business, goals, and timeline, provide steady guidance, oversight, and accountability.

- What to Expect: An ongoing relationship, not just a checklist of tasks, experienced advisors who keep your finances aligned and your focus on what matters most.

- Deliverables: Current financials, mentoring, and progress that builds toward clarity, freedom, and confidence in leading your business.

Note: Our framework is designed to help you align your business with your goals and reclaim time; your results depend on your participation and circumstances.

You can engage CPB Solutions at any level or combination. We’ll help you determine what you need during the discovery and consult phases.

Disclaimer: CPB Solutions provides accounting and advisory services; legal advice should be obtained from a qualified attorney.

Testimonials

Demetrio Papagni
Agriculture / Winery

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…
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Thomas Reindl
Manufacturing

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…
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Matt Peterson
Real Estate Broker/Lender

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…
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Naun Garcia
Marketing Agency Owner

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…

Devarie Anderson
CFO - 2X Communications

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…
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Samantha Ottemoeller
Manufacturing

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…
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Anthony Ramos
Manufacturing / Wholesale / Retail

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…
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Avery Jennings
Automotive Repair Shop Owner

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…
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Service Levels Explained

Not all accounting services are the same. We draw on industry best practices to clarify levels of support so you know what you’re getting and why it matters:

Bookkeeping - After the Fact:

Recording and maintaining historical transactions, reconciling accounts and producing basic reports. It keeps past data accurate but doesn’t manage your day‑to‑day operations. This is where technology and automation simplify the basics.

Back Office Processing - Real Time:

Managing accounts payable/receivable, payroll and daily accounting to keep your books current.

Controllership - Oversight and Compliance:

Overseeing financial systems, building budgets and forecasts, creating tailored reports and ensuring compliance. Regulatory tasks like workers’ comp audits, government notices.  Federal, State, and local filings are handled under this level, forms like the Federal annual 1099 information forms, the 571L supplemental property tax form, and city and count business licenses fall here.

CFO Advising - Strategy:

High‑level financial leadership—developing long‑term financial strategies, scenario planning, tax optimization and decision support. This kicks in when your growth or complexity demands forward‑looking guidance.

Let Your Numbers Serve Your Life, Not the Other Way Around.

If you’re only looking for data entry, a bookkeeper or a bot can do that. But if you want strategy, tax insight, and a business that supports your goals, you need more than basic bookkeeping.

 

Design your Freedom Framework

Book a Discovery Call

Frequently Asked Questions

Not all accounting services are the same. We draw on industry best practices to clarify levels of support so you know what you’re getting and why it matters:
What happens during the discovery call?

We listen to your situation, answer your questions and recommend which consult level fits your needs.

How long does the Comprehensive Consult take?

Consults range from a single session to multiple meetings depending on complexity; we clarify this after the discovery call.

Is there a contract?

You commit only to the consult level you choose. Ongoing services are offered separately once we agree on scope and value.

How much does it cost?

Pricing depends on complexity. We provide transparent ranges during your discovery call and explain any credits toward ongoing services.

Do I need to be in California?

We specialize in California businesses but apply our frameworks nationwide. If unsure, contact us and we’ll discuss your situation.

Ready to Build a Business That Supports Your Life?

If our approach resonates with you, we’d love to connect. Let’s move beyond transactions and design a financial system that supports your life and goals.