
As a bookkeeper, referring a client to a CPA takes a lot of trust. About 5 months ago I referred 2 clients to Dan Hale, the tax manager at Boerio after having met with him and developing a...
(1)
Boerio, located in Novato, CA, emphasizes the importance of building strong client relationships, viewing each partnership as vital to mutual success. The firm offers a range of services, including comprehensive strategic planning alongside accounting and tax compliance for privately owned businesses and affluent families.
With a commitment to quality and a team of highly skilled professionals, Boerio provides responsive service and innovative solutions tailored to address complex financial challenges. Their expertise and experience enable them to effectively navigate the unique needs of clients with revenues up to $200 million and net worths between $2 million and $50 million.
Generated from the website
As a bookkeeper, referring a client to a CPA takes a lot of trust. About 5 months ago I referred 2 clients to Dan Hale, the tax manager at Boerio after having met with him and developing a...