Shimomura

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.

As former small business owners ourselves, we know firsthand that time spent dealing with invoicing, salary audits, account payables or tax compliance is time spent away from building up your business. You need to attract and retain customers, not react to endless paperwork. But no business can afford to ignore invoicing or run afoul of IRS or local labor laws.We also felt the pain of trying to outsource the back office without having to coordinate and oversee multiple vendors, many of whom ask more questions than they provide answers. That's why for the past 20+ years we've been perfecting expert solutions for essential business services, including cpa and accounting services and tax preparation services.We developed a seamless and customized solution to ensure that your back office runs smoothly, so you get to focus on what matters most. ExperityCPA gives you a sole point of contact who can answer all of your questions, as well as a strategic dashboard, allowing you to see where your business stands at any time - and where your company is heading. We are your one - and done - solution.