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Rafael Morales – Founder’s Bio

Hi, I am Rafael Morales and I am your CPA! 

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Working to pursue my passion for numbers, I started as a banker in 2007 and soon turned to accountancy. Learning and serving at many levels, I have always coordinated excellently with my team, and adapted to the requirements of my employers. Climbing up the career ladder, I have the experience of serving as a Staff Accountant, Senior Accountant and then as a CFO for an organization, when I finally decided to found an entity where I may build a team of like minded people and initiate a service that many businesses could get benefit from. 

 

As a certified CPA from the California Board of Accountancy, when I decided to start this firm, I aimed to manage the financial aspects of the businesses without making it much of a burden for them. I wanted to offer a set of financial services that are affordable, flexible, and all-inclusive to businesses that are struggling to make it through their growth cycle and need an expert hand to govern their financial department. 

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And here I am today, with a small team of experts making my dream come true.

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Rafael Morales, CPA

CEO & Founder


It takes more than just a degree to be a qualified CPA.

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Ana Dane Rivera, CPA

Senior Accountant


Numbers are not enough to put everything in balance.

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Jhonpoul Combate, CPA

Staff Accountant

 

Working hard and working smart are the keys to success.

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Cinderella Alejandrino, CPA

Senior Accountant

 

Love what you do, and you can do wonders.

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