The firm began in September 2008 to provide financial management consulting solutions to small and medium size businesses, specializing in construction and related industries. The firm began because Michelle K. Wilcox saw a need to provide high quality financial services to companies that do not have CFOs, controllers or full-time accountants.
Prior to starting the firm, Michelle was a Senior Manager at GALLINA LLP, a regional full-service certified public accounting firm known nationally for its service to the construction and real estate industries. During her years with GALLINA LLP, Michelle performed audit, review and compilation services for construction businesses in the Bay Area.
Michelle has almost twenty years of construction accounting experience providing assistance with monthly/quarterly accounting services, the set-up of accounting systems, accounting policies/procedures and consulting services.
Michelle has extensive knowledge of The American Contractor and ProContractor by Viewpoint accounting systems and working knowledge of the Vista by Viewpoint accounting system. Michelle’s knowledge of the Viewpoint accounting systems is enhanced by attending the annual Viewpoint users’ conference.
Michelle also has working knowledge of the Sage 100 (MasterBuilder), Sage 300 (Timberline) and QuickBooks accounting systems.
Michelle received her B. A. from the University of California at Irvine and her MBA, accounting option, from California State University at Hayward.
Michelle is a Certified Public Accountant and a member of the California Society of CPAs.