Elevating businesses through accounting mastery

Choose XPro Accounting, PC for a masterful approach to your financial journey.

About XPro Accounting

A Boutique CPA firm ready to elevate your business through accounting mastery.

XPro Accounting, PC

A registered California CPA accounting firm, was founded by Brian Zepeda, CPA. Brian has approximately a decade of accounting experience from PricewaterhouseCoopers (PwC), one of the largest Big 4 accounting firms in the world. We have extensive experience in Financial Statements, External Audits, Financial Reporting, Tax, Technical Accounting, SOX 404 Internal Controls, and CFO Advisory type deliverables.

Our Service

Accounting by the Book. Perform with Trust.

Bookkeeping

Empower your success with precise bookkeeping and insightful financial analysis, using cutting-edge software for streamlined processes and error-free records.

Outsourced Accounting

Simplify your financial management. Outsource G/L accounting and reconciliations for a seamless, cost-effective solution, letting you focus on your core strengths.

Financial Reporting

Navigate financial complexities effortlessly with our expert team. We offer transparent and accurate financial reporting for a clear snapshot of your organization's health.

Audit Preparation

Simplify your audit preparation with us. We focus on transparency and accuracy, collaborating with your team to streamline the process, so you can concentrate on your core business activities.

SOX Internal Controls

Boost financial accuracy with our SOX compliance. We identify and address risks, ensuring ongoing compliance through customized frameworks aligned with your business goals.

CFO Advisory

Elevate your business with our Fractional CFO Advisory. Unlock strategic financial insights, from budgeting to risk management, without the cost of a full-time CFO.

How it works

Easy Step Process

Discovery

Let us dig deeper into your financial data to discover opportunities for growth and cost savings you didn't know were there.

First Step
Review & Diagnostic

Our accounting review and diagnostic services dive deep into financial statements to evaluate business health and uncover hidden issues.

Second Step
Strategy

Rather than generic approaches, our specialized accountants develop tailored accounting strategies aligned with your industry.

Third Step

Need more help?

Our committed customer care team is here to assist you.

Testimonial

Our Clients Reviews

We provide expert advice for all size businesses.

FAQ

Frequently Ask Questions.

Bookkeeping is the process of recording financial transactions, while accounting involves analyzing, interpreting, and summarizing financial data. Bookkeeping is a subset of the broader accounting process.

Common documents include financial statements, bank statements, invoices, receipts, payroll records, tax returns, contracts, and any other records relevant to the business's financial activities.

An internal audit is conducted by the organization's internal audit team, while an external audit is performed by independent auditors who are not employees of the company. External audits are often required for regulatory compliance or by stakeholders.

Cost savings can include reduced labor costs, elimination of employee benefits, and access to advanced accounting technologies without the need for significant investments in software and infrastructure.

While general accounting focuses on routine financial transactions and record-keeping, technical accounting deals with more complex issues such as revenue recognition, lease accounting, and financial instrument valuation. Technical accounting involves the application of complex accounting principles and standards to address specific and intricate accounting issues faced by businesses.

The Sarbanes-Oxley Act of 2002, commonly known as SOX, is a U.S. federal law designed to improve corporate governance and financial reporting in the wake of corporate accounting scandals. To be in compliance with SOX, companies typically perform an internal control audit, which involves evaluating and testing the design and operating effectiveness of key controls that impact financial reporting.

External auditors are responsible for providing an independent assessment of a company's internal controls over financial reporting. They review management's assessment and conduct their own testing.

Traditional accounting services often focus on day-to-day financial transactions and compliance. CFO advisory services, on the other hand, are more strategic, involving high-level financial planning and analysis to drive business success. Companies may seek CFO advisory services during periods of growth, financial restructuring, mergers and acquisitions, strategic planning, or when facing complex financial challenges that require specialized expertise.

C corporations are subject to corporate income tax, while S corporations are pass-through entities, meaning income is passed through to shareholders and taxed at their individual rates. S corporations avoid double taxation at the corporate and individual levels.

Tax planning involves strategically organizing financial affairs to minimize tax liabilities. It includes decisions on timing income and deductions, taking advantage of tax credits, and choosing the most tax-efficient business structure.