We are a boutique CPA firm, specializing in four niche areas in which Lewis has core competencies and experience. These areas are listed immediately below.
But just as importantly, Lewis built a reputation by developing strong relationships, having a great attitude and always being helpful. Lewis is motivated by helping good people and their organizations and making a positive difference. This is the origin of the firm's tag line “How can we help?”
Lewis is a recognized leader in the field of nonprofits and also in the Certified Public Accountant community. He currently serves on the governing body of the California Society of CPAs having served as its 2018-19 chair, and also serves on the governing body, Council, of the American Institute of Certified Public Accountants.
To date, Lewis has successfully conducted over 1,500 nonprofit audits and served over 225 nonprofit organizations, large and small and in all sectors of the nonprofit community, as their CPA.
Prior to founding his firm, Lewis spent two and a half years with a national firm leading the firm’s nonprofit practice in the West Region, 27 years with a regional firm where he founded and lead the nonprofit practice among other things and seven years with a big 4 accounting firm.
Lewis is a sought after and dynamic speaker on topics in his field. Also, Lewis has always been active in the community serving on several nonprofit boards. The most recent Board Lewis served on was on the board of the Entertainment Industry Foundation, who’s major program is Stand Up to Cancer. For his impactful role on that Board Lewis was recognized with the California Society of CPAs 2022 Public Service Award.
Lewis received his B.Sc. in Mathematics and Computer Science from the University of Manchester, England and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Lewis is married and has five children. He enjoys being active and runs every other day.
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