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Rood & Dinis takes a concierge approach with BUSINESS OWNERS and their companies.

We act in their best interest to deliver optimal results and add value whenever possible.

What sets us apart from the competition:

Communication

Timeliness

Proactiveness

Fixed Fee Pricing

Peace of Mind, Guaranteed

We offer specialized accounting and tax services to high income earners in the following industries:

Healthcare

Healthcare

Manufacturing

Manufacturing

Construction

Construction

Wealth Management

Wealth Management

Architecture

Architecture

Engineering

Engineering

Law Firms

Law Firms

Primary Services

  • Monthly or quarterly accounting close
  • Income, sales and property tax compliance
  • Quarterly tax projections and planning
  • Regular meetings
  • Unlimited communication with our firm
  • Consistent review of account for tax savings strategies and relevant opportunities
  • Assistance with taxing jurisdiction notices

Value-add Services

  • Budgeting forecasts
  • Cash flow analysis
  • Internal control evaluation
  • Bookkeeping
  • Compilations
  • Salary packaging
  • Wealth accumulation strategies
  • Risk mitigation

Real people with life-changing results

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“Brandon Rood is my CPA and has been exceptional to work with: knowledgeable, thorough, and easy to communicate with. I think you’ll find him a great resource for both personal and professional accounting needs.”

Dr. Marwan M. Ali, MD, MBA, FACOG, FACMGPresident & Medical Director, California Maternal Fetal Medicine
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“I’ve worked with Rood CPAs for seven years — both for my business and personal taxes — and they consistently exceed expectations. What sets them apart is their proactive communication: they keep me informed, compliant, and ahead of the curve on tax strategy. If you own a business, they’re worth every penny.”

Glen Monroe, CFPPresident & Financial Advisor, Monroe Wealth Management
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“We left a large CPA firm for Rood & Dinis’s renowned personalized service, and they’ve exceeded every expectation. Their proactive approach, exceptional communication, and genuine investment in our pathology group’s success make it clear we are not just a number to them.”

Dr. Rafael Rodriguez, MDPresident, Lucent Pathology Partners, Inc.

AccountingDx is…

Informative

Provides a detailed overview into current accounting practices. Identifies potential process improvements. Fosters discussion of short- and long-term financial goals

Actionable

Establishes collaboration between client and Rood & Dinis trusted CPA team. Implements a customized and compliant accounting process based on client needs and goals. Improves clarity through consistent communication. Improves time management

The Process:

We will analyze your company’s most recent financial statements and tax returns. We will schedule a call to discuss your long and short-term financial goals

What to Expect:

You will receive a list of recommendations from us within a few days of document receipt. Your company can implement these changes immediately to minimize tax liability and optimize profitability.

Ready to Get Started?

At Rood & Dinis we are committed to your financial success. Take the first step by filling out the submission form for the complimentary AccountingDx. Have questions or need assistance? Please call us at 916-929-4450 or email info@roodcpas.showmyproject.net

Book your free
consultation

We offer a free initial consultation to all businesses, their owners, and NPOs that are considering partnering with Rood & Dinis.
We’re looking forward to hearing from you soon.

Who we serve
Private BusinessesNon-profits
YOUR TRUSTED FINANCIAL CONCIERGE:
PERSONALIZED CPA SOLUTIONS