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Cates & Associates, CPA'S, Inc.


Cates & Associates, CPA's has been serving the Orange and Riverside County area since 1999. Brian Cates has provided accounting, tax and consulting services to Southern California businesses since 1991. An experienced professional in public and non public accounting, Brian has developed valuable skills as a governmental auditor, technical support representative for MAS90 accounting software and, most recently, as Vice President of Finance for an international manufacturer. Mr. Cates specializes in the construction and manufacturing industries.
 
Mr. Cates is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. As a CPA with a bachelor’s degree in Management Information Systems, Brian has the technical and analytical expertise to provide an array of consulting services to both small and large companies.
 
Stephanie Cates holds a bachelors degree in Accounting and has held corporate accounting positions since 1988.  Stephanie is instrumental in providing innovative and unique accounting and bookkeeping services to their corporate clients. Mrs. Cates' experience as Senior Financial Analyst for the 2nd largest private corporation in Orange County makes her a sought after contact for any company. As co founder of Cates & Associates, she has acquired extensive experience in implementing and monitoring small business accounting and financial reporting systems.  Stephanie specializes in financial analysis and financial modeling.
 
The Company firm’s approach is that service to each client must be based on each clients needs and a thorough knowledge and understanding of that clients business. Special attention is placed on the clients’ immediate concerns in conjunction with their budget. Their goal is to assist the client in achieving long term objectives repeatedly making their services valuable. They continually seek to expand their skills and understanding of client needs, emphasizing the following services.
 
The Company commitment to you is based on the highest of professional accounting standards. They will anticipate your needs and work to exceed your expectations. They will always have your best interests in mind and work with you to help you reach your financial goals. Accounting and Bookkeeping Services Often, the most important service that accountants can provide is capturing and summarizing reliable financial information. Information about sales, expenses, receivables, payables and cash flow is vital to those that want to effectively manage their companies.

The Company understands the clients’ time is better spent on generating revenues for their company rather than spending precious time bookkeeping. Their services range from basic bookkeeping and financial statement preparation to financial statement reviews and audits. They realize that small businesses often do not have the resources or the time to seek the optimal solution to their management and control problems. Their job is to assist the client in making knowledgeable decisions to resolve the problem quickly and efficiently.

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