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Dal Poggetto & Company LLP




Dal Poggetto & Company LLP was created on November 1, 1992 when Jon Dal Poggetto, partner in charge of the Santa Rosa office of Deloitte & Touche LLP, separated his practice from his former firm’s due to its decision to consolidate resources into its Oakland office. Their current structure provides organizations in the North Bay area with access to world class accounting services at rates that are competitive with other local firms. All of the initial members of Dal Poggetto & Company LLP have prior experience and training with the international accounting firm of Deloitte & Touche LLP. However, the focus of their professional practice is in meeting the professional services needs of privately-held businesses, and their billing rates and structure have been established to meet those needs in a service-oriented yet cost-effective manner.

They believe their accounting and auditing practice is of the highest quality and comparable to the audit practices of the Big Four accounting firms. This is for the reason that members of their audit management group have obtained their technical training and experience with Deloitte & Touche LLP prior to the formation of their firm, and their managing partner was the partner in charge of auditing for Deloitte & Touche LLP and its predecessor firms in Santa Rosa for nine years.

They have significant consulting experience as a result of having served clients for so many years. Their array of consulting services compares favorably with that of the largest public accounting firms. They have particular emphases in cost accounting, product profitability analysis and financial performance benchmarking for privately held companies.

Their firm is licensed by the California Board of Accountancy and offers a broad range of services to their clients. Due to the extensive experience of their partners and senior management, their clients benefit by getting personalized, quality service that is beyond comparison. They assist with Audits, Tax Planning, Tax Preparation, Reviews and Compilations, IRS Representation, Business Entity Selection, Cost Accounting Systems Development, Litigation Support, Business Consulting, Buying & Selling a Business, Mergers & acquisitions, Management Advisory Services, Profitability Improvement Studies, Expert Witness Services, Employee Benefit Plans.

They hold a unique competitive advantage over other local accounting firms with the depth of experience of their partners and staff in a Big Four accounting firm environment, while they also enjoy advantages over Big Four firms in their ability to respond quickly with the appropriate partner resources to the needs of their clients. Their fee structure, service commitment, depth of experience and high quality of staff ensure that their clients receive accounting and tax services to their complete satisfaction.

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