In a Nutshell

DOAAR is a small business bookkeeping, tax and consulting services firm with an additional focus on its client's personal finances.

On the business side, DOAAR performs: Transactional Accounting, Controllership Services, and Outsourced CFO services. Our offering spans simple bookkeeping functions, tax preparation, complex financial modeling, employee benefits (life, health & accident coverages) and corporate retirement planning (401k analysis, design, and implementation).

On the personal side, DOAAR, in a fiduciary capacity, offers: Financial Planning, Investment Advisory and Protection Recommendations. All of which start with an intimate understanding of our client's specific situation and desired financial outcomes.

DOAAR is one of the few independent and fiduciary boutique firms positioned to deliver an entire suite of accounting and financial services under one roof and among its vetted strategic partners. 

A Quick Glimpse

Right out of college, Daniel went to work for a Private Equity firm - handling the accounting for their varies concerns. Not long after, a friend asked for his help with a new clothing venture. DOAAR was born!

Fast forward a decade plus and DOAAR has served nearly 400 businesses and twice as many individuals. While Southern California is home, DOAAR has satellite offices throughout the United States. Its team members span 4 time zones, and actively manage clients in 15 states and 4 countries.

DOAAR views accounting and finance as the ultimate "Backstage Pass!" to small business and wealth creation. They feel blessed to be working in this space, and are constantly humbled by the amazing business owners, executives, and solopreneurs they encounter. 

Everyone has a unique approach to problem solving. It's a truly rewarding experience to witness (and be a part of) the creativity, focus, and resolve of their clients.