Monday - Friday8AM - 5PM
OfficesMurrieta, CA
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World-Class Services

Built for World-Class
Businesses and Organizations

Outsource Your Financial Management

As our premier service platform at MPK Advisors & CPAs, our outsourced financial management services are performed by trained advisors who not only understand current accounting and financial reporting standards, but also how to apply that knowledge to be useful, relevant and understandable to you to make confident financial decisions at your business or nonprofit. Depending on your level of need, we offer the below levels of service starting with the essentials and progressing to the highest level of service: outsourced CFO.

1. Outsourced Accountant

The Essentials
Basic GL transactions

2. Outsourced Controller

Ongoing Monitoring
Financial closing
Reporting for analysis

3. Outsourced CFO

Proactive Planning and Operational Efficiency
Decision-making support 

Other Services

Whatever your accounting, tax and financial reporting needs may be, we offer a wide range of services designed to meet your unique circumstances, so you don’t have to look elsewhere. Whether you are in need of an advisor to come alongside to strategize with you to reduce your taxes, or you are an organization in need of specific assistance to consult with you on operational processes, MPK Advisors & CPAs has years of experience serving individuals, businesses and nonprofits of many industries with their financial needs.

Tax Services

  • Tax advisor annual ongoing planning and preparation service packages
  • Tax Preparation
    Businesses: Sole Proprietor, LLC, S-Corporation, Partnerships

Attest/Assurance Services

  • Preparations
  • Compilations
  • Reviews
  • Audits
    Standard financial statement audits
    Yellow Book (Government Auditing Standards) audits
    Single (Uniform Guidance) audits
  • Agreed-Upon Procedures
  • Examinations

Audit Preparation

  • Development of organization-wide internal control policies and procedures
  • Internal inspections
  • Documentation readiness plans and archiving systems
  • Fraud prevention
  • Acting audit liaison with external auditors
  • Review of current policies and recommendations for updates
  • Review of financial records for consistency with Generally Accepted Accounting Principles (GAAP)


  • Design of internal controls / financial policies and procedures
  • Grant writing and grant management
  • Operational efficiency studies
  • Accounting support projects
  • Budgets / cash flows / projections
  • Board development workshops
  • Nonprofit startup / entity formation planning. Tax exemption applications
  • For-profit startup / entity formation planning
  • Accounting systems selection and implementation

Take Charge of Your Finances

Expert Guidance

Running a business or non-profit can be challenging and complex. Our qualified team of advisors has the skills, knowledge and experience to help you and your team make confident financial decisions and achieve your mission and purpose. We are redefining the role of the accountant, moving away from the compliance-driven historian and towards the nimble, strategic futurist. We believe this is best for our clients to anticipate and respond to financial risks on the horizon, as well as prepare for seizing future opportunities as they come available.

Expert Guidance
Audit and Assurance

Audit and Assurance

Although audit and other assurance services (reviews, compilations, other attest engagements) can be viewed and treated as commodities, at MPK Advisors & CPAs, we strive to infuse added value into our audit and assurance engagements. By becoming your trusted advisor, throughout our assurance engagements we pay close attention to your organization, its distinctives, and its operational practices so that we can best provide relevant and valuable recommendations. Because of our vast experience working with a variety of organizations, we can offer best practices from a library of resources designed to suit your unique circumstances and be a sounding board for your management team.

Also, we offer assurance preparation services. Whether you are gearing up for your first audit or striving to improve on the results of your past audit, we can provide our expert guidance to strengthen your internal control policies and procedures and mitigate the risk of future audit findings. Our assurance services are thorough because you deserve it.

Tax Preparation and Planning Services

Getting taxes done can sometimes bring more fear than going to the dentist. We want to change that. How? By re-inventing the client relationship model for tax services, at MPK Advisors & CPAs we don’t believe in big tax surprises at the end of the year. To this end, we strive to take a proactive approach throughout the year as your trusted advisor, holding more regular meetings to engage on your personal or organization’s goals to best help you minimize your overall tax burden. This helps to alleviate the year-end surprises, which no one likes.

We serve businesses, nonprofits and individuals by getting to know what drives them and coming alongside as a strategic partner, helping them to navigate the complexities of the tax code and making it more understandable. This helps our clients make more confident financial decisions and ensure that they are taking more advantage of tax strategies available to them of which they may not be aware.

For nonprofits, we understand and promote the view that your Form 990 is your tool for broadcasting and displaying your organization’s mission and program accomplishments, while ensuring that you are compliant with tax-exempt requirements. As such, we are nonprofit experts and can consult with you to strengthen your 990 filing to be a useful marketing tool for grantors and other donors.

Tax and Prep Planning Services
Tree View With Sky

Accounting and Financial Management

It’s no secret that organizations need the accounting function to operate and meet their tax and other compliance requirements. Just because it’s a need doesn’t mean the service model should be plain vanilla. At MPK Advisors & CPAs, our consistent vision and mission is to redefine the role of the accountant to move from our clients’ compliance managers to our clients’ strategic advisors. We believe this is where the true value lies. Rather than exchanging your documents for accounting records and financial statements and leaving you to interpret them, our financial management approach turns this process on its head. Our advisors begin with your ‘why’ in mind by understanding what makes you or your organization tick. By listening first and understanding your mission and purpose, we can best craft accounting solutions designed to proactively accelerate you toward realizing those. Seeing you realize your vision is our measure of success and excellence.

Our financial management service model offers a range of services depending on your needs. We take a needs-based approach to customize a service that fulfills your goals. Our philosophy is to become your strategic advisor and so our advisors are trained in understanding your industry and offering proactive advice, tailored to you unique needs. For small organizations without an accounting team, we can offer complete outsourced solutions. Or, for larger organizations, we can support established accounting teams by offering CPA oversight for operations, providing more assurance and support to get the financial results you need.

MPK Advisors & CPAs
"Without counsel plans fail,
but with many advisors they
succeed." Proverbs 15:22
Rooted in Southern California, USA
41197 Golden Gate Circle Suite 101
Murrieta, CA 92562
Connect With Us
(951) 763-7970
MPK Advisors & CPAs
"Without counsel plans fail,
but with many advisors they
succeed." Proverbs 15:22
Rooted in Southern California, USA
30141 Antelope Road Suite D
#681 Menifee, CA 92584
Connect With Us