A firm built on trust and precision

For more than two decades we've helped businesses and families navigate every financial season with clarity and confidence.

Our Story

From a two-person practice to a trusted regional firm

Profit Accounting was founded in 1998 by Margaret Chen and David Alvarez with a simple belief: every client deserves an accountant who picks up the phone and actually knows their business.

What began as a modest storefront practice has grown into a 32-person firm serving more than 1,800 clients across the country — yet that founding belief hasn't changed. We pair the depth of a large firm with the warmth and accountability of a neighborhood advisor.

Today, our specialists serve clients in healthcare, real estate, technology, manufacturing, and the nonprofit sector, delivering tax, audit, and advisory services that consistently exceed expectations.

Certified audit report
What Drives Us

Our mission & values

We measure our success by the confidence and growth of the people we serve.

Integrity First

We do what's right even when no one is watching. Ethics aren't a policy — they're the foundation of every engagement.

Relentless Accuracy

Numbers carry consequences. Our review process and standards ensure the figures you rely on are exactly right.

Genuine Partnership

We invest in long-term relationships, learning your goals so our advice always serves where you're headed next.

Our Journey

Milestones along the way

1998

Founded

Margaret Chen & David Alvarez open the doors with a handful of clients.

2007

Audit Practice

Launched a dedicated assurance division for growing mid-market firms.

2016

Cloud Advisory

Adopted cloud accounting and fractional CFO services across the firm.

2024

1,800 Clients

Recognized as a top regional CPA firm with a 4.9-star client rating.

Let's build your financial future together

Meet the team that thousands of clients trust with their most important numbers.

Meet Our Team