We take a Tpersonalized approach to helping our clients achieve their business goals through smart financials.
Some of our long-time clients:
Experience design and production
Personal injury law firm
Corporate team building cooking events
Italian restaurant
At-home elder care services
Brand design and marketing agency
Security services
San Francisco safety organization
9 Our clients say it best:
“Cristina and her firm help us with financial planning, forecasting, and budgeting. Her guidance is one of the pillars of our success.”
— Molly Fuller, Partner of Hands On Gourmet
“We at Treeline have worked with Cristina and her team at Lopez Iwata, since 2010. Cris and team have been steadfast, working with Treeline through the ups and downs of the industry. They’ve helped us develop strategic plans regarding margins and cash flow, always looking to the future of our business. They’ve also shown a genuine concern and care for the success of Treeline. Over the years we’ve been fortunate to have developed a great trust and genuine friendship with the wonderful people of Lopez Iwata. ”
— Lora Mariles, Owner of Treeline Security
“Cristina and her firm have assisted me and my business since the very beginning of my now 12-years-long career. I've been very lucky to have her direct guidance and assistance operating Quickbooks. In those years, she has taught me how to do my own bookkeeping and to manage my small business.”
— Francesco d'Ippolito, Owner of Poesia
“Lopez-Iwata has become an integral part of our business operations. They helped us organize our accounting function and have taken our paper filing system to a virtual system, freeing us up from all the clutter. My business is fast-paced and my vendors require prompt payment. When Lopez-Iwata stepped in to take over our accounts payable, my vendors were pleased with the transition and continue to get paid right away. I appreciate their partnership. They have successfully assumed an integral role within the company that allows us to focus on growing our business. ”
— Brendan McDermott, Principal & CMO of Gallagher
“I have worked with Lopez-Iwata for a couple years now and I couldn’t be happier. They make my life easier by running the books for my law firm. They are prompt, attentive, and do great work.”
— Conor Granahan, Principal/Attorney of Conor Granahan Law
“I have worked with Lopez-Iwata & Assoc. for many years now and it has always been a great experience. All of their staff are friendly, helpful, and responsive. Since Day 1, I have been impressed with just how knowledgeable each person is. They take charge of all their work, are extremely thorough and make me feel confident that all my needs and concerns are being met. Brandon is especially helpful; he is prompt when replying to emails, readily available when I need him, and always professional. It’s clear he values my time just as much as his own, and I greatly appreciate that. He is happy to explain when I don’t understand something and he ensures my business is always ready for what is to come. When I work with Lopez-Iwata & Assoc., I know I’m in good hands.”
— Michael Sayre, President & CEO of Sayre Ventures
