Insight Accounting is one of the most dynamic regionally-based accounting and consulting firms in Southern California. We bring more than 40 years of experience serving the needs of privately-held businesses, entrepreneurs, high net worth individuals and their families.
With many former Big-8 professionals, Insight Accounting offers the resources of a national firm and the personalized service of a boutique firm. Our professionals provide a full range of accounting and assurance services and maintain an extensive knowledge of tax strategies, audit best practices, wealth advisory and business consulting expertise in the industries we serve.
At Insight Accounting, we share a passion for integrity and respect for our clients.
At Insight Accounting, we have one mission: to help our clients prosper and grow. We take this role very seriously and reflect it in all we do.
One thing is certain, if we say we can do something then we do it. Always.
As an Insight Accounting client, you will experience strong industry knowledge, consistently exceptional service, and the sound advice you need to succeed, not only today, but also in years to come.
We welcome you to contact us to learn how our team can assist you and your company.
To learn more about how Insight Accounting can assist your firm, organization or family, please contact us at the following:
Insight Accounting LLP was established in 2010. Our partners are respected and established members of the local business community and we share a long history of serving a wide variety of small and middle market businesses in Southern California.
Partners, Principals and Managers
Insight Accounting brings an experienced team of accounting professionals with many years industry expertise. Our staff has a rich diversity of knowledge, and their customer-service focus is one that has garnered high praise from both our business and individual clients.
Richard Sandfer, CPA, Partner
Ron Fikert, CPA (Inactive), Partner
Jaison Amos, EA
Laurie Sandfer, CPA (Inactive)
Lori Lusby, Office Manager
Insight Accounting partners and staff share a number of values, one of which is a commitment to investing in and supporting our community. We provide financial assistance and volunteerism to a variety of nonprofit organizations in Southern California, a few of which are listed below:
Laguna Playhouse Chapman University Catholic Diocese of Orange County, and others
"There is a spirit of camaraderie among our firm, we band together to provide the highest level of service to our clients needs." Lori Lusby
Affiliations & Associations
American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
California Society of CPAs
As government laws and regulations become more complex, the process of managing your company's strategy can be challenging. The professional team at Insight Accounting has the knowledge and expertise to help you navigate the process in the most effective manner possible.
We offer a wide range of integrated accounting services across a broad spectrum of industries, and will tailor strategies to your specific situation in order to maximize profits, minimize risk, and reduce tax liability. Our primary services include:
Accounting & assurance
Tax Planning & compliance
Wealth advisory & planning
Our professionals maintain their knowledge the best-practices of the services we provide through a variety of educational opportunities and industry involvements. We combine our knowledge and expertise with an in-depth examination of your specific business to assist you in maintaining compliance, reducing tax liability, limiting risk, and increasing the profitability of your business.
For more information on our core services, please visit our individual services pages.