Certified Public Accountant
Testimonials
I have engaged CAI’s services for accounting and financial counsel since 2003. They act as accountant for several of my closely held companies, in different fields – winery, fine-art dealing, and literary agency among them. Moreover, CAI handles the accounting work for my personal entities and family-business office. At all times I have found CAI to be a responsive and highly competent partner, reasonably priced, and attentive to my affairs. I give them my strongest vote of confidence.
Glenn Schaeffer / Former CFO Mandalay Resort Group
"The CAI team is a rare find. We connected up with them in 2007. Dlush Beverage Joint is a San Diego retail chain. We needed an accounting and financial overhaul to support our recent expansion from a single store operation to a multi-unit chain. At the strong recommendation of an advisor of mine, we took a shot at working with CAI despite the geographical gap to Vegas. How lucky we are. Kelly & Team treated our business as if it were their own. They made the immediate investment to fly in to our home market and spend two days on the ground. Here they conducted a comprehensive audit of every financial and accounting practice that impacted our business. They even camped out in our retail stores to observe employee practices as it relates to the treatment of goods, cash controls, and labor. It was their intent to understand our business from the inside-out for purposes of custom-fitting our needs with best accounting practices. Within three weeks, our accounting and financial programs were dramatically improved from every key point of view: store level operating procedures regarding inventory management and cash control practices; reporting Financial Statements and Summary Reports to shareholders & directors; and accounting procedures for our book-keeper. The holistic approach generated instant efficiencies to our organization, stream-lining practices, elevating accountability to managers, and not least, enabling true KPI analysis to accurately interpret data and swiftly adapt and adjust.
What a win for our team here at Dlush.
I imagine there are a lot of qualified companies that provide solid financial planning and accounting services. The separator for me is the people at CAI. We couldn't help but get to know the colors of their team. Kelly possesses an uncanny zoom-in, zoom-out ability that enables her to position big picture solutions while simultaneously identifying seed problems rooted in the micro-behavior of the business. Kelly is trust worthy. She is direct. She is no-nonsense. Her counter-part Jenn is accessible and willing - a fantastic go-to that makes herself available always, in real-time to answer our never-ending cascade of trouble-shooting accounting inquiries. CAI is a rock solid group - and we here at Dlush are indebted for their tremendous contribution to our company's development."
Jeffery Adler / Founder and CEO, Dlush, California and Kuwait
"CAI is a great company, from helping us get our doors open, to preparing our financials, in fighting terms 'They're a Knock Out'!"
Ron Pellizzari / Owner, Fight Museum, Las Vegas
"We have been conducting business in the US since 2009 and have had service over and beyond the realms of normal business practice from CAI. We have experienced various business issues that have required a skill base to reflect the complexity of running our business from New Zealand. The ongoing advice and support that Kelly and her team have provided has been second to none. We have always been able to get a very quick response to any issues small or large, simple or complex. We particularly like the precise reporting systems that CAI uses as they are timely and simple which is critical when owning a business off-shore. I would have no hesitation in recommending any company large or small to use the services of CAI as they are first class. "
Ross Burney / International Sales Director, Pacific Organic, New Zealand
"CAI, led by Kelly Bulgatz, has been my CPA firm since 2005. They have been more than responsive to my business and personal accounting needs, with great flexibility and attention to detail lacking in others that I had trusted. They get entrepreneurs, with the ups and downs that go with owning your own business. On her staff, Jenn Gomez has been with me through thick and thin with never a complaint and with always a high quality, accurate work product. I can't say enough good things about Kelly and her capable team."
Michael Jabara / President, Altitude Development Corp & Managing Member, Red Rock Partners, Ltd. , Nevada
"Everybody at CAI is always very helpful to me. I am not really organized and they are very efficient in compiling my financial data for my taxes."
Demian Maia / UFC Top Contender, Demian Maia Jiu Jitsu
"'There are very few people who care about their clients as much as Kelly and her staff at CAI. Kelly treats her clients like an extension of her family. It's a privilege to work with her.'"
Dean Elyacoubi / CFP Financial Advisor - PIA Portfolio Advisor, Merrill Lynch Wealth Management
"'We have found CAI to be terrific partners for all our accounting needs. They anticipate our needs and have consistently met and exceeded our expectations in terms of service in managing the financial affairs of our rapidly growing advertising agency.'"
Michael Coldwell / Managing Partner, BRAINtrust Marketing
"If you have to wage a war on numbers and inefficiency, you want Kelly Bulgatz and her team of Super Ninja accountants on your side. Kelly pairs incredible client service with an impressive command of SMB accounting best practices. Put off working with her at your own peril."
Matt Munson / CEO, Equation Interactive
"When we needed some project help during a busy period, Kelly and CAI came through; wasting no time in helping us meet our challenging deadlines! John Nelson Vice President AEG Live Las Vegas"
John Nelson / VP, AEG Live Las Vegas
