Allen founded the company with one goal in mind: to help businesses streamline their outside accounting processes and provide the guidance and guardianship small and mid-sized business owners need to grow through the highest level of CPA advisory services.

Too many business owners are never offered real-time bookkeeping services, the highest level of advisory services and tax preparation and planning strategies by CPA firms that focus only on their largest clients. At ALTIUS by providing real-time bookkeeping services we are able to help small business owners make decisions throughout the year as their trusted CPA.

Accounting Experience:
Allen began his career by working at large regional CPA firms doing bookkeeping, tax return preparation and financial review, and compilation services for over 10 years.

Allen's clients have included hundreds of top business owners in all industries. Allen has consistently provided business owners with a mix of accounting/bookkeeping to tax planning and business strategy engagements.

Allen has trained dozens of CPAs, bookkeepers, Quickbooks proadvisors, and other tax consultants throughout the years. He has presented in-depth seminars on a variety of topics from Quickbooks to business tax strategies to groups of accountants, industry associations, and business chambers.


Education:
Certified Public Accountant, Bachelors in Management concentration accounting and masters courses at Golden Gate University in tax and accounting.

Founded: 2015

Work Terms

In accordance with AICPA code potential clients are not engaged until client intake procedures are conducted and ALTIUS agrees to a formal engagement which will be governed by a separate engagement letter. Clients are accepted as deemed to be a reasonable good fit based on guidance provided by AICPA code and internal ALTIUS firm standards.

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