Speak with us

Welcome

About

Services

‘With you’

Journal

Podcast

Speak with us

Speak with us

About

Welcome

Journal

Podcast

CPA-led financial planning.

CPA-led financial planning.

CPA-led financial planning.

We focus on the human side of wealth—we’re with you.

We focus on the human side of wealth—we’re with you.

We focus on the human side of wealth—we’re with you.

Watch Our Story

Speak with us

California, USA

Welcome.

Welcome to Prosperent Co. We’re a boutique CPA Wealth Management firm, specializing in personal finance. 

We’re focused on one thing: helping you live a better, more prosperous life.

In a world that profits in the complex, we keep things simple. We’ll help you stay on track in your finances and in control of your future.

We’re with you—we’re here to help.

Guidance Program.

Guidance Program.

Have your planning questions answered—make your financial decisions with confidence.

Have your planning questions answered—make your financial decisions with confidence.

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Wealth Management.

Have total control of your wealth—build a legacy that lasts.

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Boutique Family Office.

Boutique Family Office.

Your personal finances—running like a successful business.

Your personal finances—running like a successful business.

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Business CFO Services.

Make confident business decisions with clean books and expert guidance.

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Welcome

to

Discover who we are & how we’re with you.

Let us introduce ourselves

Welcome

to

Discover who we are & how we’re with you.

Let us introduce ourselves

Welcome

to

Discover who we are & how we’re with you.

Let us introduce ourselves

Welcome

to

Discover who we are & how we’re with you.

Let us introduce ourselves

From our founder.

Learn more about us

Helpful answers.

Is personal finance the same as Boutique Family Office?

Is bookkeeping the same as Business CFO Services?

Are personal finances a priority for a CPA firm?

Which is a higher priority, personal or business finances?

Is it really possible to eliminate the stress of taxes?

How do I know if I fit in your firm?

Is personal finance the same as Boutique Family Office?

Is bookkeeping the same as Business CFO Services?

Are personal finances a priority for a CPA firm?

Which is a higher priority, personal or business finances?

Is it really possible to eliminate the stress of taxes?

How do I know if I fit in your firm?

Is personal finance the same as Boutique Family Office?

Is bookkeeping the same as Business CFO Services?

Are personal finances a priority for a CPA firm?

Which is a higher priority, personal or business finances?

Is it really possible to eliminate the stress of taxes?

How do I know if I fit in your firm?

Is personal finance the same as Boutique Family Office?

Is bookkeeping the same as Business CFO Services?

Are personal finances a priority for a CPA firm?

Which is a higher priority, personal or business finances?

Is it really possible to eliminate the stress of taxes?

How do I know if I fit in your firm?

Why settle for anything less than your own, personal CPA firm?

Why settle for anything less than your own, personal CPA firm?

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Speak with us

‘Prosper-ent’

one who prospers.

‘Prosper-ent’

one who prospers.