Alumni

Building on a foundation of excellence.

At GreenGrowth CPAs, we honor the legacy of CPA firms that have built a foundation of integrity, client dedication, and excellence in their communities. We understand that stepping into retirement brings a deep desire to see one’s work and client relationships continue with care and respect. For retiring firms, this means peace of mind knowing their clients will receive the same thoughtful, high-quality service they’ve trusted for years, with the added support of expanded resources and support.

This page is dedicated to the firms whose commitment and expertise have shaped the accounting profession and paved the way for our growth at GreenGrowth CPAs. We are grateful for the groundwork they’ve laid and are committed to preserving the standards, relationships, and values they upheld. Together, we keep growing, ensuring their legacy endures through continued service and excellence.

Inspiring Journeys

Success stories from our esteemed alumni.

CGC Accountants & Advisors

Founded in 2017 | Merged in 2025

CGC Accountants & Advisors was a full-service accounting firm based in Palm Desert, California. Known for their innovative approach to client service, the firm specialized in serving small businesses, with particular expertise in the horse industry and medical sector. Their comprehensive services included tax planning, accounting, bookkeeping, business consulting, and advisory services, all delivered with a commitment to technological innovation and transparent project-based pricing.
With a dedicated team of accounting professionals and active memberships in CalCPA and AICPA, CGC set themselves apart through their commitment to modern technology and clear communication. Their unique approach to pricing, which focused on project-based fees rather than hourly billing, provided clients with the transparency and predictability needed for effective financial planning. The firm’s expertise in developing customized solutions helped small businesses thrive in competitive markets while ensuring compliance and optimizing financial performance.
As the firm gained recognition for its exceptional service and innovative practices, the opportunity for acquisition arose in 2025. The transition allowed their clients to maintain the personalized attention they valued while gaining access to expanded resources and capabilities. Today, the legacy of CGC’s commitment to outstanding service and technological innovation continues to benefit their former clients and influence the accounting industry in the Palm Desert region and beyond.

CSM & M

Founded in 2001 | Merged in 2024

CSM & M was a well-respected full-service accounting firm based in San Rafael, California. Known for its deep commitment to the local business community, the firm offered a wide range of services, including small business accounting, payroll, audits, tax preparation, and QuickBooks setup and training. Their focus on professionalism, responsiveness, and quality helped clients optimize their finances and achieve financial goals.

With a team of experienced professionals, CSM & M was dedicated to protecting personal assets and maximizing hard-earned dollars for individuals and families. They also helped businesses increase efficiency, stay compliant, and boost revenue and profits through their expert tax planning, compliance, and preparation services. Clients trusted CSM+M to ensure they took full advantage of deductions and credits, minimizing tax liabilities.

When the founders decided to transition into retirement, they sought a partner who would uphold their values and continue their legacy of outstanding service. The merger with GreenGrowth CPAs enabled a seamless transition, allowing clients to enjoy enhanced services while maintaining the personalized care and financial expertise they had always relied on. Today, their clients continue to benefit from the same professional guidance that has defined CSM & M for over two decades, now supported by GreenGrowth CPAs’ expanded resources and industry leadership.

“I started CGC Accountants & Advisors in 2017. We grew very quickly and it’s been a wild ride since then.
I am very much looking forward to working with the GreenGrowth CPAs team and I’m very impressed with the talent and professionalism I’ve seen!”

“Transitioning our firm was a big decision, but GreenGrowth CPAs made it seamless and stress-free. It’s rewarding to see our clients thriving, and there’s real comfort in knowing our legacy is in trusted hands, carried forward with the same dedication.”

“Partnering with GreenGrowth CPAs was one of the best decisions we made for our firm and our clients. Their commitment to upholding our values while driving innovation has truly impressed us. We are thrilled to see our legacy carried forward by such a dedicated team.”

“We always prided ourselves on our client relationships, and GreenGrowth CPAs has only strengthened those bonds. Their approach is thoughtful, professional, and aligned with the values we held dear. We couldn’t be happier with the transition.”

Pinnacle Accountancy Group of Utah

Founded in 2012 | Merged in 2024

Pinnacle Accountancy Group of Utah, a dba of Heaton & Company, PLLC, was a respected Certified Public Accounting firm that offered a comprehensive range of audit, tax, and business advisory services. Their expertise included financial statement audits for private companies, non-profits, and financial institutions, as well as tax advisory services across industries such as real estate development, construction, high-tech, and manufacturing. Pinnacle’s commitment to providing client-focused, high-quality service made them a trusted partner in helping businesses achieve financial clarity and compliance.

When the Pinnacle Accountancy Group decided to transition, they joined forces with GreenGrowth CPAs to ensure their clients would continue to receive exceptional service. This partnership allows clients to benefit from GreenGrowth’s experience while maintaining the personalized attention Pinnacle is known for. Together, we provide seamless support and enhanced services to meet our clients’ ongoing financial and business needs.

What our clients say...

GreenGrowth is by far the most professional business I have dealt with ever. Aside from competency, communication is easily your key to success. I’m not accustomed to such timely and knowledgeable communication. You’re entire team I worked with was amazing. Thank you for making the most stressful thing I’ve had to deal with a whole lot easier!

We have worked with Natalie since our 2015 tax return. She is amazing at what she does, and we appreciate her attention to detail, expertise, and the care she shows in helping her clients throughout the entire process. I told her on the phone yesterday that she is stuck with us for the rest of her career in taxes!

We appreciate you guys taking care of our tax needs year after year.

Thanks, you guys are always friendly, knowledgeable and professional.

Thank you for helping us confidently file 2019 taxes. We feel confident in your accounting abilities and are looking forward to working with you more on a monthly basis.

I wanted to reach out to mention that it is an absolute pleasure working with Natalie each year. She is professional, prompt, excellent with communication, and a true expert in her field and in helping clients to get the most value back from the tax filing process. Although the price of your services increased this year, the experience in working with Natalie continued to far exceed my expectations and I feel worth every penny. Please don't let her ever leave! We'll be returning next year (and likely the rest of our lives).

I was impressed with the overall experience. I will highly recommend your firm to anyone needing green tax advice/services!

GreenGrowth is great! Thank you for taking care of my taxes and tax questions all these years!

Honoring the Legacy of Remarkable Leaders