SERVICES
Mengali Accountancy is a boutique CPA firm with offices in beautiful downtown Healdsburg. We specialize in outsourced accounting and bookkeeping services, real estate fund administration, high-net-worth family office services as well as a full range of tax preparation and consulting services.
Our core values are excellence, accuracy, integrity, dependability, collaboration, curiosity and respect, while providing the highest level of service to our clients.
VISIT EACH OF OUR SERVICE OFFERINGS BELOW TO LEARN MORE:
TECHNOLOGY PLATFORMS:
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DocuWare—a highly secure, workflow-enabled document management system with system-driven internal controls. Allows anytime, anywhere web access to documents, powered by flexible and convenient search criteria. Nationally recognized by aim.org for best practices in a paperless office implementation with automation of processes.
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iLand, Zerto, and VMware—virtual local servers, including anytime, anywhere terminal server access with cloud-based nightly imaged backups to Tier 3 secure servers in Texas. Full disaster recovery plan in place. Highlighted by iLand as a best-practice small-business disaster recovery solution.
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SafeSend—Secure document portal for safe and convenient information exchange.
Read the DocuWare case study
Read the iLand case study