MPK Advisors & CPAs · Murrieta, CA
The heart of accounting, for organizations driven by mission.
Audits, proactive tax planning, outsourced accounting and advisory for nonprofits, churches and purpose-driven businesses. Our team can remove the fear and anxiety of managing your finances, so you can focus on your mission.
Book a consultation online, or call us Monday to Friday, 9am to 5pm.
Mission, purpose and knowledge
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Mission
We seek to understand your vision and mission first. That is what drives every financial conversation.
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Purpose
Purpose-driven starts with us, too: we give our time, talent and financial resources to the community we serve.
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Knowledge
Years of knowledge and experience, as financial and tax advisors, auditors and consultants, to guide your financial decisions.
“We envision a world where purpose-driven individuals and organizations are well-informed to make confident financial decisions.”
Our services
Not just a bookkeeper or an accountant. A strategic partner.
MPK Advisors & CPAs is not like most traditional accountancy firms. Rather than focus on compliance alone, we specialize in forward-thinking, high-value advisory for businesses and not-for-profits.
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Audits & assurance
Nonprofit audits for grantor, lender and government purposes, plus the preparation and internal controls that make an audit go smoothly.
- Financial reviews and audits
- Audit preparation and facilitation
- Internal control policy and procedure design
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Tax preparation & planning
A proactive approach throughout the year, with regular meetings, so there are no big surprises at year end.
- Businesses, nonprofits and individuals
- Estimated payments planned with you
- Secure file portal, onsite or cloud-based
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Accounting services
Bookkeeping, payroll, record keeping and reporting for nonprofits, churches and for-profit businesses.
- Monthly financial statements
- Reconciliations, bill pay and payroll coordination
- Sole proprietors, partnerships, corporations, LLCs and S-corporations
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Outsourced services
Our premier service: a dedicated team that runs your accounting and reporting, from the essentials to CFO-level support.
- Outsourced accountant
- Outsourced controller
- Outsourced CFO
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Business & nonprofit consulting
A strategic partner to help you anticipate financial risks and be ready for the opportunities ahead.
- Budgets, cash flows and projections
- Entity formation and tax-exemption applications
- Grant writing, board development workshops
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Financial management
The strategies and reporting to analyze and interpret your numbers, or CPA oversight for an established accounting team.
- Financial dashboard design
- Key performance indicators
- Cash flow forecasts
Not sure where to start? Ask about our QuickBooks Review: a quick, affordable review of your financial fitness, with no additional commitment required.
Nonprofits & churches
Our entire firm is built on serving nonprofits.
While many public accounting firms have a unit or department for nonprofits, MPK Advisors & CPAs leads with the experience of serving a wide range of nonprofit organizations, associations, congregations, churches and ministries. By listening first and understanding your mission, we craft accounting solutions that move you toward it.
What we do for nonprofits and churches
- Complete outsourced accounting and advisory
- Nonprofit accounting systems with dynamic budgeting and reporting
- Grant writing, grant management and grant reporting
- Tracking of restricted funds
- Year-end giving statements
- Audit preparation, financial reviews and audits
- Internal control policy and procedure design
- Tax preparation, planning and exemption applications
Organizations we’ve served include
- Boys and Girls Clubs of Southwest County
- Habitat for Humanity Inland Valleys
- Thessalonika Family Services
- California Land Conservancy
- Inland Vineyard Christian Fellowship
- Laguna Presbyterian Church
Along with foster agencies, social welfare organizations, chambers of commerce, land conservancies, charter schools, child development centers and realtor associations.
Outsourced accounting, at the level you need
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Outsourced accountant
The essentials
- Basic GL transactions
- Reconciliations
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Outsourced controller
Ongoing monitoring
- Financial closing
- Reporting for analysis
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Outsourced CFO
The highest level of service
- Proactive planning and forecasting
- Decision-making support
Includes maintenance for QuickBooks Desktop and Online, a seamless migration from your current software, and the subscription and accounting software itself.
The Counsel Table
“With many advisors, they succeed.”
“Without counsel plans fail, but with many advisors they succeed.” Proverbs 15:22
Your mission sits at the centre. Around it, a team of ten: a CPA founder, senior tax and bookkeeping advisors, accounting advisors and the administrative team who keep everything moving. You don’t get one accountant. You get the table.
Take a seat at the table- Michael KleinOwner & Founder, CPA
- Israel “Monty” KufaSr. Tax & Accounting Advisor
- Debbie WitherwaxSenior Bookkeeping Advisor
- Julie HawkinsStaff Accounting Advisor
- Johanny ValienteBookkeeping Advisor
- Joyce TanAccounting Advisor
- Gabriel MadrigalAccounting Advisor
- John LienAccounting Advisor, CMA
- Makenzie GarciaAdministrative Assistant
- Sh’leah JohnsonAdministrative Assistant
Owner & founder
Michael Klein, CPA
“For Michael, relationships are not just transactional, they are transformational.”
Michael has over 12 years of experience in the accounting industry as a licensed CPA, with experience as a financial and tax advisor, auditor and consultant. He specializes in nonprofit and church organizations, from basic accounting and reporting to CFO-level outsourced services, and in tax preparation and compliance that keeps them on track while they plan for program growth.
He founded MPK to change the role of the accountant from “bean counter” to trusted advisor. Michael graduated from UC Berkeley with a double major in Economics and Political Science, and studied and worked in Washington, DC, and in Africa. He lives in Southern California with his wife and two boys, and volunteers with his local church and other nonprofits in the community.
QuickBooks Certified Professional
Blackbaud channel partner
In our clients’ words
Trusted advisor is the job description.
“MPK Advisors ensured a timely audit process so that we met our compliance deadlines and always maintained open communication regarding the status of the audit along the way. Michael is a pleasure to work with and provides valuable feedback on internal control and organizational structures. MPK Advisors provides superior service, hands down.”
“Michael has been an incredible asset to both my team and our organization. He is able to jump right in and quickly understand complex problems, identify pain points, and recommend intuitive solutions. He always demonstrates an authentic interest in the mission of our organization and produces solutions in the context of our goals and vision for the future.”
“We met Michael at our former church over 10 years ago. We know he is a man of integrity and we trust him. He is attentive, precise, informed, and extremely educated. We have had the pleasure of working with him since 2019.”
Questions
Questions we hear from nonprofits and businesses.
Still deciding? A consultation is the fastest way to find out whether we’re the right fit for your mission.
Who do you work with?
Nonprofits, churches and ministries are at the heart of the firm, from Boys and Girls Clubs to land conservancies and congregations. We also serve purpose-driven businesses (sole proprietors, partnerships, corporations, LLCs and S-corporations) and individuals.
How do I get started?
Make an appointment online, or call the office at (951) 763-7970. Michael puts relationships first and wants to meet you and hear your story.
Can you prepare us for an audit, or perform it?
Both. We perform nonprofit financial reviews and audits for grantor, lender and government purposes, and we provide audit preparation and facilitation, plus internal control policy and procedure design.
What does outsourced accounting look like?
Choose the level you need: an outsourced accountant for the essentials, a controller for ongoing monitoring, closing and reporting, or an outsourced CFO for proactive planning, forecasting and decision-making support. We maintain QuickBooks Desktop and Online and handle the migration from your current software.
We already have an accounting team. Can you still help?
Yes. For established organizations we offer CPA oversight of your accounting operations, along with dashboards, key performance indicators and cash flow forecasts.
Where are you located and when are you open?
Our office is in Murrieta, California. We’re open Monday to Friday, 9am to 5pm, and closed Saturday and Sunday.
Consultation
Bring your mission to the table.
Make an appointment to meet the team and tell us your story. We’ll listen first, then talk through your books, your taxes, your audit and what comes next.
Prefer to start with a proposal? Download the nonprofit proposal inquiry (PDF) or the business proposal inquiry (PDF).
- Phone
- (951) 763-7970
- info@mpkadvisors.com
- Hours
- Monday – Friday, 9am – 5pm · Closed Saturday & Sunday
- Address
- 41197 Golden Gate Circle, Suite #208
Murrieta, CA 92562