Cassabon Fung

What Cassabon Fung does

Cassabon Fung, LLP is a privately-held accounting and tax services firm founded in 1998 and headquartered in Fresno, California. The firm operates three offices across California's Central Valley (Fresno, Merced, and Paso Robles) and provides services to clients throughout the United States, serving both individual clients seeking tax preparation, planning, estate planning, and retirement planning services, and business enterprises requiring accounting, auditing, payroll, business valuation, and succession planning services. Industry specialization is indicated across golf, construction, farming, and wine/barrel sectors based on the firm's homepage imagery.

The firm is structured as a Limited Liability Partnership (LLP) owned by its two partners, James D. Cassabon (CPA since 1981) and Victor K. Fung (CPA and Certified Valuation Analyst since 2005), with a staff of 9 professional accountants and 4 administrative personnel (15 total). The service portfolio spans four core categories: Accounting Services (audits, reviews, compilations, bookkeeping, financial statements, forecasts), Tax Services (planning, preparation, IRS representation, estate and trust tax, sales tax), Consulting Services (business valuations, succession planning, estate planning, financial planning, retirement planning, management advisory), and Payroll Services. Additional service lines include litigation support, expert witness testimony, notary public services, and QuickBooks ProAdvisor implementation support. The firm is a Certified QuickBooks ProAdvisor and member of AICPA and CalCPA.

Revenue is generated through fee-for-service professional engagements billed on an annual or project basis with customized pricing based on client complexity and scope. The go-to-market motion is sales-led and relationship-driven, relying primarily on client referrals, word-of-mouth, professional networking, and the firm's informational website. Technology integration is limited to third-party platforms—primarily Intuit's QuickBooks Financial Software and SafeSend Exchange for secure client document transfer—with no proprietary technology assets, no API offerings, and no AI/ML capabilities. Pricing is not publicly disclosed and revenue figures are not reported in available materials.

Name

Cassabon Fung

Legal name

Cassabon Fung, LLP

Website

https://cassabonfung.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Cassabon Fung, LLP is a privately-held California accounting firm providing tax, audit, bookkeeping, payroll, and business advisory services to individuals and businesses across multiple industries from three offices in Fresno, Merced, and Paso Robles.

Ownership category

akta.pro rank

Headquarters

HQ city

Fresno

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting Services: Professional accounting services including audits, reviews, compilations, bookkeeping, financial statements, and forecasts. Provided on an ongoing basis for business clients and project basis for individuals.
2. Tax Services: Tax planning, preparation, and representation services for individuals, partnerships, corporations, estates, and trusts. Includes IRS representation and sales tax services.
3. Consulting Services: Advisory services including business valuations, succession planning, estate planning, financial planning, retirement planning, and management advisory services. Typically project-based engagements.
4. Payroll Services: Payroll administration services including system implementation, controls, and payroll tax return preparation for business clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Cassabon Fung, LLP is a California-based limited liability partnership that provides a full array of accounting, tax, payroll, and consulting services to individuals and business enterprises. The firm delivers services through three California offices (Fresno, Merced, and Paso Robles) and serves clients throughout the United States. Core offerings include audits/reviews/compilations, bookkeeping, financial statements, tax planning and preparation, IRS representation, payroll administration, business valuations, succession planning, and estate planning.

Product overview

Cassabon Fung, LLP is a traditional accounting and tax services firm offering a unified suite of professional services to individuals and business clients. The firm's portfolio encompasses four main service categories: Accounting Services (including audits, reviews, compilations, bookkeeping, and financial statements), Tax Services (planning, preparation, IRS representation, payroll, and estate/trust tax), Consulting Services (business valuations, succession planning, financial planning, and investment review), and Other Services (litigation support, expert witnesses, QuickBooks ProAdvisor, and notary). The services are delivered as a comprehensive, integrated offering rather than discrete software products, with a focus on personalized client service across multiple California offices.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Audits, Reviews and Compilations
• Tax Planning & Preparation
• IRS Representation
• Payroll Services
• Bookkeeping/Write-Up
• Business Valuations
• Business Succession Planning
• Estate Planning
• Financial Planning
• Retirement Planning
• Litigation Support
• Expert Witness Services
• Sales Tax Services
• Estate & Trust Tax Preparation
• QuickBooks ProAdvisor Services
• Cash Flow & Budgeting Analysis
• Financial Forecasts & Projections
• Buying & Selling a Business
• Management Advisory Services
• Business Entity Selection
• Accounting Software Selection & Implementation
• Notary Public Services
• Investment Review
• Financial Statements

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• American Institute of Certified Public Accountants (AICPA)coreOthersFirm is a member of AICPA, the national professional organization for Certified Public Accountants. Membership provides access to resources, professional standards, and recognition within the accounting profession.
• California Society of Certified Public Accountants (CalCPA)coreOthersFirm is a member of CalCPA, the California state professional organization for CPAs. Victor K. Fung is specifically noted as a member. Membership provides state-level professional network and resources.
• Intuit (QuickBooks)coreTechnology or IntegrationFirm is a Certified QuickBooks ProAdvisor(SM), providing technical support and expertise for businesses using QuickBooks Financial Software. Certified status enables the firm to offer QuickBooks setup, training, and reporting services.

Scale indicators3 records

Recent moves8 records

Expansion highlights3 records

Broad incumbents

• Wipfli LLP: Top-20 US accounting and consulting firm with multiple West Coast offices serving closely-held businesses with tax, audit, and advisory. Competes for the same mid-market and family-owned business segments as Cassabon Fung but with national reach.
• Eide Bailly LLP: Top-20 US regional CPA and business advisory firm with a western US footprint, providing tax, audit, and advisory to agribusiness, construction, and family-owned businesses. Overlaps with Cassabon Fung in client verticals but at significantly greater scale.
• Moss Adams LLP: Top-15 US accounting and business advisory firm with deep West Coast presence including California offices, serving agribusiness, construction, and closely-held businesses. Overlaps substantially with Cassabon Fung's industries and service lines but operates at materially larger scale.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with significant California and agribusiness practice, serving closely-held and family-owned businesses. Comparable in service mix and target client profile but at far greater scale and breadth.
• Plante Moran PLLC: Top-15 US accounting and business advisory firm with California presence, serving closely-held and mid-market businesses across multiple verticals including manufacturing, agribusiness, and construction. Operates in the same broader market but at materially larger scale.
• Burr Pilger Mayer (BDO USA): BDO USA is a Top-10 US accounting and advisory firm with strong California and West Coast presence serving closely-held businesses, agribusiness, and wine industry clients. Overlaps with Cassabon Fung's verticals but operates as part of a much broader portfolio.

Direct peers

• HBL CPAs: Regional CPA firm with offices across California's Central Valley and Bay Area, serving agriculture, construction, and small/mid-market business clients with tax, audit, and advisory services. Directly comparable in customer segment and regional footprint.
• Brown Armstrong Accountancy Corporation: California-based regional CPA firm headquartered in Bakersfield with multiple Central Valley and central-coast offices, providing audit, tax, and consulting services to a similar mix of agribusiness, construction, and small/mid-market business clients. It is the closest in size, geography, and industry specialization to Cassabon Fung.
• DZH Phillips LLP: Northern California-based regional CPA firm offering traditional accounting, tax, audit, and consulting services to closely-held businesses and individuals. Comparable in firm size, service mix, and reliance on partner-led client delivery.

Others

• SafeSend (1-800Accountant parent of comparable SaaS): SafeSend is the third-party secure document-exchange platform already integrated by Cassabon Fung for client file uploads; ecosystem participant rather than a direct competitor, but represents the type of technology-enabled adjacency that may increasingly shape how small CPA firms deliver year-round service.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cassabon Fung