David Kerr, CPA

For years, David W. Kerr, CPA has been providing quality, personalized financial guidance to local individuals and businesses. Their expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. David W. Kerr, CPA is one of the leading firms in and throughout the area. By combining our expertise, experience, and the team mentality of our staff, they can assure that every client receives the close analysis and attention they deserve. Their dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

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First American Title Company

First American Title Company of Napa's goal is to be the leading land title and real estate settlement service provider in the Napa area and throughout the state of California by serving our customers in a friendly and professional way.

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JVH Business Solutions

JVH Business Solutions works with small to medium size business owners, and successful entrepreneurs to solve many business challenges to build value for their companies, and themselves. JVH Business Solutions offers Digital Marketing Strategy services including LinkedIn Sales Navigator Training, business coaching, and transition planning. A highly experienced business advisor and expert in retirement planning, JVH helps companies build and manage their compensation plans including 401K and deferred compensation. As a Certified Financial Planner and Certified Exit Planning Advisor, JVH Business Solutions identifies barriers within a business, organizes the issues, and asks hard questions to transition a good company to a significant company. For more information on how JVH Business Solutions can support your business, or your desire to sell your business, contact John Heflebower at jvheflebower@gmail.com or 707-321-2324.

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Meineke & Co CPA, Inc.

If you are looking for a blend of personal service and expertise, you have come to the right place! Meineke & Co CPA, Inc offers a broad range of services for business owners, executives, and independent professionals.

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NorthPoint Group

As a leading Oracle Cloud Applications System Integrator, the NorthPoint Group empowers their clients to simplify their business by leveraging the full breadth of Oracle features and functionality.

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Umpqua Bank

Umpqua Bank is helping people, businesses, and communities build economic vitality for the greater good. Most banks treat their customers like customers. They treat their customers like people. You, your life, your money management style—all things that are more important to us than the size of your balance. They pair financial expertise with a passion for getting to know you as an individual—and it’s not just because we’re looking for new gym buddies. They’re on a mission to help you manage your money in a way that matches how you live your life. To do that, they’re committed to learning more about you than your account number. They’re the largest bank headquartered in the Northwest and a leading western U.S. financial institution with over $50 billion in assets and more than 300 locations in Washington, Oregon, Idaho, California, Nevada, Arizona, Utah, and Colorado. In addition to retail banking, Umpqua also offers comprehensive business banking and commercial finance services. Visit the St. Helena Branch located at 1065 Main Street in St. Helena, CA where they look forward to helping you and your financial needs.

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