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CGC Accountants & Advisors

About Us

Get to Know CGC Accountants & Advisors

Before Kelli Worked With Horse Businesses, She Worked With Horses.

For almost 20 years, CGC Accountants & Advisors founder, Kelli Cox, was a professional horse trainer. She knows the early mornings, the long days, the animals themselves, the people, and she knows that calling the horse industry a "business niche" doesn't begin to explain it.

It's an industry you understand differently when you've lived it.

Today, Kelli's work looks different.

But her experience still influences how she and her team approach every client who walks through the door, or joins them virtually from hundreds of miles away.

Every Business Has a World Behind the Numbers.

You can't understand any business entirely from its tax return. You need to understand how it operates, where the value is, what the owner has spent years creating, what could threaten that value, and what the owner ultimately wants to happen to it.

That's why CGC Accountants & Advisors’s conversations frequently extend well beyond tax preparation.

Build the Value Before You Need It.

Business owners often begin thinking seriously about the value of their company when something is about to happen:

• Retirement.
• A sale.
• A transition.
• A new generation stepping in.

By then, some of the best opportunities to strengthen the business may already be behind them. We'd rather start earlier.

Our business value-building work helps owners look deliberately at what makes the company valuable, and what may be keeping it from becoming more valuable. We believe the best time to build a business someone will eventually want to buy, inherit, or continue running is long before you're ready to leave it.

Then Decide What Comes Next.

Succession isn't always a sale. Sometimes it's family. Sometimes it's a key employee. Sometimes it's another owner. Sometimes the answer hasn't been decided yet.

That's okay.

The important thing is creating enough time to ask the right questions.

Tax strategy belongs in those conversations, too. Decisions made today can affect both what you keep while operating the business and what happens during an eventual transition. CGC Accountants & Advisors helps connect those timelines.

We look at what you're doing now, what the business is becoming, and where you eventually want it to go.

Some Industries Need More Than a Quick Introduction.

Our team has developed meaningful experience with healthcare and medical professionals and veterinary practices.

We also have a passion for the horse industry. Kelli, of course, understands that world from both sides.

She understands the financial and tax questions she works with today, but she also understands the realities of the industry because she spent nearly two decades inside it.

There's no vocabulary lesson.

No explaining why something works differently in the horse world than it might in another business.

She already knows. That's rare in an accounting relationship, and it's something we're proud to offer.

Palm Desert Is Home. Our Work Travels.

We're deeply connected to the community where we live and work.

Each year, our employees come together to support the local food bank, one small reflection of how much this community matters to our team.

However, our client relationships aren't limited by geography.

CGC Accountants & Advisors works virtually with clients across state lines, combining modern convenience with the same hands-on, responsive approach we'd want someone to receive sitting across the table from us.

Wherever you are, we want to help you figure out how to achieve your business goals now and how to prepare for what’s coming next.