About Us

About Us

Located in Thousand Oaks CA, the team at Premier Tax & Finance are experts in all areas of tax, accounting, bookkeeping, consulting, outsourcing, payroll and business services.

Mission

To be an asset to the community by helping business owners and individuals alike achieve their financial objectives through tax preparation, accounting and financial planning. We strive to be our clients’ trusted advisors by anticipating needs, understanding their business, and providing the expertise and insight to help achieve their goals. Our Client well-being, financial and otherwise, is our principal focus.

Vision

Integrity

  • We are honest hard workers and straight talkers.

  • We keep our word. We hold ourselves accountable to our clients and to each other.

  • We do what’s right, not what’s easy.

Expertise

  • We focus on continuous improvement to ensure we stay on top of emerging issues that matter to our clients and community.

  • Each of us is a knowledgeable resource—and together, we bring clients the benefits of our shared expertise and insight.

Respect

  • We make and keep commitments.

  • We are empowered to go the extra mile for our community, clients, and fellow employees.

  • We communicate and connect in a thoughtful, personable manner.

Commitment

  • We know our people are our strength; we encourage collaboration, learning, innovation and creativity.

  • We are passionate about serving the communities in which we live, work and play.

Barry Peters

Key Contributions

  • Raised $125M in equity financing through private placement memorandums for four different companies.
  • Delivered a 700% and 600% return for two different companies’ initial investors over an 18 month and 24 month period, respectively.
  • Expanded units under contract from 4.6K to 500K and units installed from 3.2K to 175K, which propelled revenue from $1M to $20M in less than two years.
  • Spearheaded restructuring of accounting and administration activities; cut administrative costs by $250K+ by replacing the entire accounting function, including outside accountants.
  • Audited firm operations and finances; identified and corrected internal control weaknesses and financial statement discrepancies totaling over $350K.
  • Restructured and restated three years of financial statements for two different companies, paving the way for a Private Placement Memorandum (PPM) enabling the companies to raise $15M and $50M, respectively. One of the companies then went public.
  • Established interfaces to the ERP system, which eliminated several man-days per month by streamlining the input of payables and license usage. Further decreased man-hours via process automation.
  • Mr. Peters has a bachelor of science in accounting and economics from Northern Illinois University. He is an enrolled agent (EA) to practice before the Internal Revenue Service. He also held the following certifications: a certified public accountant (CPA) , chartered global management accountant (CGMA), certified management accountant (CMA) and certified internal auditor (CIA) where he is no longer active.
  • He served on the board of two nonprofit groups dedicated to empowering the homeless the working poor and the disenfranchised. He also served as a deacon of his church. He’s an avid sports fan and truly enjoys coaching basketball and baseball.
  • Services being offered do not required a state license
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