Accounting and Business Advisory Services
Boutique advisory for the technology, healthcare, and real estate industries. We bring technical rigor to your financial and marketing strategy.
Expertise by industry.
Technology
Marketing and financial strategy for SaaS/AI Startups. Precision accounting for high-growth entities, from revenue recognition design to technical memos that satisfy institutional investors.
Real Estate
Diligent financial statement preparation and tax strategies tailored to the complex regulatory and asset-heavy nature of this industry. Full stack accounting and advisory services for Real Estate businesses. Serving Investors, Property Managers and RE Brokers, etc.
Healthcare
Comprehensive financial & tax planning, cash-flow management, accounting, including financial due diligence and attestation services for healthcare professional practices and healthcare related clinics.
Core Expertise · Four of Four
Precision accounting, delivered with rigor
Financial Reporting
Preparation of precise financial statements, technical accounting memos, and revenue process design to ensure your books reflect true value.
Tax Planning & Strategy
Proactive tax strategies for start-ups and established businesses, ensuring compliance while optimizing your fiscal position for long-term growth.
Due Diligence & AUP
Rigorous financial due diligence, agreed-upon procedures, including attestation & assurance services to provide clarity for investors and stakeholders alike.
System Implementation
Design and implementation of robust revenue processes and financial systems tailored to the unique needs of your specific industry.
The Pleno Standard
Precision in practice.
YEARS OF SERVICE
SINCE 2009
ACTIVE PARTNERSHIPS
ACROSS FOUR SECTORS
CLIENT RETENTION
ANNUAL RENEWAL RATE
Expertise · Standards · Alignment
- AICPA MEMBER FIRM
- CPA LICENSED PRACTICE
- TECH STARTUP ALLY
- HEALTHCARE ADVISORY
- REAL ESTATE EXPERT
- SPECIALTY COFFEE CPA
Begin your engagement.
Connect with our partners in Kirkland or San Juan. Initial strategy sessions are tailored to your firm’s specific financial objectives.
Our Leadership
The principals.
Decades of combined CPA expertise serving tech, healthcare, and real estate. We bring technical rigor and deliberate strategy to every client engagement.
MANAGING PARTNER · CPA
Elena Vance
CPA · 20 YEARS PRACTICE
Elena leads Pleno Advisors with a focus on technical rigor and strategic tax planning. With two decades of experience, she specializes in revenue process design and financial due diligence for high-growth tech start-ups and healthcare entities, ensuring precision in every financial statement.
PARTNER · ADVISORY SERVICES
Marcus Thorne
CPA · 18 YEARS PRACTICE
Marcus oversees our advisory practice, bridging the gap between complex accounting memos and operational reality. He serves our real estate and specialty coffee clients by implementing robust financial systems and providing the technical oversight necessary for sustainable business growth.
Our Core Principles
Precision in every ledger.
Practice · Kirkland
Technical Rigor
We apply precise accounting standards to every ledger, ensuring financial statements are audit-ready and compliant. Our methodology is built on accuracy, transparency, and deep technical expertise.
Practice · San Juan
Strategic Insight
Beyond the numbers, we provide actionable tax strategies and revenue process design. We help start-ups and established firms navigate complex financial landscapes with clarity and foresight.
Practice · Boutique
Client Diligence
Our boutique approach ensures dedicated attention to your unique business needs. From due diligence to financial reviews, we act as a trusted partner in your long-term growth and success.