Our Comprehensive Financial Services

Mortgage Services & Refinancing

Looking to purchase your dream home or refinance your current mortgage? A.K.E. Financial offers competitive rates, personalized guidance, and fast approvals — to help turn your homeownership dreams into reality.

Financial Consulting & Analysis

Our team provides financial insights that empower better business decisions. We assist with budgeting, forecasting, and performance analysis to strengthen your financial strategy.

Tax Preparation & Planning

We handle business tax needs — from annual filing to year-round tax planning — ensuring full compliance and maximum savings under California and federal regulations.

Business Accounting & Bookkeeping

Stay organized and compliant with our complete bookkeeping and accounting services. We help small businesses manage cash flow, track expenses, and prepare accurate financial reports to drive profitability.

Personal Finance & Wealth Planning

We also provide comprehensive personal finance planning — from debt management to investment coordination — to help families achieve lasting financial success.

AI-Powered Accounting & Advanced Reporting

Harness the power of automation and data analytics with A.K.E. Financial’s AI-driven accounting and Power BI reporting solutions. We combine proven expertise with intelligent tools to help your business streamline bookkeeping, reconciliation, and financial reporting — delivering faster insights and greater accuracy.

A collage of four images related to home and family. The top left image shows a silhouette of a family holding hands inside a house outline. The top right image depicts a person reading an energy bill. The bottom left image features a man looking confused while holding his glasses and examining a bill. The bottom right image shows hands holding a small blue house cutout.