Wheeler & Egger is now part of Atherton & Associates

Now Serving from Modesto and Sonora

Trusted guidance. Clear direction.

Atherton & Associates partners with businesses and individuals who want clarity—not complexity—when it comes to financial decisions. Our role is to help you think ahead, manage risk, and move forward with confidence, knowing you have experienced professionals guiding the way.

Tax

Our role is to be your partner in business. We plan and prepare taxes for corporations, partnerships, individuals and not for profit organizations. Let our tax professionals help you achieve your financial, tax and strategic goals.

Assurance

The foundation of our accounting practice is built on quality audited, reviewed and compiled financial statements. Important decisions about your business should depend on accurate financial information.

Client Accounting Services (CAS)

Our CAS team provides reliable, day-to-day accounting support so you can focus on growing your business. From bookkeeping to fractional CFO and controller services, we help streamline operations and deliver the financial clarity you need to move forward with confidence.

Consulting

Our consulting services can help you optimize processes and resources to be more efficient and productive. From strategy and operations, to management consulting and transactions, our advisors can help take your company to the next level.

SINCE

1925

Trusted guidance through every stage of life and business.

ABOUT US

A Foundation of Experience

 Long-term prosperity doesn’t come from quick answers. It comes from experience, judgment, and consistency. That foundation helps our clients move forward with confidence through every stage of growth and change.

Kimberly Egger
Rebecca Terpstra
Jackie Howell

Careers & Opportunities

Commitment to Professional Growth

Atherton is committed to provide our professionals the opportunity to grow into our next generation of leaders. Our unique support system emphasizes professional development to ensure individual career objectives are achieved.

We pride ourselves on growing organically and find success in developing and retaining talented professionals. However, we are always looking to add experienced professionals to our Atherton team.

Are you interested in joining our team?

News & Resources

Around the Industry

Internal Controls for Businesses in California: How Assurance Services Strengthen Financial Integrity

Strong internal controls are essential for businesses looking to protect financial integrity, reduce fraud risk, and ensure accurate reporting. For companies across California—including those in construction, agriculture, and nonprofit sectors—effective internal control systems are critical to managing operational complexity and maintaining compliance.

Through CPA-led assurance services, businesses gain an independent evaluation of their internal controls, including risk assessment, control testing, and practical recommendations. A well-structured internal control framework not only strengthens compliance but also supports long-term growth and builds confidence with stakeholders, lenders, and boards.

Performance reviews that work: a better approach to feedback, accountability, and results

Performance reviews have a reputation for generating awkward conversations and little real change, but the problem isn’t the concept itself. It’s that most businesses run them in ways that guarantee they won’t work. This article breaks down the common structural failures in traditional review processes and offers a practical, straightforward approach to building a system that improves accountability, reduces costly turnover, and provides leadership with better information for decision-making.

How to Choose an Auditor That Adds Value

Most audits meet requirements—but few actually improve your business. Learn how to choose an audit firm that delivers real insight, strengthens internal controls, and adds long-term value beyond compliance.