Lucy Mears

Bookkeeper

Lucy@theaccountancy.com

(818) 547-5701 x347

Lucy has been a member of our Business Management Services division since 2003. She helps clients with bookkeeping and compilation services, payroll, workers compensation audits, and other related services.

  • The Accountancy has your best interest in mind and will go the extra mile to give you the service level you deserve.

  • I always have peace of mind knowing that the accounting is done properly.

  • The Accountancy is big where it counts, but small enough when it matters.

  • The most important things The Accountancy offers is service, attention, reliability and personal relationships. I know they will always be there when I need them.

  • “[The Accountancy is a] company that has your best interest in mind and will go the extra mile to give you the service level you deserve.”

  • “The experience is positive, the staff is knowledgeable and helpful, and the fee is reasonable.”

  • “If I trust my money to them you can be assured they will make yours safe and grow.”

  • “They are problem solvers and can think outside "the box". They don't make you feel like an idiot when you come to them with a problem or if you've made an error.”

  • “Not in order of importance - Value, Trust, they know my company and the industry, personal relationships, number of services offered, instrumental in my success.”

  • “They understand my issues and where I'm headed. Oh, and of course, federal and state tax issues that affect me.”

  • “I feel that they truly care about me and my family and have my best interests at heart. “

Mike founded US Wealth of California in 2001, providing wealth management services to his tax clients. That same year, he earned the designation of Personal Financial Specialist (PFS) and later added the credential of Certified Financial Planner (CFP®). Mike has a Bachelor in Business Administration from the University of Miami, he did post-graduate work in Accounting at Inter-American University and has a Master’s Degree in Psychology (MSP) to better understand the complexities of his clients’ matters.

In 2010, Velazquez & Associates merged with Sadd Higashi Shammaa, AC and became SVHS, LLP where Mike served as a Senior Partner — a position he continues to hold at The Accountancy.

Mike has participated in a number of radio programs ― Bloomberg and other local programs ― internet (CNBC) and local TV, being interviewed on tax and financial matters. He has written numerous articles that have appeared in trade and business journals, including the Journal of Accountancy.

Mike is passionate about financial education. He has served on the California Financial Literacy Committee, as a member of the AICPA, and the California Society of CPAs. Mike has also served as an officer or board member for several non-profits. He currently serves on the Executive Committee for Personal Financial Planning of the AICPA. In his spare time, Mike loves to play golf and spend time with his family.