Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Meet Our Partners:

All of our partners are members of the California Society of Certified Public Accountants and the American Institute of Certified Public Acountants. Our firm is committed to active participation in professional associations and community organizations. Representatives of our firm have been presidents of the local CPA chapter, directors of the state CPA society, and Presidents, Chairs and Board Members of numerous local non-profit community organizations.

Billie Jo Rodriguez, CPA

Responsible for a wide spectrum of services to small businesses and individuals, financial statements, tax preparation and management advisory. Before joining SSBP, she was a Senior Accountant at a local accounting firm headquartered in Santa Barbara, California. Graduated from Santa Barbara City College (A.B. Accounting, 1978) and Golden Gate University Masters of Taxation program.

Juan M. Soto, CPA, MST

Habla Espanol. Over 20 years in public accounting. Specializes in all tax matters including estate, gift, trust, partnership, corporate, individual, multi-state and U.S. matters. National accounting firm experience. Graduated from California State University, Northridge (B.S. in Business Administration with an emphasis in Accounting, 1985) and Golden Gate University (M.S. in Taxation, 2001).

Sharon Iler Roberts, CPA

Provides accounting, auditing and income tax preparation services to a wide range of clients, including non-profit and for-profit corporations and individuals. Sharon spent twenty years as a partner in a local public accounting firm prior to joining SSBP. She is a graduate of California State University, Northridge (B.S. in Business Administration with an emphasis in Accounting, 1980).

Rick C. Heldwein, CPA, CFE, CGMA

Manages the firm's construction practice. He is actively involved in the construction industry. He is a member of CICPAC ( Construction Industry CPAs and Consultants) a nationwide network of CPAs and consultants who are dedicated to helping contractors improve performance. He is a member of the board of directors for the Associated General Contractors of California (AGC California) Tri-Counties District which serves Ventura, Santa Barbara and San Luis Obispo counties. He is a member of the Ventura County Contractors Association (VCCA) and the Santa Barbara Contractors Association (SBCA). He is a member and involved with the Construction Financial Management Association (CFMA). In addition, Rick assists with the supervision of the firm's auditing department which includes clientele in the construction, manufacturing, agriculture, not-for-profit, governmental, garment, employee benefit plans and wholesale/retail industries. Graduated from California State University, Northridge (B.S. in Business Administration with an Option in Accounting, 1993). He is an active member of the Association of Certified Fraud Examiners (ACFE) and received his Certified Fraud Examiners certification in 2017. He serves on the board of directors for the local chapter of the California Society of CPAs (CalCPA) Channel Counties Chapter as well as being a State Committee Chair. (CPA, CFE and CGMA)

Prajesh (Raj) Acharya, CPA, CGMA

 Provides accounting, auditing, consulting and tax services to a wide variety of clients. He has particular expertise in the areas of accounting and auditing of farming operations and not-for-profit organizations. He has over twenty five years of experience in public and commercial accounting. He holds a Bachelor's degree in business administration from Tribhuban University in Nepal. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants and served as President of the Channel Counties Chapter of the California Society of Certified Public Accountants (CalCPA) for 2012-2013. In addition to his CPA license issued by the California Board of Accountancy, Raj is also certified as a Chartered Accountant in his native Nepal and in India, and speaks Nepalese and Hindi languages. (FCA, CPA, CGMA).

Tatsiana (Tania) Shapiro, CPA, MST

Provides accounting and income tax preparation services to a wide range of clients. Tania has over 20 years of experience  in public and private accounting. Specializes in tax matters including corporate, individual, estate, gift, trust and partnership. She holds a Bachelor's degree in finance from State Economic University in Belarus.  Graduated from Golden Gate University (M.S. in Taxation, 2013). Speaks Russian.