
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.
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.
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.
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

The IRS is retiring FIRE: what businesses need to change before filing 1099s in 2027
Beginning with the 2027 filing season, the IRS will require businesses to submit information returns through its new IRIS system instead of FIRE. The shift affects how Forms 1099 are filed, who needs a new transmitter authorization, and how corrections are handled. Find out what your business needs to verify before FIRE shuts down in November 2026.

Compensation, conflicts, and related parties: what your nonprofit needs to know
Nonprofit boards regularly decide on compensation, vendors, and relationships with affiliated organizations. But when someone with influence stands to benefit, those decisions deserve a closer look. Our latest article walks through the key questions every nonprofit should ask before approving a transaction.

How much cash should your business actually keep?
How much cash should your business keep on hand? The answer depends on more than a simple rule of thumb. This article breaks down a practical framework for separating your cash into layers, covering operating needs, committed funds, and contingency reserves, so you can make smarter decisions about liquidity, capital allocation, and when cash truly becomes excess.

