# Top Accounting Firms in San Bernardino Recommended Accounting companies in San Bernardino include indinero, Pacific Accounting & Business Services, CFO Hub, Ravix Group, Basis 365 Accounting, 420 accounting services, SingerLewak, Heston & Heston, MG Business Services, Syntegric Advisors. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Accounting Firms in San Bernardino Ratings Updated: Jul 13, 2026 ### [indinero](https://clutch.co/profile/indinero) #### 4.9 out of 5 star rating (20 reviews) - $100 - $149 average hourly rate - 50 - 249 employees - Walnut, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 5% Compliance Consulting - 50% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses. [Visit Website](https://www.indinero.com/talk-to-an-expert/) #### Exceptional results Clients have reported exceptional results with indinero, highlighting their thoroughness, proactivity, and timely delivery. One client noted the alignment with industry-standard financial ratios and improved cash flow due to effective accounting systems. They praised indinero's lean and responsive approach, emphasizing the company's ability to adapt to the fast-paced needs of their marketing agency. Overall, the sentiment reflects complete satisfaction, with clients expressing that they could not ask for more from their dedicated accounting team. - FAO & Financial Consulting for Marketing Agency (5.0/5, Sep 12, 2024): The measurable outcomes from the project demonstrate progress or success through alignment with industry-standard ratios for revenue, expenses, profitability, gross margin, etc.. Indinero ensured smoother internal operations related to accounting activities and provided more predictable projections and cash flow as a result of proper accounting systems being set up. Their project management was exceptional as Indinero is always on time, always thorough, and always proactive. [Read Full Review](https://clutch.co/go-to-review/indinero/313949) #### Experience in 4 industries Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes. [Read All Reviews](https://clutch.co/profile/indinero?verified=true#reviews) ##### Nonprofit Experience Indinero demonstrates strong expertise in the nonprofit sector, providing tailored accounting services that resonate well with clients. A CEO noted their ability to efficiently manage complex accounting needs, including 990 filings, and praised their flexible pricing and knowledgeable staff. The firm was instrumental in cleaning up financial records and establishing effective systems for ongoing management. Overall, clients express high satisfaction, highlighting Indinero's support as crucial for their organizational success. - 1 review for nonprofit industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) ##### Medical Experience indinero has demonstrated strong expertise in the Medical industry, particularly in providing strategic planning and accounting services for healthcare providers like nursing homes. Client feedback highlights their professionalism, responsiveness, and ability to ensure compliance with audits, showcasing their impact on operational efficiency. Overall, their proficiency in managing financial aspects aligns well with the needs of medical organizations, making them a suitable partner for projects requiring meticulous financial oversight. - 1 review for medical industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Clinical Consulting Company (5.0/5, Nov 13, 2024): indinero provides accounting services for a clinical consulting company. The team is responsible for the client's accounting management, taxes, and strategic planning. [Read Full Review](https://clutch.co/go-to-review/indinero/330596) ##### Consulting Experience inDinero demonstrates strong expertise in the consulting industry, particularly in healthcare, by providing comprehensive bookkeeping and financial reporting services. Clients appreciate their timely communication and dedicated support that adapts to unique business needs, leading to improved financial management. Overall, the sentiment towards inDinero is highly positive, indicating its effectiveness in enhancing operational efficiency and ensuring accurate financial oversight, making it a compelling option for businesses seeking reliable consulting solutions. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) ##### Agriculture Experience InDinero has demonstrated strong expertise in providing accounting services tailored for the Agriculture industry, as evidenced by their partnership with Ricult, a fintech company. Clients commend their responsiveness, knowledge, and efficient management of financial reporting and taxation. The firm’s ability to meet deadlines consistently and their user-friendly reporting dashboard enhance operational efficiency. Their strength in handling complex financial requirements makes them a compelling choice for businesses seeking reliable financial management in the Agriculture sector. - 1 review for agriculture industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) ##### Consumer Products Experience Clients in the Consumer Products industry commend inDinero for their expertise in managing accounting for inventory-holding companies. Feedback highlights their timely and attentive service, particularly in cleaning and reconciling financial records. One client noted that inDinero helped them achieve an accurate understanding of their financial health, demonstrating significant impact on operations. Overall sentiment suggests that inDinero is well-suited for businesses seeking reliable financial management in the Consumer Products sector. - 1 review for consumer products industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) ##### Sports Experience InDinero has demonstrated strong expertise in accounting for the sports industry, particularly noted by Just Play, a sports app. The founder highlighted their timely and effective management of financial services, allowing the company to focus on growth. The collaboration has resulted in organized accounts and strategic financial insights. Clients appreciate the support and proactive communication, confirming InDinero's capability to cater to the unique needs of sports-related businesses. - 1 review for sports industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) ##### Advertising & marketing Experience Client feedback highlights indinero's strong expertise in delivering tailored accounting solutions for the Advertising & Marketing sector. With a focus on streamlining financial processes, they have significantly improved clients' operational efficiency and financial clarity. Their proactive communication and commitment to understanding client needs foster a collaborative partnership, making them a valuable asset to B2B marketing agencies. Overall sentiment is overwhelmingly positive, indicating indinero as a reliable partner for growth and financial management. - 3 reviews for advertising & marketing industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - FAO & Financial Consulting for Marketing Agency (5.0/5, Sep 12, 2024): A marketing agency has hired indinero to provide finance and accounting services. The team is responsible for financial consulting, bookkeeping, payroll, tax services, and outsourced CFO needs. [Read Full Review](https://clutch.co/go-to-review/indinero/313949) - FAO, Consulting & Fractional CFO Services for Mktg Agency (5.0/5, Sep 18, 2024): A marketing agency has hired indinero to provide accounting services. The team is also responsible for providing fractional CFO services and financial consulting and instituting GAAP-compliant policies. [Read Full Review](https://clutch.co/go-to-review/indinero/315344) - Accounting & Fractional CFO Services for Mktg & Branding Co (5.0/5, Dec 9, 2025): indinero provides accounting services for a marketing and branding company. The team tracks the client's accounts payable and receivable, provides payroll support, and offers fractional CFO assistance. [Read Full Review](https://clutch.co/go-to-review/indinero/424499) ##### Other industries Experience Indinero has garnered positive feedback across various Other industries, showcasing their expertise in accounting and bookkeeping. Clients appreciate their responsiveness, quality of service, and ability to streamline financial processes. Notably, they have effectively managed complex accounting needs for businesses in diverse sectors, such as healthcare, food service, and fintech. Overall, the sentiment reflects strong satisfaction with their capabilities, making Indinero a suitable partner for companies seeking reliable financial management solutions. - 12 reviews for other industries industry - 12 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accrual Accounting Services for Food Service Management Co (5.0/5, Sep 6, 2023): A food service management company hired inDinero to clean their books and provide accrual accounting. The team merged seven QuickBooks Online accounts into one and streamlined the accounts payable process. [Read Full Review](https://clutch.co/go-to-review/indinero/230817) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Software Experience Indinero has consistently demonstrated expertise in accounting and financial services for the Software industry, notably SaaS companies. Clients express high satisfaction with their responsiveness, accuracy, and flexibility in managing bookkeeping and tax obligations. Their ability to adapt to various business needs, including cross-country accounting, enhances operational efficiency. Overall, the sentiment is overwhelmingly positive, indicating Indinero as a strong partner for software businesses seeking reliable financial management. - 6 reviews for software industry - 6 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Financial services Experience Indinero has demonstrated significant expertise in the financial services sector, particularly by enhancing budgeting, forecasting, and financial organization for clients like GO Processing. Their attention to detail and responsiveness has fostered a strong partnership, allowing clients to gain better visibility into finances and optimize spending. Clients commend their ability to simplify complex financial topics and provide valuable insights through webinars. Overall, Indinero is well-regarded for their organized project management and strong alignment with the needs of growing financial businesses. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Financial Services Firm (5.0/5, May 6, 2026): Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling nationwide. [Read Full Review](https://clutch.co/go-to-review/indinero/455230) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients have consistently praised Indinero for providing exceptional value for money, highlighting that their pricing fits within budgetary constraints while delivering high-quality service. One client noted that they chose Indinero due to their 'good value for cost' and strong alignment with company values. Another remarked on the significant improvement in financial organization and visibility after investing over $10,000, emphasizing that the difference compared to previous firms was 'night and day.' Overall, the sentiment is overwhelmingly positive regarding cost-effectiveness and service quality. [Read All Reviews](https://clutch.co/profile/indinero?verified=true#reviews) - $10,000 to $49,000 (10 reviews) - $50,000 to $199,999 (4 reviews) - $1,000,000 to $9,999,999 (1 reviews) #### Completed projects in 14 cities - Wilmington, Delaware (1 projects) - Orlando, Florida (1 projects) - Austin, Texas (2 projects) - Chicago, Illinois (1 projects) - Indianapolis, Indiana (1 projects) - Detroit, Michigan (1 projects) - Manhattan, New York (1 projects) - New York City, New York (2 projects) - Cincinnati, Ohio (2 projects) - Oakland, California (1 projects) - San Francisco, California (1 projects) - Henderson, Nevada (1 projects) - Boston, Massachusetts (1 projects) - Philadelphia, Pennsylvania (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 2 languages: - English - Spanish [View Reviews](https://clutch.co/profile/indinero?verified=true#reviews) --- ### [Pacific Accounting & Business Services](https://clutch.co/profile/pacific-accounting-business-services) #### 4.9 out of 5 star rating (10 reviews) - $1,000+ minimum project size - 1,000 - 9,999 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description Pacific Accounting & Business Services is a prominent provider of bookkeeping, tax preparation, financial reporting, and comprehensive accounting services. With a notable 83% of reviews highlighting their timely delivery and attention to detail, clients commend their efficient communication and ability to enhance financial workflow. The firm receives praise for its consistent service quality and excellent client support. [Visit Website](https://connect.pacificabs.com/clutch-profile-pabs/?utm_medium=referral_profile&utm_source=clutch.co) #### Timely The feedback regarding timeliness from clients of Pacific Accounting & Business Services is overwhelmingly positive. Clients consistently highlight their ability to deliver projects on or before deadlines, with one client stating, 'They are excellent at delivering items on time and responding to our needs in every way we need.' Another noted, 'Pacific Accounting & Business Services completes the tasks assigned to them in a timely manner.' Overall, the sentiment reflects reliability and efficiency in meeting deadlines. - Data Entry & Accounting Support for Financial Services Co (5.0/5, Sep 3, 2025): Yes, most returns were delivered before the required due date. They helped prepare quick and accurate tax returns. Timeliness was noted as an impressive aspect of the company. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403078) - Accounting Outsourcing for Accounting Services Company (5.0/5, Sep 4, 2025): Everything is always on time, we have noticed that we do repeat ourselves a lot due to them not going back to their notes. They are always fast to respond which is really nice to have. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403404) - Accounting Services for Auto Repair Company (5.0/5, Sep 2, 2025): Describe their project management. Did they deliver items on time? How did they respond to your needs? yes on time and when there are hiccups, good communications. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/402819) - Accounting & Bookkeeping Services for Nonprofit (5.0/5, Sep 5, 2025): They are excellent at delivering items on time and responding to our needs in every way we need. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403534) - Outsourced Accounting for Business Services Company (5.0/5, Sep 15, 2025): Pacific Accounting & Business Services completes the tasks assigned to them in a timely manner. Thanks to their work, we've expanded our company's capacity to a 4:1 client-to-staff ratio from a 3:1 ratio, all with only a 0.5 FTE from Pacific Accounting & Business Services. This is a result of more focused work, intentional time spent improving processes, and efficient work performed by the Pacific Accounting & Business Services team. Pacific Accounting & Business Services delivers on time and exceeds expectations. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/405966) #### 6 reviews mention Accounting Outsourced Accounting for Business Services Company 5.0/5 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Excel support. - 5 of 6 Accounting reviews are 5 stars - 6 new reviews for Accounting in past 6 months - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/405966) #### Experience in 5 industries Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support. [Read All Reviews](https://clutch.co/profile/pacific-accounting-business-services?verified=true#reviews) ##### Nonprofit Experience Pacific Accounting & Business Services demonstrates strong expertise in the Nonprofit sector, particularly in streamlining financial processes and providing tailored bookkeeping support. Clients highlight their efficiency, responsiveness, and alignment with organizational values as significant strengths. The positive feedback underscores their ability to create a healthy financial workflow, making them a fitting choice for nonprofits seeking reliable financial services. - 1 review for nonprofit industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Bookkeeping Services for Nonprofit (5.0/5, Sep 5, 2025): Pacific Accounting & Business Services provides ongoing accounting and bookkeeping support for a nonprofit organization. The goal is to streamline the client's financial processes. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403534) ##### Financial services Experience Pacific Accounting & Business Services demonstrates strong expertise in the financial services industry, particularly in tax preparation and bookkeeping. Clients highlight their reliable communication, timely deliveries, and overall value for cost. Notably, they have successfully streamlined processes, enabling clients to onboard more customers. While feedback indicates some room for improvement in handling complex tasks and utilizing notes effectively, the overall sentiment is positive, suggesting they could be a suitable partner for businesses seeking efficient financial services. - 2 reviews for financial services industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Data Entry & Accounting Support for Financial Services Co (5.0/5, Sep 3, 2025): Pacific Accounting & Business Services provides accounting support services for a financial services company. The team supports data entry and prepares and reviews 300-500 tax returns annually. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403078) - Accounting Outsourcing for Accounting Services Company (5.0/5, Sep 4, 2025): Pacific Accounting & Business Services provides bookkeeping support for an accounting services company's end clients. The team meets with the client and sends reports of the work they've accomplished. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403404) ##### Automotive Experience Pacific Accounting & Business Services has demonstrated significant expertise in the Automotive industry, particularly in managing accounting functions for automotive repair businesses. Clients have praised their timely delivery, effective communication, and commitment to client satisfaction. The company’s strengths lie in their ability to enhance visibility over financial performance and offer valuable insights, making them a strong candidate for businesses seeking reliable financial management in the Automotive sector. - 1 review for automotive industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Automotive Repair Co (5.0/5, Sep 3, 2025): Pacific Accounting & Business Services provides accounting services for an automotive repair company. The team tracks inventory, manages the chart of accounts and general ledger, pays vendors, and audits sales. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403070) ##### Retail Experience Pacific Accounting & Business Services demonstrates significant expertise in the Retail industry, providing valuable bookkeeping, payroll, and financial reporting services. Clients commend their timely and accurate deliverables, friendly responsiveness, and overall good value. Retail businesses, such as auto repair and footwear outlets, report improved financial management and effective communication, suggesting that this firm is well-equipped to meet the needs of similar retail operations. - 2 reviews for retail industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Auto Repair Company (5.0/5, Sep 2, 2025): Pacific Accounting & Business Services provides accounting services for an auto repair company. The team manages the client's monthly financials, daily invoices, cash reconciliation, and accounts payable. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/402819) - Accounting Services for Footwear Retailer (4.5/5, Sep 5, 2025): Pacific Accounting & Business Services provides accounting services for a footwear retailer. The team handles the client's bookkeeping, payroll processing, and monthly and yearly tax filing. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/403487) ##### Business services Experience Pacific Accounting & Business Services demonstrates exceptional expertise in the business services industry, particularly in outsourced financial management. Clients report significant capacity improvements and timely task completion, enabling a more efficient client-to-staff ratio. High communication standards and proactive process recommendations enhance their value. Overall, client sentiment is highly positive, indicating a strong fit for businesses seeking to streamline operations and elevate their financial management capabilities. - 1 review for business services industry - 1 review is 5 stars - Unknown avg. project cost - Outsourced Accounting for Business Services Company (5.0/5, Sep 15, 2025): Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Excel support. [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/405966) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints. [Read All Reviews](https://clutch.co/profile/pacific-accounting-business-services?verified=true#reviews) - $10,000 to $49,000 (3 reviews) - $200,000 to $999,999 (1 reviews) --- ### [CFO Hub](https://clutch.co/profile/cfo-hub) #### 4.8 out of 5 star rating (5 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 5% Back Office Outsourcing - 10% Finance & Accounting Outsourcing (FAO) - 5% Financial Consulting - 30% Fractional CFO Services - 5% HR Consulting - 5% HR Outsourcing - 20% Business Consulting - 5% Recruitment Process Outsourcing #### Company description CFO Hub is a comprehensive accounting services firm specializing in CFO services, bookkeeping, financial advisory, and tax preparation. Clients consistently praise the firm for its swift response, expertise, and ability to identify and address urgent financial challenges. Approximately 90% of reviews highlight their timely project management and effective communication, emphasizing their professional and friendly approach to financial reporting and advisory services. [Visit Website](https://cfohub.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Experience in 3 industries CFO Hub has garnered positive feedback across various industries, demonstrating expertise in non-profit, real estate, and ERP implementation sectors. Clients highlighted their strengths in financial management, responsiveness, and ability to streamline operations. In the non-profit sector, they excel at compliance and reporting, while in real estate, they enhance financial clarity and investor communication. In other industries, their efficiency in accounting processes was noteworthy. Overall, the sentiment is highly favorable, particularly for organizations seeking financial strategy and operational stability. [Read All Reviews](https://clutch.co/profile/cfo-hub?verified=true#reviews) ##### Non-profit Experience CFO Hub demonstrates significant expertise in the non-profit sector, providing essential financial services tailored to organizations like Zero Overdose. Clients appreciate their responsiveness, timely delivery, and comprehensive support in financial infrastructure development. The alignment of values and culture, along with a dedicated team, reinforces their suitability for non-profit projects. Overall, feedback indicates a strong positive sentiment, highlighting CFO Hub as a reliable partner for non-profits seeking financial guidance and management. - 1 review for non-profit industry - $10,000 – $49,000 avg. project cost - Fractional CFO for Nonprofit Organization (4.5/5, Nov 26, 2024): CFO Hub provides fractional CFO support to help establish a nonprofit organization's financial infrastructure. They offer financial advice, manage accounting and invoicing, and create monthly financial reports. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/333852) ##### Consulting Experience CFO Hub has received positive feedback in the Consulting industry, highlighting their expertise in accounting processes such as accounts payable and bank reconciliation. Clients appreciate the company's responsiveness, accuracy, and proactive approach, which resulted in significant time savings for internal teams. Their ability to quickly learn client-specific software and deliver quality service within budget constraints reinforces their value proposition. Overall, CFO Hub is well-regarded for providing effective consulting solutions tailored to client needs. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Microsoft ERP Solutions Company (5.0/5, Nov 20, 2024): CFO Hub provides accounting services for an ERP software company. The team processes accounts payable, bank reconciliation, and invoices customers for passthrough software invoices. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/332506) ##### IT Services Experience CFO Hub has received positive feedback for their extensive expertise in accounting and financial strategy within the IT Services industry. Clients appreciate their effective communication and consistent support, highlighting the team's ability to adapt to specific needs. The strong guidance provided by their knowledgeable staff enhances overall project success, making CFO Hub a reliable choice for companies seeking comprehensive financial solutions. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for IT Services Company (5.0/5, Apr 13, 2021): An IT services company hired CFO HUB to provide accounting services. They are tasked with managing the client's accounting and providing financial strategy processes.  [Read Full Review](https://clutch.co/go-to-review/cfo-hub/123386) ##### Real estate Experience CFO Hub has demonstrated significant expertise in the real estate industry, particularly among affordable housing developers. Clients appreciate their proactive financial management, which enhances clarity and decision-making. The assigned CFO effectively consolidates financial data, ensuring compliance with nonprofit reporting requirements. Overall, feedback highlights their strong communication, personalized service, and ability to foster investor relationships, making CFO Hub a valuable partner for organizations seeking to improve their financial performance and operational efficiency in the real estate sector. - 1 review for real estate industry - $50,000 – $199,999 avg. project cost - Financial Consulting & Planning for Affordable Housing Group (4.5/5, Mar 30, 2021): CFO Hub provides a full-time CFO for an affordable housing group. Responsibilities include processing reports at various intervals, establishing internal financial processes and visions, and filing taxes. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/112840) ##### Other industries Experience CFO Hub has received positive feedback from clients in the Other industries sector, highlighting their expertise in financial management and consulting. Clients commend their responsiveness, accuracy, and ability to quickly adapt to specific accounting needs. Notably, they have successfully stabilized finance departments and improved operational efficiency, showcasing a significant positive impact on client operations. Overall, CFO Hub is viewed as a reliable partner, making them a strong candidate for businesses seeking financial expertise in diverse industries. - 3 reviews for other industries industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for IT Services Company (5.0/5, Apr 13, 2021): An IT services company hired CFO HUB to provide accounting services. They are tasked with managing the client's accounting and providing financial strategy processes.  [Read Full Review](https://clutch.co/go-to-review/cfo-hub/123386) - Accounting Services for Microsoft ERP Solutions Company (5.0/5, Nov 20, 2024): CFO Hub provides accounting services for an ERP software company. The team processes accounts payable, bank reconciliation, and invoices customers for passthrough software invoices. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/332506) - Fractional CFO Services & Support for Youth Services Org (5.0/5, Oct 15, 2025): CFO Hub has been hired by a youth services organization to assess their fiscal needs, support the transition of the CFO, develop policies and procedures, and support meeting lender requirements. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/413695) #### Very responsive CFO Hub is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 3 cities - Los Angeles, California (1 projects) - San Diego, California (3 projects) - Tillson, New York (1 projects) [View Reviews](https://clutch.co/profile/cfo-hub?verified=true#reviews) #### 1 review from clients near San Bernardino Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients describe CFO Hub as a trusted partner in navigating financial compliance, reporting, and strategic planning. They emphasize the team's transparency, subject-matter expertise, and ability to foster a collaborative relationship that enhances operational efficiency and stakeholder confidence. [Read Local Reviews](https://clutch.co/profile/cfo-hub?verified=true#reviews) --- ### [Ravix Group](https://clutch.co/profile/ravix-group) #### 4.9 out of 5 star rating (11 reviews) - 50 - 249 employees - Manhattan Beach, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Executive Search - 20% Fractional CFO Services - 15% HR Consulting - 15% HR Outsourcing #### Company description Ravix Group is a professional accounting services firm offering a range of services including bookkeeping, financial reporting, tax preparation, audit services, and financial advisory. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their timely and accurate delivery of services. Approximately 70% of reviewers specifically praised Ravix Group for their strong communication and project management skills. [Visit Website](https://www.ravixgroup.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Reviewed 2 times in the past 6 months Recent reviews of Ravix Group highlight their exceptional service in financial management and compliance. Clients noted significant improvements, such as reducing the book closing time from 45 to 10 days and establishing an efficient back office. The team is praised for their timely delivery, strong communication, and responsiveness, particularly noting the effectiveness of their Director of Accounting & Tax, Purvi. Overall, sentiment is highly positive, with clients expressing satisfaction and confidence in their expertise. - 2 of 2 reviews are 5 stars - 2 new reviews for Accounting services - $50,000 – $199,999 avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/ravix-group?sort_by=date_desc&verified=true#reviews) #### Experience in 8 industries Ravix Group has demonstrated strong expertise across various industries including financial services, medical, arts and entertainment, business services, information technology, consumer products, biotechnology, and renewable energy. Client feedback highlights their strengths in accounting, HR support, and compliance, with consistent praise for timely project management and responsiveness. Overall, sentiment is positive, particularly in financial services and healthcare sectors, indicating they are well-suited for organizations seeking reliable and efficient back-office solutions. [Read All Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) ##### Information technology Experience Ravix Group has received positive feedback from clients in the Information Technology sector, highlighting their expertise in outsourced CFO, accounting, and compliance services. Clients commend their project management, responsiveness, and ability to enhance operational efficiency. Notable impacts include significant reductions in month-end close times, improved cash flow visibility, and enhanced reporting accuracy. Their strong alignment with client values and commitment to delivering timely, accurate financial information make them a reliable partner for technology-driven organizations seeking comprehensive financial support. - 1 review for information technology industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Outsourced CFO Services for IT Services Company (5.0/5, Nov 22, 2025): Ravix Group provides outsourced CFO, controller, and accounting services for an IT services company. The team manages the client's accounting operations, financial closes, cash-flow reporting, and forecasting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/421397) ##### Medical Experience Ravix Group has received positive feedback from clients in the medical industry, notably from Credence MedSystems, which commended their expertise in accounting and HR support tailored to the medical device sector. Clients appreciate Ravix’s adaptability to changing needs and their thorough understanding of startup challenges. The firm’s ongoing compliance success and effective project management underscore their value, making them a strong candidate for companies seeking reliable support in the medical field. - 1 review for medical industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & HR Consulting for Medical Device Company (5.0/5, Dec 16, 2025): Ravix Group provides ongoing accounting and HR support for a medical device company. The team's tasks include managing the client's accounting systems, financial statements, cash forecasts, and HR compliance. [Read Full Review](https://clutch.co/go-to-review/ravix-group/425731) ##### Healthcare Experience Ravix Group has received positive feedback from clients in the Healthcare industry, particularly for their financial expertise and operational support. The Cancer Support Community praised their responsiveness, training, and consistent meeting of deadlines, highlighting the company's impact on project success and management of annual audits. Their attention to customer service and ability to adapt to client needs further solidifies their reputation as a reliable partner for healthcare organizations seeking specialized financial services. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) ##### Energy & natural resources Experience Ravix Group has a strong reputation in the Energy & Natural Resources sector, particularly for renewable energy companies. Clients commend their expertise in financial planning and accounting, noting significant cost savings and timely execution of services. Their collaborative approach supports the transition to full-time roles when necessary, demonstrating an understanding of client needs. Overall sentiment reflects high satisfaction with their professionalism and ability to meet industry-specific challenges. - 1 review for energy & natural resources industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Renewable Energy Company (5.0/5, Oct 13, 2025): Ravix Group provides fractional accounting, HR, and finance services for a renewable energy company. The team tracks finances and manages accounts payable, budgeting, forecasting, and quarterly reporting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/412978) ##### Research Experience Ravix Group has received positive feedback from clients in the Research industry, particularly in the biotech sector. Clients praise their expertise in financial operations, emphasizing their flexibility and proactive support during audits. The team's timely delivery and thorough management of accounting processes have significantly contributed to client satisfaction. Overall, Ravix Group is viewed as a strong partner for organizations seeking reliable financial leadership and support in the Research industry. - 1 review for research industry - Unknown avg. project cost - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Consumer products & services Experience Ravix Group demonstrates strong expertise in HR and compliance consulting within the Consumer products & services industry. Clients appreciate their thoroughness and timely delivery, noting significant cost savings by avoiding legal issues. Their knowledgeable consultants provide insightful guidance tailored to specific organizational challenges. Overall, the sentiment is positive, making Ravix Group a reliable partner for businesses seeking compliance support and effective HR management. - 1 review for consumer products & services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - HR & Compliance Consulting for Estate Organizing Services Co (5.0/5, Oct 24, 2025): Ravix Group provides HR and compliance consulting for an estate organizing and move management company. The team has helped the client address compliance and HR challenges, including an employee termination. [Read Full Review](https://clutch.co/go-to-review/ravix-group/415651) ##### Financial services Experience Ravix Group demonstrates significant expertise in the Financial services industry by providing comprehensive accounting, auditing, and tax services. Clients appreciate their ability to establish efficient back-office operations, ensuring compliance with investor reporting requirements. The firm’s commitment to timely deliverables and strong project management has notably improved organizational controls. Overall, client feedback is highly positive, reflecting Ravix Group's strengths in enhancing operational efficiency and compliance for financial entities. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Tech-Focused Investment Firm (5.0/5, Feb 1, 2026): Ravix Group provides accounting, auditing, and tax services for a technology-focused investment firm. They help with distributions, capital calls, compliance, bookkeeping, tax returns, and audit management. [Read Full Review](https://clutch.co/go-to-review/ravix-group/433404) ##### Arts, entertainment & music Experience Ravix Group has received positive feedback from clients in the Arts, entertainment & music industry, particularly for their accounting and HR support. Clients commend their expertise, timely communication, and ability to streamline processes, significantly impacting operational efficiency. Their proficiency in integrating accounting systems like Sage Intacct and providing tailored HR solutions emphasizes their role as a valuable partner. Overall, Ravix Group is seen as a reliable choice for businesses seeking comprehensive support in this sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & HR Outsourcing for AV Production Support Co (5.0/5, Dec 3, 2025): Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for compliance support. [Read Full Review](https://clutch.co/go-to-review/ravix-group/423439) ##### Other industries Experience Ravix Group has received positive feedback for their expertise in the Other industries sector, particularly in biotechnology and cancer support. Clients highlighted their proactive approach, flexible support, and timely delivery of accounting services, which enhanced operational efficiency. The team's ability to adapt to client needs and provide valuable training during audits was also well-regarded. Overall, Ravix Group is recognized for their commitment to quality service and strong client relationships, making them a suitable choice for businesses in the Other industries. - 3 reviews for other industries industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Biotechnology Company (5.0/5, Sep 22, 2025): Ravix Group provides ongoing accounting services for a biosciences company. The team assists with month-end closing activities, financial audits, payroll processing, and tax filing. [Read Full Review](https://clutch.co/go-to-review/ravix-group/407645) - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Business services Experience Ravix Group has demonstrated expertise in providing comprehensive accounting and financial services within the Business services industry. Clients commend their high-quality work, timely delivery, and strong communication, particularly in managing audits and financial statement preparations. Their ability to adapt solutions to client needs and streamline processes significantly improved operational efficiency, as evidenced by reduced bookkeeping closure times. Overall, they are seen as a reliable partner, well-suited to meet diverse business service requirements. - 2 reviews for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Accounting Firm Alliance (4.5/5, Nov 26, 2025): Ravix Group provided accounting services for an alliance of accounting firms. The team handled accounts receivable (AR) and cash analysis, bank reconciliations, and purchase accounting for acquisitions. [Read Full Review](https://clutch.co/go-to-review/ravix-group/422283) - Interim Controller Services for Business Services Company (5.0/5, May 29, 2026): Ravix Group provided interim controller services for a business services company. The team prepared monthly financial statements and managed all audit workstreams. [Read Full Review](https://clutch.co/go-to-review/ravix-group/460824) #### 4.6 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Ravix Group's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within their budget while providing a great culture fit and good value. Another client emphasized significant savings, stating Ravix's services saved them operational costs compared to hiring full-time staff. Overall, feedback reflects satisfaction with the cost-effectiveness of their services, alongside high-quality deliverables and timely project management. [Read All Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) - $50,000 to $199,999 (3 reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) #### Completed projects in 11 cities - Oklahoma City, Oklahoma (1 projects) - Milwaukee, Wisconsin (1 projects) - Livermore, California (1 projects) - Los Angeles, United States (1 projects) - Menlo Park, California (1 projects) - San Jose, California (1 projects) - Walnut Creek, California (1 projects) - Seattle, Washington (1 projects) - Fletcher, North Carolina (1 projects) - Brisbane, California (1 projects) - La Jolla, California (1 projects) This provider is available in 2 time zones: - Eastern Standard Time (EST) - Pacific Standard Time (PST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) --- ### [Basis 365 Accounting](https://clutch.co/profile/basis-365-accounting) #### 4.9 out of 5 star rating (17 reviews) - $1,000+ minimum project size - 10 - 49 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 5% Back Office Outsourcing - 60% Finance & Accounting Outsourcing (FAO) #### Company description Basis 365 Accounting is a company specializing in comprehensive accounting services, including bookkeeping, financial reporting, and technology integration for e-commerce and other businesses. They are highly praised for their responsiveness, knowledge, and proactive approach, with nearly 100% positive feedback from clients. Approximately 80% of reviews highlight their expertise in technology integration and financial reporting, positioning them as a trusted partner in managing financial processes efficiently. [Visit Website](https://www.basis365.com/clutch/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Experience in 3 industries Basis 365 Accounting has demonstrated expertise primarily within the retail sector, particularly in e-commerce, where they have effectively assisted clients in streamlining bookkeeping and enhancing financial reporting. Positive feedback highlights their knowledge in integrating technology solutions like QuickBooks and Xero. Additionally, they have experience in other industries, including consulting, manufacturing, and advertising. Overall sentiment suggests that they are a strong fit for businesses seeking reliable, tech-savvy accounting support, particularly in sectors requiring complex inventory and financial management. [Read All Reviews](https://clutch.co/profile/basis-365-accounting?verified=true#reviews) ##### IT Services Experience Basis 365 Accounting has garnered positive feedback in the IT Services sector for their expertise in streamlining accounting processes. Clients appreciate their responsiveness, quality of service, and the tailored recommendations of accounting tools that enhance operational efficiency. Their collaborative approach, exemplified by dedicated account management, has led to successful ongoing partnerships, particularly in supporting startups. Overall, they are positioned as a reliable choice for businesses seeking efficient financial management solutions. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Payroll Support & Bookkeping for Cybersecurity Company (5.0/5, Jan 30, 2018): Basis 365 provides ongoing accounting services for a cybersecurity startup. They introduced effective management tools to organize monthly statements. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/46160) ##### Other Industry Experience Basis 365 Accounting has received positive feedback from clients in the Other Industry sector, particularly for their expertise in transitioning to modern accounting systems. Clients praise their flexibility, communication, and commitment to understanding specific business needs, which significantly improved reporting and profitability. The use of WorkflowMax for time-entry and invoicing has been highlighted as a key strength, enhancing operational efficiency. Overall, Basis 365 is viewed as a valuable partner that actively contributes to clients' financial management and strategic decision-making. - 1 review for other industry industry - $50,000 – $199,999 avg. project cost - System Transition & Performance Analysis for Consulting Firm (4.0/5, Oct 6, 2017): Basis 365 shifted an outdated setup to a WorkflowMax invoicing system without disrupting business. They currently provide performance analysis reporting, monthly partner packets, and future revenue forecasts. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/139894) ##### Human Resources Experience Basis 365 Accounting exhibits strong expertise in serving the Human Resources industry by providing comprehensive outsourced accounting services, including payroll and invoicing. Clients appreciate their personalized approach, which fosters effective communication and strategic financial management. The company's ability to enhance operational efficiency allows HR professionals to focus on strategic goals. Overall, clients express high satisfaction with Basis 365's professionalism and support, making them a suitable partner for HR businesses seeking reliable accounting solutions. - 1 review for human resources industry - 1 review is 5 stars - Unknown avg. project cost - Invoicing & Payroll for HR Firm (5.0/5, Jun 6, 2018): Basis 365 executes tactical accounting aspects, as well as providing strategic financial guidance. They handle invoicing, payroll, bill payment, and answer employee accounting-specific questions. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/87168) ##### Design Experience Basis 365 receives positive feedback from clients in the Design industry, highlighting their expertise in bookkeeping and financial reporting. Clients appreciate their reliable service, attention to detail, and effective communication, which simplifies complex accounting concepts. The firm's proactive approach ensures clients are always prepared for financial obligations, enhancing overall operational efficiency. Their affordability and high-quality service level are noted as key strengths, making Basis 365 a sound choice for businesses seeking solid accounting support in the Design sector. - 1 review for design industry - 1 review is 5 stars - Unknown avg. project cost - Outsourced Tax Support & Bookkeeping for Interior Design Firm (5.0/5, Nov 27, 2017): Basis 365 produces monthly and quarterly financial reports and handles monthly sales tax filing for a small business furnishing company. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/31105) ##### Advertising & marketing Experience Basis 365 Accounting has received positive feedback from clients in the Advertising & Marketing industry, highlighting their expertise in bookkeeping and financial reporting. Clients appreciate their proactive communication, timely responses, and the ability to provide strategic financial insights via platforms like Xero and Fathom. The firm's involvement has allowed clients to focus on growth while ensuring compliance and efficiency in financial management, making them a strong choice for businesses seeking reliable accounting support. - 3 reviews for advertising & marketing industry - 3 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Accrued Bookkeeping for Search Marketing Agency (5.0/5, Nov 13, 2017): Basic 365 Accounting provided accrued bookkeeping for a B2B search marketing agency. The more advanced work allows for situational planning by means of data visualizations to increase operations. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/28134) - Reporting, Tracking, & Payroll for Social Media Digital Agency (5.0/5, Oct 9, 2017): Basis 365 Accounting provides outsourced accounting services, including payroll, invoicing, and bookkeeping. The team also generates management and business reports, suggesting areas for growth and better performance. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/140255) - Xero, Gusto & Consultation Services for Digital Marketing Agency (5.0/5, Oct 23, 2017): Basis 365 provides accounting services associated with Gusto and Xero, largely helping to create financial reports and monitor costs. The team also reconciles transactions on a day-to-day basis and provides one-off support when needed. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/143192) ##### Retail Experience Basis 365 Accounting has received positive feedback from retail clients, particularly in e-commerce, highlighting their expertise in bookkeeping and technology integration. Clients appreciate their proactive approach, knowledge of industry-specific practices, and the ability to streamline operations, leading to improved financial decision-making. They are recognized for their transparency, responsiveness, and willingness to tailor solutions to unique business needs. Overall, Basis 365 is viewed as a reliable partner for emerging and established retail businesses seeking to enhance their financial management. - 4 reviews for retail industry - 4 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting Services for Outdoor E-Commerce Company (5.0/5, Mar 5, 2020): Basis 365 Accounting took over the bookkeeping for a new e-commerce company. They helped with financial record keeping, integrating different marketplaces into one QuickBooks, and integrating DEAR Inventory. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/30571) - Bookkeeping & Financial Analysis for Luxury Keyboard Company (5.0/5, Apr 15, 2019): Basis 365 installed Unleashed bookkeeping and financial analysis software to deliver weekly accounting reports. Other services included software onboarding and explanation to stakeholders. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/89118) - Bookkeeping Services for Cosmetics Retailer (5.0/5, Jun 13, 2018): Basis 365 Accounting provides ongoing bookkeeping services. They produce monthly financial reports and restructure software integrations to automate various processes. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/89296) - Accounting Services for Sustainable E-Commerce Company (5.0/5, Nov 21, 2019): Basis 365 Accounting facilitated the introduction of accounting software and handled credit card, online payment, and warehouse integrations. They now provide ongoing training and accounting services. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/90439) ##### Consulting Experience Basis 365 Accounting has received positive feedback in the Consulting industry, particularly for their expertise in financial management and integration of accounting systems. Clients appreciate their proactive approach, attention to detail, and efficiency, which significantly reduces the time spent on accounting tasks. The ability to provide financial transparency and support business growth has been highlighted as a key strength. Overall, the sentiment reflects confidence in their services, making them a suitable partner for consulting firms seeking reliable accounting solutions. - 1 review for consulting industry - Unknown avg. project cost - Outsourced Accounting for Consulting Firm (4.5/5, Oct 17, 2017): Basis 365 provides bookkeeping, invoicing, AP/AR management, monthly close, and financial statement services. They also integrated solutions, including Workflowmax, Expensify, Gusto, Box, Bill.com, and Xero. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/141952) ##### Consumer Products Experience Basis 365 Accounting has received positive feedback from clients in the Consumer Products sector, particularly in e-commerce. Their expertise in bookkeeping for growing startups, like Luminas, has been praised for its systematic processes and effective communication. Clients have noted significant improvements in financial organization and efficiency, enhancing confidence in their operations. The firm is recognized for its professionalism and responsiveness, making it a strong candidate for businesses seeking reliable bookkeeping solutions in the Consumer Products industry. - 1 review for consumer products industry - 1 review is 5 stars - Unknown avg. project cost - Outsourced Bookkeeping for Consumer Health Products Company (5.0/5, Feb 8, 2019): Basis 365 Accounting coordinates all bookkeeping processes for a consumer health products company. They use QuickBooks Online, among other tools, to track all financial components.   [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/56497) ##### Other industries Experience Basis 365 Accounting has received overwhelmingly positive feedback across various projects in the Other industries sector. Clients appreciate their expertise in automating bookkeeping and financial management processes, allowing businesses to focus on core operations. Their proactive communication, adaptability to client needs, and use of modern accounting tools like Xero and WorkflowMax have been highlighted as key strengths. Overall, clients express high levels of trust and satisfaction, indicating that Basis 365 is a strong fit for businesses seeking reliable and efficient accounting solutions. - 10 reviews for other industries industry - 8 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Payroll & Accounting Services for Software Provider (5.0/5, Nov 19, 2018): Basis 365 Accounting handles all of the accounting needs of a software provider using Xero technology. The team is also working on automating additional internal processes like payroll and invoicing. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/26132) - Outsourced Tax Support & Bookkeeping for Interior Design Firm (5.0/5, Nov 27, 2017): Basis 365 produces monthly and quarterly financial reports and handles monthly sales tax filing for a small business furnishing company. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/31105) - Payroll Support & Bookkeping for Cybersecurity Company (5.0/5, Jan 30, 2018): Basis 365 provides ongoing accounting services for a cybersecurity startup. They introduced effective management tools to organize monthly statements. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/46160) - Outsourced Bookkeeping for Consumer Health Products Company (5.0/5, Feb 8, 2019): Basis 365 Accounting coordinates all bookkeeping processes for a consumer health products company. They use QuickBooks Online, among other tools, to track all financial components.   [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/56497) - Invoicing & Payroll for HR Firm (5.0/5, Jun 6, 2018): Basis 365 executes tactical accounting aspects, as well as providing strategic financial guidance. They handle invoicing, payroll, bill payment, and answer employee accounting-specific questions. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/87168) - Outsourced Financial Services for Robotics Company (5.0/5, Sep 20, 2018): Using Xero and a variety of cloud-based software, Basis 365 Accounting manages a payroll system, examines overseas and domestic spending, and monitors financial accounts. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/124579) - System Transition & Performance Analysis for Consulting Firm (4.0/5, Oct 6, 2017): Basis 365 shifted an outdated setup to a WorkflowMax invoicing system without disrupting business. They currently provide performance analysis reporting, monthly partner packets, and future revenue forecasts. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/139894) - Financial Tracking & Modeling for Digital Production Studio (5.0/5, Oct 16, 2017): Basis 365 Accounting started out providing only basic accounting and bookkeeping services. They now also help with financial tracking and financial modeling services and provide a metrics dashboard. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/141681) - Outsourced Accounting for Consulting Firm (4.5/5, Oct 17, 2017): Basis 365 provides bookkeeping, invoicing, AP/AR management, monthly close, and financial statement services. They also integrated solutions, including Workflowmax, Expensify, Gusto, Box, Bill.com, and Xero. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/141952) - Outsourced CFO & International Expansion Support for Mobile Tech Studio (5.0/5, Oct 17, 2017): As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, and metrics. [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/142079) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients have praised Basis 365 Accounting for their cost-effectiveness and value for money, noting reasonable monthly fees ranging from $500 to $600. One client reported an investment of approximately $4,000, emphasizing the significant improvements in bookkeeping accuracy and operational efficiency. Another client highlighted the transparency in pricing and the proactive nature of the team, which has fostered trust. Overall, feedback reflects satisfaction with the services provided relative to their competitive pricing. [Read All Reviews](https://clutch.co/profile/basis-365-accounting?verified=true#reviews) - Less than $10,000 (3 reviews) - $50,000 to $199,999 (3 reviews) #### Completed projects in 6 cities - Costa Mesa, California (1 projects) - Irvine, California (3 projects) - Los Angeles, California (3 projects) - San Francisco, California (2 projects) - San Rafael, California (1 projects) - Seattle, Washington (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/basis-365-accounting?verified=true#reviews) #### 7 reviews from clients near San Bernardino Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 4.9 - Schedule: 4.9 - Cost: 4.9 - Willing to Refer: 5.0 Irvine clients praise Basis 365 for their expertise in cloud-based accounting, financial modeling, and e-commerce integration, highlighting their responsiveness and tech-savviness across diverse projects like bookkeeping, CFO services, and system setup. [Read Local Reviews](https://clutch.co/profile/basis-365-accounting?verified=true#reviews) --- ### [420 accounting services](https://clutch.co/profile/420-accounting-services) - Freelancer employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Corporate Training & Coaching - 25% Business Consulting #### Company description 420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting. [Visit Website](https://420-accountingservices.com/?utm_source=clutch.co&utm_medium=referral) --- ### [SingerLewak](https://clutch.co/profile/singerlewak) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting. [Visit Website](https://www.singerlewak.com/) #### 16% of employees work in Riverside office Riverside, CA 1650 Iowa Avenue Suite 200 151 - 200 employees 951.683.0672 [See All Locations (10)](https://clutch.co/profile/singerlewak#location) --- ### [Heston & Heston](https://clutch.co/profile/heston-heston) - $1,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Heston & Heston is an Accounting company headquartered in Irvine, California and Riverside, California. They offer Accounting and were launched in 1981. [Visit Website](https://hestonlaw.com/) #### 50% of employees work in Riverside office Riverside, CA 4192 Brockton Avenue, Suite 100 2 - 5 employees 9512902827 [See All Locations (2)](https://clutch.co/profile/heston-heston#location) --- ### [MG Business Services](https://clutch.co/profile/mg-business-services) - $5,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description MG Business Services, an Accounting company, provides Accounting. The agency is based in Riverside, California. [Visit Website](https://www.mgbizs.com) --- ### [Syntegric Advisors](https://clutch.co/profile/syntegric-advisors) - $1,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - San Bernardino, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Syntegric Advisors is an Accounting company. Located in Arcadia, California and San Bernardino, California, their team offers Accounting and Business Consulting. [Visit Website](https://syntegricadvisors.com/) #### 50% of employees work in San Bernardino office San Bernardino, CA 1918 Business Center Drive Suite 110 10 - 15 employees 909-890-2434 [See All Locations (2)](https://clutch.co/profile/syntegric-advisors#location) --- ### [Moore Marsden Experts](https://clutch.co/profile/moore-marsden-experts) - $1,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - San Bernardino, CA #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 20% Commercial Brokerage Services - 10% Commercial Property Management #### Company description Moore Marsden Experts is an Accounting company. The team specializes in Accounting and Commercial Brokerage Services, and the company is in San Bernardino, California. [Visit Website](https://mooremarsdenexperts.com) --- ### [Soren McAdam LLP](https://clutch.co/profile/soren-mcadam-llp) - 50 - 249 employees - Redlands, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company Soren McAdam LLP was launched in 1979. Headquartered in Redlands, California, the team offers Accounting. [Visit Website](http://www.sorenmcadam.com/) --- ### [Rogers, Anderson, Malody and Scott, LLP](https://clutch.co/profile/rogers-anderson-malody-scott-llp) - 10 - 49 employees - San Bernardino, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description Rogers, Anderson, Malody and Scott, LLP is an Accounting company located in San Bernardino, California. They focus on Accounting and Business Consulting. [Visit Website](http://www.ramscpa.net/) --- ### [Smith Marion & Co.](https://clutch.co/profile/smith-marion-co) - 10 - 49 employees - Redlands, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description Smith Marion & Co., an Accounting company, was established in 1983. The team specializes in Accounting and Business Consulting. [Visit Website](http://smcocpa.com/) --- ### [Independent Wealth Management](https://clutch.co/profile/independent-wealth-management) - 2 - 9 employees - Hesperia, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Small Accounting company Independent Wealth Management, is located in Hesperia, California. Their services include Accounting. [Visit Website](http://www.independentwm.com) --- ### [Koerner & Associates, LLC](https://clutch.co/profile/koerner-associates) - 2 - 9 employees - Hesperia, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Koerner & Associates, LLC is a small Hesperia, California-based Accounting company. The team focuses on Accounting. [Visit Website](http://www.koernercpas.com) --- ### [National Tax Relief Inc.](https://clutch.co/profile/national-tax-relief) - 2 - 9 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description National Tax Relief Inc. Is an Accounting company. Headquartered in Riverside, California, the agency was launched in 1993. Their team provides Accounting. [Visit Website](https://nationaltaxreliefinc.com/) --- ### [Milt Miner CPA](https://clutch.co/profile/milt-miner-cpa) - 2 - 9 employees - Redlands, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Milt Miner CPA, an Accounting company, is located in Redlands, California. Their services include Accounting. [Visit Website](http://www.minercpa.com/) --- ### [David Raff & Company](https://clutch.co/profile/david-raff-company) - 10 - 49 employees - Redlands, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description David Raff & Company, an Accounting company, is headquartered in Redlands, California. Founded in 1990, the team provides Accounting. [Visit Website](http://www.draffco.com/) --- ### [Escobar Business & Tax Services](https://clutch.co/profile/escobar-business-tax-services) - 2 - 9 employees - Rancho Cucamonga, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Founded in 1987, Escobar Business & Tax Services is a small Rancho Cucamonga, California-based Accounting company. Their services include Accounting and Business Consulting. [Visit Website](https://www.escotax.com/) --- ### [Wilson Ivanova Certified Public Accountants, Inc.](https://clutch.co/profile/wilson-ivanova-certified-public-accountants) - 2 - 9 employees - San Bernardino, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Wilson Ivanova Certified Public Accountants, Inc. Is an Accounting company in San Bernardino, California. Their services include Accounting and Business Consulting. [Visit Website](http://wicpas.net/) --- ### [Q-vantage](https://clutch.co/profile/q-vantage) - $10,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Custom Software Development - 10% Call Center Services - 10% Cloud Consulting & SI - 10% HR Outsourcing - 10% IT Strategy Consulting - 10% Mobile App Development - 10% Other Application Development - 10% Social Media Marketing - 10% Web Development #### Company description In Riverside, California, Q-vantage is a midsize social media marketing company. Their services include Social Media Marketing and IT strategy consulting. [Visit Website](https://www.q-vantage.com/) --- ### [AjobStaff](https://clutch.co/profile/ajobstaff) - 10 - 49 employees - Fontana, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Staffing #### Company description AjobStaff is an Accounting and Staffing company launched in 2000. The team offers Accounting and Staffing and is located in Fontana, California. [Visit Website](http://www.ajobstaff.com/) --- ### [FORVIS](https://clutch.co/profile/forvis) - 1,000 - 9,999 employees - Ontario, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 15% Finance & Accounting Outsourcing (FAO) - 10% Cybersecurity - 25% Business Consulting #### Company description FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting. [Visit Website](https://www.forvis.com/about-us) #### 1% of employees work in Ontario office Ontario, CA 2855 E. Guasti Road, Suite 205 41 - 49 employees 9099447222 [See All Locations (73)](https://clutch.co/profile/forvis#location) --- ### [National Tax Attorney](https://clutch.co/profile/national-tax-attorney) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 2 - 9 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Financial Advising & Planning - 80% Tax Law #### Company description National Tax Attorney offers services such as back tax settlement, IRS installment payment plans, offer in compromise, and wage garnishment assistance. Overall feedback highlights their expertise, professionalism, and effective communication, with clients appreciating their value for cost and friendly approach. [Visit Website](https://nationaltaxattorney.com/) #### 50% of employees work in Riverside office Riverside, CA 4049 Almond Street 2 - 5 employees 951-224-9105 [See All Locations (2)](https://clutch.co/profile/national-tax-attorney#location) --- ### [Prospect Financial Solutions](https://clutch.co/profile/prospect-financial-solutions) - 2 - 9 employees - Yucaipa, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Business Consulting #### Company description Prospect Financial Solutions is an Accounting and Business Consulting company. They provide Accounting and Business Consulting and were established in 2007. [Visit Website](https://prospecttax.com/) --- ### [Connect Staffing, Inc](https://clutch.co/profile/connect-staffing) - 250 - 999 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% PEO/Employee Leasing - 30% Recruiting - 30% Staffing #### Company description Connect Staffing, Inc, a Staffing company, was founded in 2012. The team offers Staffing and Recruiting and is in Riverside, California. [Visit Website](http://www.connectstaffing.com/) --- ### [Vavrinek, Trine, Day & Co., LLP](https://clutch.co/profile/vavrinek-trine-day-co-llp) - 50 - 249 employees - Rancho Cucamonga, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Cybersecurity #### Company description Vavrinek, Trine, Day & Co., LLP is an Accounting company in Rancho Cucamonga, California. Launched in 1948, the team provides Accounting and Cybersecurity. [Visit Website](http://www.vtdcpa.com/) --- ### [Genske Mulder & Company, LLP](https://clutch.co/profile/genske-mulder-company-llp) - 50 - 249 employees - Ontario, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Genske Mulder & Company, LLP is an Accounting company. Located in Ontario, California, their midsize team specializes in Accounting and Business Consulting. The firm was established in 1981. [Visit Website](https://www.genskemulder.com/) --- ### [Davco Consulting](https://clutch.co/profile/davco-consulting) - 2 - 9 employees - Moreno Valley, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 5% Business Valuation Services - 20% Business Consulting - 15% Tax Law #### Company description Davco Consulting is an Accounting company. They provide Accounting and Business Consulting and are located in Torrance, California and Moreno Valley, California. [Visit Website](http://www.davcoconsulting.com/index.html) #### 50% of employees work in Moreno Valley office Moreno Valley, CA 11875 Pigeon Pass Road Ste B13-2022 1 employees 951-214-2058 [See All Locations (2)](https://clutch.co/profile/davco-consulting#location) --- ### [Think Plumb](https://clutch.co/profile/think-plumb) - 50 - 249 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 70% Finance & Accounting Outsourcing (FAO) #### Company description Think Plumb, a Finance & Accounting Outsourcing (FAO) company, was founded in 1996. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize. [Visit Website](http://www.thinkplumb.com) #### 20% of employees work in Riverside office Riverside, CA 11801 Pierce St 16 - 20 employees 888-976-2358 [See All Locations (4)](https://clutch.co/profile/think-plumb#location) --- ### [GYL CPAs and Advisors](https://clutch.co/profile/gyl-cpas-advisors) - 10 - 49 employees - Ontario, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description GYL CPAs and Advisors is an Accounting company founded in 1989. The small team offers Accounting and Business Consulting. [Visit Website](https://www.gylcpa.com/) --- ### [SmartBean® Bookkeeping](https://clutch.co/profile/smartbean-bookkeeping) #### 5 out of 5 star rating (11 reviews) - 10 - 49 employees - Tustin, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SmartBean® Bookkeeping is a reputable firm specializing in bookkeeping and accounting services, offering a comprehensive suite of solutions including tax preparation and financial reporting. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their excellent communication and transparency. Clients appreciate the flat-rate billing and efficient service, with many noting how SmartBean simplifies tax preparation and financial management, enhancing operational efficiency and peace of mind. [Visit Website](https://www.smartbeaninc.com/) #### 5.0 out of 5.0 rating for cost What Clients Have Said SmartBean® Bookkeeping has received positive feedback regarding their pricing structure, which is characterized by flat monthly rates and no hidden fees, providing clients with transparency and predictability. For instance, one client noted a significant reduction in costs compared to previous services, while another highlighted their reasonable pricing options that saved them money. Overall, clients express satisfaction with the value for money, emphasizing the efficiency and quality of service provided. [Read All Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) - Less than $10,000 (10 reviews) #### Completed projects in 8 cities - Tampa, Florida (1 projects) - Atlanta, Georgia (1 projects) - Decatur, Georgia (1 projects) - Costa Mesa, California (2 projects) - Newport Beach, California (1 projects) - Tustin, California (1 projects) - Puyallup, Washington (1 projects) - Orange County, California (3 projects) [View Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) #### 7 Reviews mention Accounting in San Bernardino - 7 of 7 San Bernardino-based reviews are 5 stars - Less than $10,000 avg. project cost for Accounting services in San Bernardino Accounting project highlight Bookkeeping for Interior Decorating Co. 5.0/5 — After an unpleasant engagement with another accounting company, an interior decorating business hired Smart Bean, Inc. to perform their bookkeeping services.  [Read More](https://clutch.co/go-to-review/smartbean-bookkeeping/91711) [Read Similar Reviews](https://clutch.co/profile/smartbean-bookkeeping?location=26590&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 7 reviews from clients near San Bernardino Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Reviewers in California commend SmartBean® Bookkeeping for their affordability, expertise, and seamless project execution. They appreciate the company's proactive approach, real-time expense auditing, and dedication to helping small businesses optimize their financial processes. [Read Local Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) --- ### [Meru Accounting](https://clutch.co/profile/meru-accounting) #### 4.5 out of 5 star rating (35 reviews) - < $25 average hourly rate - 1,000 - 9,999 employees - Santa Ana, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% ERP Consulting and SI - 40% Finance & Accounting Outsourcing (FAO) - 10% Tax Law #### Company description Meru Accounting is an accounting services firm offering bookkeeping, financial statement preparation, and tax preparation. Reviews reveal mixed feedback, with around 60% highlighting timeliness and professionalism in financial reporting, while others note issues with communication and unmet commitments. Clients appreciate Meru's industry-specific expertise and cost-effective solutions, although some have reported concerns about service delivery and responsiveness. [Visit Website](https://www.meruaccounting.com/) #### Unique expertise Clients have highlighted Meru Accounting's unique expertise in accounting services, noting their exceptional follow-up, thoroughness, and commitment to client education. One client specifically praised their prompt responses and attention to detail, stating that they felt their financial matters were in capable hands. Overall, the sentiment is overwhelmingly positive, with no areas for improvement mentioned, indicating a strong alignment with client needs. - Accounting Services for Real Estate Group (5.0/5, Jun 21, 2023): I highly recommend Meru Accounting for their exceptional follow-up and thorough service. Their prompt responses, attention to detail, expertise, and commitment to client education make them an outstanding choice for any business owner seeking top-notch accounting services. With Meru Accounting, we rested assured that our financial matters were in capable hands. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/210751) - Accounting Services for Furniture Company (5.0/5, May 11, 2023): By outsourcing our bookkeeping to Meru Accounting, we have experienced substantial time and cost savings. Their efficient processes and expertise have streamlined our financial operations, allowing us to focus on core business activities. Perhaps the most valuable outcome of working with Meru Accounting is the peace of mind it brings. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/200914) #### 25 reviews mention Accounting Bookkeeping Services for E-Commerce Business 5.0/5 — Meru Accounting provides bookkeeping services for an e-commerce business. - 18 of 25 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/meru-accounting/228028) #### Experience in 10 industries Meru Accounting has garnered mixed feedback across various industries, including healthcare, real estate, consulting, and technology. In the healthcare sector, their bookkeeping services were criticized for lack of delivery, while clients in real estate noted responsive service but also highlighted issues with professionalism. Clients from consulting and tech sectors appreciated their expertise and timely communication. Overall, Meru Accounting shows potential for effective service delivery, especially in consulting and technology, but concerns about reliability and professionalism persist in healthcare and real estate. [Read All Reviews](https://clutch.co/profile/meru-accounting?verified=true#reviews) ##### Business services Experience Meru Accounting has received positive feedback from clients in the business services industry, highlighting their expertise in delivering timely monthly financials and strong communication skills. Clients appreciate their professionalism, responsive nature, and good cultural fit, which contribute to effective collaboration. The company's competitive pricing and high ratings make them a valuable partner for businesses seeking reliable accounting services, indicating a strong capability to meet client needs in the business services sector. - 1 review for business services industry - Less than $10,000 avg. project cost - Financial Management for Business Services Company (4.5/5, Dec 11, 2023): A business services company has hired Meru Accounting for financial management. The team takes care of the client's monthly financials. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/255275) ##### Healthcare Experience Meru Accounting has received negative feedback from a healthcare client, specifically regarding their bookkeeping services. The client reported a failure to deliver promised services and a lack of professionalism, culminating in a financial loss due to unrefunded deposits. Despite their initial appeal, the client's experience highlights concerns about accountability and service reliability in the healthcare sector, suggesting potential buyers should exercise caution when considering Meru Accounting for their projects. - 1 review for healthcare industry - Less than $10,000 avg. project cost - Bookkeeping Services for Healthcare Company (0.5/5, Mar 14, 2024): Meru Accounting was hired to provide corporate bookkeeping services for a healthcare company. Their responsibilities included account reconciliation and bookkeeping file delivery. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/275676) ##### Consulting Experience Meru Accounting has garnered positive feedback within the Consulting industry, highlighting their strong communication and project management skills. Clients appreciate their leadership and cultural fit, emphasizing timely delivery and responsiveness to needs. Their expertise in accounting for sub-companies and month-to-month bookkeeping has proven effective, resulting in successful collaborations. Overall, Meru Accounting demonstrates a solid capability to support consulting firms, making them a suitable choice for businesses seeking reliable financial management solutions. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Software Development Company (5.0/5, Oct 25, 2023): Meru Accounting provides ongoing accounting services for a software development company. The team is responsible for monthly bookkeeping for subcompanies.  [Read Full Review](https://clutch.co/go-to-review/meru-accounting/244037) ##### Financial services Experience Meru Accounting demonstrates strong expertise in the financial services industry, providing comprehensive accounting solutions for family offices. Clients appreciate their high ratings, budget-friendly pricing, and effective project management, which ensures timely financial reporting. The firm's responsiveness and willingness to address concerns are frequently highlighted as strengths, emphasizing their impact on client operations. Overall, Meru Accounting is positioned as a valuable partner for businesses seeking reliable financial management. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Family Office (5.0/5, Feb 12, 2024): Meru Accounting provides accounting services to a family office. They're responsible for managing the client's general ledger and preparing their monthly financial statements. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/268139) ##### Other industries Experience Meru Accounting has demonstrated exceptional expertise in financial management for companies in the Other industries sector. Clients have praised their meticulous bookkeeping, timely reporting, and proactive communication, which enhance financial accuracy and optimize cash flow. Their tailored approach and strong understanding of client needs establish them as a trusted partner. While some areas for improvement were noted, such as increased technological integration and more frequent check-ins, overall sentiment reflects high satisfaction and confidence in their capabilities. - 1 review for other industries industry - Less than $10,000 avg. project cost - Accounting for Wellness & Health Platform (4.0/5, Feb 1, 2024): Meru Accounting provides accounting services for a wellness and health platform. They maintain the client's financial records, reconcile accounts, process payroll, and prepare and file taxes. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/265660) ##### Real estate Experience Meru Accounting has garnered mixed feedback from clients in the real estate industry, highlighting both strengths and challenges. Positive reviews emphasize their timely delivery, strong understanding of US accounting practices, and excellent project management, particularly in real estate development and investment contexts. However, some clients reported significant issues with communication and commitment, including inconsistent pricing and lack of follow-through. Overall, while Meru Accounting exhibits expertise in real estate accounting, potential clients should carefully consider the mixed experiences shared. - 4 reviews for real estate industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting & Management Template Dev for Real Estate Firm (5.0/5, May 16, 2023): A real estate development company hired Meru Accounting to reconcile their bank statements and develop a Xero-based template for project management.  [Read Full Review](https://clutch.co/go-to-review/meru-accounting/201914) - Accounting Services for Real Estate Group (5.0/5, Jun 21, 2023): Meru Accounting provided accounting services for a real estate group. The team was responsible for the client's financial matters. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/210751) - Accounting & Financial Services for Real Estate Company (5.0/5, Aug 24, 2023): Meru Accounting provided accounting and financial services to a real estate company. The team was responsible for the client's complete year accounting and financials. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/227880) - Bookkeeping Services for Real Estate Investment Co (0.5/5, Nov 23, 2023): Meru Accounting was hired by a real estate investment company to provide bookkeeping services. Their work included creating profit-and-loss statement sheets and tracking account balances. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/251506) ##### Information technology Experience Meru Accounting has garnered positive feedback from clients in the Information Technology sector, highlighting their strengths in bookkeeping, accounting, and taxation. Clients appreciate their responsiveness, timely delivery, and strong value for cost. They have demonstrated accountability and the ability to ensure compliance, making them a reliable partner for technology services. However, suggestions for improvement include enhancing communication options for urgent matters. Overall, Meru Accounting appears to be a solid choice for IT businesses seeking dependable financial services. - 1 review for information technology industry - $10,000 – $49,000 avg. project cost - Accounting Services for Technology Services Provider (4.0/5, Oct 23, 2023): Meru Accounting provides accounting services to a technology services provider. They're responsible for bookkeeping, taxation, and preparation of annual tax returns. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/243297) ##### eCommerce Experience Meru Accounting has demonstrated strong expertise in eCommerce bookkeeping, receiving high praise from clients for their industry knowledge and responsiveness. One client highlighted their alignment in values, budget-friendly pricing, and overall good performance. The company's ability to deliver results effectively and on time within the eCommerce sector suggests they can be a reliable partner for businesses seeking specialized accounting support. - 1 review for ecommerce industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping Services for E-Commerce Business (5.0/5, Oct 4, 2023): Meru Accounting provides bookkeeping services for an e-commerce business. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/228028) ##### Human Resources Experience Meru Accounting has received positive feedback from clients in the Human Resources industry, particularly noted for their responsiveness and thoroughness in bookkeeping and accounting services. Clients appreciate the company's ability to deliver high-quality work on time while providing strong value for cost. Their expertise in handling financial tasks allows businesses to focus on strategic HR initiatives, making them a suitable partner for organizations seeking reliable support in Human Resources operations. - 1 review for human resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Compensation Intelligence Platform (5.0/5, Sep 5, 2023): A compensation intelligence platform hired Meru Accounting for bookkeeping services. They were tasked with taking care of the client's accounting needs in a responsive and diligent way. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/230500) ##### IT Services Experience Meru Accounting has garnered positive feedback within the IT Services industry for their bookkeeping and accounting expertise. Clients appreciate their prompt communication, timely delivery, and comprehensive reporting, which enhance business operations. The company's affordability and high ratings are noted as significant strengths, making them a suitable partner for businesses seeking reliable accounting support. Their ability to adapt reports for better clarity is an area for potential enhancement, but overall, client sentiment reflects confidence in their capabilities. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Bookkeeping Services for CRM Adoption Company (5.0/5, Jun 23, 2023): Meru Accounting provides accounting and bookkeeping services for a CRM adoption company. The team uses Xero, Stripe, and Wise. They also perform account reconciliation and business activity statement filing.  [Read Full Review](https://clutch.co/go-to-review/meru-accounting/211110) ##### Consumer Products Experience Meru Accounting has received positive feedback from clients in the Consumer Products industry, highlighting their expertise in bookkeeping and financial management. Clients appreciate their accuracy, timely reporting, and tailored services, which have led to significant time and cost savings. The team’s responsiveness and commitment to client success are frequently noted, making them a reliable partner for companies seeking financial clarity and operational efficiency. Overall, Meru Accounting is well-regarded for its impactful support in the Consumer Products sector. - 2 reviews for consumer products industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting Services for Furniture Company (5.0/5, May 11, 2023): Meru Accounting provides bookkeeping services for a furniture company. The team is responsible for consolidating bank statements, monthly sales reports, expense reports, and profit and loss statements. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/200914) - Accounting Services for Anime & Pop Culture Online Store (5.0/5, May 11, 2023): Meru Accounting provides accounting services for an anime and pop culture online store. The team is responsible for bookkeeping, recording transactions, and providing financial reports using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/200942) ##### Education Experience Meru Accounting has demonstrated expertise in the Education industry, notably in assisting companies like Elite Medical Tutor LLC with bookkeeping and financial management. Clients appreciate their timely delivery and commitment to fulfilling promises, which enhances operational efficiency. Their ability to transition data effectively and provide detailed monthly reports indicates a strong grasp of the specific needs within the education sector, making them a reliable choice for educational organizations seeking financial support. - 1 review for education industry - 1 review is 5 stars - Unknown avg. project cost - Bookkeeping Services for Medical Tutoring Company (5.0/5, Mar 23, 2023): Meru Accounting provides ongoing bookkeeping services for a medical tutoring company. The team worked on setting up and migrating data from Quickbooks to Xero. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/189519) ##### Advertising & marketing Experience Meru Accounting has received positive feedback within the Advertising & marketing industry, particularly noted for their timely delivery and strong project management. Clients appreciate their value for cost and the reliability of their accounting services. The firm is commended for its responsiveness and commitment to excellence, making it a suitable choice for businesses seeking dependable financial support to enhance their marketing efforts. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for SEO Company (5.0/5, Mar 22, 2023): Meru Accounting provides accounting and bookkeeping services for an SEO company. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/189230) ##### Gaming Experience Meru Accounting has received positive feedback from clients in the Gaming industry, particularly for their expertise in bookkeeping and tax advisory services. Clients appreciate their timely delivery, responsive customer service, and deep knowledge in accounting, which enhances operational efficiency. The value for cost and a good cultural fit further solidify Meru Accounting as a reliable partner for gaming businesses looking to streamline financial processes. - 1 review for gaming industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Gaming Coaching Company (5.0/5, Mar 17, 2023): Meru Accounting provided accounting services for a gaming coaching company. The team handled the client's bookkeeping, accounting, tax advisory, and tax filing preparation. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/187963) ##### Sports Experience Meru Accounting has demonstrated considerable expertise in the Sports industry, particularly through their work with ClubSpot, a provider of club management systems. The CEO praised their timely and accurate bookkeeping services, highlighting exceptional customer service and responsiveness. The positive sentiment reflects Meru's strengths in delivering high-quality financial management solutions tailored for sports organizations, making them a suitable partner for clients seeking reliable accounting services in this sector. - 1 review for sports industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Sports Tech Company (5.0/5, Mar 15, 2023): Meru Accounting provides ongoing accounting services for a sports technology company. The team works on bookkeeping, data entry of receipts and invoices, and preparation of monthly financial reports. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/187361) ##### Software Experience Client feedback for Meru Accounting within the Software industry presents a mixed sentiment. While one client praised their operational quality and timely delivery of financial documents, another expressed significant dissatisfaction, citing missed deadlines and poor communication. The company's strengths lie in affordability and responsiveness, yet concerns about reliability and project completion may pose risks for potential clients. Businesses should carefully evaluate these factors to determine the suitability of Meru Accounting for their software-related needs. - 2 reviews for software industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for SaaS Company (5.0/5, Jun 25, 2023): Meru Accounting provides ongoing accounting services for a SaaS company. This involves preparing financial documents and handling bookkeeping tasks. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/211485) - Corporate Tax Services & Bookkeeping for Software Company (0.5/5, Sep 16, 2025): Meru Accounting has provided accounting services for a software company. The team has handled the client's bookkeeping and corporate tax preparation. [Read Full Review](https://clutch.co/go-to-review/meru-accounting/406422) #### Completed projects in 7 countries - Australia (2 projects) - Canada (2 projects) - Cayman Islands (1 projects) - India (1 projects) - Ireland (1 projects) - New Zealand (1 projects) - United States (17 projects) [View Reviews](https://clutch.co/profile/meru-accounting?verified=true#reviews) --- ### [Hicks, Williams, Crawford & Lynch, LLP](https://clutch.co/profile/hicks-williams-crawford-lynch-llp) - 10 - 49 employees - Rancho Cucamonga, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company Hicks, Williams, Crawford & Lynch, LLP focuses on Accounting. They were founded in 2010. [Visit Website](https://www.hwcl-cpas.com/) --- ### [Wertz & Company, LLP](https://clutch.co/profile/wertz-company-llp) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Wertz & Company, LLP is a comprehensive accounting services firm offering expertise in bookkeeping, tax preparation and filing, and financial advisory. Clients praise their strategic partnership and responsive communication, with 100% highlighting their efficiency in saving time and optimizing processes. While some suggest simplifying jargon, the firm’s holistic approach is valued for general business advisement. [Visit Website](https://www.wertzco.com/) #### Proactive Client feedback highlights Wertz & Company, LLP's proactive approach, particularly in tax management and communication. One client noted that they begin preparations in October to ensure readiness for tax filings by April, demonstrating foresight. Additionally, their responsiveness to emails within a day and consistent follow-ups further emphasize their proactive stance. Overall, clients appreciate their strategic partnership, which extends beyond basic services, proving their commitment to being ahead of client needs. #### 1 review mentions Accounting Accounting & Tax Services for Digital Agency 5.0/5 — Wertz & Company provided full-service accounting solutions for the client, including bookkeeping and tax planning. The team also acted as a consultant for the client, advising them on financial issues. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/wertz-company-llp/147268) #### Experience in 1 industry Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, where they provide comprehensive financial management services, including bookkeeping and tax planning. Clients appreciate their strategic partnership approach, proactive communication, and ability to implement efficient systems that save time and costs. Overall, their strengths lie in financial advisory and operational efficiency, making them a suitable choice for businesses seeking holistic financial solutions within this sector. [Read All Reviews](https://clutch.co/profile/wertz-company-llp?verified=true#reviews) ##### Advertising & marketing Experience Wertz & Company, LLP is recognized for their expertise in financial management within the Advertising and marketing sector, acting as a strategic partner for clients. Their strengths include efficient cash flow management, proactive tax planning, and a holistic understanding of clients' business needs. Clients appreciate their responsiveness and innovative tools that save time and enhance operational efficiency. Overall, their ability to provide comprehensive financial services makes them an ideal choice for businesses seeking a reliable partner in the Advertising & marketing industry. - 1 review for advertising & marketing industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & Tax Services for Digital Agency (5.0/5, Feb 25, 2020): Wertz & Company provided full-service accounting solutions for the client, including bookkeeping and tax planning. The team also acted as a consultant for the client, advising them on financial issues. [Read Full Review](https://clutch.co/go-to-review/wertz-company-llp/147268) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Wertz & Company, LLP as providing good value for money. One client noted an annual investment of approximately $15,000, highlighting significant time savings of 30-40 hours per month due to the firm's efficiency and automation tools. Their clear and understandable proposals were also appreciated. However, some feedback suggested that simplifying technical jargon could enhance client understanding. Overall, the sentiment reflects a strong value proposition with effective service delivery. [Read All Reviews](https://clutch.co/profile/wertz-company-llp?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Fox & Stephens CPAs, Inc.](https://clutch.co/profile/fox-stephens-cpas) - 2 - 9 employees - Rancho Cucamonga, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Fox & Stephens CPAs, Inc. Is an Accounting company. The firm is located in Rancho Cucamonga, California. Their services include Accounting. [Visit Website](http://www.foxandstephens.com/) --- ### [Sagent Management](https://clutch.co/profile/sagent-management) - 50 - 249 employees - Diamond Bar, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 60% Finance & Accounting Outsourcing (FAO) #### Company description Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting. [Visit Website](http://www.sagentmanagement.com/) #### 19% of employees work in Diamond Bar office Diamond Bar, CA 732 North Diamond Bar Boulevard 31 - 40 employees +1 408-263-1040 [See All Locations (3)](https://clutch.co/profile/sagent-management#location) --- ### [Yorke & Associates CPAs Inc](https://clutch.co/profile/yorke-associates-cpas) - 2 - 9 employees - Rancho Cucamonga, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Founded in 2001, Yorke & Associates CPAs Inc is a small Accounting company based in Rancho Cucamonga, California. Their team provides Accounting. [Visit Website](http://www.yorkecpas.com/) --- ### [Foster & Lawrence Accountancy Corp.](https://clutch.co/profile/foster-lawrence-accountancy-corp) - 2 - 9 employees - Corona, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Foster & Lawrence Accountancy Corp. Is an Accounting company launched in 2003. The firm provides Accounting, and is small. [Visit Website](http://fosterandlawrence.com/) --- ### [Langwasser and Company, CPAs](https://clutch.co/profile/langwasser-company-cpas) - 10 - 49 employees - Upland, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Langwasser and Company, CPAs is an Accounting company. Founded in 1991, the agency is headquartered in Upland, California. Their services include Accounting and Business Consulting. [Visit Website](http://www.langwasser.com/) --- ### [Stage 1 Financial](https://clutch.co/profile/stage-1-financial) - 10 - 49 employees - Anaheim, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Based in Anaheim, California, Stage 1 Financial is an Accounting company. They focus on Accounting. [Visit Website](http://www.stage1financial.com/) --- ### [Frazer, LLP](https://clutch.co/profile/frazer-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Brea, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Frazer, LLP is a midsize Accounting company based in Brea, California and Visalia, California. The team provides Accounting. [Visit Website](http://frazerllp.com/) --- ### [The Accounting Group, LLC.](https://clutch.co/profile/accounting-group-0-1) - 2 - 9 employees - Riverside, CA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Business Consulting #### Company description Established in 2015, The Accounting Group, LLC. Is an Accounting company. The team specializes in Accounting and Business Consulting. [Visit Website](http://www.theaccountinggroupllc.org/) --- ### [Doucett & Silfies CPAs Inc.](https://clutch.co/profile/doucett-silfies-cpas) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Big Bear Lake, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Financial Advising & Planning #### Company description Doucett & Silfies CPAs Inc. offers a range of accounting services, including tax preparation and financial advice. The company is praised for minimizing tax risks and providing timely information, resulting in financial savings. Reviewers appreciate their professional reputation and alignment with client values, alongside effective communication through phone and email. [Visit Website](http://www.doucett.com/) --- ### [Trademark Imperial](https://clutch.co/profile/trademark-imperial) - 50 - 249 employees - Corona, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Corporate Law - 20% Fractional CFO Services - 20% Intellectual Property Law - 20% Business Consulting #### Company description Trademark Imperial is a midsize Business Consulting company headquartered in Corona, California. The team focuses on Business Consulting and Accounting. [Visit Website](https://trademarkimperial.com/) --- ### [The Nevills Company APC](https://clutch.co/profile/nevills-company-apc) - 2 - 9 employees - Upland, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description The Nevills Company APC is an Accounting company. Headquartered in Upland, California, the firm provides Accounting. [Visit Website](http://www.nevillsco.com/) --- ### [Gray, Salt & Associates, LLP](https://clutch.co/profile/gray-salt-associates-llp) - 2 - 9 employees - Claremont, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Established in 2011, Gray, Salt & Associates, LLP is a small Accounting company. Their team specializes in Accounting. [Visit Website](https://www.gsallp.net/index.php) --- ### [Tehrani & Velez, LLP](https://clutch.co/profile/tehrani-velez-llp) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description Tehrani & Velez, LLP is a firm specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory. Clients consistently praise their timely tax filing and personalized service, with 100% positive feedback. Their ability to provide tailored, reliable financial solutions as a small yet growing company is highly valued. [Visit Website](http://www.tandvllp.com/) #### Timely Clients have consistently praised Tehrani & Velez, LLP for their timeliness in service delivery. One client noted that they have filed all tax returns on time for over a decade, leading to a lack of audits and issues. Additionally, the firm maintains effective communication, with a secretary always available to assist, ensuring timely responses even during busy periods. Overall, the sentiment regarding their punctuality is highly positive, reflecting reliability and professionalism. #### Experience in 1 industry Tehrani & Velez, LLP has demonstrated strong expertise in the IT Services sector, particularly in tax filing and bookkeeping for small businesses. Clients commend their personalized service, timely deliverables, and effective communication. The firm's tailored approach ensures a significant positive impact on client financial management, with no reported issues like audits. Overall sentiment in this industry is highly favorable, making them a suitable choice for companies seeking dedicated financial support. [Read All Reviews](https://clutch.co/profile/tehrani-velez-llp?verified=true#reviews) ##### IT Services Experience Tehrani & Velez, LLP has received positive feedback in the IT Services industry for their expertise in bookkeeping and tax-related solutions. Clients appreciate the customized service and prompt communication provided by their dedicated team, highlighting their reliability in managing financial responsibilities. The firm's ability to sustain long-term relationships and deliver consistent results without issues, such as audits, underscores their impact and reliability, making them a strong candidate for businesses seeking trustworthy IT service partners. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Tax Prep & Bookkeeping for Video Production Agency (5.0/5, Jan 3, 2020): Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and strategies.  [Read Full Review](https://clutch.co/go-to-review/tehrani-velez-llp/111481) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Tehrani & Velez, LLP as offering good value for money, with one client noting an investment of over $10,000 since 2009 without any audits or issues. Their ongoing relationship is marked by timely tax filings and personalized service despite their growth. The firm is praised for maintaining a tailored approach and providing reliable support, which enhances the overall perceived value of their services. [Read All Reviews](https://clutch.co/profile/tehrani-velez-llp?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### 1 Review mentions Accounting in San Bernardino - 1 of 1 San Bernardino-based review is 5 stars - $10,000 – $49,000 avg. project cost for Accounting services in San Bernardino Accounting project highlight Tax Prep & Bookkeeping for Video Production Agency 5.0/5 — Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and strategies.  [Read More](https://clutch.co/go-to-review/tehrani-velez-llp/111481) [Read Similar Reviews](https://clutch.co/profile/tehrani-velez-llp?location=26590&service_provided=field_pp_sl_accounting&verified=true#reviews) --- ### [Hoover Financial Consulting, Inc.](https://clutch.co/profile/hoover-financial-consulting) - 2 - 9 employees - Chino, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Hoover Financial Consulting, Inc. Is an Accounting company. They are headquartered in Chino, California. Their team focuses on Accounting. [Visit Website](http://www.hooverfinancialconsulting.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. 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