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Top Accounting Firms in Temecula

Ratings Updated: February 3, 2026

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Featured

What are Featured Providers?
Hiline

5.0 2 reviews
Verified

Undisclosed

Undisclosed

50 - 249

Serves Temecula, United States

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, fractional CFO services, and tax filings. Reviews highlight their high responsiveness, timely delivery, and expertise in e-commerce. Clients chose Hiline for their budget-friendly pricing and great culture fit, with 100% of feedback being positive, underscoring their strong competencies in financial management and HR services.

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Reviews mention Easy to work with
Clients consistently express a high level of satisfaction with Hiline's ease of collaboration. One client noted, "Working with Hiline is easy because they’re on top of everything" and emphasized their reliability in delivering timely reports. The overall sentiment reflects that clients find Hiline to be a pleasure to work with, highlighting effective communication and responsiveness as key strengths. There are no indicated areas for improvement, showcasing a strong client-company relationship.

Back-Office Outsourcing for AI Platform Company

5.0 Dec 19, 2025

Working with Hiline is easy because they’re on top of everything. Overall, they’re a pleasure to work with.
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Industry Experience

Hiline demonstrates strong expertise in the Food & Beverage and Information Technology industries. Clients in Food & Beverage appreciate Hiline's comprehensive accounting and HR services, praising their responsiveness and e-commerce knowledge. In the Information Technology sector, Hiline's bookkeeping and tax services have significantly reduced back-office workload, allowing clients to focus on core operations. Overall, feedback is positive, highlighting Hiline's timely delivery, professional communication, and cultural alignment, making them an excellent fit for e-commerce and tech-driven businesses.
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Information technology Food & Beverage

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Hiline’s competitive pricing and value for money. One client noted that Hiline's pricing fit their budget while providing high-quality bookkeeping and CFO services, resulting in on-time deliverables and compliance support. Another client emphasized that engaging Hiline significantly reduced their back-office workload, affirming that everything runs smoothly and efficiently. Overall, sentiment towards Hiline's cost-effectiveness and value is overwhelmingly positive, with no notable areas for improvement mentioned.
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More responsive than most other service providers

Hiline is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Temecula, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.

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Reviews mention Communicative
Clients consistently commend CoCountant for their strong communication skills, noting they are 'clear communicators' and a 'pleasure to work with.' One client highlighted that the team is responsive to their busy schedule and always delivers on time, which further emphasizes their commitment to effective communication. Overall, the sentiment regarding their communicative approach is highly positive, reinforcing their reputation as a reliable partner.

Finance & Accounting Outsourcing for Software Company

5.0 Jul 16, 2025

They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.
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Industry Experience

CoCountant has demonstrated expertise across various industries, including Software, Healthcare, and Information Technology. Clients appreciate their ability to streamline financial processes, enhance reporting accuracy, and provide strategic insights. In Software, they excelled in reducing accounting time and errors, leading to improved financial clarity. In Healthcare, they delivered timely, structured bookkeeping for marketing expenses, significantly enhancing financial visibility. In Information Technology, they effectively managed end-to-end financial accounting and accounts receivable, resulting in on-time reporting and reduced receivable days. Overall, clients express strong satisfaction with CoCountant's responsiveness and value across these sectors.
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Software Healthcare Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.
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$160 Launch $460 Scale $1,270 Command

Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Serves Temecula, United States

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.
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Industry Experience

1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Temecula, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the last six months, clients have consistently praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client highlighted the team's thorough audit process that provided actionable insights, while another noted the speed and quality of day-to-day accounting and tax services. Overall sentiment reflects high satisfaction, with clients recommending their services; however, a suggestion for improvement includes the implementation of automated reminders for deadlines.
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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (5) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

San Diego, CA

600 B Street
San Diego, CA 92101
1

866-699-4951

San Diego, CA

600 B Street
San Diego, CA 92101
1

866-699-4951

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Pacific Accounting & Business Services

4.9 10 reviews

Look for Verified Providers

Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn More

Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Irvine, CA

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
In the past six months, clients have consistently praised Pacific Accounting & Business Services for their efficiency, timely delivery, and strong communication. For instance, one client noted a significant increase in capacity due to their effective data handling, while another highlighted their attention to detail and ability to adapt to changing needs. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting no significant areas for improvement.
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Industry Experience

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.
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Nonprofit Financial services Automotive Retail Business services

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Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

This provider is fluent in 1 language:

English

This provider is available in 5 time zones:

India Standard Time (IST)

Hawaii Standard Time (HST)

Central Standard Time (CST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)
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CFO Hub

4.8 5 reviews
Premier Verified

$1,000+

$150 - $199 / hr

50 - 249

San Diego, CA

Services provided

15% Accounting

30% Fractional CFO Services

20% Business Consulting +6 services

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Financial Consulting

5% HR Consulting

5% HR Outsourcing

5% Recruitment Process Outsourcing

CFO Hub is a comprehensive accounting services provider, offering CFO, bookkeeping, financial analysis, and tax preparation services. Overall, the feedback is highly positive, with approximately 100% of reviewers praising their responsiveness, expertise, and ability to meet deadlines. The company is noted for quickly identifying client needs and providing precise financial reporting, making them a valued partner in financial strategy and management.

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Reviews mention Personable
Client feedback highlights the personable nature of CFO Hub, emphasizing their open and honest communication style. One client noted, 'I appreciate cool people who speak openly and honestly,' and praised the rapport established from the beginning. They valued the ability to contact CFO Hub directly with questions, contrasting it with typical formal interactions with accountants. Overall, the sentiment reflects a positive experience marked by genuine engagement and a focus on client relationships.

Financial Consulting & Planning for Affordable Housing Group

4.5 Mar 30, 2021

I appreciate cool people who speak openly and honestly, and I can pick up the phone and call CFO Hub whenever I have a question. We’ve had a very good rapport from the starting gate. They wrap their inquiries around conversations that seek to get to know me and us as individuals and an organization. I don’t enjoy working through a formal process, and that’s normally what I experience with accountants, but it’s not the case with CFO Hub.
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Industry Experience

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.
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Non-profit Consulting IT Services Real estate Other industries

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San Diego, California (3) Los Angeles, California (1) Tillson, New York (1)

Review Rating from Temecula Clients

5.0/5.0

Quality

4.8

Schedule

4.8

Cost

4.7

Willing to Refer

5.0

In Los Angeles, CFO Hub is recognized for delivering tailored CFO support, including financial reporting, regulatory compliance, and strategic planning for nonprofit organizations. Clients commend their professionalism, honesty, and ability to build strong, responsive relationships that drive organizational growth.
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Featured

What are Featured Providers?
Pacific Accounting & Business Services

4.9 10 reviews

Look for Verified Providers

Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn More

Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Serves Temecula, United States

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

See all 10 projects
6 of 7 reviews are 5 stars

6 new reviews for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 7 times in the past 6 months
In the past six months, clients have consistently praised Pacific Accounting & Business Services for their efficiency, timely delivery, and strong communication. For instance, one client noted a significant increase in capacity due to their effective data handling, while another highlighted their attention to detail and ability to adapt to changing needs. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting no significant areas for improvement.
Read 7 Recent Reviews

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Industry Experience

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.
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Select Industry to see insights

Nonprofit Financial services Automotive Retail Business services

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Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

This provider is fluent in 1 language:

English

This provider is available in 5 time zones:

India Standard Time (IST)

Hawaii Standard Time (HST)

Central Standard Time (CST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)
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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Temecula, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

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Reviews mention Professional
The overall sentiment regarding professionalism at inDinero is highly positive. Clients consistently highlight their responsiveness and accuracy, with one COO noting their 'very professional and responsive' nature. A financial manager emphasized their 'professional and experienced' team, while a managing principal appreciated their timely communication and dedication to understanding the client's unique needs. There are no notable areas for improvement mentioned in the reviews, reinforcing the perception of inDinero as a reliable and professional partner.

Accounting for SaaS Company

5.0 Aug 16, 2022

The onboarding process was well-organized. Our account manager and senior accountant is easy to reach and provides frequent updates. They are professional and experienced in accounting and taxation. The team is very helpful.
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Back Office Fiscal Services for Healthcare Consulting Firm

5.0 Apr 8, 2022

They are communicative and timely. Our dedicated professionals meets regularly with key staff. They've dedicated a professional to learning the nuances of the company to provide customized support.
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Accounting Services for Clinical Consulting Company

5.0 Nov 13, 2024

indinero is very professional and responsive. All services are rendered on time. Compliance with audits was achieved, demonstrating progress and success.
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14 of 14 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)
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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

See all 18 projects
Reviews mention Professional
The overall sentiment regarding professionalism at inDinero is highly positive. Clients consistently highlight their responsiveness and accuracy, with one COO noting their 'very professional and responsive' nature. A financial manager emphasized their 'professional and experienced' team, while a managing principal appreciated their timely communication and dedication to understanding the client's unique needs. There are no notable areas for improvement mentioned in the reviews, reinforcing the perception of inDinero as a reliable and professional partner.

Accounting for SaaS Company

5.0 Aug 16, 2022

The onboarding process was well-organized. Our account manager and senior accountant is easy to reach and provides frequent updates. They are professional and experienced in accounting and taxation. The team is very helpful.
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Back Office Fiscal Services for Healthcare Consulting Firm

5.0 Apr 8, 2022

They are communicative and timely. Our dedicated professionals meets regularly with key staff. They've dedicated a professional to learning the nuances of the company to provide customized support.
Read Full Review

Accounting Services for Clinical Consulting Company

5.0 Nov 13, 2024

indinero is very professional and responsive. All services are rendered on time. Compliance with audits was achieved, demonstrating progress and success.
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14 of 14 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
Read 14 Reviews

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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Select Industry to see insights

Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)
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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

San Diego, CA

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

See all 28 projects
2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the last six months, clients have consistently praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client highlighted the team's thorough audit process that provided actionable insights, while another noted the speed and quality of day-to-day accounting and tax services. Overall sentiment reflects high satisfaction, with clients recommending their services; however, a suggestion for improvement includes the implementation of automated reminders for deadlines.
Read 2 Recent Reviews

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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (5) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.
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View projects from:

New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)
San Diego, CA

600 B Street
San Diego, CA 92101
1

866-699-4951

San Diego, CA

600 B Street
San Diego, CA 92101
1

866-699-4951

See All Locations (12)
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Basis 365 Accounting

4.9 17 reviews
Verified

$1,000+

Undisclosed

10 - 49

Irvine, CA

Services provided

35% Accounting

60% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

Basis 365 Accounting is a specialized accounting firm offering comprehensive bookkeeping, financial reporting, tax preparation, and financial advisory services. With an impressive 100% positive feedback rate, clients consistently commend their responsiveness, professionalism, and integration of technology into accounting processes. Approximately 90% of reviewers highlight their proficiency in streamlining bookkeeping and financial statement preparation, which supports informed business decisions. Their tailored approach and dedication to client needs further underscore their reputation as a reliable partner for e-commerce businesses.

See all 17 projects

Average Project Cost Breakdown

Less than $10,000 (3) $50,000 to $199,999 (3)

What Clients Have Said
Basis 365 Accounting has received positive feedback regarding its cost-effectiveness and value for money. Clients reported monthly fees ranging from $500 to $600, with additional project fees, indicating reasonable pricing for the services provided. One client highlighted that the investment, totaling around $4,000, significantly improved their financial decision-making capabilities. Another noted the high-quality service justified their $4,000 monthly expense, emphasizing that the transparency and integrity of the team contribute to a strong return on investment.
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$1,500 streamlined, cloud-based accounting department $2,500 budget tracking to achieve your goals $3,500 performance metrics with actionable insights

Outsourced Accounting & Bookkeeping Plans
Our fixed-price plans are customized to fit what you need. The base plans are summarized below. Pricing varies based on the services required. Visit "how we price" on our website: https://www.basis365.com/cost-to-outsource-accounting-and-bookkeeping.
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Irvine, CA

200 Spectrum Center Blvd. 3rd Floor
Irvine, CA 92618
2 - 5

+1 8552365669

See All Locations (2)

Review Rating from Temecula Clients

5.0/5.0

Quality

5.0

Schedule

4.9

Cost

4.9

Willing to Refer

5.0

Local reviewers emphasize Basis 365's proficiency in handling diverse financial needs—from startup bookkeeping to CFO services—using modern, web-based platforms. Their proactive communication, adaptability, and deep understanding of tech-driven industries make them a reliable partner for companies seeking efficient, scalable accounting solutions.
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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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E.G. SANCHEZ & ASSOCIATES, CPAS, APC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Murrieta, CA

Services provided

75% Accounting

25% Business Consulting

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is a comprehensive accounting services firm specializing in tax preparation, financial planning, and bookkeeping. The company is praised for its exceptional attention to detail and professional project management, with 100% positive feedback from reviewers. Their strategic financial advisory services are highly recommended for businesses experiencing rapid growth.

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Industry Experience

E.G. SANCHEZ & ASSOCIATES, CPAS, APC has received positive feedback particularly from the business services industry. Clients commend their expertise in tax preparation and financial planning, noting significant reductions in personal tax burdens. Their strengths lie in attention to detail, effective project management, and strategic advice for growing businesses. Overall sentiment is highly favorable, indicating they are well-suited for clients in evolving business environments seeking comprehensive financial services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with E.G. SANCHEZ & ASSOCIATES, CPAS, APC regarding their cost and value for money. One client noted a significant reduction in taxes after investing over $2,000, highlighting the firm's effectiveness. The overall sentiment reflects that the services provided are seen as top-notch, with one reviewer stating they consistently refer the firm to others, reinforcing the belief in its value relative to cost.
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1 of 1 Temecula-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in Temecula

Accounting project highlight

B2C Tax Preparation & Financial Planning for Business Dev VP
5.0 — E.G. SANCHEZ & ASSOCIATES, CPAS, APC is providing accounting services to a business development VP. They prepare the client's taxes, and they provide financial planning services. Read more
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FirstCorr Finanical Services, LLC

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Temecula, CA

Services provided

75% Accounting

25% Business Consulting

Small Accounting company FirstCorr Finanical Services, LLC, is located in Temecula, California. The team focuses on Accounting and Business Consulting.
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Daniel E. Greene, CPA, CTC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Established in 2005, Daniel E. Greene, CPA, CTC is a small Accounting company in Temecula, California. Their team focuses on Accounting.
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Nigro & Nigro, PC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Murrieta, CA

Services provided

100% Accounting

Located in Murrieta, California, Nigro & Nigro, PC is an Accounting company. They offer Accounting and were established in 1999.
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Prudhomme Associates CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Small Accounting company Prudhomme Associates CPAs, is in Temecula, California. Their services include Accounting.
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Lorenz Fiduciary Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Small Accounting company Lorenz Fiduciary Services, is headquartered in Temecula, California. The team offers Accounting.
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Driscoll & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Driscoll & Associates is an Accounting company founded in 2009. In Temecula, California, the team provides Accounting.
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PKC Kuebler, APC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Temecula, CA

Services provided

75% Accounting

25% Business Consulting

PKC Kuebler, APC is an Accounting company. The team is based in Temecula, California, and their services include Accounting and Business Consulting.
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The Lopez Group, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Temecula, CA

Services provided

60% Accounting

20% Financial Advising & Planning

10% Business Consulting +1 service

10% Financial Consulting

The Lopez Group, LLP is an Accounting company. Headquartered in Temecula, California, their small team specializes in Accounting and Financial Advising & Planning. The agency was founded in 1976.
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The JCH Tax Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

65% Accounting

35% Business Consulting

The JCH Tax Group is a small Accounting company. Founded in 2009, the team focuses on Accounting and Business Consulting.
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Aldrich

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Carlsbad, CA

Services provided

60% Accounting

40% Business Consulting

Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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Carlsbad, CA

5946 Priestly Drive
Carlsbad, CA 92008
76 - 100

7604318440

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Squar Milner

1.0 1 review

$1,000+

$100 - $149 / hr

250 - 999

San Diego, CA

Services provided

100% Accounting

Squar Milner is a firm specializing in Accounting Services, including CPA, Financial Reporting, Tax Preparation, and Business Auditing. While they demonstrate expertise in international transactions and complex tax preparation, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns over billing transparency and incomplete services. Squar Milner's understanding of international transactions was noted positively, but other aspects were problematic for clients.

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Industry Experience

Squar Milner has experience primarily in the legal and corporate sectors, particularly with international tax matters. Feedback indicates strengths in understanding complex international transactions and providing tax advice. However, their performance has faced criticism for unclear billing practices, missed deadlines, and incomplete work, leading to negative impacts on clients' finances. Overall, the sentiment in the legal industry leans towards caution, suggesting potential clients emphasize clear communication and detailed engagement agreements.
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Legal

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have expressed significant concerns regarding Squar Milner's pricing and value for money. One client reported spending nearly $500,000 but received vague billing statements and felt that charges were made for incomplete work. They emphasized the need for detailed engagement letters to clarify costs. Overall, the sentiment reflects dissatisfaction with the perceived lack of transparency and the high costs compared to the quality of service delivered.
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San Diego, CA

11717 Bernardo Plaza Crt., Suite 215
San Diego, CA 92128
50 - 75

858.487.5751

San Diego, CA

3655 Nobel Drive, Suite 450
San Diego, CA 92122
50 - 75

858.597.4100

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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

80% Accounting

20% Financial Advising & Planning

TGG Accounting is a professional accounting services firm specializing in CFO-level financial advisory, financial reporting, and strategic financial analysis. Reviews highlight their exceptional service, with 100% positive feedback praising their cost-effectiveness, expert financial reporting, and ease of collaboration. Clients particularly appreciate their tailored financial solutions and strategic advice, enhancing budgeting efficiency and financial understanding.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Services for Media & Events Company
5.0 — TGG Accounting provides accounting and financial services for a media and events company. They are responsible for financial reports, including the status, budget, and provides advice about Read more
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Industry Experience

TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry.
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Select Industry to see insights

Legal Cannabis

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
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Accounting in Motion

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Elsinore, CA

Services provided

80% Accounting

20% Business Consulting

Founded in 2008, Accounting in Motion is a small Lake Elsinore, California-based Accounting company. Their team offers Accounting and Business Consulting.
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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tehrani & Velez, LLP is an accounting firm specializing in bookkeeping, tax filing, and financial advisory services. The firm is praised for its personalized and timely service, with a perfect client satisfaction rate, as all feedback is positive. Reviewers highlight their effective project management and tailored advice, noting the firm's ability to adapt to clients' needs despite its growth.

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

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.
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1 of 1 Temecula-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Temecula

Accounting project highlight

Tax Prep & Bookkeeping for Video Production Agency
5.0 — 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 Read more
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Review Rating from Temecula Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Irvine, Tehrani & Velez, LLP is recognized for their consistent, customized tax and bookkeeping support for small businesses. Their long-term engagement highlights their expertise in timely filings, financial planning, and maintaining strong client trust with a personal touch.
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Barsa & Company, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Barsa & Company, CPAs is a professional firm specializing in bookkeeping, tax preparation, and financial consulting services. They are highly praised for their organized and accurate financial reporting, with 100% positive feedback on their responsiveness and attention to detail. Clients commend the firm's owner for providing insightful tax advice and comprehensive financial assessments.

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Barsa & Company, CPAs demonstrates strong value for money, as highlighted by a client who invested over $100,000 since 2012. They effectively organized the client's disorganized books and provided detailed monthly reports, showcasing their commitment to accuracy and responsiveness. Clients appreciate the owner's helpfulness, particularly in tax advice, indicating that the overall cost aligns well with the quality of service received.
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1 of 1 Temecula-based review is 5 stars

$50,000 – $199,999 avg. project cost for Accounting services in Temecula

Accounting project highlight

Tax Prep, Bookkeeping, Consulting for Digital Agency
5.0 — A digital agency hired Barsa & Company, CPAs to take over their books, which were in disarray. Since then, they've managed bookkeeping, accounting, tax preparation, and financial consulting. Read more
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Review Rating from Temecula Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

San Diego clients highlight Barsa & Company, CPAs for their meticulous bookkeeping, tax preparation, and financial guidance. Their proactive approach and consistent support have helped clients achieve clarity and confidence in their financials, with a reputation for responsiveness and thoroughness.
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Wertz & Company, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

100% Accounting

Wertz & Company, LLP is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. Reviews highlight their efficiency, saving clients 30-40 hours monthly, and their proactive tax management. While 100% of feedback is positive, clients suggest clearer communication in layman's terms. They excel as strategic business partners beyond core financial services.

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Industry Experience

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.
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Advertising & marketing

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

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.
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1 of 1 Temecula-based review is 5 stars

$50,000 – $199,999 avg. project cost for Accounting services in Temecula

Accounting project highlight

Accounting & Tax Services for Digital Agency
5.0 — 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 Read more
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CAPATA

Not yet reviewed

$1,000+

$300+ / hr

10 - 49

Laguna Niguel, CA

Services provided

70% Accounting

15% Business Consulting

15% Financial Advising & Planning

CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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GetATaxLawyer.com

Not yet reviewed

$5,000+

$50 - $99 / hr

50 - 249

Mission Viejo, CA

Services provided

100% Accounting

Launched in 2017, GetATaxLawyer.com is a midsize Mission Viejo, California-based Accounting company. Their team focuses on Accounting.
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Newman & Associates CPA, PC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Carlsbad, CA

Services provided

100% Accounting

Newman & Associates CPA, PC is an Accounting company. Headquartered in Carlsbad, California, their small team provides Accounting. The agency was launched in 2008.
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SmartBean® Bookkeeping

5.0 11 reviews

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

100% Accounting

SmartBean® Bookkeeping is a reputable firm providing comprehensive bookkeeping and financial services. Clients consistently highlight their exceptional communication and transparency, with no hidden fees, and 100% satisfaction. Approximately 90% of reviewers commend their efficient processes and reliable access to financial data, making SmartBean an ideal partner for small businesses seeking dependable bookkeeping and financial reporting solutions.

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Reviews mention Accommodating
Clients consistently praise SmartBean® Bookkeeping for their accommodating nature. One client noted that onboarding was 'very easy' and that the team was 'always available' for questions. Another highlighted the team's friendliness and helpfulness in every transaction. The flexible pricing plans were also appreciated as they cater to various business needs. Overall, the sentiment reflects a strong satisfaction with the company's willingness to assist and adapt to client requirements.

Bookkeeping for Skincare Specialist

5.0 Jul 31, 2020

They've cleaned up my books so they make more sense because everything is categorized correctly. They have saved me money. And I know if I have a question or need anything I can reach out and someone will help me with my issue or point me in the right direction if they can't. Onboarding was very easy. A little time consuming, but very simple. Getting a call scheduled was quick as well. Everyone has been very accommodating.
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Industry Experience

SmartBean® Bookkeeping has demonstrated strong expertise in diverse industries, including Real Estate, Arts, IT Services, Legal, Healthcare, and Beauty & Cosmetics. Clients commend their transparent communication, responsiveness, and tailored bookkeeping services, resulting in improved financial clarity and efficiency. Overall sentiment is positive across all sectors, highlighting the provider's ability to support small businesses with reliable, affordable services while easing administrative burdens.
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Real estate Arts, entertainment & music Other Industry Advertising & marketing Hospitality & leisure IT Services Legal Healthcare Beauty & Cosmetics Design

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View projects from:

Orange County, California (3) Costa Mesa, California (2) Tampa, Florida (1) Atlanta, Georgia (1) Decatur, Georgia (1) Newport Beach, California (1) Tustin, California (1) Puyallup, Washington (1)

7 of 7 Temecula-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Temecula

Accounting project highlight

Bookkeeping for Interior Decorating Co.
5.0 — After an unpleasant engagement with another accounting company, an interior decorating business hired Smart Bean, Inc. to perform their bookkeeping services. Read more
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White Nelson Diehl Evans

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Carlsbad, CA

Services provided

100% Accounting

Accounting company White Nelson Diehl Evans focuses on Accounting. They were founded in 1927.
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Carlsbad, CA

2965 Roosevelt Street
Carlsbad, CA 92008
6 - 9

760.729.2343

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SingerLewak

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Riverside, CA

Services provided

100% Accounting

SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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Riverside, CA

1650 Iowa Avenue Suite 200
Riverside, CA 92507
151 - 200

951.683.0672

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Meru Accounting

4.5 35 reviews

Undisclosed

< $25 / hr

1,000 - 9,999

Santa Ana, CA

Services provided

40% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% ERP Consulting and SI +1 service

10% Tax Law

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.

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0 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Meru Accounting indicate a predominantly negative sentiment, with clients expressing dissatisfaction due to missed deadlines and unfulfilled commitments. One CEO noted, 'They delivered nothing but excuses' and criticized the company for requesting upfront payment without completing tasks. The lack of timely communication and follow-through has raised concerns about their reliability, suggesting potential clients should exercise caution when considering their services.
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Average Project Cost Breakdown

Less than $10,000 (13) $10,000 to $49,000 (5)

What Clients Have Said
The feedback regarding Meru Accounting's cost and value for money is mixed. Several clients highlighted their pricing as fitting within budget and providing good value, with one client noting, 'Pricing fit our budget' and 'Good value for cost.' However, there are significant concerns, particularly with clients reporting issues of unrendered services and disputes over fees, such as a CEO who stated, 'Meru refused to refund the deposit' for services that were never delivered. Overall, while some clients appreciate their cost-effectiveness, others express dissatisfaction with the value received.
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United States (17) Australia (2) Canada (2) Cayman Islands (1) India (1) Ireland (1) New Zealand (1)

$50 Basic bookkeeping for small business $150 Part time senior bookkeeper dedicated to client. $400 Full time senior bookkeeper dedicated to client.

Standardized Bookkeeping & Accounting
I am certified to regulate following aspects of bookkeeping and accounting practices: > Generally Accepted Accounting Principles (GAAP) > To Record Transactions > Maintain Charts of Accounts > Prepare Financial Statements > Keep Internal Controls > Keep Audit & Assurance Services > To Compliance & Regulate Laws > Keep Professional Ethics
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White Bookkeeping and Business Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Accounting

Established in 2006, White Bookkeeping and Business Management is an Accounting company. The company specializes in Accounting.
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Strategic Business Alliance, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Accounting

Strategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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KSJG LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

KSJG LLP is an Accounting company. They are headquartered in Irvine, California. Their team offers Accounting.
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Halverson & Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Encinitas, CA

Services provided

100% Accounting

Founded in 1997, Halverson & Company is an Accounting company. The small team provides Accounting.
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Omega Accounting Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Laguna Niguel, CA

Services provided

100% Accounting

Omega Accounting Solutions is an Accounting company. They offer Accounting and were founded in 2007.
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QuicKBooks Enterprise Customer Support

Not yet reviewed

$5,000+

$25 - $49 / hr

50 - 249

Poway, CA

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

QuicKBooks Enterprise Customer Support is an Accounting company. Based in Poway, California, the company was founded in 2007. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is an accounting firm offering services such as bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their responsiveness and expertise, with 100% of clients appreciating their tailored approach and strategic tax advice. Although not the most affordable, clients value the quality and trust established, with notable praise for their personalized client care.

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Reviews mention Trustworthy
Clients express high trust in Bharmal & Associates, Inc., highlighting their reliability and ethical standards. One client noted, 'They always have my best interest at heart,' and praised their responsiveness, even assisting late at night during critical transactions. The firm is recognized for its methodical approach and commitment to understanding client-specific needs, which fosters a strong, trust-based relationship. Overall, the sentiment reflects confidence in their expertise and dedication to client success.

Accounting for Patient Relationship Management Company

5.0 Aug 20, 2020

The relationship between a business and their CPA has to be based on trust. Give yourself enough time to develop that level of trust, and tell them your needs. They’re good at listening and will make sure that you get the best out of the relationship. I appreciate that they always have my best interest at heart. They’re an ethical, forthcoming, and methodical CPA to work with.
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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients of Bharmal & Associates, Inc. generally perceive their services as offering good value for money, despite some concerns regarding pricing. One client noted they spent between $6,000 and $8,000 annually but found the services instrumental in optimizing their tax situation, stating, "I made twice as much money and paid half as much in taxes." Another client mentioned, "They’re not the most affordable, but they do great work," reflecting a sentiment that quality justifies the cost.
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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

3 of 3 Temecula-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Temecula

Accounting project highlight

Accounting for Acrobatics Gym
5.0 — An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each Read more
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Accounting Value, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vista, CA

Services provided

100% Accounting

Headquartered in Vista, California, Accounting Value, Inc. Is a small Accounting company. Their services include Accounting.
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Bottomline Bookkeeping Payroll & Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vista, CA

Services provided

100% Accounting

Bottomline Bookkeeping Payroll & Tax Services is an Accounting company. Their small team is in Vista, California. Their services include Accounting.
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Candace Saari, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oceanside, CA

Services provided

100% Accounting

Candace Saari, CPA is an Accounting company. Their small team is in Oceanside, California. Their team focuses on Accounting.
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Plaza Tax Service

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vista, CA

Services provided

80% Accounting

20% Business Consulting

Plaza Tax Service, a small Accounting company, is located in Vista, California. The team provides Accounting and Business Consulting.
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Palomar Tax & Business Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Carlsbad, CA

Services provided

75% Accounting

25% Business Consulting

Palomar Tax & Business Management is a small Carlsbad, California-based Accounting company. Their services include Accounting and Business Consulting.
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Cosentus

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

50% Accounting

50% Business Consulting

Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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ALDRICH WEALTH

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Accounting

ALDRICH WEALTH is a Carlsbad, California-based Accounting company. Their services include Accounting.
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ProAdvisor CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Accounting

ProAdvisor CPA is an Accounting company founded in 2012. The company focuses on Accounting.
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EZ TAX & ACCOUNTING, INC.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oceanside, CA

Services provided

100% Accounting

Small Accounting company EZ TAX & ACCOUNTING, INC., is in Oceanside, California. The team offers Accounting.
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Advantage Taxes & Postal

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vista, CA

Services provided

100% Accounting

Advantage Taxes & Postal is an Accounting company. They provide Accounting and were established in 2014. The firm is headquartered in Vista, California.
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Signature Analytics

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

San Diego, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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Allen Barron

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

San Diego, CA

Services provided

100% Accounting

Allen Barron is a San Francisco, California-based Accounting company. The team offers Accounting.
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San Diego, CA

16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
6 - 9

858.304.0947

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Accounting Services Co.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Elsinore, CA

Services provided

75% Accounting

25% Business Consulting

Accounting company Accounting Services Co. Is in Lake Elsinore, California. Their services include Accounting and Business Consulting.
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Top Accounting Firms in Temecula

List of the Best Temecula Accountants

Reviews mention Easy to work with

Back-Office Outsourcing for AI Platform Company

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Hiline is very responsive

Reviews mention Communicative

Finance & Accounting Outsourcing for Software Company

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Controller-led finance on subscription

Reviews mention Knowledgeable

Tax Management & Consultancy for Medical Dosimetry Provider

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1-800Accountant is very responsive

Business Accounting Package

Reviewed 2 times in the past 6 months

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Reviewed 7 times in the past 6 months

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Reviews mention Personable

Financial Consulting & Planning for Affordable Housing Group

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Reviewed 7 times in the past 6 months

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Reviews mention Professional

Accounting for SaaS Company

Back Office Fiscal Services for Healthcare Consulting Firm

Accounting Services for Clinical Consulting Company

Bookkeeping & Tax Services for HealthTech Firm

Industry Experience

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Reviews mention Professional

Accounting for SaaS Company

Back Office Fiscal Services for Healthcare Consulting Firm

Accounting Services for Clinical Consulting Company

Bookkeeping & Tax Services for HealthTech Firm

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Reviewed 2 times in the past 6 months

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Outsourced Accounting & Bookkeeping Plans

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B2C Tax Preparation & Financial Planning for Business Dev VP

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Accounting & Financial Services for Media & Events Company

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Tax Prep & Bookkeeping for Video Production Agency

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Tax Prep, Bookkeeping, Consulting for Digital Agency

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Accounting & Tax Services for Digital Agency