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Top Accounting Firms in Thousand Oaks

Ratings Updated: August 4, 2026

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Featured

What are Featured Providers?
indinero

4.9 20 reviews

Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Thousand Oaks, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

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Reviews mention High-quality work
Clients consistently praise indinero for delivering high-quality work in accounting and bookkeeping services. One client highlighted their responsiveness and communication, stating, 'everything they do is very high quality.' Another noted the firm's dedication to financial excellence, leading to a continued partnership beyond the initial engagement. Overall, the sentiment reflects a strong satisfaction with indinero's reliability and the quality of their services.

Accounting for SaaS Company

5.0 Aug 16, 2022

Their accuracy impressed me in the onboarding process and they keep this mentality in every task. They are professional and experienced in accounting and taxation. The team is very helpful.
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Accounting Services for Virtual Care Platform Company

5.0 Apr 1, 2022

Their eagerness to learn new systems and processes while ensuring quality work is impressive. They work like it is their own. Although the engagement was temporary, due to their dedication to ensuring financial excellence and process enhancement, we've kept them on at a lower scale indefinitely.
Read Full Review

Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Indinero highlight strong client satisfaction, particularly in budgeting, forecasting, and financial organization. Clients commend their responsiveness, attention to detail, and ability to simplify complex financial concepts. One client noted significant improvements in financial visibility and strategic budget allocation, stating the difference compared to previous firms was 'night and day.' Overall, Indinero is perceived as a reliable partner, with no major areas for improvement identified.
Read 1 Recent Review

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Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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1-800Accountant

4.5 31 reviews

Verified

Undisclosed

Undisclosed

50 - 249

Serves Thousand Oaks, United States

Services provided

100% Accounting

1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.

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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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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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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

Business Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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George Dimov, CPA

4.8 37 reviews

Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Thousand Oaks, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.

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1 of 2 reviews are 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of George Dimov, CPA reflect mixed sentiments. One client expressed significant dissatisfaction, citing poor communication and inconsistent guidance on tax matters, labeling the experience as frustrating and disappointing. In contrast, another client praised the firm for timely delivery and effective problem-solving, noting beneficial tax strategies. Overall, while some clients appreciate the firm's capabilities, concerns regarding customer service and communication persist.
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Industry Experience

George Dimov, CPA has demonstrated expertise across various industries, including Advertising & Marketing, Financial Services, Information Technology, and Business Services. Clients have praised their thoroughness and professionalism in tax filings, bookkeeping, and audits, noting strong communication and timely deliverables. However, feedback suggests issues with responsiveness in some projects, particularly in Consumer Goods Consulting. Overall, the firm is well-regarded for its impact in the Financial Services and Information Technology sectors, making it a suitable choice for clients seeking reliable accounting services.
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Real estate Financial services Consumer Products Construction Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.
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1 of 1 Thousand Oaks-based review is 5 stars

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

Accounting project highlight

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves Thousand Oaks, United States

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

See all 3 projects
Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.

Accounting, Bookkeeping & Payroll Processing for Painting Co

5.0 Dec 22, 2025

Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
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Barnett-Turner & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

Small Accounting company Barnett-Turner & Associates, is in Anaheim, California. The team specializes in Accounting.
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Kim R. Coyle CPA & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

100% Accounting

Accounting company Kim R. Coyle CPA & Associates focuses on Accounting. They were established in 1999.
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Featured

What are Featured Providers?
indinero

4.9 20 reviews

Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Thousand Oaks, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

See all 20 projects
Reviews mention High-quality work
Clients consistently praise indinero for delivering high-quality work in accounting and bookkeeping services. One client highlighted their responsiveness and communication, stating, 'everything they do is very high quality.' Another noted the firm's dedication to financial excellence, leading to a continued partnership beyond the initial engagement. Overall, the sentiment reflects a strong satisfaction with indinero's reliability and the quality of their services.

Accounting for SaaS Company

5.0 Aug 16, 2022

Their accuracy impressed me in the onboarding process and they keep this mentality in every task. They are professional and experienced in accounting and taxation. The team is very helpful.
Read Full Review

Accounting Services for Virtual Care Platform Company

5.0 Apr 1, 2022

Their eagerness to learn new systems and processes while ensuring quality work is impressive. They work like it is their own. Although the engagement was temporary, due to their dedication to ensuring financial excellence and process enhancement, we've kept them on at a lower scale indefinitely.
Read Full Review

Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
Read Full Review

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Indinero highlight strong client satisfaction, particularly in budgeting, forecasting, and financial organization. Clients commend their responsiveness, attention to detail, and ability to simplify complex financial concepts. One client noted significant improvements in financial visibility and strategic budget allocation, stating the difference compared to previous firms was 'night and day.' Overall, Indinero is perceived as a reliable partner, with no major areas for improvement identified.
Read 1 Recent Review

Was this helpful?

Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
Read All Reviews

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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?
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Hutchison & Hutchison Accountancy

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lancaster, CA

Services provided

60% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO)

Hutchison & Hutchison Accountancy, an Accounting company, is in Lancaster, California. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1994.
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GM Properties

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Whittier, CA

Services provided

30% Accounting

20% Commercial Brokerage Services

20% Commercial Financing +2 services

20% Commercial Property Management

10% Business Consulting

GM Properties is an Accounting company. They offer Accounting and Commercial Brokerage Services and are located in Whittier, California.
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Talley LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orange, CA

Services provided

75% Accounting

25% Business Consulting

Accounting company Talley LLP provides Accounting and Business Consulting. They were launched in 1989.
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C&Z Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Walnut, CA

Services provided

100% Accounting

Small Accounting company C&Z Accounting, is based in Walnut, California. The team offers Accounting.
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Raven Paul & Co.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Dimas, CA

Services provided

80% Accounting

20% Business Consulting

Raven Paul & Co. Is an Accounting company. Founded in 1980, the agency is located in San Dimas, California. Their team offers Accounting and Business Consulting.
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Munson, Cronick & Associates, LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fullerton, CA

Services provided

100% Accounting

Munson, Cronick & Associates, LLP is a small Accounting company located in Fullerton, California. The team focuses on Accounting.
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Mega Refund Income Tax

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

In Anaheim, California, Mega Refund Income Tax is a small Accounting company. Their services include Accounting.
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Agency Accountant

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Anaheim, CA

Services provided

100% Accounting

Agency Accountant is an Anaheim, California-based Accounting company. They specialize in Accounting.
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CROSSCOR Valuations & Forensics Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

100% Accounting

CROSSCOR Valuations & Forensics Inc. Is an Accounting company. Their team is located in Huntington Beach, California and specializes in Accounting.
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Huff and Marshall, CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

100% Accounting

Huff and Marshall, CPAs is an Accounting company. They specialize in Accounting and are located in Huntington Beach, California.
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ePay Payroll

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

75% Accounting

25% HR Consulting

EPay Payroll is an Accounting company. The firm is headquartered in Chino Hills, California and Anaheim, California. Their team provides Accounting and HR Consulting.
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Anaheim, CA

518 S Brookhurst St Suite #4
Anaheim, CA 92804
6 - 9

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Altman Apartments

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rolling Hills Estates, CA

Services provided

20% Accounting

70% Commercial Property Management

10% Building Security Services

Established in 2014, Altman Apartments is a Commercial Property Management company. The small team focuses on Commercial Property Management and Accounting.
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Paul S. Joo, CPA accountancy corp.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Garden Grove, CA

Services provided

100% Accounting

Paul S. Joo, CPA accountancy corp., an Accounting company, was founded in 2008. The agency specializes in Accounting, and is small.
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Irvine Bookkeeping

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Irvine, CA

Services provided

100% Accounting

Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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Tax Resolution Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

100% Accounting

Tax Resolution Group is an Accounting company. Their small team is located in Huntington Beach, California. Their services include Accounting.
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Teraoka and Company

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

70% Accounting

30% Business Consulting

Teraoka and Company is an Accounting company. The small Huntington Beach, California-based team provides Accounting and Business Consulting. The agency was founded in 1982.
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Walpole & Co., LLP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Goleta, CA

Services provided

80% Accounting

20% Business Consulting

Walpole & Co., LLP is a small Accounting company. Launched in 1974, the team offers Accounting and Business Consulting.
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Anaheim Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

Anaheim Tax Services is an Anaheim, California-based Accounting company. They offer Accounting.
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Ideal Property

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Alhambra, CA

Services provided

20% Accounting

30% Commercial Property Management

20% Commercial Brokerage Services +3 services

10% Building Security Services

10% Business Consulting

10% Financial Consulting

Commercial Property Management company Ideal Property was launched in 1982. The company provides Commercial Property Management and Accounting, and is small.
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Anaheim Professional Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

Anaheim Professional Services is an Accounting company. Based in Anaheim, California, the team specializes in Accounting.
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10 Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Services provided

80% Accounting

20% Tax Law

10 Tax Services is an Accounting company. Their team is located in Santa Ana, California. The company offers Accounting and Tax Law.
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MuniTemps

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

La Mirada, CA

Services provided

20% Accounting

40% Recruiting

40% Staffing

MuniTemps is a Staffing company. Their midsize team is located in La Mirada, California and focuses on Staffing and Recruiting. The company was established in 1999.
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ABCompany LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fullerton, CA

Services provided

80% Accounting

20% Business Consulting

Small Accounting company ABCompany LLC, is located in Fullerton, California. The team offers Accounting and Business Consulting.
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DMA Accountancy Corporation

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fullerton, CA

Services provided

80% Accounting

20% Business Consulting

DMA Accountancy Corporation is an Accounting company launched in 2018. The small team offers Accounting and Business Consulting.
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The Muller Company

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

The Muller Company is a branding and marketing firm renowned for its expertise in refining brand messaging and website content. The company's reviews reflect a 100% positive sentiment, highlighting their exceptional attention to detail and commitment to timely delivery. A consistent theme is their ability to enhance brand professionalism, leading to increased customer engagement and inquiries.

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Industry Experience

The Muller Company has received positive feedback primarily from clients in the financial services sector. They are praised for their expertise in rebranding and website content development, with clients noting significant improvements in customer engagement and professional appearance. Their strengths include attentive project management, clear communication, and a strong alignment with client values. This indicates a strong fit for clients in financial services looking for impactful branding and marketing solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Muller Company's cost-effectiveness and value for money. One review highlighted a significant improvement in brand presentation and customer engagement, indicating that the investment led to tangible results. The company's commitment to delivering projects on time and their attentiveness to client needs were also praised, reinforcing the perception that clients received excellent value for their expenditure. Overall, the sentiment reflects a strong alignment of service quality with pricing.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local clients commend The Muller Company for delivering tailored branding and content solutions that significantly improve online presence and customer interaction. They value the company's diligent project management and commitment to client satisfaction.
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Martin & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

100% Accounting

Martin & Associates is a small Accounting company headquartered in Huntington Beach, California. The team specializes in Accounting.
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Adcon Business Solutions Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

Adcon Business Solutions Inc., an Accounting company, offers Accounting. The agency is headquartered in Anaheim, California.
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MortgageAccountants.com

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Anaheim, CA

Services provided

100% Accounting

MortgageAccountants.com, a small Accounting company, is in Anaheim, California. The team offers Accounting.
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Cube Accounting Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Newport Beach, CA

Services provided

95% Accounting

3% Finance & Accounting Outsourcing (FAO)

2% Financial Advising & Planning

Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Tandy Consulting Inc

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Fullerton, CA

Services provided

45% Accounting

25% Fractional CFO Services

15% Business Consulting +1 service

15% Financial Consulting

Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.
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Valbridge Property Advisors | Los Angeles

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pasadena, CA

Services provided

20% Accounting

60% Commercial Financing

20% Market Research

In Pasadena, California, Valbridge Property Advisors | Los Angeles is a Commercial Financing company. They provide Commercial Financing and Accounting.
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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 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.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

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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Industry Experience

Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive financial services including bookkeeping, tax planning, and cash flow management. Clients have praised their proactive approach, strategic partnership, and ability to save time through efficient automation. The overall sentiment reflects a strong capability in serving B2B marketing agencies, with recommendations to engage them for a holistic understanding of business finances and potential advisory roles.
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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 offering good value for money, particularly through their holistic approach and efficiency. One client noted a yearly investment of approximately $15,000, resulting in significant time savings of 30-40 hours monthly due to improved processes. Their proactive communication and comprehensive service were highlighted positively, suggesting that their pricing is justified by the strategic partnership they provide. However, some clients recommend simplifying communication to enhance understanding.
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Steven A. Flores CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Placentia, CA

Services provided

100% Accounting

Launched in 1981, Steven A. Flores CPA is a small Placentia, California-based Accounting company. Their services include Accounting.
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CapinCrouse LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Brea, CA

Services provided

100% Accounting

Accounting company CapinCrouse LLP was founded in 1972. The company focuses on Accounting.
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Brea, CA

3050 Saturn Street Suite 104
Brea, CA 92821
2 - 5

714.577.0988

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TaxExpertsofOC.com

Not yet reviewed

$25,000+

$200 - $300 / hr

2 - 9

Santa Ana, CA

Services provided

100% Accounting

TaxExpertsofOC.com is a Santa Ana, California-based Accounting company. They provide Accounting.
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Ortiz Accountancy Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

100% Accounting

Ortiz Accountancy Group, an Accounting company, was founded in 1995. The team provides Accounting and is located in Anaheim, California.
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Gelman LLP, CPAs & Business Advisors

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Ana, CA

Services provided

100% Accounting

Gelman LLP, CPAs & Business Advisors is an Accounting company established in 1983. Their team focuses on Accounting.
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Dave Harlos Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

80% Accounting

20% Corporate Training & Coaching

Dave Harlos Consulting is an Accounting company. Based in Anaheim, California, the firm provides Accounting and Corporate Training & Coaching.
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SilverStone Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Alhambra, CA

Services provided

20% Accounting

30% Commercial Financing

20% Commercial Property Management +2 services

20% Market Research

10% Business Consulting

Based in Alhambra, California, SilverStone Property Management is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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Joe Gaglio CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

80% Accounting

20% Business Consulting

Founded in 1990, Joe Gaglio CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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Trumark Real Estate Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, CA

Services provided

10% Accounting

40% Commercial Brokerage Services

30% Commercial Property Management +1 service

20% Market Research

Trumark Real Estate Management is a Commercial Brokerage Services company. In Glendale, California, the firm specializes in Commercial Brokerage Services and Commercial Property Management.
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Darrel Whitehead CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Huntington Beach, CA

Services provided

70% Accounting

30% Business Consulting

Darrel Whitehead CPAs, an Accounting company, is based in Huntington Beach, California. Their services include Accounting and Business Consulting.
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Harbor Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Rancho Palos Verdes, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

20% Commercial Property Management +1 service

20% Market Research

Commercial Brokerage Services company Harbor Property Management focuses on Commercial Brokerage Services and Accounting. They are based in Rancho Palos Verdes, California.
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Ronald Blue & Co. CPAs and Consultants

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Santa Ana, CA

Services provided

70% Accounting

30% Business Consulting

Accounting company Ronald Blue & Co. CPAs and Consultants was established in 1937. The team focuses on Accounting and Business Consulting.
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John T. Bierman, CPA AAC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orange, CA

Services provided

100% Accounting

John T. Bierman, CPA AAC is an Accounting company established in 2001. Their services include Accounting.
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Jeffrey Kolsin CPA, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fountain Valley, CA

Services provided

100% Accounting

Jeffrey Kolsin CPA, Inc. Is an Accounting company. The company is headquartered in Fountain Valley, California. Their team focuses on Accounting.
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CNY Accountants & Consultants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orange, CA

Services provided

100% Accounting

CNY Accountants & Consultants is an Accounting company. Their small team is in Orange, California. Their team offers Accounting.
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Focus CPA Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Brea, CA

Services provided

80% Accounting

20% Business Consulting

Focus CPA Group is an Accounting company. The Brea, California-based company was founded in 2004. Their team offers Accounting and Business Consulting.
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