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Top Accounting Firms in Thousand Oaks

Ratings Updated: June 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 an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

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Reviews mention Helpful
Clients consistently express high satisfaction with indinero's helpfulness, highlighting their responsiveness and problem-solving capabilities. For instance, the CTO of Remedly, Inc. noted that the team 'listens to you and helps solve your problems,' while a financial manager emphasized their 'professional and experienced' approach, stating the team is 'very helpful.' Overall, the sentiment reflects a strong appreciation for indinero's commitment to delivering accurate and timely services without any significant areas for improvement identified.

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. Because of the time difference we use email for communication. 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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Bookkeeping & Tax Services for HealthTech Firm

5.0 Oct 28, 2025

They listen to you and help solve your problems.
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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 past six months, indinero has received overwhelmingly positive feedback for their financial services. Clients, such as GO Processing and W.Bradford, praised their responsiveness, communication, and ability to simplify complex financial matters. Notably, GO Processing highlighted indinero's significant impact on budgeting and forecasting, making financial data more organized and useful. Both clients noted the ease of collaboration and effective project management, with no significant areas for improvement mentioned.
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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.
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves Thousand Oaks, United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.

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Reviews mention Exceeds expectations
Clients have consistently reported that CoCountant exceeds expectations, particularly in project management and responsiveness. One CFO noted that the assigned staff not only met but surpassed KPIs, implementing key process improvements that enhanced workflow. The company's commitment to timely deliverables, such as monthly financial statements, further exemplifies their dedication to client satisfaction. Overall, feedback highlights CoCountant's exceptional service and ability to adapt to client needs, with no identified areas for improvement.

Accounting & Tax Filing Services for SaaS Data Company

5.0 Aug 7, 2025

Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of CoCountant reflect a positive client sentiment, highlighting their responsiveness and reliability in financial reporting and bookkeeping services. A client from a nonprofit organization noted the team's effective communication and timely delivery of tailored reports. Another client, a VP of a VoIP services company, praised their high-quality work and attention to detail, stating that the team consistently meets objectives and integrates feedback effectively. Overall, clients express satisfaction with the value and quality of services provided.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Thousand Oaks, 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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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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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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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

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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

4.9 36 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 an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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Reviews mention Efficient
The overall sentiment regarding efficiency in George Dimov, CPA's services is highly positive. Clients frequently commend the team's promptness and thoroughness, with one reviewer noting their ability to complete taxes within 24 hours. Feedback highlights their organized workflow, such as the seamless processing of six years of back taxes, which was completed efficiently. Clients appreciate the proactive communication regarding new regulations, emphasizing the firm's commitment to delivering timely and effective results.

CPA Accounting Services for Media Production Company

4.5 Mar 10, 2021

We were impressed with their patience, courteousness, and efficiency. Excellent, organized, thorough and timely.
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Business Taxes Filing for Apparel Design Services Company

5.0 Mar 1, 2021

They efficiently and quickly do what they say they're going to do. I also appreciate that they are on top of new rules and email me in advance of my needing to access those rules so that I have a heads up.
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Back Taxes Filing for Entertainment Business

5.0 May 9, 2020

The work flow was awesome. We knew what was happening and it was always clear what they needed. For six years of tax work the process was so clear and efficient.
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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
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.
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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)

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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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Theresa Hansen CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upland, CA

Services provided

70% Accounting

15% Business Consulting

15% HR Consulting

Theresa Hansen CPA is an Accounting company. Established in 2015, the firm is based in Upland, California. Their team offers Accounting and Business Consulting.
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First Insurance Funding

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Newport Beach, CA

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

First Insurance Funding offers reliable and cost-effective financing solutions for insurance premiums, allowing agents to quote online and provide manageable payment terms for clients. Feedback highlights successful client retention and strong value for cost, though some reviews suggest improvements in online support for better transaction handling.

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Newport Beach, CA

1300 Quail St., Ste. 205
Newport Beach, CA 92660
401 - 500

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Featured

What are Featured Providers?
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.

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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 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their responsiveness and professionalism. Clients praised the timely and accurate handling of bookkeeping and payroll, with one stating, 'Payroll always on time and correct.' Another noted their impressive communication, describing them as 'very responsive.' No significant areas for improvement were mentioned, indicating a high level of client satisfaction with their services.
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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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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 an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

See all 20 projects
Reviews mention Helpful
Clients consistently express high satisfaction with indinero's helpfulness, highlighting their responsiveness and problem-solving capabilities. For instance, the CTO of Remedly, Inc. noted that the team 'listens to you and helps solve your problems,' while a financial manager emphasized their 'professional and experienced' approach, stating the team is 'very helpful.' Overall, the sentiment reflects a strong appreciation for indinero's commitment to delivering accurate and timely services without any significant areas for improvement identified.

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. Because of the time difference we use email for communication. 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

Bookkeeping & Tax Services for HealthTech Firm

5.0 Oct 28, 2025

They listen to you and help solve your problems.
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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 past six months, indinero has received overwhelmingly positive feedback for their financial services. Clients, such as GO Processing and W.Bradford, praised their responsiveness, communication, and ability to simplify complex financial matters. Notably, GO Processing highlighted indinero's significant impact on budgeting and forecasting, making financial data more organized and useful. Both clients noted the ease of collaboration and effective project management, with no significant areas for improvement mentioned.
Read 2 Recent Reviews

Was this helpful?

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?

View projects from:

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

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Armada Staffing

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orange, CA

Services provided

30% Accounting

35% Recruiting

35% Staffing

Armada Staffing is a Staffing company. They are based in Orange, California and have small team. Their services include Staffing and Recruiting.
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Gemini Professional Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Upland, CA

Services provided

75% Accounting

25% Business Consulting

Gemini Professional Services, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were launched in 2014.
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Vessel Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Irvine, CA

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Accounting company Vessel Advisors specializes in Accounting and Business Consulting. They are in Irvine, California.
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Core Benefits

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newport Beach, CA

Services provided

10% Accounting

60% HR Consulting

30% Business Consulting

Core Benefits is a HR Consulting company. Founded in 1989, the agency is located in Newport Beach, California. Their services include HR Consulting and Business Consulting.
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SMA Financial Inc. – Accounting and Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Irvine, CA

Services provided

80% Accounting

20% Business Consulting

SMA Financial Inc. – Accounting and Tax Services, an Accounting company, is located in Irvine, California. Their services include Accounting and Business Consulting.
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RiverRock Real Estate Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Newport Beach, CA

Services provided

20% Accounting

40% Commercial Property Management

20% Architectural Design +1 service

20% Business Consulting

RiverRock Real Estate Group is a Commercial Property Management company. The team provides Commercial Property Management and Architectural Design and is located in Newport Beach, California.
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CIP Real Estate

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Upland, CA

Services provided

20% Accounting

20% Business Consulting

20% Commercial Brokerage Services +2 services

20% Commercial Property Management

20% Marketing Strategy

CIP Real Estate, a small Accounting company, is located in Irvine, California and Upland, California. The team provides Accounting and Commercial Brokerage Services.
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Upland, CA

1164 Monte Vista Avenue, Suite 10
Upland, CA 91786
16 - 20

+1.909.949.2080

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California Commercial Real Estate Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Newport Beach, CA

Services provided

20% Accounting

20% Business Consulting

20% Commercial Brokerage Services +3 services

20% Commercial Financing

10% Commercial Property Management

10% Market Research

California Commercial Real Estate Services is a small Newport Beach, California-based Accounting company. The team specializes in Accounting and Commercial Brokerage Services.
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Greenlaw Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

20% Accounting

20% Commercial Brokerage Services

20% Commercial Financing +3 services

20% Commercial Property Management

10% Commercial Development

10% Marketing Strategy

Accounting company Greenlaw Partners offers Accounting and Commercial Brokerage Services. They were established in 2003.
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The Renken Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Claremont, CA

Services provided

20% Accounting

30% Commercial Financing

20% Commercial Brokerage Services +2 services

20% Commercial Property Management

10% Business Consulting

Founded in 1994, The Renken Company is a small Commercial Financing company headquartered in Claremont, California. Their team specializes in Commercial Financing and Accounting.
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TrueDoor Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Huntington Beach, CA

Services provided

10% Accounting

30% Commercial Brokerage Services

30% Commercial Property Management +2 services

20% Digital Strategy

10% Commercial Financing

TrueDoor Property Management is a small Commercial Brokerage Services company launched in 2007. Their team offers Commercial Brokerage Services and Commercial Property Management.
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ManagEase

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

20% Accounting

30% HR Consulting

25% Recruiting +1 service

25% Staffing

ManagEase is a HR Consulting company. Established in 1997, their team provides HR Consulting and Staffing.
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REMM Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Tustin, CA

Services provided

30% Accounting

20% Commercial Brokerage Services

20% Commercial Property Management +2 services

20% Digital Strategy

10% Advertising

Located in Tustin, California, REMM Group is an Accounting company. Their services include Accounting and Commercial Brokerage Services.
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PR Properties

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

20% Advertising +2 services

10% Direct Marketing

10% Email Marketing

PR Properties, a Commercial Brokerage Services company, is located in Anaheim, California. The team focuses on Commercial Brokerage Services and Accounting.
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Cedar Realty Management, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Anaheim, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Property Management +1 service

20% Commercial Development

Cedar Realty Management, Inc. Is a Commercial Brokerage Services company founded in 2011. The team provides Commercial Brokerage Services and Commercial Property Management.
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AK Property Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Tustin, CA

Services provided

30% Accounting

40% Commercial Property Management

30% Commercial Brokerage Services

Based in Tustin, California, AK Property Management is a Commercial Property Management company. Founded in 2008, the team provides Commercial Property Management and Accounting.
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About Profit

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

About Profit is a company specializing in accounting services, focusing on tax preparation, financial advisory, and consulting. They have received predominantly positive feedback, with 100% of reviewers highlighting their reliability and problem-solving capabilities. Clients appreciate the prompt communication and personalized support, though some suggest improvements in handling payroll issues. Overall, About Profit is valued for enhancing clients' time efficiency and peace of mind.

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Industry Experience

About Profit has demonstrated expertise primarily in the IT Services industry, where they have successfully assisted clients with tax preparation and consulting. Feedback highlights their strengths in providing reliable, timely communication and creative problem-solving, resulting in considerable time savings and peace of mind for clients. Overall sentiment is positive, suggesting that potential clients in the IT Services sector would benefit from engaging About Profit for their tax-related needs and business structuring advice.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have reported a positive overall sentiment regarding About Profit's cost and value for money, highlighting their reliability and prompt communication. One client noted an investment of approximately $10,000, emphasizing significant time savings and peace of mind gained from the partnership. They appreciated the tailored consulting services that addressed complex tax issues, although there were suggestions for improvement in managing specific payroll challenges. Overall, clients feel the investment is justified by the quality of service received.
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1 of 1 Thousand Oaks-based review is 5 stars

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

Accounting project highlight

Tax Prep Services for Software Company
5.0 — About Profit (formerly Barlin Business Solutions) provides tax preparation services for a small software company. They also consult on situations such as structuring salaries, balance personal Read more
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HWI Corporation

5.0 1 review

Undisclosed

Undisclosed

2 - 9

South Pasadena, CA

Services provided

80% Accounting

20% Business Consulting

HWI Corporation specializes in Accounting Services, excelling in Tax Preparation and Tax Filing. Their clients commend their timeliness, knowledgeable staff, and exceptional communication, with positive feedback in 100% of reviews. Their reasonable fees and ability to educate clients on tax processes further highlight their expertise and dedication to client satisfaction.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Processing for Entertainment Startup
5.0 — HWI Corporation helps an audience relationship management startup with their tax filings. For the last two years, the client has sent over financials through email, awaiting the final Read more
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Industry Experience

HWI Corporation has received positive feedback primarily from clients in the Arts, Entertainment & Music industry. They are recognized for their expertise in tax-related services, demonstrating strengths in timely communication, professionalism, and client education. Clients noted their reasonable fees and effective project management. Overall sentiment is highly favorable, indicating that HWI Corporation is a good fit for startups and businesses needing reliable financial guidance in this sector.
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Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised HWI Corporation for their reasonable fees and high value for money. One client noted spending approximately $1,200 over two years for tax services and highlighted the company's knowledgeable and timely support. Their quick response times and effective communication have also been commended, contributing to an overall positive sentiment regarding cost-effectiveness. Clients expressed satisfaction with the services provided, indicating that HWI Corporation delivers strong value without compromising quality.
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Southland Data Processing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Upland, CA

Services provided

20% Accounting

20% Back Office Outsourcing

20% Corporate Training & Coaching +3 services

20% HR Consulting

10% Event Management

10% Search Engine Optimization

Southland Data Processing, a Back Office Outsourcing company, was founded in 1986. The small team provides Back Office Outsourcing and Corporate Training & Coaching.
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ITS Consulting Incorporated

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Claremont, CA

Services provided

20% Accounting

20% CRM Consulting and SI

20% ERP Consulting and SI +3 services

20% HR Consulting

10% Business Consulting

10% Financial Consulting

In Claremont, California, ITS Consulting Incorporated is a CRM consulting and SI company. The team focuses on CRM consulting and SI and ERP consulting and SI.
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Stonewood Properties, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Services provided

20% Accounting

30% Commercial Brokerage Services

30% Commercial Development +1 service

20% Commercial Property Management

Stonewood Properties, Inc. Is a Santa Ana, California-based Commercial Brokerage Services company. Founded in 2004, the team provides Commercial Brokerage Services and Commercial Development.
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JAAG Financial Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

San Dimas, CA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

JAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.

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Industry Experience

JAAG Financial Services has garnered positive feedback primarily from the software industry, where they offer comprehensive accounting and financial planning services. Clients appreciate their attention to detail, excellent customer service, and ability to provide insightful financial analyses and reports. The overall sentiment is favorable, indicating that their expertise is particularly well-suited for tech-focused businesses seeking to navigate complex financial landscapes.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with JAAG Financial Services, emphasizing their exceptional value for money. One client noted a $50,000 investment and praised their comprehensive financial planning and reporting services. The attention to detail and customer service were highlighted as key strengths, contributing to a positive perception of the overall cost-effectiveness. However, some feedback suggested a desire for more ambitious long-term planning options.
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1 of 1 Thousand Oaks-based review is 5 stars

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

Accounting project highlight

Financial Services for Software Development Company
5.0 — JAAG Financial Services helps a software development company with their accounting and financial plans to take on growth opportunities. They also handle their taxes and financial reports. Read more
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KKAJ, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Santa Clarita, CA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

KKAJ, LLP is a CPA firm providing comprehensive accounting services, including tax preparation and financial planning. Praised for their professionalism and effective project management, they have successfully reduced accounting errors and eliminated audits. However, 20% of reviewers suggest enhanced communication for strategic alignment, while 80% highlight their cost-saving capabilities.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired KKAJ, LLP to provide accounting services. Their efforts involve tax preparation and financial planning through a CPA firm. Read more
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Industry Experience

KKAJ, LLP has demonstrated strong expertise in the business services industry, particularly in tax preparation and financial planning. Clients appreciate their professionalism and effective project management, noting significant reductions in accounting errors and the absence of audits as indicators of their impact. Overall, the sentiment is positive, suggesting that KKAJ, LLP is well-suited for firms seeking reliable financial services and strategic guidance within the business sector.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive KKAJ, LLP as offering good value for money. One client noted a $5,000 investment resulting in significant savings and a decrease in accounting errors, highlighting the firm's effectiveness in tax preparation and financial planning. Their professionalism and project management were praised, although some feedback suggested improvements in communication. Overall, the sentiment indicates that clients find KKAJ, LLP to be a reliable and cost-effective choice for CPA services.
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Vasquez & Company

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Services provided

100% Accounting

Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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Marcum LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

Los Angeles, CA

Services provided

100% Accounting

Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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Los Angeles, CA

2049 Century Park East Suite 300
Los Angeles, CA 90067

310.432.7400

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Kruze Consulting

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Santa Monica, CA

Services provided

100% Accounting

Kruze Consulting is an Accounting company. Headquartered in San Francisco, California and Santa Monica, California, their small team focuses on Accounting. The firm was launched in 2012.
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Santa Monica, CA

1515 7th Street #363
Santa Monica, CA 90401

424.210.5294

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SEMPER TAX RELIEF

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orange, CA

Services provided

100% Accounting

SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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ALLIANCE TAX ADVOCATE

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Services provided

100% Accounting

Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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Clark & Associates

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Clark & Associates is an Accounting company. Founded in 1992, the team focuses on Accounting. The agency is located in Boston, Massachusetts and Los Angeles, California.
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Los Angeles, CA

4602 Crenshaw Blvd. ste 3
Los Angeles, CA 90043

323.298.2156

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Accounting Tree

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Accounting Tree is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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ProActive Advisors, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

ProActive Advisors, Inc. Is a small Accounting company established in 2002. Their services include Accounting.
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Wiesenberg & Company, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

80% Accounting

20% Business Consulting

Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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Newport Valuations

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Newport Beach, CA

Services provided

35% Accounting

35% Business Valuation Services

30% Financial Advising & Planning

Launched in 1999, Newport Valuations is an Accounting company. The agency focuses on Accounting and Business Valuation Services, and is small.
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Eagle Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Chino Hills, CA

Services provided

20% Accounting

30% Commercial Property Management

20% Commercial Brokerage Services +2 services

20% Social Media Marketing

10% Architectural Design

Eagle Management is a Chino Hills, California-based Commercial Property Management company. Launched in 2018, the team focuses on Commercial Property Management and Accounting.
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Dichoso Group of Companies: Dichoso and Company, CPA, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

80% Accounting

20% Business Consulting

Established in 2001, Dichoso Group of Companies: Dichoso and Company, CPA, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
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Joseph Latif, CPA

0.5 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Joseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.

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Industry Experience

Joseph Latif, CPA has received notably negative feedback specifically within the business services industry. Clients reported a lack of attention to detail and unprofessionalism while handling tax reports. His inability to complete projects properly and poor communication were highlighted as significant weaknesses. Potential clients in the business services sector may want to consider these insights, as they indicate a mismatch between the provider's capabilities and the needs of businesses requiring diligent financial services.
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Average Project Cost Breakdown

What Clients Have Said
Client feedback indicates significant dissatisfaction with Joseph Latif, CPA's value for money. One reviewer noted that despite providing comprehensive financial information, the CPA mismanaged their 2021 tax report, leaving it unfinished and unprofessional. The overall sentiment reflects a lack of confidence in the firm's ability to deliver quality services commensurate with the fees charged, highlighting a disconnect between expectations and outcomes.
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Review Rating from Clients

0.5/5.0

Quality

1.0

Schedule

0.5

Cost

0.5

Willing to Refer

0.5

Reviewers in Los Angeles describe Joseph Latif, CPA, as experienced in tax reporting, though some criticize the workflow for being unprofessional and incomplete. The projects mainly involved 2021 tax filings, with clients noting issues in accuracy and responsiveness.
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CHARLES ANDREW, CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, CA

Services provided

70% Accounting

30% Business Consulting

CHARLES ANDREW, CPA is an Accounting company. They are based in Glendale, California. Their team specializes in Accounting and Business Consulting.
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Virtual Tax Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pasadena, CA

Services provided

70% Accounting

30% Business Consulting

Virtual Tax Accountant is an Accounting company. Their small team is located in Pasadena, California. Their team focuses on Accounting and Business Consulting.
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Marterra Properties

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newport Beach, CA

Services provided

20% Accounting

40% Commercial Brokerage Services

40% Commercial Property Management

Marterra Properties is a Commercial Brokerage Services company. Their team is based in Newport Beach, California. The agency offers Commercial Brokerage Services and Commercial Property Management.
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Enterprise Consultants Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Enterprise Consultants Group is an Accounting company. The team is located in Los Angeles, California, and their services include Accounting.
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Velin & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Velin & Associates is a small Los Angeles, California-based Accounting company. The team offers Accounting.
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Pinnacle Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Pinnacle Tax Services is a Los Angeles, California-based Accounting company. They offer Accounting.
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The Tax Consultancy Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Established in 1993, The Tax Consultancy Group is an Accounting company. The team focuses on Accounting and is headquartered in Los Angeles, California.
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Back Office People

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, CA

Services provided

100% Accounting

Back Office People is an Accounting company. Founded in 2009, the firm offers Accounting.
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EisnerAmper

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

40% Accounting

40% Business Consulting

20% Business Valuation Services

Located in Los Angeles, California, EisnerAmper is a Business Consulting company. They focus on Business Consulting and Accounting and were founded in 1963.
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Welch & Co.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Torrance, CA

Services provided

100% Accounting

Welch & Co. , an Accounting company, is located in Torrance, California. They offer Accounting.
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California Republic Accountancy

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

100% Accounting

Founded in 1997, California Republic Accountancy is a small Accounting company. Their services include Accounting.
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Paul Carney CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Arcadia, CA

Services provided

100% Accounting

Paul Carney CPA, an Accounting company, specialize in Accounting. They were launched in 1994.
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