# David L. Moonie & Co., LLP David L. Moonie & Co., LLP Reviews (1), Pricing, Services & Verified Ratings - 5.0 out of 5 average review rating - 0 connections joined David L. Moonie & Co., LLP's Network [Visit Website](http://dlm-cpa.com/) [Get a Custom Proposal](https://clutch.co/profile/david-l-moonie-co-llp) **Serving Individuals, Businesses, and Families** As the professionals of David L. Moonie & Company, LLP, we pride ourselves on offering services beyond what you may expect from a traditional accounting firm. We are not your typical CPA firm. To us, "CPA" describes a much more personal focus, with caring attention to the quality of people's lives and their financial security. ## Company Information - Number of employees: 2 - 9 - 1 Locations: - Eureka, CA (Headquarters) - Founded in 1938 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 100% Accounting ### Focus Areas - Tax Focus: - 100% Tax Preparation - General Accounting Focus: - 34% Payroll Processing - 33% Bookkeeping - 33% Financial Accounting ## Pricing Snapshot Average rating for cost based on this provider's reviews: 5.0 out of 5 **Most Common Project Size**: Less than $10,000 based on 1 review *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Accounting: Less than $10,000 based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### David L. Moonie & Co., LLP Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 ### David L. Moonie & Co., LLP Reviews #### Tax Prep Accounting for Medical Cannabis Manufacturer **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Jan. 2018 - Ongoing **Project Summary**:  David L. Moonie & Co., LLP provided end of year tax preparation and filing services to the client. Along the way, they advised the client on best practices for bookkeeping and payroll.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Owner, Kind Solutions - Industry: Legal Cannabis - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Apr 10, 2020 **Feedback Summary**: David L. Moonie & Co., LLP’s expertise helped the client easily file taxes, even with the additional regulations in their industry. The team is responsive and easy to communicate with both in-person and virtually.  ""Having their expertise has been very beneficial." " **BACKGROUND** Introduce your business and what you do there. I’m one of the owners of a licensed cannabis manufacturer based in California. We make essential oils from cannabis flowers and package them to be sold to retailers. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with David L. Moonie & Co., LLP? We needed assistance preparing for year-end tax filing. **SOLUTION** What was the scope of their involvement? We do our own bookkeeping through QuickBooks. They help us with filing taxes and are also there to consult with us if we had more complex questions regarding bookkeeping or payroll.  What is the team composition? I’m in contact with Aaron (CPA).  How did you come to work with David L. Moonie & Co., LLP? I originally began working with them at a previous cannabis business I was at. I initially found them because they’re located in the same city as us. Additionally, when I asked around to see which businesses were comfortable working with cannabis companies, their name came up.  Cannabis companies have different deductions and regulations that need to be followed, so it was important that we found someone who understood that.  How much have you invested with them? We spend about $800 each year.  What is the status of this engagement? They’ve been doing our yearly taxes since we started our business in 2018, and the engagement is ongoing.  **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  We’re a small business and some of the different rules and regulations around filing taxes for a cannabis-based business went a bit over our heads. Having their expertise has been very beneficial.  How did David L. Moonie & Co., LLP perform from a project management standpoint? They performed well. Aaron is responsive and gets back to us quickly via phone or email. We also meet in-person frequently since our businesses are within walking distance of each other.  What did you find most impressive about them? They’re extremely responsive, even when they’re busy. Our CPA also explains things in a way that we can understand and when we run into roadblocks, he always offers us multiple solutions.  Are there any areas they could improve? No.  --- ## Key Clients - Kind Solutions ## Packages ## Locations (1) ### Eureka, CA (Headquarters) - 325 2nd St, Suite 301 - Eureka, CA 95503 - United States - 2 - 5 employees - Phone: 707.442.1737 ## Contact David L. Moonie & Co., LLP [Send a message](https://clutch.co/profile/david-l-moonie-co-llp) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/david-l.-moonie-&-co.-llp/about/) - [Facebook](https://www.facebook.com/pages/David-L-Moonie-Co-LLP/590613787669638)