A La C.A.R.T.E. Solutions

A La C.A.R.T.E. Solutions

Reviews Summary

The reviews consistently highlight exceptional expertise, seamless integration, and transformative impact on financial systems. The team is praised for their professionalism, quick problem-solving, and ability to streamline complex accounting processes. Clients appreciate their responsiveness, cost-effectiveness, and white-glove service, often describing them as an extension of their own team. Their remote work setup is effective, with smooth transitions between team members. Many note improved efficiency, peace of mind, and strong communication, making them a top recommendation for accounting and financial management needs.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Non-profits
Professional Services
Technology
QuickBooks
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Non-profits
Professional Services
Technology
QuickBooks
GAAP Compliance

Contact Information

Address

6080 Center Dr 6th Floor

Los Angeles, California 90045

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 8AM-5PM

Customer Reviews

We were hesitant about working with an enterprise where people work remotely. But they make it work well. There has been different faces through the process, but what has really been such a pleasant surprise is that each new face seems to be as up to speed as the last person. Our company faces headwinds to making our company successful but at least we have NOT had to worry about our financial record keeping and reporting. That frees us up to take the best swing we can at making this work. Grateful for t

The ALC team is phenomenal. They stepped in immediately and learned who we are and our specific needs, developing a work plan that transformed our financial management. Their expertise is only rivaled by their kindness and patience!

Shirley and her team have, and continue to, drive our performance and agility in the finance space better than I could have anticipated. As our business grew through an acquisition we needed more help immediately and continue to need best practices as we grow through organic mechanisms. The ability to pass work onto her team while my accounting team focuses on day to day tasks has allowed us to be more nimble and respond to urgent matters quicker. Highly recommend.

A La Carte has been a great fit for our small consumer electronics business. I tried a variety of independent contractors and services before I landed on ALC. Finally problem solved. We manufacture all original products with factories overseas. Each project requires multiple payments as we move through the stages of development and production which makes the accounting a bit complicated. Layered on to that, our sales are a mix of direct-to-consumer and wholesale so transactions are coming in from multiple p

A La C.A.R.T.E is a top notch organization. They communicate very well, are knowledgable in the fields of finance, accounting, and HR, and have a wide variety of resources to support organizations. They helped our organization through good times and bad times and always interacted as though they were part of our staff, not just an outside service provider. What stands out most, though, is their phenomenal personnel. You can tell they enjoy what they do and are experts in their fields. I highly recommend ALC

The ALC team is outstanding in every way. Westside Waldorf School hired ALC in 2019 for bookkeeping services. After a year, WWS increased ALC's responsibilities to support finance, accounting, and payroll. As school board president for two pandemic years, I trusted ALC as our partner to manage through the financial challenges and opportunities brought on by COVID. Shirley, Sean, Melissa and Beth are awesome team members -- smart, attentive to deadlines, professional, focused on client needs. I'd recommend A

We've been using A la C.A.R.T.E Solutions for the last few years for our Bookkeeping and accounting services. They are very prompt and do an excellent job. Everything is done electronically and a very hassle free experience. Shirley and her team are very quick to respond to questions. Their prices are also reasonable and the turnaround time is very quick.

Shirley, Linda and the team at ALC are EXPERTS! Their seamless integration into our organization is just like having a dedicated staff but better. Your expertise and automations completely revolutionized our systems and we could not be happier.

Shirley and her team provide amazing support to clients and a community of followers. They are experts in the field of accounting and genuinely look for ways to help businesses reduce cost and improve efficiency, vs just billing fees.

In a sea of CPAs and accounting professionals, A La CARTE Solutions truly stands out. Their level of professionalism, the way they simplify accounting for an organization, and their white-glove approach to service is incredible. I have used the A La CARTE for my organization and have recommended them to several clients. No need to look further.

?A la Carte has given me peace of mind. Thanks to their supportive team, I no longer worry about staying on top of accounts receivable and payable, bookkeeping, or annual financial reviews. Working with A la Carte has been a game changer.? Ping Ho, Founder and Director, UCLArts & Healing

It took Shirley and Jenna about 30 minutes to solve a problem that had been plaguing our nonprofit for about a month. They had great attitudes and were like bookkeeping superheros, swooping in and saving the day just in time for a board meeting. What a find!

Shirley Wiliani and her team are defacto members or our team. Professional in every way. My 5 star review is sincere and issued with pleasure. Douglas Williams

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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