*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1790 Winchester Blvd Suite #3
Campbell, California 95008
The best bookkeeping service I have ever had in my 40+ years in business. I have had three other bookkeepers taking care of my three businesses over the years and none of them compare to Debbie Marino's "A Reliable Bookkeeping Service". Debbie's team are professionals in their field and they have never missed any filling deadline, they are always available for questions, and most important my CPA loves their quality and speed of work. I highly recommend the team at A Reliable Bookkeeping Service for any
Debbie started to provide her bookkeeping services to my company back in 2007. She helped me to setup QuickBooks and all the updates that come every year. She and her team keeping the company's books, completing the paychecks including filing the required forms online. When time comes to file my tax returns she has all the information promptly ready for my accountant. Debbie is always on time but still flexible when needed. She is very responsive and dependable and it is a pleasure working with her. I comp
I have been a customer for more than 10 years I would recommend a reliable bookkeeping services to anyone looking for professional Services they have given me a peace of mind and have been very helpful.
I have a construction business in San Jose, CA. Debbie at A Reliable Bookkeeping Service has been invaluable to my business. A Reliable Bookkeeping has taken care of all my bookkeeping needs including invoicing, accounts payable, accounts receivable, payroll and payroll reporting, workers comp to preparing financials for my CPA and year end taxes. I do not always do things correctly in QuickBooks, but it always gets straightened out. They have given me ?peace of mind? so I can tend to what I know, my bu
We've been using A Reliable Bookkeeping's services for over half a year now, and it's time for a review. Yvonne is very reliable, attentive and amazing to work with! I'm really pleased with their service, as they took our bookkeeping to the next level in our small family business. She has guided us through revamping the office side of the business, as well as given us solid advice and keeps us in check. Their payroll service is great, and I realized quickly how much we were overcharged by our last one.
I have been working with Laura Pignataro with Quick Books online platform with multiple LLC's and have been very pleased with her services. She is responsive, helpful with utilizing the features Quick Book offers and a pleasure to work with. She works closely with my CPA firm so that at year end, tax preparations are a breeze. I would highly recommend A Reliable Bookkeeping Service. Dave Ferrari
To whom it may concern, As Treasurer of The Forum Resident Council at The Forum at Rancho San Antonio, a senior community, we have had excellent, reliable, and professional service from the Reliable Bookkeeping Service. Their responsiveness has been very important to the successful running of our Resident Appreciation Fund where this service is crucial to making sure the hundreds of checks get written each December to present annual bonuses to our faithful staff. This service is important to making sure our
Debbie has provided bookkeeping services for me for 10 years, and I can describe her as responsible, conscientious, and thorough. I incorporated my business after a few years, which requires a lot more paperwork, payroll reports, the whole deal, and Debbie knew what was required and helped with the transition, working with my accountant, and made it relatively painless and smooth for me. I can easily recommend Debbie and her bookkeepers at A Reliable Bookkeeping Service.
Diana of A Reliable Bookkeeping Service has been helping us with bookkeeping and AR management for 5 years. We are very pleased with her dedicated and consistently reliable work. She has demonstrated outstanding service in bookkeeping, payroll preparation, meeting the requirements of multiple government reports and anything related to accounting services. Diana is very helpful and is clear and concise when explaining the intricacies of accounting to her clients. We recommend her highly and without rese
I own a business and was in desperate need of someone to come help me clean up my books before I got in too deep!! I was referred to A Reliable bookkeeping and they have done such a great job. They are informed on new laws, updates, and changes. I now have a wonderful relationship with Laura from there and I love working with them. I highly recommend calling them to assist you with your needs.
My experience with A Reliable Bookkeeping has been exceptional. They are extremely knowledgable with QuickBooks, helpful and reliable. I have worked with A Reliable Bookkeeping Service for the past 8 years as a general and electrical contractor. They are very professional, trustworthy and have helped my business grow from day one. I would highly recommend the them.
A Reliable Bookkeeping Service has been my company's bookkeeper for several years now. We are a startup in high technology and I m the CEO of this, my 8th company. They file all the necessary forms and give me info to file tax returns. they are prompt, accurate, responsive and dependable, and make it a pleasure to work with them. I trust them, of course, with access to all my online bank accounts and have recommended them to other startups like us. I know lots of startups that need such bookkeeping service
Highly recommend ARB and Yvonne, last year they helped me get converted to online QB and it's been a pleasure to work with them, they truly deserve to have reliable in their business name. It's nice to know she has my back on monthly entries, statement reconciliation, quarterly taxes, P&L reports and basically keeping me honest -all at affordable rates! Thank you!
Debbie at A Reliable Bookkeeping Service has been working with us for 9 years. I can say that I don?t have to worry about that area of our business anymore. I know the bills will be paid on time and everything will get done. With her help, our tax return is always ready to file at year end. Everything runs smoothly and automatically. She is knowledgeable, organized, and efficient. She?s not only reliable, she?s trustworthy too." Aldo Maresca & Barbara Lonsbury ?Aldo?s Ristorante & Bar? and ?Aldo?s Caf
A Reliable Bookkeeping Service is a small, personalized service that is ten times better than the big, impersonal accounting services I have used. Diana is friendly, fast, efficient, accurate and reasonably priced. What more can you ask?
I was with the different bookkeeping service before using A Reliable Bookkeeping Service and the difference is just night and day. My books are current and accurate and my files are neatly organized. Terri has become an essential part of my business. I don't know what I would do without her.
Debbie and her team at ARB Service are top notch. They have gone above and beyond to help keep multiple small businesses we manage up and running. If there is something they don't know the answer to, they will find it. Their knowledge of quickbooks is second to none. They handle our payroll promptly and accurately, they handle our business taxes promptly and accurately. They are honest, hard working- true professionals.
I found A Reliable Bookkeeping Service online and have been pleased with their services. I have done phone sessions with Laura several times and had her do an office appointment which I found super helpful. I reach out to have an experienced set of eyes on my monthly financial statements and guide me in the right direction. Thank you Laura!
On-time, accurate, knowledgeable, and trustworthy. Took care of our books on a weekly basis and interacted well with our employees. Truly took good care of us, including payroll and having things ready for the CPA. Great bookkeepers. Would highly recommend.
Terri Morrison is not only an exceptional bookkeeper, she is an exceptional person. She has given our firm the peace of mind that all is taken care of. Terri is proactive rather than reactive and tackles any obstacle with tact and diplomacy. In our line of business, this asset is priceless. Thank you, A Reliable Bookkeeping Service and thank you, Terri!!
I have had several book keepers. We are a volunteer group of Optimists running a bingo to send 5th - 9th graders to our camp in San Gregorio. My role has changed as members have retired or moved. I have been doing the books for 15 years and Laura has been outstanding and patient. A++++
They are outstanding in handles our charity accounts all year and especially during tax season. thanks
Thanks to Debbie and the team at ARBS, They helped me set up a payroll in order for me to get caregivers to care for my parents.I am so thankful for their help and guidance and they have been extremely easy to work with. Highly recommended.
Debbie's website has a lot of helpful information including financial guides and calculators. I recommend contacting her for your outsourced bookkeeping needs.
Im very happy with their services. They do a great and honest job.
My person is very helpful and flexible with scheduling. Very high quality work. Thank you.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.