*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.*
17752 Sky Park Cir # 235
Irvine, California 92614
SoCal Elite is a first rate accounting firm. Kimberly is a very knowledgeable and Professional. SoCal Elite was able to clean up our books expeditiously allowing us complete our year end financials with a sense of confidence. Kimberly was able to research and resolve legacy items enabling us to closed out previously opened items. SoCal Elite has helped in getting our business back on track with a with her willingness to take a deep-dive into challenges and solve what might be complicated matters for som
My business needed a real partner to handle our bookkeeping services. From the very first meeting Kimberly demonstrated not only her expertise, she also showed her desire to make sure that her team was going to work with the right clients. Since moving my company's bookkeeping needs over to Bookkeeping Enterprises we get more transparency and detail on our books which makes our lives easier. Kimberly and her team are a real asset to my business.
Kimberly/SoCal Elite accounting was referred to me by my accountant about a year ago. Kimberly and team has done an amazing job cleaning up my books for multiple businesses and providing timely, organized and professional monthly reconciliations. They have helped me with payroll audits, apply for various loans, sales tax payments and various other value add services. I would highly recommend SoCal Elite Accounting for others looking to focus on their business while having a knowledgeable bookkeeper focus on
SoCal Elite Accounting did a great job on an ?accounting clean up? project. They helped me, a fractional CFO, reconciled several years of financial records and cleaned up the books for a client company. Kimberly and her staff are knowledgeable, dedicated and hard working. Kimberly was extremely professional and committed to her work. She put in extra time on the project even during her vacations. Consequently, she completed it on time and met bank?s deadline.
Don't know what I would do without SoCal Elite Accounting, Kimberly and her team are fantastic! SoCal Elite manages the books for two of my businesses, they are extremely helpful in making both companies more efficient and profitable. Would HIGHLY recommend!
After doing our own book keeping for 17 years, some of the time doing it wrong we decided to bring on SoCal Elite Accounting. The idea of bringing in someone outside our organization and 6 hrs away seemed foolish at first, however with all things out of the norm for 2020 we took the leap of faith and we could not be happier we did. For the first time in 17 years we now have industry standard book keeping methodology in place. Kimberly and her team migrated us from QB desktop to QBO and the money is now flo
I have been using Bookkeeping enterprises for a few years now and they are great, Kimberly and her team always responds promptly which is important because as a small business owner we are bogged down with all kinds of tasks and when we are working on a project and need answers we need them quick before we move on to another task and it gets left behind. She is smart and the serivce is not only bookkeeping but planning and preparing, more of a stratagest on my companies side. Highly recommended.
Kimberly and her team have been great for my company. She cleaned up our books and has been very responsive in helping us maintain clarity in the numbers. I highly recommend her services.
The owner Kimberly picks up the phone on Sundays. High bar of professionalism, courteous and easy to work with. I would recommend 'Bookkeeping Enterprises' to anyone looking for premium outsourced accounting.
Bookkeeping enterprises has done amazing job cleaning up my books and developing an easy process to Maintain the efficiency of my recordkeeping on an ongoing basis. They have helped me with everything from sales tax, special protects, PPP loan filing and forgiveness, payroll audits and working with my CPA for tax filings. They are also priced very fairly for the level for service, accuracy and professionalism they provide. Highly recommend!
Kim and her team are great! They make sure everything gets done correctly and provide timely financial statements. They also are open and willing to do other tasks asked of them, which has helped a ton!
Kimberly and her team are awesome. They have helped me keep my books for several years. She cares about her customers and looks out for you. I highly recommend her.
I have been working with Kimberly and Bookkeeping Enterprises for a number of years. She is very responsive to my questions both in substance and time. Her work is great and she knows the ins and outs of bookkeeping!
Kimberly and the SoCal Elite team are A+. The team can be trusted with your most sensitive data. They are accurate, reliable and accessible.
Love Kimberly!! Kimberly has a very sharp brain, she is super fast and gets it done!! Honest, accurate and Cares. Highly recommend her.
A very professional and thorough company to work with. We would be lost without their services. Kim and Stephen are a real pleasure to work with. Can't recommend enough.
SoCal Elite is efficient, knowledgeable and cost effective. I highly recommend them as a valuable resource for business of any size.
Kimberly and her team at SoCal Elite Accounting are not only friendly and knowledgeable but they are also prompt and dedicated to the work and services that they provide.
A very professional company. Would recommend to anyone.
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.