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CFO Hub

CFO Hub

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Technology
Remote Services

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
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Technology
Remote Services

Contact Information

Address

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

We received a fantastic level of service from CFOHub and Joanna and highly recommend them. We had complete confidence having them manage our accounts, payroll administration and interfacing with other suppliers which helped us focus on growing our business through to a successful exit. Even though they knew we would be leaving, CFOHub was a diligent partner and supported us through the exit process.

We have had a great experience with CFO Hub. We have gotten excellent advice, referrals, and hands-on assistance with our financials - from professionals who are a pleasure to work with. It is a huge relief as a start-up to have such reliable expertise on call, and they are a great value to boot.

CFO Hub is a terrific partner! Their team stepped in when our long-time accountant retired and quickly implemented systems and practices that streamlined our processes and produced monthly financial statements quickly and accurately. The staff is professional and knowledgeable. They are responsive, pleasant to work with, and champions for our business.

CFO Hub has been an excellent partner and invaluable resource to Tourmaline Labs. Their expertise and knowledge of general accounting practices and finance are a great asset to our company and allow us to focus on all other aspects of operations and growing our business quickly. We highly recommend them to anyone looking to gain expertise and outsourcing their finance department and function.

Our business is better off having engaged with CFO Hub. The access we have to top-notch professionals and expert advice in all areas of our finances is no doubt going to help our company grow and not JUST grow, but thrive. I recommend this team to anyone who has ambitious goals and wants to hit those sustainably and predictably with their business.

CFO Hub has been with us since day one. They provide outstanding accounting support and financial leadership we needed. They set up our accounting platform, managed our back-office ops, and assembled policies and procedures for our staff. I highly recommend the team at CFO Hub. Oscar Moncada CEO - Stratus10

CFO Hub has been an invaluable resource for our company. Our CFO and accounting consultant helps keep our books updated and advises me on how to best create our financial forecasts. I'm so glad I get to work with them, I highly recommend them!

The CFO Hub team is very professional and truly knowledgeable in their field. We?ve teamed up on multiple projects together and they took a huge burden off my shoulders when we brought them in. I couldn't be happier. I would highly recommend CFO Hub. Rolla Salameh, CBS, LLC

Working with CFO Hub has been a true pleasure. They're extremely responsive and have saved me countless headaches with their support! Definitely recommend using CFO Hub as a partner!

CFOHub is just the thing we needed. Many small companies, such as mine, can?t afford a full time CFO but need the financial expertise and leadership nonetheless. We are now on a trajectory to achieve sustainable growth and financial success.

I referred Brandon at CFO Hub to one of my clients who needed fast assistance when they experienced turnover at a critical stage. The team at CFO Hub jumped in within a day, (no training needed) and helped them navigate to a successful close. I highly recommend CFO Hub. AJ Witherspoon VP Operations, AMB

We have been working with CFO Hub on a few projects, including an M&A project. They have been extremely professional, reliable, and easy to work with. I will highly recommend the group.

My Consultant at CFO Hub has been a game-changer in terms of my ability to focus on sales/marketing while having visibility on all facets of the finances. As we scale, I can't think of a better resource and partner. Brandie Avilies Doris Dean Skin Boutique

I have been working with CFO Hub for close to a year now and the service that I have received far exceeds my expectations. Our consultant is timely, knowledgeable, thorough, and a pleasure to work with.

Highest quality services imaginable. If you need top-rate bookkeeping, then this is your place (thus my 5 stars). We did not need this level of service until several years into our business, but now that we have grown past the initial start-up phase I cannot imagine doing business without them and their services.

What an amazing resource and team to help with all things accounting, finance, and bookkeeping. My clients are lucky to have them!

I highly recommend CFO Hub. Excellent customer service, and they really help your business

Great team! Brittini is awesome!

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.