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Click Business Funding

Click Business Funding

Reviews Summary

Click Business Funding receives consistently high praise for its fast, transparent, and hassle-free funding process. Customers highlight the team's expertise, responsiveness, and personalized approach, especially for challenging or unconventional scenarios. The ability to secure quick funding (often within a week) and provide creative solutions like credit stacking stands out. Clients appreciate the lack of surprises, clear communication, and genuine commitment to helping businesses grow. Many emphasize they'd recommend the service to others, particularly those turned down by traditional lenders.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
QuickBooks
Xero

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

Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
QuickBooks
Xero

Contact Information

Address

21031 Ventura Blvd Suite 200 #6

Woodland Hills, California 91364

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-6PM
Tuesday 7AM-6PM
Wednesday 7AM-6PM
Thursday 7AM-6PM
Friday 7AM-6PM
Saturday 9AM-2:30PM

Customer Reviews

Click Business Funding made the whole process super smooth. The team was easy to talk to, explained everything clearly, and got me the funds fast. There were no surprises, and they actually cared about helping my business, not just selling me something. I'd definitely recommend them to other business owners who need quick, reliable funding. Thank you Anthony ??

Finding reliable funding partners is crucial, in the capital equipment financing space. As a consultant/broker myself, I highly recommend Anthony and his team at Click Business Funding. They provide excellent service across the board, maintaining professionalism, practicing full transparency with their partners & clients alike, and their credit stacking and creative funding solutions have proven them an invaluable resource! I've referred numerous clients & businesses to Click Business Funding, who had trou

Click Business Funding was a total game-changer for us. The process was fast, transparent, and super straightforward?which is rare in this space. Their team was responsive, didn't overpromise, and actually delivered exactly what they said they would. We felt supported every step of the way, and the funding gave us the breathing room to scale faster. Highly recommend if you're a business owner who needs real solutions without the runaround.

I can't thank Click Business Funding enough for their exceptional service! As the owner of a mattress store in Los Angeles, I was struggling to secure financing to expand my business. Anthony and his team at Click Business Funding were absolute lifesavers. They took the time to understand my unique situation and worked tirelessly to find the perfect funding solution for my needs. The process was smooth and efficient, and their expertise in credit stacking was invaluable. They guided me through every step,

Working with Click Business Funding has been an absolute pleasure. They're knowledgeable, professional, and truly committed to helping clients access the capital they need. Whether it's building credit or securing 0% interest funding, they deliver real results with integrity. I highly recommend them to anyone looking to grow their business the smart way.

As an equipment finance broker, finding reliable funding partners who can actually deliver is crucial. Anthony and the team at Click Business Funding have consistently exceeded expectations with their exceptional service and ability to secure funding for my clients, especially in challenging scenarios. What sets them apart is their expertise in credit stacking and creative funding solutions. I've referred numerous startups and growing businesses that were turned down by traditional lenders, and Click Busin

I recently launched a software company and, like most founders, ran into the classic issue: we needed capital to move faster, but the bank made us jump through a million hoops with no real answers. A friend recommended Click Business Funding, and honestly, I wasn't expecting much?but I was blown away. The process was simple, quick, and actually made sense. I wasn't treated like a number. They took the time to understand my business, asked smart questions, and came back with options that were straightforwar

Anthony at Click Business Funding was absolutely fantastic! He was knowledgeable, responsive, and made the entire process smooth and stress-free. I couldn't have asked for better support. Highly recommend!

Click Business Funding company was very knowledgeable? and was able to get me funding fast within a week! Anthony is the representative to come to for business funding!

Fast and easy approval! Will come back for more!

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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