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GOFIGURE BOOKKEEPING

GOFIGURE BOOKKEEPING

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise the team's professionalism, responsiveness, and deep expertise in bookkeeping, QuickBooks, and financial planning. Many emphasize the personalized approach, timely communication, and seamless integration into their businesses. The service is described as a game-changer, saving time, reducing stress, and providing invaluable support for small to medium-sized businesses. Clients appreciate the friendly, knowledgeable team and highly recommend their reliable, efficient, and detail-oriented services.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Budgeting
Forecasting
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

Bookkeeping
Accounting
Payroll
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
QuickBooks
Xero

Contact Information

Visit Website Call Now

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

If you're thinking about it, HIRE them! Having the support and wealth of knowledge from Jamie has been an absolute game changer as a small business owner. His communication and streamlined integration into my Quickbooks as a trusted accountant has lifted such a great weight off of my shoulders! I am so grateful!

We had an in-house bookkeeping service for decades. This company seamlessly integrated our operation into an online platform saving us countless hours as well as saving us thousands over the cost of about in-house bookkeeping services. My accountant recommended Jamie... looking back, it was a very good choice. No regrets. Prompt, accurate, excellent service. Carl Beatty - President California Driving School, inc an S Corp

I am so grateful that I found the GoFigure Bookkeeping team. I highly recommend my bookkeeper, Jamie, for his exceptional services. He is incredibly communicative and always ready to assist with any questions I have, providing valuable insights and best practices. His support has been invaluable, and I am grateful for his expertise and responsiveness

Finding GOFIGURE was by far the best business decision that our small loan-out entertainment corp has done. We been with GOFIGURE for two years and honestly NOT once have we had any kind of accounting mistake, lapse in communication demeanor, or anything that even resembles a negative aspect of how professional Jamie MacDonald & his team work. We came from a business management agency that was beyond unnecessary and of course exorbitantly prohibitive for a small business like ours. Jamie has in many occasio

Jamie and his team are amazing to work with! They were recommended to me by another agency and have so far checked all of my boxes. They are always around to answer my questions and seamlessly cleaned up my books. So easy to work with and highly recommend! I also really appreciate their monthly reports and recommendations.

We have been working with GoFigure for several years now, and our experience has been consistently excellent. The service provided is always incredibly fast, and Jamie, our bookkeeper, is exceptionally communicative and responsive to our questions and inquiries. We highly recommend his services to anyone in need of efficient and reliable bookkeeping support for their business!

If you're looking for a reliable and high-quality bookkeeping service, I highly recommend GoFigure. They are professional, have great attention to detail and their services are very personalized to meet your specific needs. Jamie and his team are timely, efficient and very responsive. I'd highly recommend GoFigure's services.

I can't recommend GoFigure enough for your bookkeeping needs. I am a small business that grew and didn't realize I needed help until I had a mess on my hands. I handed the reins over to Jamie and he had my books organized and official. My CPA is very happy I hired him too.

We've been working with GoFigure for years now. Jamie and his team are the absolute best!! From day one, they've shown themselves to be incredibly knowledgeable, always ready to answer my questions, and explain things in a way I can understand. What sets them apart is their fantastic communication -- they're responsive, efficient, and always make us feel like a priority -- but what truly makes them stand out is their friendly and warm approach. Working with GoFigure feels like collaborating with friends who

Jamie has been my knight in shining armor when it comes to accounting and he is a QuickBooks guru! Whatever the situation, urgent or just a simple question, Jamie has always responded in a timely manner. He has a wonderful and knowledgeable staff as well. I highly recommend GoFigureBiz for any business.

Jamie and his team have been outstanding partners to Tobe Agency as we've continued to grow. They have helped us not only with our week to week bookkeeping, but also have helped us with a number of other services including HR, Payroll, and general accounting administration. Jamie and his team are quick to respond, reliable, and quick to learn and adapt to our internal processes. I'd highly recommend Jamie and his team.

Jamie, Enzo, and team have been, by far, the best bookkeeping firm partnered with -- fast, accurate, responsive, organized, and subject matter experts. 10/10 would strongly recommend.

Been with Jamie McDonald at Gofigure Bookkeeping for over 2 years now. Best decision I ever made. Tireless, friendly and professional. Definitely goes out of his way to help in every way. Russell Mulcahy - 7th Voyage

Gofigure has played a pivotal role in maintaining the financial health and organization of my business. Their adept handling of my financials has not only alleviated the burden on my shoulders but has also empowered me to make informed and strategic business decisions. Highly recommend!

I have worked with GoFigure for my business for a few years now and they are always prompt and accurate. I would recommend them to anyone looking for outstanding bookkeeping services.

Did a great job in reconciling our books and always providing timely information for our CPA. Prompt in responding to our questions and needs.

Revolutionised our approach to forward planning our financials, contributing to the success of our festival and reducing sleepless nights! Would highly recommend this friendly, knowledgeable team.

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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