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Moxie Bookkeeping & Coaching West

Moxie Bookkeeping & Coaching West

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and personalized bookkeeping support. Many praise the team's ability to simplify complex financial tasks, offer tailored coaching, and create stress-free experiences for small business owners. A single negative review cites dissatisfaction with professionalism and value. The consensus emphasizes expertise, educational approaches, and transformative financial guidance, with strong recommendations for creative entrepreneurs seeking clarity in their finances.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks
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
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks
Remote Services

Contact Information

Address

115 S Church St

Grass Valley, California 95945

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-4PM
Saturday Closed

Customer Reviews

Easy, encouraging, and educational. Three words I'd use to describe Ean and Moxie Bookkeeping. I hired Moxie this year after being in business for myself for 6 years, and being totally baffled by books. Not only did I learn how to balance my books, I also learned how to put money aside to pay myself and make a profit. Because of them I never have to worry about where my money is going. I always have a stash. Thank you Moxie! You are invaluable.

I was looking reliable and highly personable bookkeeping service, but what I discovered went way beyond that. Moxie was able to gently "teach me to fish," so I could decide which tasks I wanted to have them do for my business and which tasks I would hire them to do. Their low-pressure approach and sage advice gave me confidence that my finance was in trusted hands.

High recommendation for Moxie Bookkeeping. One of their specialties is working with artists & creative entrepreneurs to streamline the bookkeeping process--leaving more time for actual creating. Bravo!~

Moxie Bookkeeping calmed my nerves. They guided me and helped me immensely with a short consultation and referred me to people that helped me even further in a different area of expertise. As a small business owner and creative I get overwhelmed and they were my guiding light! I have their number on speed dial. Thanks Moxie!

Ean has been an essential partner for R&B Communications. She has helped us organize our books to give high level visibility and help us make data driven decisions, while also helping us determine our share price for our stock purchase plan. We love working with her.

If you want to take your small business to the next level, you need a bookkeeper like Moxie. I have been working with them for four years and can't say enough positive things about the work that they do. The new direction with Profit First Accounting is icing on an already immaculate cake.

Ean and her team of professionals at Moxie go above and beyond the call of duty. They are true professionals that know how to take care of their clients. I highly recommend Moxie Bookkeeping and Coaching.

Ean's intelligence, humor, and acumen truly help make the dreaded bookkeeping tasks more bearable. She meets you where you are and helps you move forward to a tidier, numerical arena. Also! Her literary expertise allows her to create useful metaphors for those of us still grappling with accounting gestalt. Thank you, Ean!

Unlicensed, non-professional organization; avoid: Had a very negative experience with Ean and her partner Tracy. Dismissive, dishonest, rude. Waste of $1,000 for a few hours consulting. Flashy, scammy marketing language and vague contractual ?deliverables? weren?t satisfied at all, and left me feeling like I could have just given my money to charity and had more to show for it. Same money invested with a CPA or similar licensed professional would have been a more prudent investment. Beware

Ean is amazing! Intelligent and simply pleasant to work with. If you want your books done right and gain some coaching on how to do them better, contact Moxie West and Ean!

It feels amazing to be working with a bookkeeper that gets me. Between our meetings I have some 'homework' & somehow it all just clicks into place. It's like magic.

A powerful, knowledgeable ally for your business! No cookie cutter solutions, customized for YOU! Highly recommend!

A wonderfully talented team who knows how to communicate with business owners, regardless of their comfort with numbers.

Second to none, professional and knowledgeable staff.

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.