Back to Directory
My OC Bookkeeper

My OC Bookkeeper

Reviews Summary

The reviews consistently praise the bookkeeper for exceptional professionalism, accuracy, and responsiveness. Customers highlight meticulous attention to detail, clear communication, and expertise in handling complex financial tasks. Many appreciate the patience and willingness to educate clients, making bookkeeping accessible. The service is described as reliable, efficient, and competitively priced, with several noting how it streamlined their financial management. The bookkeeper is highly recommended for both personal and business needs, with repeated mentions of going above and beyond to resolve challenges. Overall, satisfaction is unanimous, with no negative feedback.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks
Xero
Sage
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
Payroll
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks
Xero
Sage
Remote Services

Contact Information

Address

23565 Ribalta

Mission Viejo, California 92692

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday 12-3PM

Customer Reviews

Bryan was absolutely great! He provided fantastic support during our virtual call, making everything clear and easy to understand. Highly recommend him for his helpfulness and expertise!

I have worked with Bryan over the years and have been very pleased at his responsiveness and ability get things done quickly. He is very easy to work with and a professional bookkeeper. I would highly recommend and please give him a try. You will not be disappointed. Founder (WorkFocus)

OC Bookkeeper is the Best ! They got my books in order fast. I'm a one man Auto shop and had no idea what I was doing with Quick Books. Brian came out and got me on track just in time. So grateful for a great company like OC Bookkeeper I'll definitely recommend his service.

My OC Bookkeeper did an outstanding job managing my accounting records. Their precise categorization of expenses and income was exactly what I needed, providing the level of detail that both I and my lenders value. They expertly itemized one-time, non-recurring capital expenses that require separate depreciation while also organizing everyday expenses in a way that makes it easy to spot any irregularities. Their meticulous work has truly streamlined my financial management. Thank you again, your excellent s

Bryan at OC Bookkeeper is MAGIC! He is thorough, precise, and whipped our QuickBooks into shape! We have two businesses that he helps us with and I know we couldn't do it without him! 10 out of 10!

In my opinion, My OC Bookkeeper is the best bookkeeper in Orange County, hands down. I give them my highest recommendation. Do yourself a favor and call.

Bryan was really instrumental in helping me with bookkeeping and account management on a short notice. He was always available and very receptive to my objectives. I would definitely reach out to Bryan again if needed. Thank you!

Bryan and the team at My OC Bookkeeper are total professionals. I came to them with a serious bookkeeping challenge that needed a a fast and accurate result, and Bryan delivered 100% ? and still does. The rates are fair, and their work speaks for itself. I highly recommend these professionals.

We use Byran and his Team for Bookeeping and Payroll services for our Pool Business. Not only is Bryan so very kind and professional but is also diligent, experienced and knowledgeable in his craft. He is so very patient with answering any questions that we have and has never steered us in the wrong direction. Our books are kept clean and accurate so much so that our CPA mentioned how amazing of a Bookeeper we have during tax season. Due to the books being kept up on, clean and accurate it made our CPA's jo

I am thankful I found My OC bookkeeper! Wow Bryan was wonderful from the moment he answered my call, we were in need of getting my husband's probate monthly expenses in order, 2 years worth, and oh boy Bryan was so helpful, detailed and so patient with me, he went up and beyond trying to help me understand how to navigate the fancy excel sheet he created for us to submit to the court. Without hesitation I definitely recommend Bryan he did a phenomenal job, he is also very responsive!!! Thank you Bryan.

Bryan was terrific. He is quick to respond, professional, likeable and affordable. We will keep his contact information handy if we need additional assistance. I recommend Bryan highly to anyone needing bookkeeping assistance! Global Financial Data

I initially reached out to My OC Bookkeeping to seek help on behalf of my mother who was ill and unable to keep up with the reconciliation of her personal accounts. Bryan was very responsive and accommodating to my mother?s bookkeeping needs. As a business owner myself, I was so impressed with Bryan, his professionalism, work ethic, and knowledge in his area of expertise that I retained the services of My OC Bookkeeping for my company?s bookkeeping needs as well. As an owner-operator, I appreciate the eff

Bryan at OCBookkeepers handled all my books quickly and accurately. His rates were very competitive. We will continue to use his services.

Bryan is amazing! Prompt, Efficient and Accurate bookkeeping service that helped solve many challenges. Even talking to our clients to resolve AR & AP questions. Highly recommended!

I thought I could do my books myself and called Bryan when I realized I had gotten myself in a bit of a tornado with my books. Luckily I realized it early on & had the knowledge to find myself a good bookkeeper! Bryan was extremely helpful, corrected the errors and gave me a lesson on how to best utilize Quickbooks for my business. I've learned my lesson and going forward I will have Bryan reconcile my books for me. Thank you Bryan for all of your help. It is much appreciated!

Bryan has been extremely helpful with many many projects that I have entrusted to him. He has a great sense of the correct amount of complexity to apply to a project to generate the perfect outcome. I would highly recommend him for any financial analytics that you may require. I have used him to develop financial models, do basic and complicated bookkeeping and accounting projects, as well as craft complete business plans.

Bryan at My OC Bookkeeper has been a tremendous help to the business. He is very thorough and incredibly helpful. He explains everything clearly and has excellent communication. Would highly recommend. Thank you Bryan!

I came to Bryan after my previous Bookkeeper went out of business, Bryan was able to pick up my records and bring them up to date with no issues, good service

Bryan is wonderful! I run a small company and have been trying to find my way around Quickbooks. Every year I seem to have more and more questions and my books were getting to be a mess. I called Bryan and he patiently talked me through each question I had and helped to straighten out all the things that were going wrong. I am so happy to be able to send organized books off to my CPA this year. Thank you, Bryan. You have been a lifesaver!

Im a new business owner so I'm still learning how to navigate the business side of things. Bryan has been patient with me through this journey. he is a super level headed guy and is willing to go the extra mile even if it's not in his job description. thanks for all your help Bryan.

Bryan has been a great help! He's always available when he's needed, he has made our bookkeeping process very seamless. Thank you!!

Bryan is a fantastic bookkeeper! He helped me understand my "books", and, in particular, my financial statements. So happy I found him in the OC!

I have used OC Bookkeeper for the last 2 years and they have been perfect in taking care of our bookkeeping needs. Always done on time and very nice to work with. I give them my highest recommendation.

Excellent service, very professional and personable. Very helpful, knowledgeable and patient explaining 'accounting' to non-accountants. Communication is excellent so we are able to focus on core business. Customer service superstar.

Hands down the best bookkeeping firm in Orange County. Thank you so much for the help!

My OC Bookkeeper did a great job helping with our family budgeting in a timely fashion which was important to me. I highly recommend!

The My OC Bookkeeper team is skilled at financial modeling - I highly recommend their services.

Thanks so much. Really appreciate the help. Hands down the best bookkeeper in Orange County!

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations