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Northstar Bookkeeping

Northstar Bookkeeping

Reviews Summary

Northstar Bookkeeping receives consistently outstanding reviews for their professionalism, responsiveness, and tailored approach. Clients praise their accuracy, timely reporting, and seamless collaboration with CPAs. Many highlight how they streamline financial operations, reduce administrative burdens, and provide strategic guidance. Their team is described as reliable, detail-oriented, and highly organized, making them indispensable for businesses of varying sizes and complexities. Multiple long-term clients emphasize their trust in Northstar's expertise and recommend them without reservation.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Construction
Professional Services
Law Firms
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
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Real Estate
Construction
Professional Services
Law Firms
QuickBooks
Remote Services

Contact Information

Address

18001 Irvine Blvd

Tustin, California 92780

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 Closed

Customer Reviews

Northstar Bookkeeping has been the absolute cornerstone of our financial operations. Working closely with Amy P. I?ve seen firsthand their unwavering dedication, meticulous attention to detail, and strategic financial guidance. They?ve streamlined our accounts, implemented clear financial controls, and ensured that every dollar is working toward our long-term vision. Their timely reports and proactive advice have kept us on track, even amid a hectic schedule encompassing restaurants, hospitality ventures,

I've been working with Heather, Amy, and the Northstar Bookkeeping team since 2019 and I couldn't be happier with my experience! They are are a crucial part of keeping my business finances organized and they are excellent at what they do. Not only are they extremely organized and timely with their work, but they are very responsive and helpful whenever I have any questions about my bookkeeping. I would recommend Northstar to anyone for their bookkeeping needs! You won't be disappointed.

I?ve worked with Northstar Bookkeeping for almost three years. They are outstanding. I can?t recommend them highly enough. My business has a dozen employees spread across several states, plus independent contractors, vendors, and customers all around the world. There are a lot of details and unique circumstances to stay on top of. Northstar learned our business and does not try to impose a cookie-cutter approach. Responsiveness, communication, and accuracy are just as good as if we had someone in-house, but

I've been working with Northstar Bookkeeping for the past couple of years. Heather and her team have been great business partners, helping me navigate the setup of my company through the acquisition and setting me up foundationally for success. Since partnering with Northstar Bookkeeping, I've added additional A/P services, allowing me to spend more time growing my business. If you're in the market for a bookkeeper, I highly recommend Heather and her team at Northstar Bookkeeping!

As a CPA in need of timely and accurate financial statements, Northstar Bookkeeping has surpassed all of my expectations. They are responsive, friendly, and solutions oriented. Their diligence allows me to get my work completed expeditiously. Northstar is my go to source for accounting solutions for my clients. I can't recommend them more highly.

I have worked with Heather and the team at Northstar Bookkeeping for many years. As a small business owner, Northstar has helped with payroll, monthly P&L, and any finance/insurance issue which arises. I can appreciate a small business owner feeling like they can't afford to have them help you. I would say just the opposite. You NEED them in your corner to focus on the financial things you don't have time to do. I no longer have penalties for not being on time for payroll taxes. They help take pressure of

Heather and her team are the most efficient and effective bookkeeping company I have ever worked with Queries are always resolved with precision. Month end reports are exactly what they say?and are always delivered within 24 hours of month end.

We've been using Northstar for years now and rely on the professionalism and personal service we've always gotten. They are always quick to help or answer questions and work seamlessly with our CPA.

Anne and the rest of team have been reliable, responsive, and flexible to meet the needs of me and my businesses. Highly recommend!

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.