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Northstar Financial Consulting Group

Northstar Financial Consulting Group

Reviews Summary

Northstar Financial Consulting Group receives consistently high praise for their expertise, professionalism, and honesty. Clients highlight their deep knowledge of finance, particularly in niche markets like cannabis, and commend their ability to simplify complex concepts. Many credit the firm for transforming their financial health, from resolving audits and tax issues to improving budgeting and fundraising. The team is described as warm, efficient, and dependable, with impeccable customer service. Clients frequently emphasize long-term partnerships, citing significant savings, growth, and peace of mind. The consensus is overwhelmingly positive, with strong recommendations for their transformative impact on businesses.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Healthcare
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
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
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Healthcare
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Remote Services

Contact Information

Address

9454 Wilshire Blvd 6th Fl

Beverly Hills, California 90212

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Whenever I find something truly valuable, I believe it?s worth sharing a review. Please take 2 minutes to read this?it could transform your business! Here?s my story: My long-time bookkeeper left unexpectedly just before Christmas 2021. For six grueling months, I searched for a suitable replacement but came up empty-handed. Our financial records quickly fell into disarray, and before I knew it, we were a few years behind on our books and taxes. This wasn?t just an inconvenience?it meant leaving significant

I can't say enough about this firm, I absolutely agree with the above posts. Northstar Financial knows the cannabis industry inside and out. We were being audited, and Northstar was able to clean up all of our historical financials, help us get through the audit penalty free, and re-filed our taxes saving us thousands of dollars. Northstar is going to be with us for many years to come. Thank you guys.

Northstar Financial Consulting Group proved to be incredibly helpful in developing and managing our business model. In a very unique niche market, their team worked adamantly at propelling us forward with robust economic models, clear strategic planning, tax law and accounting consulting, and key infrastructure development of our internal finances. The team at Northstar is honest and dependable, and their work is second to none.

Northstar Financial Consulting continues to be a great advisor for our company?s growth and development. The team has guided and helped us institute a successful financial program and budgeting process, as well as a successful plan for our fundraising department. We were very impressed with their efficient and hardworking team and ethics.

Northstar Financial Consulting Group has been instrumental to our growth. By developing robust financials and instituting strong budgeting processes we've been able to take our company to the next level. The staff is warm and the customer service is impeccable. Hiring Northstar Financial Consulting Group is a game changer.

I wanted to invest in cannabis related stock, but was not familiar with the business. Northstar provided me with both knowledge and advice in a manner that was easy for me to understand. These guys are savvy, professional, and HONEST, and I plan to partner with them again and again.

Honestly, some of the nicest most honest people I've met. I always worry when hiring a consulting or financial firm of any kind, but they were so direct and honest I was relieved. Their skills are evident right away, and this specific business we're in is complicated, so having someone like them helped our company immensely. I couldn't recommend them enough.

Lorenzo is a pleasure to be around and do business with. His knowledge in finance is beyond many I?ve met. I?m confident I?ll be sticking with him for the long haul. Thank you for all you?ve done so far, Lorenzo.

Hello North Star Financial Consulting Group this video and article helped me tremendously, understanding FRS vs Investment Plan and decision making. thank you, Veronica

Personally having gone from owing the government at tax time to getting a significant refund, having the right team managing your financials makes all the difference!

The best CBD bookkeeping services out there!

Amazing service, great staff. Thank you!!!

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.