Persistence Bookkeeping

Persistence Bookkeeping

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
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
Financial Statements
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Contact Information

Address

1001 Garnet Ave Suite 200

San Diego, California 92109

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 9AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 8AM-1PM

Customer Reviews

I cannot recommend Persistence Bookkeeping and Dave Rendo enough! As a business owner, having a reliable and detail-oriented bookkeeper is crucial, and Dave exceeds all expectations. His meticulous approach, deep financial expertise, and commitment to accuracy have helped me keep my finances organized and stress-free. Dave not only ensures that everything is balanced and compliant, but he also takes the time to explain financial insights in a way that's easy to understand. His responsiveness and proactive

I highly recommend Dave Rendo and the team at Persistence Bookkeeping to all business owners. I hired Dave to work on my business bookkeeping and couldn't be happier with his bookkeeping services. He's been amazing, responsive, and on top of his game. Definitely saved me money and cut cost were desperately needed. Thank you!

I have found many business owners have no idea how they are really doing in their business. They just use their business as a personal bank account without truly recognizing what it means to run a business and create wealth for their future. Dave is the guy who gives you the insights into what is really happening in your business so you can grow revenue, increase profit and build future wealth. Having good bookkeeping protects you against the IRS, losing money to autopilot subscriptions you forgot you had a

I worked with Dave at Persistence Bookkeeping and was genuinely impressed. Having someone I could trust with my financials was a huge relief. Dave brings clarity, organization, and peace of mind. I've since referred others to him and will continue to do so without hesitation.

Want someone who is organized, professional, experienced and even friendly!? Dave Rendo at Persistent Bookkeeping is hands down the only person I trust with crunching numbers. He?s incredibly accurate, consistent, and dedicated, always delivering timely results. If you need a book keeper, Dave is your guy!

It was my pleasure to work with Dave Rendo of Persistence Book. As a friend and networking partner, I have had the honor of getting to know Dave, and I can confidently say he is truly a great guy. Dave possesses a remarkable sharpness with numbers that sets him apart in his field. His analytical mindset and attention to detail ensure that he delivers exceptional results for his clients. Beyond his professional skills, what impresses me most about Dave is his genuine character. He is always willing to lend

Dave Rendo is very a knowledgeable, professional and resourceful. I strongly recommend Dave for bookkeeping, QuickBooks training, educating and assisting with understanding cash flow.

Dave Rendo holds the highest standard of a professional, efficient and reliable Bookkeeper!I It took me 5 months to find someone like him! Dave was recommended to me by one of his clients. Dave responded to my call and helped me clean up my bookkeeping mess. I had no idea that there were so many errors. He completed my books in record breaking time. Not only am I impressed with Dave?s knowledge in bookkeeping, but even more important, he really cares about his clients! I highly recommend Dave, he really i

Dave is so helpful! He is a very good listener. He really wants to know and understand your business. He is detailed oriented. My CPA loves his work. Everything in the area of bookkeeping and accounting has become seamless since I have been working with Dave. Hire Dave!

Dave is the BEST. Incredibly responsive, reliable, and efficient. I can?t recommend him and Persistence Bookkeeping enough.

Dave Rendo is the best! He has consistently saved me more money than he costs and saves me so much time! Highly recommend!

I had the pleasure of meeting Dave through BNI networking events. I have several friends/partners who use his services and all have nothing, but wonderful things to say. If you need further accounting support look no further...Dave is the guy! It's a great feeling to know I can refer him to my payroll clients and they will be taken care of. He's experienced, reliable, fairly priced, and a really nice person to boot. Thank you Dave for being a continued valuable partner of Coastal Payroll.

Dave has been the best asset for my business these past couple of years. He has gotten me to a place where I feel comfortable. I would recommend him to any friend that needs assistance in organizing their business financials.

Dave is the best! He is an expert and will help you and your business grow. Everyone I know who has. Business uses Persistence Bookkeeping. Thank you Dave!

Dave has been a lifesaver for our business! We've tried hiring other bookkeepers in the past who end up making things worse. Dave was the complete opposite! He has helped our company so much! He's helped us save thousands of dollars in expenses, and streamlined our invoice process. I would highly recommend Dave to any small business!

Great service, and a great person! David took time out his day to sit down with me and my girl friend to go over numbers for a potential business idea. His expertise in book keeping and helping us with the next steps was very helpful. We were very grateful for his advice and if anyone is looking for a book keeper, David is the guy! Thanks David!

Dave was very helpful in getting my books cleaned up. Very easy to work with and he is very knowledgeable. Would highly recommend him to others who need help with bookkeeping.

I have nothing but great things to say about David and his company. He has helped me manage my books throughout this year and has given me incredible advice and service. If anyone in SD needs a book keeper, this is your go to guy!

Dave was very helpful in getting our books cleaned up and ready for tax time. He helped categorize all of our expenses in a way that may it easy to understand. He went through every line of our P/L and explained what each item meant and how it affected our revenue. I would highly recommend Dave and Persistence Bookkeeping to anyone who needs help cleaning up their books and getting ready for tax time.

Dave is a very compassionate, organized, and professional bookkeeper! I refer all my clients to him and they are all very satisfied with his services!

Dave has gone above and beyond what any of our previous bookkeepers have done for our business! You can tell that he truly cares about our success. He's proactive and always responds to our emails quickly. A++

Dave is the absolute best! He has helped me so much with managing my finances for my small business. Highly recommend!

I am a small business owner that survived the lockdown of the world. In the yearlong aftermath bookkeeping was not a priority of mine, it was business survival. I was in dire need of bookkeeping help due to my neglect in tending to my IRS, EDD, City of SD ext ext and Quickbooks accounts. It's been a few months since contacting Persistence Bookkeeping and I now have inner peace. They put my books in order and had all of the Gov't dogs called off within weeks of hiring them. They're prompt to respond, profess

I hate bookkeeping, but if I had known that hiring David would have been such an easy and eye-opening experience, I would have done it years ago. I run a relatively unique business and I'm always worried that my "money people" won't understand how I do things, but David fit right in and has made my life so much easier. I couldn't recommend him enough!

Dave is a great bookkeeper! Very Trustable, Knowledgeable, and has Phenomenal Customer Service!!

Had the pleasure of working with Dave this year. Will be using him again. Very communicative and timely. Highly recommend.

I would highly recommend Dave!! His attention to detail and care for his clients is unmatched. I have loved working with him and would recommend him again and again.

Dave is really easy to work with and an excellent communicator! Would recommend to anyone looking for a local bookkeeper!

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.