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Profit Pad Remote Bookkeeping & Payroll

Profit Pad Remote Bookkeeping & Payroll

About This Listing

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.*

Contact Information

Address

8585 Katella Ave

Stanton, California 90680

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

We absolutely LOVE working with Profit Pad! Our company provides HVAC installations and servicing. Jack and his team are responsive, wonderful, and accurate! Their whole system is seamless from start to finish and very affordable. They help us track our profits and expenses by jobs through their software. Their team is very knowledgeable about our business industry. Highly recommend!

Profit Pad Bookkeeping is a great company. Jack and his team are really helpful and knowledgeable. They are always there when I need them. Me and my husband are very satisfied with their work. I highly recommend them. Thank you Jack!

Our journey with profit Pad began two years ago when I was not ready to give up bookkeeping, but then something happened. It became too overwhelming and now as of just recently they have taken over my bookkeeping and I cannot tell you words cannot express how incredible they are as bookkeepers which is very very affordable and phenomenal. Customer Service is five stars and then some. Attention to detail, caring, considerate, always understanding of our needs and we are just getting started! I could not hav

Since working with Profit Pad, we have been able to focus and grow our business in the past 2 years in southern California. Jack and his team are very knowledgeable about the construction business. They're very responsive with my concerns and accurate with the reporting. I highly recommend Profit Pad for small business owners and general contractors!

Great Service. Very attentive & I feel like they really care. Always try their best to answer my questions & communicative. Will recommend to my other business partners.

Profit Pad Bookkeeping is a Veteran Owned company that does an amazing job reviewing your company?s progressions throughout the year. They have helped me understand so much how to grow my company and where I am needing to make changes. The whole is very patient and dedicated to their customers and represent how an 1st Class Organization operates. I recommend this great company to everyone and they are showing me how much potential my company can grow. Thank you so much to their dedicated team!

Working with Profit Pad has been an excellent experience since 2021. Jack and his team know my HVAC business. It is a pleasure working with them and I would highly recommend to anyone who would benefit from having this service to free up more time to run their business.

Highly recommended for all accounting needs! Jack and his team has been very professional, prompt and responsive. We are a new and small local contracting company here in Austin, getting a lot of traction in the past few years with the growing tech market. Having a great accounting firm puts our mind at ease and focus at what we do.

I highly recommend Profit. Pad Remote Booking Payroll, they are a business that I can trust as a contractor. Today I just do my job running my business, they take care of all my receipts, prepare my payroll and my taxes related to same payroll.

Profit pad is a very detailed minded business that are very caring and have your business bookkeeping up to date and very prompt. I am glad to use them. As a small business owner they have gone out of their way to make sure all of my bookeping are done right and on time

Great experience with book keeping! Always answers my questions and very good communication. Highly Recommend!

Very prompt! Great bookeeping always knows how to answer every single question I have.

I?m so happy whit Profit and Pad , the team is being always so helpful and so professional, highly appreciated and recommended, Jack and Alex are always there when I need them. Thank you Guys. JG AND SONS CONSTRUCTION.

Great company. Friendly and curious service. Always reminds me when I forget to send docs. Keeps me on track. I highly recommend then to any body starting up or who is tired of getting the run around.

I highly recommend jack and the team at profit pad. Jack is very personable and very easy to work with. Im very happy with the service they provide, THANK YOU PROFIT PAD.

Great service and very friendly I will recommend to any business that needs bookkeeping and payroll I?m very satisfy with their service #rojasairconditiong approve this review

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.