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QBcure, LLC

QBcure, LLC

Reviews Summary

QBcure receives consistently outstanding reviews for their professional, reliable, and expert bookkeeping services. Customers praise their responsiveness, deep QuickBooks knowledge, and tailored solutions that free business owners to focus on growth. Their team is described as ethical, trustworthy, and exceptionally customer-focused, providing peace of mind with accurate, up-to-date accounting. Many highlight long-term satisfaction, noting significant improvements in financial operations and highly recommending their services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
Technology
QuickBooks
Remote Services
In-person Support

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
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
Technology
QuickBooks
Remote Services
In-person Support

Contact Information

Address

1050 E Yorba Linda Blvd #203

Placentia, California 92870

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-7PM
Tuesday 7AM-7PM
Wednesday 7AM-7PM
Thursday 7AM-7PM
Friday 7AM-7PM
Saturday Closed

Customer Reviews

QB Curre is great, they listened to my QB issues and were immediately on track for a plan to resolve them. Brad and team Very knowledgeable on there Quickbooks and accounting, I highly recommend them if you need help in accounting, your business books, they have what it takes in Orange County, Placentia Ca. To help local businesses with there bookkeeping needs. Much appreciated.

Brad and his team provide excellent service and have helped improve our financial operations over the past few years. They are trusted, reliable, and are experts in what they do which allows us to focus on the other areas of our business.

We've used QBcure for our books for almost five years now and have nothing but the very best to say about them. Brad and David are always super-responsive which is hard to find with a bookkeeping service. Great people, great company.

QB Cure have been handling our bookkeeping needs for the last 2 years and they have done an amazing job. Their work has freed me to do more rainmaking and it is worth every penny. We recently expanded their remit to include Accounts Receivable and they have performed quickly and efficiently. Highly recommend.

I called Brad earlier this year in a moment of despair. I had recently purchased a franchised business and the books and financials were in bad shape. I was spending all of my time on sales and operational issues and did not have the time to invest in getting the financials and QuickBooks in proper order. Brad and David reviewed our accounting and quickly got us up to speed. They have become a tremendous asset to my company and provide a lot of peace of mind knowing that our accounting is accurate and compl

QBcure provides excellent accounting services and we have been using them at our company for several years. All team members are professional and knowledgeable. Owner, Brad Yochum, is an expert in tailoring an accounting program that works for your individual company.

I own Pet Waggin, a pet sitting and dog walking business. My business has grown over the last few years and with the addition of staff I really needed to take my accounting to the next level. I've always used Quickbooks Online and wanted to use someone that understood that product. I met with Brad and he really listened as I explained the challenges I was facing and together we came up with a plan moving forward. David handles my account monthly, he reconciles my checking account, provides me with monthl

Brad, not ever doing business with us or knowing who we were, came to our rescue! He helped us out of a big mess when we most needed it. Thank you Brad!!!!!

QBcure was amazing. I've run a business for over 40 years and have had many accounting software firms. QBcure is my far the greatest. Highly recommend!!!!!

These guys are really TERRIFIC! I am so glad I found them. They know the ins and outs of Quickbooks online and have excellent customer service. It's been a little over a year since we've been working together and their entire staff have been helpful, knowledgeable and quick to respond to any questions. A+++++++++++++++++++++

David was excellent! He was extremely insightful. And thank you so much for the CPA referral. Appreciate everything and look forward to doing more business with you all in the future.

Working with the professionals at QBcure gives us the confidence of knowing that our accounting is being done properly and is always up to date.

I can't rave enough about this company. This is a solution based organization. The entire team demonstrates ethics, trust and phenomenal customer service. Perfect for any size company!

The people at QBcure are very smart and friendly. The owner is dedicated to helping his clients.

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.