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Superior Virtual Bookkeeping LLC

Superior Virtual Bookkeeping LLC

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, expertise, and responsiveness. Clients appreciate the clear communication, attention to detail, and efficiency in handling bookkeeping, taxes, and financial consulting. Many note reduced stress, improved organization, and trust in the services provided. The thorough, patient, and knowledgeable approach makes the experience seamless, particularly for small business owners. High recommendations emphasize reliability, reasonable rates, and the ability to simplify complex financial matters. Overall, satisfaction is unanimous, with clients valuing the dependable support and expert guidance.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks
Xero
Sage
GAAP Compliance
Remote Services
Years of Practice

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
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks
Xero
Sage
GAAP Compliance
Remote Services
Years of Practice

Contact Information

Address

24028 Ristras Ln

Murrieta, California 92562

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-3PM
Saturday Closed

Customer Reviews

I hired Stephanie Peterson to help organize the financial side of my real estate business, and I couldn?t be more pleased with her work. After years of handling things on my own, I finally decided to bring in a professional, and Stephanie has been the perfect choice. Her expertise, knowledge, and communication have been invaluable throughout the process. She?s meticulous, efficient, and has made bookkeeping feel effortless. Thanks to her, my finances are more organized than ever. I highly recommend Stephani

I had a fantastic experience working with Stephanie on my personal taxes this year. She was incredibly thorough, knowledgeable, and efficient throughout the entire process. Stephanie took the time to explain everything clearly, answered all my questions with patience, and made sure I was getting the best possible outcome. Her attention to detail and professionalism gave me complete confidence in her work. I truly appreciate her expertise and would highly recommend her to anyone looking for a reliable and sk

I found Stephanie when I started my small business and she is an amazing partner for me while my business grows. It has been so nice to have her expert guidance before major decisions and fantastic how she can support all financial aspects of business, from accounting and bookkeeping to taxes - both biz and personal. Her advice is invaluable! Thank you Stephanie <3

I can?t recommend Stephanie highly enough! As a small business owner in the drywall industry, keeping up with the books was always a challenge, until I started working with her. She took the time to understand the specific needs of my business and handled everything with professionalism, accuracy, and efficiency. Her attention to detail and clear communication made a huge difference in my peace of mind. Tax season was stress-free for the first time in years, and I always felt confident knowing my financial

Stephanie was absolutely amazing! I was looking for someone to help with my business taxes, and she exceeded all expectations. She was incredibly helpful, answered all my questions, and took the time to explain everything clearly so my wife and I could easily understand. I highly recommend her!

Stephanie is great! She has been doing our company books for over 3 years. Her attention to detail is top notch!! I highly recommend Stephanie for your bookkeeping needs.

Stephanie is the best! She has helped my small business and my personal finances over the past few months. Stephanie is dependable, responsive, and knowledgable. I'm so glad we found her to help us with our business bookkeeping, taxes, personal taxes, and consulting.

Stephanie was my accountant and office manager for many years before I sold my business. She is well-educated, trustworthy, and very organized. Her worth ethic is remarkable and I could always depend on her getting things done efficiently. I would highly recommend her accounting services, as I find her to be a significant asset!

We've been working with Stephanie for a couple years now and since day one she continues make our lives so much easier.! As a small business owner it's in our nature to try and do everything ourselves, so I was reluctant to hand off something so important. But from our first call, Stephanie's knowledge in this field made it apparent that not only I should be handing this off to a professional, but that she was someone I could trust to do a great job. Stephanie has always been patient with us through our ver

Stephanie was a pleasure to work with! She was very responsive and knowledgeable with Quickbooks software. She was able to fix our issue quickly and help walk me through what I was doing wrong. I would highly recommend Stephanie and I plan to use her again for my bookkeeping needs in the future.

Stephanie Peterson at Superior Virtual Bookkeeping is a real pleasure to work with. She responds quickly and thoroughly to my questions and requests. She's always professional and upbeat. Her work is impeccable, and her rates are reasonable. I feel fortunate to have her on my team.

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.