*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
2313 Lehi Ave
Modesto, California 95351
Ana is incredibly responsive and always goes above and beyond. She consistently does more than what's asked of her, making sure everything is handled smoothly and efficiently. When I was having trouble setting up my QuickBooks account for my business, she stepped in and made the process so much easier. Her willingness to help and her expertise truly made a difference. I highly recommend Anna to anyone looking for someone reliable and dedicated!
Anna is very professional, flexible and easy to work with. As someone who had little experience in bookkeeping she was very patient and gave me a lot of good advice. She was also proactive in providing training and ensuring sales tax returns and 1099s were completed. I highly recommend URecords for Bookkeeping they provide excellent customer service!
Met with Anna today for a free consultation regarding a business purchase, bookkeeping and payroll services. She was incredibly knowledgeable on the subject's and was able to give clear directions/advice on what it would look like moving forward. I highly recommend anyone who needs booking or payroll services to contract this business. Even if you just have questions about starting a business and what that entails. Thank you Anna for your great service!
Anna is high-quality bookkeeper who is flexible and responsive, She made the entire tax process easy to understand and stress-free... Ana has been managing our payroll for second year now, and we are very happy with her. She has -always been on top of explaining new policy's as they keep changing. very knowledgeable in her profession , recommend to everyone.
Ana is amazing! She's super helpful and takes the time to teach you about it. She helped us get started with quickbooks in less than 10 minutes. We definitely recommend her. Book her today!
Their bookkeeping and payroll services are excellent! The team is professional and handles everything accurately and efficiently, making payroll and financial management easy and hassle-free. highly recommend them for any business that needs accurate and reliable services.
I had a sales tax issue and time was of the essence... Ana was terrific. She did a quick interview to properly identify my needs, then took to resolving the issue quickly and professionally. U Records accommodated me in my time of need and will be getting my business in the future. Strong recommendation. Thumbs up!
Ana has been a great support in managing the finances and payroll of my small business. She has shared her knowledge in using QuickBooks Online, making the financial aspects of my business more accessible and efficient. Her expertise and guidance have been invaluable, and I appreciate her commitment to helping me navigate through financial tasks. I highly recommend Ana for her proficiency and dedication to ensuring the smooth financial operations of small businesses.
URecords is by far the best! Very organized and exceptionally knowledgeable in many areas needed for businesses. From bookkeeping to new business formation, I highly recommend using their services for any business needs! Thank you, Ana,
Ana has always gone above and beyond with our company. She makes herself available for any questions or concerns you may have. She also introduced our company to a newer software for our accounts, she is very well knowledgeable in the software and was able to get us on track with it in less than a week! Ana is very kind and understanding person and will go out of her way to ensure her clients are at ease with their bookkeeping. I highly recommend her for any bookkeeping you may need done!
Amazing help starting my business, Midnight's Eye! She knew exactly what she was doing and explained everything clearly. She walked me step by step on what to do to start. I would be so lost without her!
URecords is doing a great job with my property rental billing. Really great service and knowledge about what's need to be done. I recommend this business to everyone who needs a good accountant.
Marlen is an exceptional bookkeeper who consistently goes above and beyond. Her attention to detail, financial expertise, and dedication to client satisfaction make them a standout professional. I highly recommend Marlen for anyone seeking top-notch bookkeeping services.
?I have had the pleasure of working with URecords over the past few months. Their attention to detail and commitment to accuracy is unparalleled. Not only has Ana proven herself to be an expert in her field, but she also brings a strategic perspective that has been invaluable to our company. Her ability to handle complex situations calmly and efficiently has contributed significantly to our financial success. I highly recommend URecords to anyone looking for the highest quality accounting services.?
Thanks to Ana for your professionalism and excellent work throughout the difficult ERC (Employee Retention Credit) process. Arc Dental is very satisfied with all the results obtained. We recommend her efficient work.
I just recently open the restaurant and Ana was amazing. She was helping me organized all the paperwork. As a restaurant owner that always busy, Ana keeps organized and knowledgeable for my restaurant. Highly recommend.
I don't leave google reviews, but this business really changed my mind on that! They're Extremely organized and have great customer service. Managed to get all of my financials in order quickly and smoothly. Answered all questions I had in a timely manner as well. Highly recommend this business to anyone who needs payroll/bookkeeping services.
Marlen is well organized and very professional at bookkeeping.Is super reliable and has great communication skills. Would definitely recommend her services!!!
Marlen is the best! She keeps everything organized for all my businesses! Highly recommend her for all your book keeping needs!
Great company to work with. Marlen is amazing and will always go above and beyond to help,very dedicated and knowledgeable staff, a pleasure to work with.We receive personal service and all of our questions are answered in a timely fashion.
Marlen at Urecords went above and beyond in organizing our books and maintaining them. She's also helped educate us along the way, definitely recommended !
Ana has been great! She is always on top of it and does a fantastic job. Highly recommended.
Professional and excellent customer service. Always happy to help and answer your questions. I would recommend to anyone for bookkeeping and payroll. Thank you URecords!!
I don't really leave Google reviews, but this company does their best to help you out. She is really helpful and does her best to answer all your questions. If you guys need someone to help you start your business this is a good place to do so.
URecords is by far the best! Very organized and exceptionally knowledgeable in many areas needed for businesses. From bookkeeping to new business formation, I highly recommend using their services for any business needs!
Excellent service and very knowledgeable.
Very helpful good rates
Very knowledgeable and trust worthy. Highly recommend for business needs.
Very efficient and helpful with book keeping
(Translated by Google) Thank you Ana for helping me keep my finances in order. Best of luck in this new endeavor. (Original) Gracias Ana por ayudarme a mantener mis finanzas en orden. La mejor de la suertes en este nuevo emprendimiento.
(Translated by Google) Excellent service! (Original) Excelente servicio !
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.