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Valley Medical Management

Valley Medical Management

Reviews Summary

Valley Medical Management receives consistently outstanding reviews for their billing services. Clients praise their professionalism, excellent communication, and responsiveness. Many highlight significant revenue improvements, thorough problem-solving, and dedicated client support. Long-term partnerships (some spanning 15+ years) demonstrate reliability and trust. Small practices appreciate equal attention despite lower volumes. The team is described as knowledgeable, courteous, and highly effective at maximizing collections. Multiple reviewers strongly recommend them for medical billing needs.

About This Listing

Business Consulting
Financial Advisory
Outsourced Accounting
Healthcare
Professional 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

Business Consulting
Financial Advisory
Outsourced Accounting
Healthcare
Professional Services

Contact Information

Address

2155 W March Ln Suite D

Stockton, California 95207

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

We have been working with Valley Medical management since August 2024. It has been a very positive relationship. They are very easy to work with and do an excellent job. Medical billing can be difficult but they are very good at what they do. Would definitely recommend them if someone is looking for a billing service.

I've been with 2 other billers prior to switching over to Valley Medical Management. I've been disappointed in the past with lack of communication, frequent denials, and delay in reimbursements which hurt our bottom line. A lot of times I don't even know what I'm paying for. There's been little feed back and guidance on what I can do to improve. VMM have been fantastic since the start. I've only been with them for 2 months and notice my collections significantly improved. All the things I thought would

Valley Medical Management has done our billing for Pacific Urgent Care for many many years. In all the Years we have had no issues. They are prompt with all billing concerns and questions we may have. Valley Medical Management takes the time to answer any billing inquires from our patients who belong to the practice. We are completely satisfied with this company and all they do for our practice. Keep doing an awesome job and we thank you for all you do! If you are looking for a billing company please consid

If our office could give Valley Medical Management 10 stars we would not hesitate to do so! We would be hard-pressed to recommend anyone other than Jacob, Amy and the team they have behind them ! Hands down the best at what they do. From communication to maximizing our practice's revenue they never fail to impress us with their knowledge and skills in the business. A huge thank you to them for addressing all of our questions in the most timely manner. For always having the answers when we need them, and f

As a small private surgical practice, we have tried just about every model for RCM over the years. VMM has been with us for about 6 months, and their effort and communication has been excellent. Very responsive with quick followup, clear reporting, and capable problem solving. Highly recommend.

Jacob and his team are great. They are wonderful to work with. My revenue has gone up significantly after using their services for Gastroenterology Group.

Our practice has had poor billers in the past. As we are a small volume practice, our account usually got pushed aside while the larger practices had priority. So we were leery about who would be able to take our account and make our practice as important as the rest. We have been in partnership with Valley Med Mgmt for over 7 years and have nothing but a positive relationship with the team. Communication is quick, and problems are resolved quickly. Never have to worry about proper billing practices either.

I've been with Valley Medical Management for 15+ years. They are a billing company that is dedicated to there clients. They are honest and very experienced at what they do. I definitely recommend VMM to anyone looking for a billing company.

Thank you, Jacob, Amy, Stephanie and staff for all the support you have given me over the years. You are always greeted warmly. They are never too busy to answer questions. The staff helps you out where ever they can to help you succeed. I recommend Valley Medical Mgmt highly for all your billing needs.

I had several years experience with Amy and Jacob for our Radiology Group. They are very attentive and precise. They really worry about your collections and work hard to get them. I highly rate them.

We have been with Valley Med Mangmt for several years now, and we have been very happy. They are a professional billing company and handle all our clients in a courteous manner.

I have been working with VMM for over 1 yr now and they provide excellent service and very professional. If you are looking for a reliable and knowledgeable billing company, look no further.

They have helped me a lot. I have an easy time communicating with them and they are very thorough. I highly recommend!

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.

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