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Bookkeepers in California

11 markets, 21 articles · Last updated:

Which bookkeepers in California have the highest Evidence Scores?

We reviewed 1,657 firms in California: 442 met the listing bar and 352 reached 70% evidence coverage, and 227 of them hold a numbered place on one of its 10 ranked lists.

  1. Catalyst CPA: Evidence Score 73/100 at 73% coverage, on the Riverside-San Bernardino page
  2. Bay Area Accounting Solutions: Evidence Score 66/100 at 77% coverage, on the San Francisco-Oakland page
  3. Tax Experts of OC: Evidence Score 63/100 at 74% coverage, on the Los Angeles-Long Beach page

Start with the metro page nearest you. California has 11 metro pages, largest first: Los Angeles-Long Beach (143), Riverside-San Bernardino (51), San Francisco-Oakland (40), Sacramento-Roseville (39) and San Diego-Chula Vista (34). 9 of the 11 carry a ranked list; the rest compare firms without an order. 49 more firms outside those metros are listed below.

Outside the metro pages: 198 profiles reviewed, 49 met the listing bar, 40 scored (evidence coverage of 70% or more). 23 document at least 6 of the items we score and are ranked by Evidence Score; the other 17 are under the list as Also scored.

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Firms outside the market pages that met the listing bar. A town gets its own page once it has 8 listed firms.

  1. Associated Income Tax Services (Visalia, CA). Evidence Score 51/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: construction, real estate; Xero users.Who they say they serve (self-reported): construction, real estate, healthcare, nonprofits, retail.
  2. Summer Morris (Santa Rosa, CA). Evidence Score 49/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board. Documented fit: QuickBooks Online users.
  3. Think Big Construction Accounting (Modesto, CA). Evidence Score 49/100 at 74% coverage. Read the full profileDocuments 5 of 5 core services. Documented fit: construction, contractors; catch-up and cleanup work.Who they say they serve (self-reported): construction, contractors.
  4. Redwood Tax Service (Santa Rosa, CA). Evidence Score 44/100 at 77% coverage. Read the full profileDocuments 5 of 5 core services. Documented fit: catch-up and cleanup work.
  5. Clarita CPA Group (Canyon Country, CA). Evidence Score 41/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: restaurants, construction; catch-up and cleanup work.Who they say they serve (self-reported): restaurants, construction, real estate, medical, dental.
  6. Heter Accountancy (San Luis Obispo, CA). Evidence Score 40/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; publishes a starting price. Documented fit: agriculture, construction; QuickBooks Online users.Who they say they serve (self-reported): agriculture, construction, property management, medical, e-commerce.
  7. HK Associates, Certified Public Accountants (Sherman Oaks, CA). Evidence Score 39/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services.
  8. Lavorato & Darling (Salinas, CA). Evidence Score 38/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: professional services.Who they say they serve (self-reported): professional services.
  9. Mallari's Tax (Fairfield, CA). Evidence Score 38/100 at 74% coverage. Read the full profileDocuments 2 of 5 core services; states it prices by quote. Documented fit: restaurants, construction.Who they say they serve (self-reported): restaurants, construction, non-profits, e-commerce.
  10. Keeping The Books (San Luis Obispo, CA). Evidence Score 36/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; publishes prices.
  11. Gray & Harasym, LLP (San Luis Obispo, CA). Evidence Score 36/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
  12. AB Bookkeeping Services (Vacaville, CA). Evidence Score 35/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: contractors, real estate; catch-up and cleanup work.Who they say they serve (self-reported): contractors, real estate, landscaping, consultants.
  13. Hawks & Associates CPAs, Inc. (Sonora, CA). Evidence Score 34/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services.
  14. Nicholson and Schwartz (Santa Barbara, CA). Evidence Score 32/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: non-profits.Who they say they serve (self-reported): non-profits.
  15. Virtual Jeannie Bookkeeping (Santa Rosa, CA). Evidence Score 32/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services.
  16. BEHR & ASSOCIATES (Yuba City, CA). Evidence Score 31/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
  17. Napa Valley Consulting (Napa, CA). Evidence Score 31/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: e-commerce, retail.Who they say they serve (self-reported): e-commerce, retail, technology, construction.
  18. Cromwell Tax and Books (Santa Rosa, CA). Evidence Score 31/100 at 71% coverage. Read the full profileDocuments 2 of 5 core services.
  19. David K. McCoy, CPA, An Accountancy Corp (Modesto, CA). Evidence Score 30/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: construction; QuickBooks Online users.Who they say they serve (self-reported): construction.
  20. Nasif, Hicks, Harris & Co., LLP (Santa Barbara, CA). Evidence Score 30/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: construction, real estate.Who they say they serve (self-reported): construction, real estate, technology.
  21. Parkside CPAs & Consultants (Chico, CA). Evidence Score 30/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: agriculture, franchises.Who they say they serve (self-reported): agriculture, franchises.
  22. Bream Accounting & Tax Service (Santa Barbara, CA). Evidence Score 28/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: QuickBooks Online users.
  23. PGP Consulting (Hanford, CA). Evidence Score 22/100 at 74% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: real estate.Who they say they serve (self-reported): real estate.

Also scored

These firms reached 70% evidence coverage, but fewer than 6 of the items we score are documented for them, so they carry a score and no number.

Also scored, by Evidence Score
FirmWhereServices documented SoftwarePricingCredentials verified CoverageEvidence Score
Atherton & Associates, LLP
Says it serves: technology, construction, healthcare, real estate, professional services
Modesto, CA month-end close Not verified Not verified Active CPA firm or individual license 72% 24
Warmerdam CPA Group Modesto, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 75% 23
Kalunian & Milliken LLP Modesto, CA payroll coordination, month-end close QuickBooks Not verified Not verified 74% 22
Scott, Mainord, Langley
Says it serves: medical
Visalia, CA payroll coordination, month-end close QuickBooks Not verified Not verified 74% 22
TreeStar Solutions
Says it serves: cannabis, consultants, technology
Chico, CA AP/AR, payroll coordination, month-end close Not verified Not verified Not verified 74% 21
Mosaic San Luis Obispo, CA
Local
payroll coordination, month-end close Not verified Not verified Not verified 77% 20
Boss Deller & Associates Modesto, CA AP/AR, month-end close Not verified Not verified Not verified 77% 19
MCo Advisors Chico, CA
Local
month-end close Not verified Not verified Not verified 77% 18
Suntax Solutions Tulare, CA payroll coordination, month-end close Not verified Quote only (stated) Not verified 77% 18
Russell, Mainini, and Franklin San Luis Obispo, CA payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 75% 18
Matthews, Hutton & Warren, CPAs Chico, CA payroll coordination, month-end close QuickBooks Not verified Not verified 74% 17
ARPAC Financial Solutions Visalia, CA month-end close Not verified Quote only (stated) Not verified 77% 16
Global Business Management
Says it serves: technology
Sherman Oaks, CA payroll coordination Not verified Not verified Not verified 77% 16
Burkart & Stevens, CPAs and Advisors San Luis Obispo, CA AP/AR, payroll coordination QuickBooks Not verified Not verified 74% 15
Vazquez Professional Services
Says it serves: professional services
Marysville, CA payroll coordination Not verified Not verified Not verified 77% 11
Michael J McMurry Fairfield, CA month-end close Not verified Not verified Not verified 77% 8
Moreno's Business Services Santa Rosa, CA payroll coordination Not verified Not verified Not verified 74% 6

Comparison table

Ranked firms, in rank order
FirmWhereServices documented SoftwarePricingCredentials verified CoverageEvidence Score
Associated Income Tax Services
Says it serves: construction, real estate, healthcare, nonprofits, retail
Visalia, CA monthly bookkeeping, AP/AR, payroll coordination, month-end close QuickBooks, Xero, FreshBooks, Zoho Books Not verified Not verified 77% 51
Summer Morris Santa Rosa, CA
Local + remote
monthly bookkeeping, payroll coordination, month-end close QuickBooks Online Not verified Active CPA firm or individual license 77% 49
Think Big Construction Accounting
Says it serves: construction, contractors
Modesto, CA monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close QuickBooks, Sage Not verified Not verified 74% 49
Redwood Tax Service Santa Rosa, CA
Local + remote
monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 77% 44
Clarita CPA Group
Says it serves: restaurants, construction, real estate, medical, dental
Canyon Country, CA
Local
monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close Not verified Not verified Not verified 77% 41
Heter Accountancy
Says it serves: agriculture, construction, property management, medical, e-commerce
San Luis Obispo, CA AP/AR, payroll coordination, month-end close QuickBooks Online Publishes a starting price Not verified 77% 40
HK Associates, Certified Public Accountants Sherman Oaks, CA
Local
monthly bookkeeping, AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 77% 39
Lavorato & Darling
Says it serves: professional services
Salinas, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 77% 38
Mallari's Tax
Says it serves: restaurants, construction, non-profits, e-commerce
Fairfield, CA payroll coordination, month-end close Not verified Quote only (stated) Not verified 74% 38
Keeping The Books San Luis Obispo, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks, Paychex Publishes prices Not verified 77% 36
Gray & Harasym, LLP San Luis Obispo, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 74% 36
AB Bookkeeping Services
Says it serves: contractors, real estate, landscaping, consultants
Vacaville, CA monthly bookkeeping, catch-up/cleanup, month-end close Not verified Not verified Not verified 74% 35
Hawks & Associates CPAs, Inc. Sonora, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 77% 34
Nicholson and Schwartz
Says it serves: non-profits
Santa Barbara, CA payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 77% 32
Virtual Jeannie Bookkeeping Santa Rosa, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 77% 32
BEHR & ASSOCIATES Yuba City, CA monthly bookkeeping, payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 77% 31
Napa Valley Consulting
Says it serves: e-commerce, retail, technology, construction
Napa, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks, ADP Not verified Not verified 77% 31
Cromwell Tax and Books Santa Rosa, CA monthly bookkeeping, payroll coordination ADP Not verified Not verified 71% 31
David K. McCoy, CPA, An Accountancy Corp
Says it serves: construction
Modesto, CA payroll coordination, month-end close Toast, QuickBooks Online Not verified Not verified 77% 30
Nasif, Hicks, Harris & Co., LLP
Says it serves: construction, real estate, technology
Santa Barbara, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 77% 30
Parkside CPAs & Consultants
Says it serves: agriculture, franchises
Chico, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 75% 30
Bream Accounting & Tax Service Santa Barbara, CA monthly bookkeeping, AP/AR, payroll coordination QuickBooks Online Not verified Not verified 77% 28
PGP Consulting
Says it serves: real estate
Hanford, CA payroll coordination, month-end close Not verified Not verified Not verified 74% 22

Also listed (not scored yet)

These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.

Local firms
FirmWhereServices documented SoftwarePricingCredentials verified Coverage
Azteca Taxes Vallejo, CA
Local
payroll coordination Not verified Not verified Not verified 17%
Ballew & Fuhrman
Says it serves: real estate
Santa Barbara, CA
Local
Not verified Not verified Not verified Active CPA firm or individual license 21%
Darlene M. Triplett
Says it serves: construction, retail, manufacturing, agriculture
Yuba City, CA
Local
payroll coordination Not verified Not verified Not verified 25%
M & G Tax Services Vallejo, CA payroll coordination, month-end close Not verified Not verified Not verified 66%
Macfarlane Faletti
Says it serves: real estate, construction, retail, manufacturing, contractors
Santa Barbara, CA payroll coordination, month-end close QuickBooks, Sage Not verified Active CPA firm or individual license 31%
Mares Tax Services Santa Rosa, CA
Local
AP/AR, payroll coordination, month-end close Not verified Not verified Not verified 29%
Shaw & Associates Yuba City, CA payroll coordination, month-end close Not verified Not verified Not verified 69%
Tm Payroll Service, Inc. Visalia, CA
Local
payroll coordination Not verified Not verified Not verified 17%
Truong Accounting Santa Rosa, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 32%

How we check firms in California

Across all 442 firms we list in California, 47 publish a price or a starting price and 367 say nothing about fees. That's close to the national share of 10%.

Because California publishes its records as open data, the checks for every firm we list in California found 115 firms with an active CPA license or permit on California's published register. Any firm that says it's a CPA practice can be checked on the California Board of Accountancy lookup.

What a bookkeeper tracks in California

General information, not tax advice. Which of these reach your business depends on its entity type, what it sells, whether it has employees and the schedule each agency assigns. Your bookkeeper keeps the records; you, or whoever your engagement letter names, file. Checked on the linked official pages on September 26, 2026.

  • Sales and use tax.The California Department of Tax and Fee Administration assigns your filing frequency (quarterly prepay, quarterly, monthly, fiscal yearly or yearly) from your reported sales tax or expected taxable sales. Quarterly returns are due April 30, July 31, October 31 and January 31. A return is required even with no sales.California Department of Tax and Fee Administration, checked Sep 26, 2026
  • Quarterly payroll reports.You file the DE 9 and DE 9C wage reports with the Employment Development Department every quarter. On the EDD's 2026 calendar they become delinquent if not filed by February 2, April 30, July 31 and November 2, 2026, and February 1, 2027.California Employment Development Department, checked Sep 26, 2026
  • PIT and SDI deposits.California income tax (PIT) and SDI withheld from wages can be due more often than quarterly. Deposit dates follow your federal deposit schedule and how much PIT you've withheld, while employer UI and ETT contributions stay on the quarterly DE 9 dates.California Employment Development Department, checked Sep 26, 2026
  • LLC annual tax.California LLCs pay an annual LLC tax to the Franchise Tax Board, $800 for taxable year 2026. It's due by the 15th day of the 4th month of the tax year, which was April 15, 2026 for a calendar-year LLC.California Franchise Tax Board, checked Sep 26, 2026
  • Statement of Information.California stock corporations file a Statement of Information with the Secretary of State every year in their registration month. LLCs file every two years, in even or odd years depending on when they registered. The filing fee is $20 or $25.California Secretary of State, checked Sep 26, 2026

Frequently Asked Questions

How do I check a bookkeeper's CPA license in California?

Search the firm or the person on the California Board of Accountancy lookup. A bookkeeper doesn't need a CPA license to keep your books; it matters when a firm uses the CPA title or you need audited or reviewed statements.

How can I confirm a California bookkeeping firm is a registered business?

Search its legal name on the California business entity search. A sole proprietor trading under its own name may not appear, and that alone isn't a warning sign.

Why are some California metro pages not ranked?

A ranking needs 8 firms at 70% evidence coverage. Bakersfield-Delano and Redding have fewer than 8 at that coverage, so they compare firms alphabetically until more evidence comes in.

Sources and further reading

Dates are when we checked. Report an error.

  1. DNS checkChecked Sep 26, 2026
  2. Firm's own websiteChecked Sep 26, 2026
  3. State accountancy boardChecked Sep 26, 2026
  4. California Board of Accountancy: license lookupCalifornia Board of Accountancy
  5. California business entity searchState of California
  6. How the Evidence Score worksBookkeeping Index methodology
  7. Commercial disclosuresBookkeeping Index

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