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Bookkeepers in California

11 markets, 22 articles · Last updated:

Which bookkeepers in California have the highest Evidence Scores?

We reviewed 1,716 firms in California: 528 met the listing bar and 427 reached 70% evidence coverage, and 315 of them hold a numbered place on one of its 11 ranked lists.

  1. Catalyst CPA: Evidence Score 79/100 at 79% coverage, on the Riverside-San Bernardino page
  2. Accounting Fresh: Evidence Score 75/100 at 75% coverage, on the San Diego-Chula Vista page
  3. Tax Experts of OC: Evidence Score 72/100 at 83% 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 (167), Riverside-San Bernardino (65), San Francisco-Oakland (48), Sacramento-Roseville (43) and San Diego-Chula Vista (40). 10 of the 11 carry a ranked list; the rest compare firms without an order. 56 more firms outside those metros are listed below.

Outside the metro pages: 203 profiles reviewed, 56 met the listing bar, 47 scored (evidence coverage of 70% or more). 31 document at least 6 of the items we score and are ranked by Evidence Score; the other 16 are under the list as Also scored.

Markets in California

California articles

What firms here charge

We verified a monthly bookkeeping price for one of the 56 firms on this list: Heter Accountancy publishes from $250 a month on its own site, captured September 26, 2026 (source). For the other firms we have no verified monthly bookkeeping price; some may publish other pricing, so ask them for a quote.

Filter

Elsewhere in California

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

  1. Balanced Books (Turlock, CA). Evidence Score 62/100 at 83% coverage. Read the full profileDocuments 4 of 5 core services; IRS preparer record found for a named person; states it prices by quote. Documented fit: medical, technology; catch-up and cleanup work; QuickBooks Online users.Who they say they serve (self-reported): medical, technology, healthcare, retail, dental.
  2. Associated Income Tax Services (Visalia, CA). Evidence Score 57/100 at 83% coverage. Read the full profileDocuments 4 of 5 core services; IRS preparer record found for a named person. Documented fit: construction, real estate; Xero users.Who they say they serve (self-reported): construction, real estate, healthcare, nonprofits, retail.
  3. Summer Morris (Santa Rosa, CA). Evidence Score 55/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: QuickBooks Online users.
  4. Redwood Tax Service (Santa Rosa, CA). Evidence Score 50/100 at 83% coverage. Read the full profileDocuments 5 of 5 core services; IRS preparer record found for a named person. Documented fit: catch-up and cleanup work.
  5. Think Big Construction Accounting (Modesto, CA). Evidence Score 49/100 at 80% 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.
  6. Lavorato & Darling (Salinas, CA). Evidence Score 48/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: professional services.Who they say they serve (self-reported): professional services.
  7. Heter Accountancy (San Luis Obispo, CA). Evidence Score 47/100 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.
  8. Clarita CPA Group (Canyon Country, CA). Evidence Score 46/100 at 83% 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.
  9. Mallari Tax (Fairfield, CA). Evidence Score 43/100 at 80% coverage. Read the full profileDocuments 2 of 5 core services; states it prices by quote. Documented fit: restaurants, construction; QuickBooks Online users.Who they say they serve (self-reported): restaurants, construction, non-profits, e-commerce.
  10. HK Associates, Certified Public Accountants (Sherman Oaks, CA). Evidence Score 42/100 at 83% coverage. Read the full profileDocuments 4 of 5 core services.
  11. Gray & Harasym, LLP (San Luis Obispo, CA). Evidence Score 42/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
  12. Napa Valley Consulting (Napa, CA). Evidence Score 40/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: e-commerce, retail.Who they say they serve (self-reported): e-commerce, retail, technology, construction.
  13. David K. McCoy, CPA, An Accountancy Corp (Modesto, CA). Evidence Score 39/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: construction; QuickBooks Online users.Who they say they serve (self-reported): construction.
  14. Hawks & Associates CPAs, Inc. (Sonora, CA). Evidence Score 37/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services.
  15. Keeping The Books (San Luis Obispo, CA). Evidence Score 36/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; publishes prices.
  16. Lopez Tax Service (Salinas, CA). Evidence Score 35/100 at 81% coverage. Read the full profileDocuments 1 of 5 core services; IRS preparer record found for a named person. Documented fit: technology.Who they say they serve (self-reported): technology.
  17. AB Bookkeeping Services (Vacaville, CA). Evidence Score 35/100 at 80% 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.
  18. Parkside CPAs & Consultants (Chico, CA). Evidence Score 33/100 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.
  19. Virtual Jeannie Bookkeeping (Santa Rosa, CA). Evidence Score 32/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services.
  20. 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.
  21. BEHR & ASSOCIATES (Yuba City, CA). Evidence Score 31/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
  22. Cromwell Tax and Books (Santa Rosa, CA). Evidence Score 31/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services.
  23. 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.
  24. Shaw & Associates (Yuba City, CA). Evidence Score 30/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
  25. Pine, Pedroncelli & Aguilar, Inc. (Visalia, CA). Evidence Score 29/100 at 81% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: medical.Who they say they serve (self-reported): medical.
  26. Bream Accounting & Tax Service (Santa Barbara, CA). Evidence Score 28/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: QuickBooks Online users.
  27. Atherton & Associates, LLP (Modesto, CA). Evidence Score 27/100 at 75% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board. Documented fit: technology, construction.Who they say they serve (self-reported): technology, construction, healthcare, real estate, professional services.
  28. PGP Consulting (Hanford, CA). Evidence Score 27/100 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.
  29. Susan Jones CPA (Santa Maria, CA). Evidence Score 26/100 at 81% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person.
  30. Global Business Management (Sherman Oaks, CA). Evidence Score 24/100 at 83% coverage. Read the full profileDocuments 1 of 5 core services. Documented fit: technology.Who they say they serve (self-reported): technology.
  31. Paul Gonzalez, CPA (Paso Robles, CA). Evidence Score 21/100 at 81% coverage. Read the full profileDocuments 1 of 5 core services; IRS preparer record found for a named person.

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 Coverage (%)Evidence Score
Warmerdam CPA Group Modesto, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 75 23
ARPAC Financial Solutions Visalia, CA month-end close Not verified Quote only (stated) IRS preparer record 83 22
Kalunian & Milliken LLP Modesto, CA payroll coordination, month-end close QuickBooks Not verified Not verified 80 22
Scott, Mainord, Langley
Says it serves: medical
Visalia, CA payroll coordination, month-end close QuickBooks Not verified Not verified 80 22
TreeStar Solutions
Says it serves: cannabis, consultants, technology
Chico, CA AP/AR, payroll coordination, month-end close Not verified Not verified Not verified 80 21
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 83 18
Suntax Solutions Tulare, CA payroll coordination, month-end close Not verified Quote only (stated) Not verified 83 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
Burkart & Stevens, CPAs and Advisors San Luis Obispo, CA AP/AR, payroll coordination QuickBooks Not verified Not verified 80 15
Travis J. Wilson, CPA, CFP Santa Barbara, CA month-end close Not verified Not verified IRS preparer record 78 15
Michael J McMurry Fairfield, CA month-end close Not verified Not verified IRS preparer record 83 14
CVM Tax & Notary Services Hanford, CA
Local
payroll coordination Not verified Not verified IRS preparer record 81 13
Vazquez Professional Services
Says it serves: professional services
Marysville, CA payroll coordination Not verified Not verified Not verified 83 11
Moreno's Business Services Santa Rosa, CA payroll coordination Not verified Not verified Not verified 80 6

Comparison table

Ranked firms, in rank order
FirmWhereServices documented SoftwarePricingCredentials verified Coverage (%)Evidence Score
Balanced Books
Says it serves: medical, technology, healthcare, retail, dental
Turlock, CA
Local
catch-up/cleanup, AP/AR, payroll coordination, month-end close QuickBooks Online, QuickBooks Desktop Quote only (stated) IRS preparer record 83 62
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 IRS preparer record 83 57
Summer Morris Santa Rosa, CA
Local + remote
monthly bookkeeping, payroll coordination, month-end close QuickBooks Online Not verified Active CPA firm or individual license, IRS preparer record 83 55
Redwood Tax Service Santa Rosa, CA
Local + remote
monthly bookkeeping, catch-up/cleanup, AP/AR, payroll coordination, month-end close QuickBooks Not verified IRS preparer record 83 50
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 80 49
Lavorato & Darling
Says it serves: professional services
Salinas, CA payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license, IRS preparer record 83 48
Heter Accountancy
Says it serves: agriculture, construction, property management, medical, e-commerce
San Luis Obispo, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks Online Publishes a starting price Not verified 77 47
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 83 46
Mallari Tax
Says it serves: restaurants, construction, non-profits, e-commerce
Fairfield, CA payroll coordination, month-end close QuickBooks Online Quote only (stated) Not verified 80 43
HK Associates, Certified Public Accountants Sherman Oaks, CA
Local
monthly bookkeeping, AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 83 42
Gray & Harasym, LLP San Luis Obispo, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 77 42
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 IRS preparer record 83 40
David K. McCoy, CPA, An Accountancy Corp
Says it serves: construction
Modesto, CA
Local
payroll coordination, month-end close Toast, QuickBooks Online Not verified IRS preparer record 83 39
Hawks & Associates CPAs, Inc. Sonora, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 83 37
Keeping The Books San Luis Obispo, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks, Paychex Publishes prices Not verified 83 36
Lopez Tax Service
Says it serves: technology
Salinas, CA
Local + remote
payroll coordination Not verified Not verified IRS preparer record 81 35
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 80 35
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 33
Virtual Jeannie Bookkeeping Santa Rosa, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 83 32
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
BEHR & ASSOCIATES Yuba City, CA monthly bookkeeping, payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 83 31
Cromwell Tax and Books Santa Rosa, CA monthly bookkeeping, payroll coordination ADP Not verified Not verified 77 31
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
Shaw & Associates Yuba City, CA payroll coordination, month-end close Not verified Not verified IRS preparer record 75 30
Pine, Pedroncelli & Aguilar, Inc.
Says it serves: medical
Visalia, CA payroll coordination, month-end close QuickBooks Not verified IRS preparer record 81 29
Bream Accounting & Tax Service Santa Barbara, CA monthly bookkeeping, AP/AR, payroll coordination QuickBooks Online Not verified Not verified 83 28
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 75 27
PGP Consulting
Says it serves: real estate
Hanford, CA payroll coordination, month-end close Not verified Not verified Not verified 74 27
Susan Jones CPA Santa Maria, CA payroll coordination, month-end close Not verified Not verified IRS preparer record 81 26
Global Business Management
Says it serves: technology
Sherman Oaks, CA
Local + remote
payroll coordination QuickBooks Not verified Not verified 83 24
Paul Gonzalez, CPA Paso Robles, CA
Local
payroll coordination Not verified Not verified IRS preparer record 81 21

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 23
Ballew & Fuhrman
Says it serves: real estate
Santa Barbara, CA
Local
Not verified Not verified Not verified Active CPA firm or individual license, IRS preparer record 27
Darlene M. Triplett
Says it serves: construction, retail, manufacturing, agriculture
Yuba City, CA
Local
payroll coordination Not verified Not verified IRS preparer record 31
Kayros Multiservices Salinas, CA
Local
payroll coordination Not verified Not verified IRS preparer record 23
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, IRS preparer record 37
Mares Tax Services Santa Rosa, CA
Local
AP/AR, payroll coordination, month-end close Not verified Not verified Not verified 35
Tm Payroll Service, Inc. Visalia, CA
Local
payroll coordination Not verified Not verified Not verified 23
Truong Accounting Santa Rosa, CA AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 38

How we check firms in California

Across all 528 firms we list in California, 33 publish a monthly price or a starting price and 438 say nothing about fees. That's close to the national share of 4%.

Because California publishes its records as open data, the checks for every firm we list in California found 116 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. Redding has fewer than 8 at that coverage, so it compares 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 to Nov 5, 2026
  2. Firm's own websiteChecked Sep 26, 2026 to Nov 13, 2026
  3. IRS preparer recordsChecked Sep 27, 2026 to Nov 10, 2026
  4. State accountancy boardChecked Sep 26, 2026 to Nov 10, 2026
  5. California Board of Accountancy: license lookupCalifornia Board of Accountancy
  6. California business entity searchState of California
  7. How the Evidence Score worksBookkeeping Index methodology
  8. Commercial disclosuresBookkeeping Index

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