Top 22 Bookkeepers in the Sacramento-Roseville Area, CA (2026)
Key Takeaways
- First on the list: Clarke CPA Group, scoring 59 with 77% of the evidence checked.
- We reviewed 108 firms here; 31 of the 39 that met the listing bar reached 70% evidence coverage, and the 22 with at least 6 documented items are numbered.
- Only 4 of 39 publish a price or a starting price, while 32 say nothing about fees.
- Compared with every firm we list, this group stands out on verified credentials: 12 of 39 hold a credential a third party confirms (31% against 15%).
Sources cited in this article: DNS check, Firm's own website, State accountancy board, and our published methodology.
108 profiles reviewed, 39 met the listing bar, 31 scored (evidence coverage of 70% or more). 22 document at least 6 of the items we score and are ranked by Evidence Score; the other 9 are under the list as Also scored.
Firms on this page have offices in Rocklin (8), Roseville (7), Sacramento (5), Davis (4), Elk Grove (4), Folsom (4) and 3 other places. The page covers 88 towns and cities in the metro area, and a firm elsewhere in California appears on the state page.
How this list is built: Methodology · Disclosures · About · Report a correction
This list numbers the 22 Sacramento-Roseville bookkeeping firms with enough documented evidence to rank, out of 39 that met our listing bar, and scores 9 more below it without a number. Start from what you need and use the filters: catch-up work (6 firms), a published price (4) and remote service (12).
Top 22 Bookkeepers in the Sacramento-Roseville Area, CA, Ranked by Evidence Score
- Clarke CPA Group (Roseville, CA). Evidence Score 59/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: real estate, professional services; catch-up and cleanup work; QuickBooks Online users.Who they say they serve (self-reported): real estate, professional services, franchises, construction, contractors.
- C&A Welch Inc (Folsom, CA). Evidence Score 52/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services; publishes prices. Documented fit: QuickBooks Online users.
- BRAICH (Folsom, CA). Evidence Score 50/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: real estate, medical; catch-up and cleanup work; Xero users.Who they say they serve (self-reported): real estate, medical, e-commerce, retail, consultants.
- Capital Books Accounting (Sacramento, CA). Evidence Score 50/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services; publishes a starting price. Documented fit: non-profits, tech companies.Who they say they serve (self-reported): non-profits, tech companies.
- WPGTAX (Elk Grove, CA). Evidence Score 49/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services; states it prices by quote.
- SSquare Inc (Davis, CA). Evidence Score 44/100 at 77% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: non-profits.Who they say they serve (self-reported): non-profits.
- Brooks & Gavel CPA's (Rocklin, CA). Evidence Score 43/100 at 72% coverage. Read the full profileDocuments 4 of 5 core services; CPA license verified with the state board. Documented fit: construction, retail.Who they say they serve (self-reported): construction, retail.
- Daily Balance (Elk Grove, CA). Evidence Score 39/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board. Documented fit: catch-up and cleanup work; Xero users.
- Manz CPA (Roseville, CA). Evidence Score 38/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; publishes a starting price. Documented fit: real estate.Who they say they serve (self-reported): real estate.
- Magnum CPA PC (Sacramento, CA). Evidence Score 35/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: Xero users.
- Michelle E. Phillips (Rocklin, CA). Evidence Score 35/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: healthcare, manufacturing.Who they say they serve (self-reported): healthcare, manufacturing, medical, non-profits, retail.
- Ullrich Delevati (Woodland, CA). Evidence Score 35/100 at 75% coverage. Read the full profileDocuments 2 of 5 core services; CPA license verified with the state board. Documented fit: QuickBooks Online users.
- Steichen Corporation (Rocklin, CA). Evidence Score 33/100 at 77% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; states it prices by quote.
- Atlas Accounting (Sacramento, CA). Evidence Score 33/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services.
- Bal & Associates, CPA Inc. (Rocklin, CA). Evidence Score 32/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board.
- AMCFO (Rocklin, CA). Evidence Score 29/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services; states it prices by quote. Documented fit: technology; catch-up and cleanup work.Who they say they serve (self-reported): technology.
- Golden State Bookkeepers (Citrus Heights, CA). Evidence Score 29/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: catch-up and cleanup work.
- South Placer Tax & Bookkeeping Services (Rocklin, CA). Evidence Score 28/100 at 77% coverage. Read the full profileDocuments 1 of 5 core services; publishes prices. Documented fit: construction, healthcare; QuickBooks Online users.Who they say they serve (self-reported): construction, healthcare, transportation, manufacturing, hospitality.
- MD Bookkeeping Services (Roseville, CA). Evidence Score 25/100 at 77% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: construction, e-commerce.Who they say they serve (self-reported): construction, e-commerce, manufacturing, restaurants, real estate.
- PFSolutions (Elk Grove, CA). Evidence Score 25/100 at 77% coverage. Read the full profileDocuments 2 of 5 core services. Documented fit: catch-up and cleanup work; Xero users.
- J. Perea Bookkeeping (Woodland, CA). Evidence Score 24/100 at 77% coverage. Read the full profileDocuments 1 of 5 core services. Documented fit: construction, contractors; QuickBooks Online users.Who they say they serve (self-reported): construction, contractors, real estate, consultants.
- Newman Associates (Davis, CA). Evidence Score 22/100 at 77% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board.
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.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage | Evidence Score |
|---|---|---|---|---|---|---|---|
| Sierra Tax & Accounting Services | Rocklin, CA | monthly bookkeeping, payroll coordination, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 75% | 31 |
| Bay Area Tax Accountants, Inc. | Elk Grove, CA Local + remote | month-end close | Not verified | Not verified | Active CPA firm or individual license | 75% | 25 |
| Integrated Accounting Solutions Says it serves: dental | Davis, CA | payroll coordination | Not verified | Not verified | Active CPA firm or individual license | 72% | 21 |
| JC Bookkeeping | Loomis, CA | AP/AR, payroll coordination, month-end close | Not verified | Not verified | Not verified | 77% | 18 |
| Kee & Associates | Roseville, CA | payroll coordination, month-end close | Not verified | Not verified | Active CPA firm or individual license | 75% | 18 |
| Certified Public Accountants in Roseville, CA | Roseville, CA | month-end close | QuickBooks | Not verified | Not verified | 71% | 13 |
| Darin Nixon, EA | Woodland, CA | Not verified | Not verified | Not verified | Not verified | 77% | 9 |
| Jms Tax And Accounti | Folsom, CA | payroll coordination | Not verified | Not verified | Not verified | 77% | 9 |
| Bulletproof Tax & Accounting Firm | Sacramento, CA | Not verified | QuickBooks | Not verified | Not verified | 71% | 9 |
Top firms in Rocklin
Brooks & Gavel CPA's leads Rocklin with an Evidence Score of 43/100 at 72% coverage. Also ranked in Rocklin: Michelle E. Phillips (35/100, 77% coverage), Steichen Corporation (33/100, 77% coverage), Bal & Associates, CPA Inc. (32/100, 74% coverage), AMCFO (29/100, 77% coverage), South Placer Tax & Bookkeeping Services (28/100, 77% coverage).
Top firms in Elk Grove
WPGTAX leads Elk Grove with an Evidence Score of 49/100 at 77% coverage. Also ranked in Elk Grove: Daily Balance (39/100, 75% coverage), PFSolutions (25/100, 77% coverage).
Top firms in Roseville
Clarke CPA Group leads Roseville with an Evidence Score of 59/100 at 77% coverage. Also ranked in Roseville: Manz CPA (38/100, 77% coverage), MD Bookkeeping Services (25/100, 77% coverage).
Top firms in Sacramento
Capital Books Accounting leads Sacramento with an Evidence Score of 50/100 at 77% coverage. Also ranked in Sacramento: Magnum CPA PC (35/100, 77% coverage), Atlas Accounting (33/100, 74% coverage).
Top firms in Davis
SSquare Inc leads Davis with an Evidence Score of 44/100 at 77% coverage. Also ranked in Davis: Newman Associates (22/100, 77% coverage).
Top firms in Folsom
C&A Welch Inc leads Folsom with an Evidence Score of 52/100 at 77% coverage. Also ranked in Folsom: BRAICH (50/100, 77% coverage).
Top firms in Woodland
Ullrich Delevati leads Woodland with an Evidence Score of 35/100 at 75% coverage. Also ranked in Woodland: J. Perea Bookkeeping (24/100, 77% coverage).
Comparison table
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage | Evidence Score |
|---|---|---|---|---|---|---|---|
| Clarke CPA Group Says it serves: real estate, professional services, franchises, construction, contractors | Roseville, CA Local + remote | monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close | QuickBooks Online | Not verified | Not verified | 77% | 59 |
| C&A Welch Inc | Folsom, CA | monthly bookkeeping, payroll coordination, month-end close | QuickBooks Online, Gusto | Publishes prices | Not verified | 77% | 52 |
| BRAICH Says it serves: real estate, medical, e-commerce, retail, consultants | Folsom, CA Local + remote | catch-up/cleanup, AP/AR, payroll coordination, month-end close | QuickBooks Online, QuickBooks Desktop, Xero | Not verified | Not verified | 77% | 50 |
| Capital Books Accounting Says it serves: non-profits, tech companies | Sacramento, CA | monthly bookkeeping, AP/AR, payroll coordination, month-end close | Not verified | Publishes a starting price | Not verified | 77% | 50 |
| WPGTAX | Elk Grove, CA | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks | Quote only (stated) | Not verified | 77% | 49 |
| SSquare Inc Says it serves: non-profits | Davis, CA | monthly bookkeeping, AP/AR, payroll coordination, month-end close | Square, QuickBooks | Not verified | Not verified | 77% | 44 |
| Brooks & Gavel CPA's Says it serves: construction, retail | Rocklin, CA | monthly bookkeeping, AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 72% | 43 |
| Daily Balance | Elk Grove, CA Local + remote | catch-up/cleanup, payroll coordination, month-end close | Xero | Not verified | Active CPA firm or individual license | 75% | 39 |
| Manz CPA Says it serves: real estate | Roseville, CA Local + remote | monthly bookkeeping, payroll coordination | Not verified | Publishes a starting price | Not verified | 77% | 38 |
| Magnum CPA PC | Sacramento, CA Local + remote | AP/AR, payroll coordination, month-end close | QuickBooks, Xero | Not verified | Not verified | 77% | 35 |
| Michelle E. Phillips Says it serves: healthcare, manufacturing, medical, non-profits, retail | Rocklin, CA Local | payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 77% | 35 |
| Ullrich Delevati | Woodland, CA Local | payroll coordination, month-end close | QuickBooks Online, QuickBooks Desktop | Not verified | Active CPA firm or individual license | 75% | 35 |
| Steichen Corporation | Rocklin, CA Local + remote | month-end close | QuickBooks | Quote only (stated) | Active CPA firm or individual license | 77% | 33 |
| Atlas Accounting | Sacramento, CA Local + remote | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 74% | 33 |
| Bal & Associates, CPA Inc. | Rocklin, CA | AP/AR, payroll coordination, month-end close | QuickBooks | Not verified | Active CPA firm or individual license | 74% | 32 |
| AMCFO Says it serves: technology | Rocklin, CA | catch-up/cleanup, payroll coordination | QuickBooks | Quote only (stated) | Not verified | 77% | 29 |
| Golden State Bookkeepers | Citrus Heights, CA Local + remote | monthly bookkeeping, catch-up/cleanup, month-end close | QuickBooks | Not verified | Not verified | 74% | 29 |
| South Placer Tax & Bookkeeping Services Says it serves: construction, healthcare, transportation, manufacturing, hospitality | Rocklin, CA Local + remote | payroll coordination | QuickBooks Online | Publishes prices | Not verified | 77% | 28 |
| MD Bookkeeping Services Says it serves: construction, e-commerce, manufacturing, restaurants, real estate | Roseville, CA | AP/AR, payroll coordination, month-end close | Not verified | Not verified | Not verified | 77% | 25 |
| PFSolutions | Elk Grove, CA Local + remote | catch-up/cleanup, payroll coordination | QuickBooks, Xero, ADP, Dext | Not verified | Not verified | 77% | 25 |
| J. Perea Bookkeeping Says it serves: construction, contractors, real estate, consultants | Woodland, CA Local | AP/AR | QuickBooks Online, QuickBooks Desktop | Not verified | Not verified | 77% | 24 |
| Newman Associates | Davis, CA Local | payroll coordination | Not verified | Not verified | Active CPA firm or individual license | 77% | 22 |
Also listed (not scored yet)
These firms met the listing bar but have under 70% evidence coverage, so they are not ranked.
| Firm | Where | Services documented | Software | Pricing | Credentials verified | Coverage |
|---|---|---|---|---|---|---|
| Accurately Yours Accounting Solutions | Citrus Heights, CA | payroll coordination, month-end close | QuickBooks | Not verified | Not verified | 27% |
| Centenal Tax Group, Inc. | Folsom, CA | month-end close | Not verified | Not verified | Not verified | 58% |
| Chapple Roman CPAs | Rocklin, CA | payroll coordination | QuickBooks, Xero, NetSuite, ADP, Toast | Not verified | Active CPA firm or individual license | 19% |
| IBS Tax Services Says it serves: real estate, retail, trucking, agriculture, daycare | Sacramento, CA Local | payroll coordination, month-end close | Not verified | Not verified | Not verified | 66% |
| Manosh Singh CPA & Associates Says it serves: contractors, real estate, retail, trucking, transportation | Citrus Heights, CA | payroll coordination, month-end close | Not verified | Not verified | Not verified | 69% |
| Tax Solutions and Bookkeeping Inc | Roseville, CA Local | payroll coordination | Not verified | Not verified | Not verified | 69% |
| The SAVVY Bookkeepers LLC Says it serves: restaurants, construction, retail, consultants | Roseville, CA Local + remote | monthly bookkeeping, payroll coordination | QuickBooks Online | Not verified | Not verified | 57% |
| Wehner Accounting & Tax, Inc. | Davis, CA | Not verified | Not verified | Not verified | Active CPA firm or individual license | 13% |
What the evidence shows
Pricing
82% of the firms on this page say nothing about what they charge. 4 of 39 show a price or a starting price, and 3 say they quote. Figures the firms publish themselves, as their sites word them: C&A Welch Inc ("$100 / mo"), Capital Books Accounting ("Packages start at $695/month") and Manz CPA ("From $500/month"). Get the monthly fee, the transaction volume it assumes and what counts as extra in writing.
Services and process
If you're behind, start with the 6 firms that say they do catch-up or cleanup work. On this page that's Clarke CPA Group, BRAICH, Daily Balance, AMCFO, Golden State Bookkeepers and PFSolutions. Fewer write down the process: 6 of 39 describe onboarding and 9 name a reporting schedule.
Software and remote work
QuickBooks leads the software firms here name (41%); after it come QuickBooks Online 18% and Xero 13%. 12 of 39 say they work with clients remotely, so a firm across the metro can still take you on.
Licenses and public records
California publishes records we can match, so we could check this group against them: 12 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.
The ranking
Numbered scores on this list run from 59 down to 22, and the median across every scored firm is 31. 9 more firms reached 70% coverage with fewer than 6 documented items, so they sit under the list as Also scored, without a number. The top of the list: Clarke CPA Group (59 at 77% coverage), C&A Welch Inc (52 at 77% coverage) and BRAICH (50 at 77% coverage). Rocklin has the most numbered firms (6), and the list spans 8 towns in all. A high-coverage firm with a modest score isn't a weak firm. Its site simply leaves more for you to ask.
Sacramento-Roseville area in figures
Shares of the 39 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it.
| Publish a price or starting price | 10% (4 of 39) |
|---|---|
| State they price by quote | 8% (3 of 39) |
| Say nothing about pricing | 82% (32 of 39) |
| Hold a third-party-verified credential | 31% (12 of 39) |
| State a reporting cadence | 23% (9 of 39) |
| Describe onboarding | 15% (6 of 39) |
| Offer catch-up or cleanup work | 15% (6 of 39) |
| Work remotely (stated) | 31% (12 of 39) |
| Most-mentioned software | QuickBooks 41%, QuickBooks Online 18%, Xero 13%, QuickBooks Desktop 8%, ADP 5% |
| Median evidence coverage | 75% |
| Median Evidence Score (scored firms) | 31 |
Frequently Asked Questions
Which Sacramento-Roseville bookkeepers publish their prices?
C&A Welch Inc, Capital Books Accounting, Manz CPA and South Placer Tax & Bookkeeping Services show a price or a starting price on their own site. Open a profile to see the exact wording and the page it came from.
Which firms in Sacramento-Roseville take on catch-up bookkeeping?
Clarke CPA Group, BRAICH, Daily Balance, AMCFO, Golden State Bookkeepers and PFSolutions say they do catch-up or cleanup work. The catch-up filter above the list shows only those firms.
Which Sacramento-Roseville bookkeepers work in Xero?
BRAICH, Daily Balance, Magnum CPA PC, PFSolutions and Chapple Roman CPAs name Xero on their site. More firms here name QuickBooks, so ask which one a firm prefers before you switch anything.
Which Sacramento-Roseville bookkeepers say which industries they serve?
15 of 39 name them on their own sites, among them Clarke CPA Group (real estate and professional services), BRAICH (real estate and medical), Capital Books Accounting (non-profits and tech companies), SSquare Inc (non-profits) and Brooks & Gavel CPA's (construction and retail). It's self-reported, so ask for a client reference in your trade.
Every place this page covers (88)
Alta, Antelope, Arden-Arcade, Auburn, Auburn Lake Trails, Brooks, Cameron Park, Camino, Carmichael, Carnelian Bay, Cedar Flat, Citrus Heights, Clarksburg, Clay, Cold Springs, Colfax, Coloma, Courtland, Davis, Diamond Springs, Dollar Point, Dunnigan, Dutch Flat, El Dorado Hills, El Macero, Elk Grove, Elverta, Esparto, Fair Oaks, Florin, Folsom, Foothill Farms, Foresthill, Freeport, Fruitridge Pocket, Galt, Georgetown, Gold River, Granite Bay, Grizzly Flats, Guinda, Herald, Hood, Isleton, Kings Beach, Kingvale, Knights Landing, La Riviera, Lemon Hill, Lincoln, Loomis, Madison, Mather, McClellan Park, Meadow Vista, Meyers, Monument Hills, Newcastle, North Auburn, North Highlands, Orangevale, Parkway, Penryn, Placerville, Pollock Pines, Rancho Cordova, Rancho Murieta, Rio Linda, Rocklin, Rosemont, Roseville, Rumsey, Sacramento, Sheridan, Shingle Springs, South Lake Tahoe, Sunnyside-Tahoe City, Tahoe Vista, Tahoma, Tancred, University of California-Davis, Vineyard, Walnut Grove, West Sacramento, Wilton, Winters, Woodland, Yolo.
Sources and further reading
Dates are when we checked. Report an error.
- DNS checkChecked Sep 26, 2026
- Firm's own websiteChecked Sep 26, 2026
- State accountancy boardChecked Sep 26, 2026
- California Board of Accountancy: license lookupCalifornia Board of Accountancy
- California business entity searchState of California
- How the Evidence Score worksBookkeeping Index methodology
- Commercial disclosuresBookkeeping Index