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Top 24 Bookkeepers in the Sacramento-Roseville Area, CA (2026)

Key Takeaways

  • First on the list: C&A Welch Inc, scoring 63 with 83% of the evidence checked.
  • We reviewed 115 firms here; 33 of the 43 that met the listing bar reached 70% evidence coverage, and the 24 with at least 6 documented items are numbered.
  • Only 3 of 43 publish a monthly price or a starting price, while 34 say nothing about fees.
  • Compared with every firm we list, this group stands out on verified credentials: 12 of 43 hold a credential a third party confirms (28% against 13%).

Sources cited in this article: DNS check, Firm's own website, IRS preparer records, State accountancy board, and our published methodology.

115 profiles reviewed, 43 met the listing bar, 33 scored (evidence coverage of 70% or more). 24 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 Roseville (9), Rocklin (8), Sacramento (7), 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.

This list numbers the 24 Sacramento-Roseville bookkeeping firms with enough documented evidence to rank, out of 43 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 (8 firms), a published price (3) and remote service (12).

What firms here charge

We verified a monthly bookkeeping price for 3 of the 43 firms on this list, each from the firm's own site and captured on September 26, 2026. The lowest listed is South Placer Tax & Bookkeeping Services: from $300 a month. The highest listed is Capital Books Accounting: from $695 a month. For the other firms we have no verified monthly bookkeeping price; some may publish other pricing, so ask them for a quote.

Verified monthly bookkeeping prices, from each firm's own site (each price links to its source)
FirmPrice typeMonthly price ($)ConditionsCaptured
South Placer Tax & Bookkeeping ServicesStarting price300None stated
ManzCPAStarting price500None stated
Capital Books AccountingStarting price695None stated
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Top 24 Bookkeepers in the Sacramento-Roseville Area, CA, Ranked by Evidence Score

  1. C&A Welch Inc (Folsom, CA). Evidence Score 63/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person; publishes prices. Documented fit: contractors, medical; QuickBooks Online users.Who they say they serve (self-reported): contractors, medical, dental, e-commerce, consultants.
  2. Daily Balance (Elk Grove, CA). Evidence Score 61/100 at 83% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board; states it prices by quote. Documented fit: non-profits; catch-up and cleanup work; Xero users.Who they say they serve (self-reported): non-profits.
  3. Clarke CPA Group (Roseville, CA). Evidence Score 59/100 at 83% 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.
  4. WPGTAX (Elk Grove, CA). Evidence Score 58/100 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.
  5. BRAICH ACCOUNTING SOLUTIONS INC (Folsom, CA). Evidence Score 50/100 at 83% 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.
  6. Capital Books Accounting (Sacramento, CA). Evidence Score 50/100 at 83% 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.
  7. SSquare Inc (Davis, CA). Evidence Score 50/100 at 83% coverage. Read the full profileDocuments 4 of 5 core services; IRS preparer record found for a named person. Documented fit: non-profits.Who they say they serve (self-reported): non-profits.
  8. Brooks & Gavel CPA's (Rocklin, CA). Evidence Score 49/100 at 78% coverage. Read the full profileDocuments 4 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: construction, retail.Who they say they serve (self-reported): construction, retail.
  9. Michelle E. Phillips (Rocklin, CA). Evidence Score 45/100 at 83% coverage. Read the full profileDocuments 2 of 5 core services; IRS preparer record found for a named person. Documented fit: healthcare, manufacturing.Who they say they serve (self-reported): healthcare, manufacturing, medical, non-profits, retail.
  10. Cook CPA Group (Roseville, CA). Evidence Score 44/100 at 72% coverage. Read the full profileDocuments 3 of 5 core services; IRS preparer record found for a named person. Documented fit: construction, law firms.Who they say they serve (self-reported): construction, law firms, manufacturing, hospitality, agriculture.
  11. Ullrich Delevati (Woodland, CA). Evidence Score 42/100 at 75% coverage. Read the full profileDocuments 3 of 5 core services; CPA license verified with the state board. Documented fit: QuickBooks Online users.
  12. Steichen Corporation (Rocklin, CA). Evidence Score 39/100 at 83% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; states it prices by quote.
  13. Atlas Accounting (Sacramento, CA). Evidence Score 38/100 at 74% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: contractors.Who they say they serve (self-reported): contractors.
  14. ManzCPA (Roseville, CA). Evidence Score 34/100 at 83% coverage. Read the full profileDocuments 1 of 5 core services; publishes a starting price. Documented fit: real estate.Who they say they serve (self-reported): real estate.
  15. Newman Associates (Davis, CA). Evidence Score 33/100 at 83% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: startups.Who they say they serve (self-reported): startups.
  16. 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.
  17. Magnum CPA PC (Sacramento, CA). Evidence Score 31/100 at 83% coverage. Read the full profileDocuments 4 of 5 core services. Documented fit: catch-up and cleanup work.
  18. South Placer Tax & Bookkeeping Services (Rocklin, CA). Evidence Score 31/100 at 83% 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.
  19. Golden State Bookkeepers (Citrus Heights, CA). Evidence Score 31/100 at 80% coverage. Read the full profileDocuments 3 of 5 core services. Documented fit: catch-up and cleanup work.
  20. Integrated Accounting Solutions (Davis, CA). Evidence Score 30/100 at 78% coverage. Read the full profileDocuments 1 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person. Documented fit: dental.Who they say they serve (self-reported): dental.
  21. AMCFO (Rocklin, CA). Evidence Score 29/100 at 83% 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.
  22. MD Bookkeeping Services (Roseville, CA). Evidence Score 25/100 at 83% 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.
  23. Pam's Financial Solutions (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.
  24. J. Perea Bookkeeping (Woodland, CA). Evidence Score 24/100 at 83% 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.

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
Sierra Tax & Accounting Services Rocklin, CA monthly bookkeeping, payroll coordination, month-end close QuickBooks Not verified Active CPA firm or individual license 81 31
Next Level Accounting & Tax
Says it serves: technology
Roseville, CA
Local
monthly bookkeeping, AP/AR Not verified Not verified IRS preparer record 71 26
Bay Area Tax Accountants, Inc. Elk Grove, CA
Local + remote
month-end close Not verified Not verified Active CPA firm or individual license 81 25
JC Bookkeeping Loomis, CA AP/AR, payroll coordination, month-end close Not verified Not verified Not verified 83 18
Kee & Associates Roseville, CA payroll coordination, month-end close Not verified Not verified Active CPA firm or individual license 75 18
Darin Nixon, EA Woodland, CA Not verified Not verified Not verified IRS preparer record 83 15
Certified Public Accountants in Roseville, CA Roseville, CA month-end close QuickBooks Not verified Not verified 77 13
Jms Tax And Accounti Folsom, CA payroll coordination Not verified Not verified Not verified 83 9
Bulletproof Tax & Accounting Firm Sacramento, CA Not verified QuickBooks Not verified Not verified 77 9

Top firms in Rocklin

Brooks & Gavel CPA's leads Rocklin with an Evidence Score of 49/100 at 78% coverage. Also ranked in Rocklin: Michelle E. Phillips (45/100, 83% coverage), Steichen Corporation (39/100, 83% coverage), Bal & Associates, CPA Inc. (32/100, 74% coverage), South Placer Tax & Bookkeeping Services (31/100, 83% coverage), AMCFO (29/100, 83% coverage).

Top firms in Roseville

Clarke CPA Group leads Roseville with an Evidence Score of 59/100 at 83% coverage. Also ranked in Roseville: Cook CPA Group (44/100, 72% coverage), ManzCPA (34/100, 83% coverage), MD Bookkeeping Services (25/100, 83% coverage).

Top firms in Davis

SSquare Inc leads Davis with an Evidence Score of 50/100 at 83% coverage. Also ranked in Davis: Newman Associates (33/100, 83% coverage), Integrated Accounting Solutions (30/100, 78% coverage).

Top firms in Elk Grove

Daily Balance leads Elk Grove with an Evidence Score of 61/100 at 83% coverage. Also ranked in Elk Grove: WPGTAX (58/100, 83% coverage), Pam's Financial Solutions (25/100, 77% coverage).

Top firms in Sacramento

Capital Books Accounting leads Sacramento with an Evidence Score of 50/100 at 83% coverage. Also ranked in Sacramento: Atlas Accounting (38/100, 74% coverage), Magnum CPA PC (31/100, 83% coverage).

Top firms in Folsom

C&A Welch Inc leads Folsom with an Evidence Score of 63/100 at 83% coverage. Also ranked in Folsom: BRAICH ACCOUNTING SOLUTIONS INC (50/100, 83% coverage).

Top firms in Woodland

Ullrich Delevati leads Woodland with an Evidence Score of 42/100 at 75% coverage. Also ranked in Woodland: J. Perea Bookkeeping (24/100, 83% coverage).

Comparison table

Ranked firms, in rank order
FirmWhereServices documented SoftwarePricingCredentials verified Coverage (%)Evidence Score
C&A Welch Inc
Says it serves: contractors, medical, dental, e-commerce, consultants
Folsom, CA monthly bookkeeping, payroll coordination, month-end close QuickBooks Online, Gusto Other fees only, no monthly price IRS preparer record 83 63
Daily Balance
Says it serves: non-profits
Elk Grove, CA
Local + remote
catch-up/cleanup, payroll coordination, month-end close Xero Quote only (stated) Active CPA firm or individual license 83 61
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 83 59
WPGTAX Elk Grove, CA
Local
monthly bookkeeping, AP/AR, payroll coordination, month-end close QuickBooks Quote only (stated) IRS preparer record 83 58
BRAICH ACCOUNTING SOLUTIONS INC
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 83 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 83 50
SSquare Inc
Says it serves: non-profits
Davis, CA monthly bookkeeping, AP/AR, payroll coordination, month-end close Square, QuickBooks Not verified IRS preparer record 83 50
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, IRS preparer record 78 49
Michelle E. Phillips
Says it serves: healthcare, manufacturing, medical, non-profits, retail
Rocklin, CA
Local
payroll coordination, month-end close QuickBooks Not verified IRS preparer record 83 45
Cook CPA Group
Says it serves: construction, law firms, manufacturing, hospitality, agriculture
Roseville, CA
Local
AP/AR, payroll coordination, month-end close QuickBooks Not verified IRS preparer record 72 44
Ullrich Delevati Woodland, CA
Local
AP/AR, payroll coordination, month-end close QuickBooks Online, QuickBooks Desktop Not verified Active CPA firm or individual license 75 42
Steichen Corporation Rocklin, CA
Local + remote
month-end close QuickBooks Quote only (stated) Active CPA firm or individual license, IRS preparer record 83 39
Atlas Accounting
Says it serves: contractors
Sacramento, CA
Local + remote
AP/AR, payroll coordination, month-end close QuickBooks Not verified Not verified 74 38
ManzCPA
Says it serves: real estate
Roseville, CA
Local + remote
monthly bookkeeping Not verified Publishes a starting price Not verified 83 34
Newman Associates
Says it serves: startups
Davis, CA
Local
payroll coordination Not verified Not verified Active CPA firm or individual license, IRS preparer record 83 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
Magnum CPA PC Sacramento, CA monthly bookkeeping, catch-up/cleanup, payroll coordination, month-end close Not verified Not verified Not verified 83 31
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 83 31
Golden State Bookkeepers Citrus Heights, CA
Local + remote
monthly bookkeeping, catch-up/cleanup, month-end close QuickBooks Not verified Not verified 80 31
Integrated Accounting Solutions
Says it serves: dental
Davis, CA payroll coordination Not verified Not verified Active CPA firm or individual license, IRS preparer record 78 30
AMCFO
Says it serves: technology
Rocklin, CA catch-up/cleanup, payroll coordination QuickBooks Quote only (stated) Not verified 83 29
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 83 25
Pam's Financial Solutions 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 83 24

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 (%)
Accurately Yours Accounting Solutions Citrus Heights, CA payroll coordination, month-end close QuickBooks Not verified Not verified 27
Apex Bookkeeping & Financial Solutions Sacramento, CA
Local + remote
catch-up/cleanup, payroll coordination, month-end close Not verified Quote only (stated) Not verified 56
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, IRS preparer record 25
Franco's Tax & Payroll LLC
Says it serves: restaurants, contractors, landscaping
Sacramento, CA
Local
payroll coordination, month-end close Not verified Not verified Not verified 69
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 63
Wehner Accounting & Tax, Inc. Davis, CA Not verified Not verified Not verified Active CPA firm or individual license, IRS preparer record 19

What the evidence shows

Pricing

79% of the firms on this page say nothing about what they charge. 3 of 43 show a monthly price or a starting price, and 5 say they quote. Figures the firms publish themselves, as their sites word them: Capital Books Accounting ("Packages start at $695/month"), ManzCPA ("From $500/month") and South Placer Tax & Bookkeeping Services ("$300.00 per 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 8 firms that say they do catch-up or cleanup work. Fewer write down the process: 7 of 43 describe onboarding and 13 name a reporting schedule. Nationally 24% of listed firms name a reporting schedule, so this group is above the norm.

Software and remote work

QuickBooks leads the software firms here name (37%); after it come QuickBooks Online 16% and Xero 9%. If you run Xero, Daily Balance, BRAICH ACCOUNTING SOLUTIONS INC, Pam's Financial Solutions and Chapple Roman CPAs name it. 12 of 43 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 63 down to 24, 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: C&A Welch Inc (63 at 83% coverage), Daily Balance (61 at 83% coverage) and Clarke CPA Group (59 at 83% 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 43 firms listed, from accepted evidence only. A firm with no evidence for an item counts as not stating it. Median evidence coverage: 80%; median Evidence Score of the scored firms: 31.

What the firms stateShare (%)Firms (of 43)
Publish a price or starting price73
State they price by quote125
Say nothing about pricing7934
Hold a third-party-verified credential2812
State a reporting cadence3013
Describe onboarding167
Offer catch-up or cleanup work198
Work remotely (stated)2812
Mention QuickBooks3716
Mention QuickBooks Online167
Mention Xero94
Mention QuickBooks Desktop73
Mention ADP52

Frequently Asked Questions

Which Sacramento-Roseville bookkeepers publish their prices?

Capital Books Accounting, ManzCPA 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?

Daily Balance, Clarke CPA Group, BRAICH ACCOUNTING SOLUTIONS INC, Magnum CPA PC, Golden State Bookkeepers, AMCFO and 2 others 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?

Daily Balance, BRAICH ACCOUNTING SOLUTIONS INC, Pam's Financial Solutions 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?

22 of 43 name them on their own sites, among them C&A Welch Inc (contractors and medical), Daily Balance (non-profits), Clarke CPA Group (real estate and professional services), BRAICH ACCOUNTING SOLUTIONS INC (real estate and medical) and Capital Books Accounting (non-profits and tech companies). 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.

  1. DNS checkChecked Sep 26, 2026 to Nov 2, 2026
  2. Firm's own websiteChecked Sep 26, 2026 to Nov 12, 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