Citrus Accounting, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Citrus Accounting, Inc.) · 9699 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Gusto, ADP, Paychex, Sage
Who they say they serve: construction, contractors, real estate, salons, franchises (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Citrus Accounting, Inc. | home page | |
| Website | https://citrusaccounting.com/ | home page | |
| Office locality | Mission Viejo, CA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +19495709533 | home page | |
| Offers bookkeeping | Documented: ...Viejo At Citrus Accounting, we believe in bringing a fresh approach to meet all your bookkeeping needs. Based in Orange County, California, our dedicated team of professionals... | home page | |
| AP / AR | Documented: ...and lease payment tracking Line of credit management Payment schedule optimization Accounts Payable/Receivable Vendor bill management and payment scheduling Lien waiver tracking... | /cpa-accountant-bookkeeper-services-for-construc | 4 pts (max 4) |
| Payroll coordination | Documented: ...helps you optimize your project mix and identify your most profitable market segments. Payroll Setup & Integration : Construction payroll brings unique challenges. We set up and... | /cpa-accountant-bookkeeper-services-for-construc | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...reports on your business’s revenues, expenses, and profits over a specific period. Balance Sheets: Comprehensive snapshots of your business’s financial position, including assets... | /services/financial-reporting-audit-prep-support | 6 pts (max 6) |
| Industries served (documented) | construction, contractors, real estate, salons, franchises, fitness, technology | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Gusto, ADP, Paychex, Sage | /cpa-accountant-bookkeeper-services-for-construc | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Citrus Accounting, Inc.) · 9699 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jul 31, 2028 | 8 pts (max 8) |
| What is included / excluded | Documented: ...as needed. Account Reconciliations Our comprehensive account reconciliation services include: Bank Reconciliations: Compare your bank statements with your internal records to... | /services/cpa-accountant-bookkeeper-mission-viej | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2028-07-31. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Citrus Accounting, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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