Napa Valley Consulting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, ADP
Who they say they serve: e-commerce, retail, technology, construction (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Napa Valley Consulting | home page | |
| Website | https://www.napavalleyconsulting.com/ | home page | |
| Office locality | Napa, CA | home page | |
| Service area | United States (stated by the firm) | /our-team | |
| Phone | +17072277619 | home page | |
| Offers bookkeeping | Documented: ...every step of the way. ACCOUNTING Accounts Payable Accounts Receivable Month End Close Bookkeeping Tax Reporting Costing Sales Used Tax STRATEGIC FINANCIAL LEADERSHIP Mergers and... | home page | |
| AP / AR | Documented: ...expertise will be at your disposal to assist you every step of the way. ACCOUNTING Accounts Payable Accounts Receivable Month End Close Bookkeeping Tax Reporting Costing Sales... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...operations. Her responsibilities include managing the general ledger, budgets, payroll, human resources, accounts payable, accounts receivable, and cash management. She has... | /our-team | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...to assist you every step of the way. ACCOUNTING Accounts Payable Accounts Receivable Month End Close Bookkeeping Tax Reporting Costing Sales Used Tax STRATEGIC FINANCIAL... | home page | 6 pts (max 6) |
| Industries served (documented) | e-commerce, retail, technology, construction | /our-team | 5 pts (max 5) |
| Software supported | QuickBooks, ADP | /our-team | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /our-team | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: PRIVACY POLICY | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 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); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
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); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Napa Valley Consulting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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