PFSolutions
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, Xero, ADP, Dext
2 of 5 answered from a dated source.
Documents 2 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 | PFSolutions | home page | |
| Website | https://www.pamsfinancialsolutions.com/ | home page | |
| Office locality | Elk Grove, CA | /contact | |
| Phone | +19165097022 | home page | |
| Offers bookkeeping | Documented: ...to small and medium sized companies. Our services include in-depth accounting and bookkeeping management, financial reporting, management consulting, software integrations and... | home page | |
| Catch-up / cleanup | Documented: ...your customers.... it can be overwhelming at times. We'll review your file, setup and cleanup your books! Why are updated financials so crucial to your business success? The chart... | /bookkeeping | 5 pts (max 5) |
| Payroll coordination | Documented: ...and soul of your business. From managing your daily business activities and running payroll to analyzing financial reports, paying taxes and billing your customers.... it can be... | /bookkeeping | 4 pts (max 4) |
| Software supported | QuickBooks, Xero, ADP, Dext | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...Bronze Features + Business Tax Prep Payroll Setup Quarterly Video Conference/Meeting Monthly Reporting Platinum Gold Features + Tax Prep and Audit Prep Virtual CFO Support... | /services | 4 pts (max 4) |
| 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 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (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); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'PFSolutions' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; 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
- 20 of 22 evidenced items come from PFSolutions's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.