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← Back to Top 25 Bookkeepers in the Riverside-San Bernardino Area, CA (2026)

Prospect Financial Solutions

Evidence Score 45/100 at 77% evidence coverage 5 of 25 on the Riverside-San Bernardino area list How the score works

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
Software?
QuickBooks Online

2 of 5 answered from a dated source.

Documents 4 of 5 core services.

Score breakdown

Documented services + buyer fit30 of 40 pts, 40 checked
Independently verifiable qualifications0 of 20 pts, 8 checked
Operational + pricing transparency11 of 25 pts, 25 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Prospect Financial Solutions's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Prospect Financial Solutions home page
Website https://prospecttax.com/ home page
Office locality Redlands, CA home page
Phone +19097973140 home page
Offers bookkeeping Documented: ...Preparation Accurate, timely tax returns with clear guidance and proactive planning. Bookkeeping Reliable monthly bookkeeping that keeps your records accurate and your business... home page
Monthly bookkeeping Documented: ...timely tax returns with clear guidance and proactive planning. Bookkeeping Reliable monthly bookkeeping that keeps your records accurate and your business running smoothly.... home page 8 pts (max 8)
AP / AR Documented: ...clients’ books accurate, compliant, and ready for tax season. I manage reconciliations, accounts payable, and financial reporting with an eye for detail and efficiency. Outside... /about 4 pts (max 4)
Payroll coordination Documented: ...tax and business guidance to help you understand the numbers and make better decisions. Payroll Full-service payroll that keeps your team paid accurately and on time-without the... home page 4 pts (max 4)
Month-end close + reporting Documented: ...are categorized and reconciled via QuickBooks Online (QBO), producing accurate monthly financial statements for financial clarity into your business. Schedule a Bookkeeping... /services 6 pts (max 6)
Software supported QuickBooks Online /about 5 pts (max 5)
Local / remote model stated Local /services 3 pts (max 3)
Onboarding described Documented: ...who need certified payroll. What to Expect Easy Setup A flawless, streamlined onboarding process. Customized Service Customized service that fits each business’s needs. Online... /services 4 pts (max 4)
Reporting cadence stated Documented: ...are categorized and reconciled via QuickBooks Online (QBO), producing accurate monthly financial statements for financial clarity into your business. Schedule a Bookkeeping... /services 4 pts (max 4)
Named contact / team Joel Hendriks, EA home page 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 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); 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 'Prospect Financial Solutions' 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 Prospect Financial Solutions'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.