QuickFiscal
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks Online, Xero
Who they say they serve: contractors, restaurants, real estate, e-commerce, medical (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | QuickFiscal | home page | |
| Website | https://quickfiscal.com/ | home page | |
| Office locality | Menifee, CA | home page | |
| Phone | +19514291190 | home page | |
| Offers bookkeeping | Documented: Bookkeeping in Menifee, CA | QuickFiscal Skip to content Menifee Bookkeeping Services Built for... | home page | |
| Monthly bookkeeping | Documented: ...Bookkeeping Services Built for Small Businesses QuickFiscal provides full-service monthly bookkeeping and clean-up services for small businesses in Menifee, California. As... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Built for Small Businesses QuickFiscal provides full-service monthly bookkeeping and clean-up services for small businesses in Menifee, California. As certified QuickBooks Online... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...for your business needs. Ensure accuracy, compliance, and peace of mind. Learn more → Accounts Payable & Receivable Professional accounts payable & receivable tailored for your... | /services | 4 pts (max 4) |
| Payroll coordination | Documented: ...for your business needs. Ensure accuracy, compliance, and peace of mind. Learn more → Payroll Coordination Professional payroll coordination tailored for your business needs.... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Bookkeeping We categorize transactions, reconcile accounts, and deliver your P&L and Balance Sheet by the 10th of every month. No exceptions. Learn more → Catch-Up & Cleanup... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors, restaurants, real estate, e-commerce, medical, dental, salons, auto repair, trucking, nonprofits, construction | /industries Oct 2, 2026 | 5 pts (max 5) |
| Software supported | QuickBooks Online, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /about Oct 2, 2026 | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "Free Proposal" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...catch errors before they become tax problems, and provide clarity on your cash flow. What's Included Dedicated certified bookkeeper assigned to your account. Monthly... | /services/bookkeeping-cleanup | 5 pts (max 5) |
| Reporting cadence stated | Documented: We close your books by the 10th of every month. Your numbers, every month, no chasing. | /about Oct 2, 2026 | 4 pts (max 4) |
| Named contact / team | George Torres, Lead bookkeeper | /about Oct 2, 2026 | 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 | 2 pts (max 2) |
Checked and not found
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'QuickFiscal' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'QuickFiscal' in Menifee, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (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 23 evidenced items come from QuickFiscal'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.