Roos & McNabb
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Roos & Mcnabb, Cpa'S, A Professional Corporation) · 8990 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: restaurants, medical, hospitality, agriculture, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 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 | Roos & McNabb | home page | |
| Website | https://www.roosmcnabbcpa.com/ | home page | |
| Office locality | Fresno, CA | home page | |
| Phone | +15592262209 | home page | |
| Offers bookkeeping | Documented: ...Forward Ready? Get Started Now Previous Next Small Business Accounting Accounting and bookkeeping solutions specially designed for small businesses. Tax Services Money-saving tax... | home page | |
| Monthly bookkeeping | Documented: Monthly Bookkeeping Packages | Roos & McNabb CPAs PC Monthly Bookkeeping Packages Bronze Monthly Reporting... | /packages.htm | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...your software, we’re here for you, too. And, if you need help with your files, we'll clean up your books. We will familiarize you with the system, answer all your questions, and... | /quickbooks-accounting.htm | 5 pts (max 5) |
| Payroll coordination | Documented: ...team provides great value with clear and honest strategies. They have helped resolve my payroll tax and sales tax audits, and structured my business in a tax efficient manner.... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...us in strategic and structural land sales, as well as Family estate taxes, and reviewed financial statements for our various lenders throughout the years. I would recommend the... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, medical, hospitality, agriculture, manufacturing | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Roos & Mcnabb, Cpa'S, A Professional Corporation) · 8990 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Jun 30, 2027 | 8 pts (max 8) |
| Reporting cadence stated | Documented: Monthly Bookkeeping Packages | Roos & McNabb CPAs PC Monthly Bookkeeping Packages Bronze Monthly Reporting Payroll Quarterly Meetings 1 Day Business Response Record Inventory Sign... | /packages.htm | 4 pts (max 4) |
| Named contact / team | Roland Roos, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Response Sales Tax Record Inventory Sign Up for Package Gold Monthly Reporting Payroll Monthly Meetings Class Tracking Custom Reporting Paying Vendors Creating Invoices 1 Day... | /packages.htm | 3 pts (max 3) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 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): AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4).
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); 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 2027-06-30. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Roos & McNabb's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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