SmallBizMaven
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?
- NetSuite, Gusto, QuickBooks Online, ADP
Who they say they serve: real estate, construction, retail, attorneys, consultants (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 | SmallBizMaven | home page | |
| Website | https://smallbizmaven.com/ | home page | |
| Office locality | Oakland, CA | home page | |
| Service area | United States (stated by the firm) | /service-area | |
| Phone | +14155053115 | home page | |
| Offers bookkeeping | Documented: SmallBizMaven | Bookkeeping, HR & Business Advisory Services Experienced Accounting Consultant, Bookkeeping, HR &... | home page | |
| AP / AR | Documented: ...your finances tidy, track expenses, and deliver reports you can actually use. • Track accounts payable and receivable • Manage payroll, 1099s, and reconciliations • Organize... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...Bay Area and beyond, offering a full garden of bookkeeping, accounting consulting, HR, payroll, and business advisory services all rooted in structure, clarity, and care. Whether... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...loans) Categorizing transactions & managing vendor payments Delivering and reviewing monthly financial reports Customized Chart of Accounts setup or cleanup Sales tax tracking and... | /bookkeeping-services | 6 pts (max 6) |
| Industries served (documented) | real estate, construction, retail, attorneys, consultants | home page | 5 pts (max 5) |
| Software supported | NetSuite, Gusto, QuickBooks Online, ADP | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...systems that keep you in the loop, without dragging you into the weeds. What’s Included in Our Full-Charge Bookkeeping Services? Monthly account reconciliation (bank, credit card... | /bookkeeping-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...Here’s why so many small business owners choose us: Full Charge Bookkeeping and Monthly Review Meetings Accounting Consultant Services that go beyond data entry Custom SOP... | /about-us | 4 pts (max 4) |
| Communication channel / process | Documented: ...all! We work with businesses across California and beyond using cloud-based tools and video meetings. Geography doesn’t limit how effectively we can support you. Do you do taxes?... | /about-us | 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 8 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); Onboarding described (0 pts, max 4).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SmallBizMaven' 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): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); 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 SmallBizMaven'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.