Updated:
← Back to Bookkeepers in the Greenville-Anderson Area, SC Compared (2026)Stokes and Company CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: restaurants, dental, healthcare, e-commerce, professional services (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Stokes and Company CPAs | home page | |
| Website | https://stokescpas.com/ | home page | |
| Office locality | Greenville, SC | /contact | |
| Phone | +18642421418 | home page | |
| Offers bookkeeping | Documented: ...Financial Information: Bank, credit card, and loan statements and access credentials Bookkeeping Information: QuickBooks login, Point of Sale System details, Payroll provider... | /first-90-days-onboarding | |
| Monthly bookkeeping | Documented: ...allowing her to successfully manage our accounting group in providing strategic monthly accounting and tax services. Additionally, she is dedicated to serving her community as a... | /about | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...system and ensure a smooth transition. If your books need cleanup before we take over, back work is priced at your monthly fee multiplied by the number of months needing... | /pricing | 5 pts (max 5) |
| AP / AR | Documented: ...records, analyzing key reports and KPIs, and, where applicable, streamlining your accounts payable systems. We’ll also set up everything necessary for a seamless tax review. Part... | /first-90-days-onboarding | 4 pts (max 4) |
| Payroll coordination | Documented: ...you are a small business owner, we have your bases covered. Explore Business Services Payroll Wealth Management Full Suite Accounting Services If you are a small business owner, we... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...that move your business forward. Our Services Include: Bookkeeping & Recordkeeping Monthly Financial Reports Accounts Payable & Receivable Profit & Loss Statements, Balance... | /services | 6 pts (max 6) |
| Industries served (documented) | restaurants, dental, healthcare, e-commerce, professional services, real estate, nonprofits | /about | 5 pts (max 5) |
| Software supported | QuickBooks | /about | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Stephen Stokes · CPA (self-reported to the IRS, not a state license) · business name on the record: STOKES & COMPANY, CPAS, PC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes prices: "$750 PER MONTH" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...Services Year-round strategic and proactive oversight tailored to your goals. Services Include: Annual Tax Preparation Tax Strategy IRS Representation & Support Tax Savings, & More... | /individual-services | 5 pts (max 5) |
| Onboarding described | Documented: ...to Stokes CPAs: Your First 90 Days In your first 90 days, we’ll implement our proven onboarding process to lay the foundation for a successful, results-driven partnership built on... | /first-90-days-onboarding | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...that move your business forward. Our Services Include: Bookkeeping & Recordkeeping Monthly Financial Reports Accounts Payable & Receivable Profit & Loss Statements, Balance... | /services | 4 pts (max 4) |
| Named contact / team | Stephen C. Stokes, CPA | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 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): Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); 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: South Carolina Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Stephen Stokes under the business name 'STOKES & COMPANY, CPAS, PC' in Greenville, SC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- 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 Stokes and Company CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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