ThinkForward Bookkeeping Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Gusto, Xero, ADP, Shopify, Square
Who they say they serve: construction, real estate, e-commerce, contractors (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; 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 | ThinkForward Bookkeeping Services | home page | |
| Website | https://thinkforwardbusiness.com/ | home page | |
| Office locality | Temecula, CA | home page | |
| Phone | +19515412076 | home page | |
| Offers bookkeeping | Documented: ThinkForward Bookkeeping Services-The Calm Behind Your Chaos Bookkeeping That Feels Like a Breath of Fresh Air... | home page | |
| Monthly bookkeeping | Documented: ...You? Free to do what you do best. Full-Service Bookkeeping + Real Human Support • Monthly Bookkeeping That’s Actually On Time • Financial Reports That Make Sense (Even If You Hate... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...native with 17 years of experience in the medical field (specializing in billing and A/R), she previously worked alongside Crystal before rejoining forces at ThinkForward. With... | /team | 4 pts (max 4) |
| Payroll coordination | Documented: ...what plan is best for your business, or contact our office to help you decide! Gusto Payroll/HR We partner with Gusto Payroll because we love their easy-to-use platform and find... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...- we explain them. During our financial review calls, we’ll walk you through your profit and loss, balance sheet, and key performance metrics so you understand exactly how your... | /faq | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, e-commerce, contractors | /team | 5 pts (max 5) |
| Software supported | QuickBooks Online, Gusto, Xero, ADP, Shopify, Square | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /faq | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$250/month" | /faq | 6 pts (max 6) |
| What is included / excluded | Documented: ...At: $ 750 / mo For small contractors, owner-operators, low compliance complexity. Includes: • Monthly bank & credit card reconciliation • Accounts Payable (bill entry & tracking)... | /trades-focused-bookkeeping | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...starting as low as $250/mo (From Sole Props to Corporations) Income & Expense Tracking Monthly Financial Statements Dedicated Bookkeeping Team Year-End Tax Ready Books Click To... | /services | 4 pts (max 4) |
| 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 documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Onboarding described (0 pts, max 4); 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 'ThinkForward Bookkeeping Services' 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); 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
- 19 of 21 evidenced items come from ThinkForward Bookkeeping Services'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.