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← Back to Top 14 Bookkeepers in the Oxnard-Thousand Oaks Area, CA (2026)Vista Financial CPA
Evidence Score 49/100 at 81% evidence coverage 1 of 14 on the Oxnard-Thousand Oaks area list How the score works
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?
- QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Vista Financial CPA | home page Oct 31, 2026 | |
| Website | https://www.vistafinancialcpa.com/ | home page | |
| Office locality | Ventura, CA | /contact | |
| Service area | United States (stated by the firm) | /contact | |
| Phone | +18056588585 | /contact | |
| Offers bookkeeping | Documented: ...grow, catch opportunities faster, and stay ahead of their competition. We go beyond bookkeeping and tax prep. Through management accounting, budgeting and financial forecasting... | home page | |
| AP / AR | Documented: ...and fixed asset accounts - in QuickBooks or the software you already use. Bill Payment (Accounts Payable) Paying contractors, suppliers, and vendors on time is a key part of... | /our-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...accounting software so your numbers are accurate, organized, and easy to work with. Payroll Your people are one of your greatest assets. We handle payroll processing so your team... | /our-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...are tailored to fit your industry and your unique business needs, typically including: Financial statements Additional management reports as needed Responsibility accounting... | /our-services | 6 pts (max 6) |
| Software supported | QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks | /faq | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Dan Olaco · CPA (self-reported to the IRS, not a state license) · business name on the record: Vista Financial CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: Our management accounting reports are tailored to fit your industry and your unique business needs, typically including: Financial statements Additional management reports as... | /our-services Oct 31, 2026 | 5 pts (max 5) |
| Onboarding described | Documented: ...With Your Team | Partner for Financial Success - Contact Us - Vista Financial CPA 0 OUR PROCESS How We Work With Your Team We believe great financial management starts with... | /how-we-work-with-your-team | 4 pts (max 4) |
| Reporting cadence stated | Documented: We meet with our clients monthly, sometimes more, because we see ourselves as part of the team. | home page Oct 31, 2026 | 4 pts (max 4) |
| Named contact / team | Dan Olaco, CPA | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...approval. How do we securely share sensitive financial documents? We use an encrypted, secure portal to ensure all of your financial documents are protected. Will we meet in... | /faq | 3 pts (max 3) |
| 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); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Vista Financial CPA' 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); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (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.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Dan Olaco under the business name 'Vista Financial CPA' in Ventura, CA. 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.
Data limitations
- 21 of 23 evidenced items come from Vista Financial CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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