Waters Bookkeeping
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
Who they say they serve: construction, medical, e-commerce, law firms, attorneys (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 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 | Waters Bookkeeping | home page | |
| Website | https://www.watersbookkeeping.com/ | home page | |
| Office locality | Laguna Niguel, CA | home page | |
| Service area | United States (stated by the firm) | /trust-accounting-services-made-easy-for-estate- | |
| Phone | +19493542662 | home page | |
| Offers bookkeeping | Documented: Bookkeeping Services in Orange County | QuickBooks ProAdvisors Bookkeeping & QuickBooks Help for... | home page | |
| Payroll coordination | Documented: ...Simplify your business finances with Waters Bookkeeping. From QuickBooks support to payroll, we help businesses in Orange County thrive. Schedule your free bookkeeper consultation... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...accounting services enable you to offload time-consuming tasks, such as generating financial statements, tracking overdue funds, and reconciling ledgers. Focus on what you do best... | /trust-accounting-services-made-easy-for-estate- | 6 pts (max 6) |
| Industries served (documented) | construction, medical, e-commerce, law firms, attorneys | /services | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /trust-accounting-services-made-easy-for-estate- | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 25, 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 7 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); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (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 'Waters Bookkeeping' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Waters Bookkeeping' in Laguna Niguel, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
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); Named contact / team (0 pts, max 3); 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: 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 23 evidenced items come from Waters Bookkeeping'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.