So Cal Accounting

Serves Plum, PA

35244

Not yet available

3 employees

7 years in business

Not yet available

5.0

This pro accepts payments via Apple Pay, PayPal, Venmo, and Zelle.

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Credentials

License

License Holder: Yesenia Martinez
License Type: Tax Preparer (IRS) (CA)
License number: #P02395353
License verified on 7/16/2025
Valid through 7/16/2027
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Background Check

Yesenia Martinez
Completed on 7/15/2025

Introduction

Hi there! I’m Yesenia, founder of SoCal Accounting LLC — a boutique firm dedicated to providing expert accounting, bookkeeping, tax preparation, and business consulting services with a personal touch. We combine the precision of a traditional firm with the responsiveness and care of a true financial partner. With over a decade of combined experience, we’ve supported individuals, entrepreneurs, and small business owners across a wide range of industries — from medical and wellness practices to real estate, consulting, e-commerce, and more. Whether you’re a sole proprietor, a partnership, or a growing LLC, we tailor our services to fit your unique needs and goals. If your books are messy, behind, or just feel overwhelming, we’re here to help. We specialize in bookkeeping clean-up and catch-up, and we’ll work with you to get your financials organized, compliant, and tax-ready — even if you’ve fallen behind. No judgment, just solutions. Once your records are in order, we prepare and file your federal and state tax returns using professional-grade software trusted by top CPAs. We're also experts in QuickBooks Desktop and QuickBooks Online, and can help with payroll, 1099s, sales tax, and more. But what really sets us apart is our commitment to becoming your trusted advisor — not just during tax season, but all year round. We offer proactive support, timely communication, and strategic insight to help you stay ahead of deadlines, avoid surprises, and make informed financial decisions. We’re passionate about helping our clients gain peace of mind, financial clarity, and long-term success. You deserve a provider who listens, explains, and genuinely cares about your business. That’s exactly what we offer. Let’s get started. I’d love to hear more about your situation and how we can help! Warmly, Yesenia SoCal Accounting LLC

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

At SoCal Accounting LLC, we aim to provide fair, transparent pricing based on the scope and complexity of the work. We offer both flat-rate packages and hourly billing, depending on the type of service — whether it's one-time clean-up, monthly bookkeeping, tax preparation, or consulting. There are no hidden fees, and we always provide a clear quote up front before starting any work. For ongoing clients, we often offer bundled service discounts or monthly retainers for better value and consistency. We’re happy to customize a package that fits your needs and budget, and we believe in being upfront and flexible so you feel confident about the investment you're making in your business.

What is your typical process for working with a new customer?

Great question! At SoCal Accounting LLC, we aim to make the onboarding process smooth and efficient. Here's what you can typically expect when working with us: Initial Consultation – We start with a quick call or email exchange to understand your business, goals, and the specific services you need. Document Review – Once we have a clear picture, we’ll request access to any necessary documents (such as prior tax returns, bookkeeping files, or financial statements) to assess where things stand. Proposal & Engagement – Based on your needs, we’ll provide a clear scope of work, pricing, and a timeline. Once agreed upon, we’ll send over an engagement letter for e-signature. Onboarding & Cleanup (if needed) – We’ll walk you through next steps, including software access (like QuickBooks or Bill.com), cleanup of any prior records if applicable, and setup of recurring tasks. Ongoing Support – Whether it’s bookkeeping, tax prep, or consulting, we’ll keep in close communication and provide updates, reminders, and expert guidance throughout the year — not just at tax time. We pride ourselves on being responsive, approachable, and highly organized so our clients feel supported and confident.

What education and/or training do you have that relates to your work?

I studied Business with an emphasis in Accounting and am currently working toward fulfilling the requirements for CPA eligibility. In addition to my formal education, I have over a decade of hands-on experience in accounting, tax preparation, and financial consulting. I stay current through ongoing professional development and IRS-approved continuing education courses. My practical experience spans a wide range of industries and business structures — from sole proprietors and partnerships to multi-entity organizations. I'm also highly proficient in QuickBooks Desktop and Online, Gusto, Bill.com, and professional-grade tax software used by CPAs and tax professionals nationwide. At SoCal Accounting LLC, we blend technical knowledge with real-world experience to provide reliable, personalized financial guidance that supports your business goals.

How did you get started doing this type of work?

I got started in this field out of a genuine interest in business and numbers and a desire to help people make sense of their finances. I studied Business with an emphasis in Accounting, and early on, I realized how many individuals and small businesses struggle with bookkeeping, taxes, and overall financial organization. What began as helping family, friends, and local businesses with their books and tax filings quickly grew into a full-time career. Over the years, I’ve continued to build my expertise through hands-on experience, formal training, and working across a wide variety of industries and business types. Eventually, I founded SoCal Accounting LLC to offer clients a more personalized, reliable alternative to the traditional accounting firm. I love helping people feel empowered and confident about their finances — and that’s what drives me every day.

What types of customers have you worked with?

I’ve worked with a wide range of customers across various industries and business types. This includes: Small business owners in retail, healthcare, wellness, construction, and professional services Independent contractors and consultants Medical professionals with private practices Multi-member partnerships and LLCs Startups and entrepreneurs looking for foundational accounting and tax support High-income individuals needing strategic tax planning and clean-up work Whether the client is just getting started or managing multiple entities, I tailor my services to fit their specific needs — whether it’s monthly bookkeeping, tax filings, or one-time consulting. At SoCal Accounting LLC, we focus on building long-term relationships with clients who value accuracy, transparency, and proactive financial support.

Describe a recent project you are fond of. How long did it take?

One recent project I’m especially proud of involved cleaning up and reconstructing four years of financials for a medical practice that had fallen behind on their bookkeeping and tax filings. The client was overwhelmed, unsure where to start, and had multiple years of unfiled taxes both business and personal. I began by reviewing their bank statements, organizing expenses, and reconciling accounts year by year. I then prepared and filed four years of business tax returns and helped them get current with the IRS. From start to finish, the project took about six weeks, and by the end, the client had clean, accurate books and peace of mind. They were so relieved and impressed by the turnaround that they signed on for monthly bookkeeping going forward and also asked me to handle their personal taxes. Projects like this are especially meaningful because I can see the impact firsthand: reduced stress, restored compliance, and a renewed sense of control over their finances.

What advice would you give a customer looking to hire a provider in your area of work?

Look for someone who goes beyond the basics. It's not just about entering numbers, a great accountant should help you understand your financial picture, stay compliant, and make strategic decisions with confidence. Here’s what I recommend when hiring a provider in this field: Make sure they’re responsive and communicative. You want someone who will answer your questions clearly and in a timely manner, not leave you guessing. Ask about their experience with businesses like yours. Industry knowledge makes a big difference in identifying opportunities and avoiding common pitfalls. Check their tools and systems. Are they comfortable with QuickBooks, Bill.com, or your current payroll system? That compatibility matters. Trust your gut. You should feel comfortable asking questions and confident that they understand your goals. The right provider should feel like a partner not just a technician and should bring clarity, organization, and insight to your finances.

What questions should customers think through before talking to professionals about their project?

Great results start with clarity, so before reaching out to a tax or accounting professional, it helps to think through a few key questions: What are my main goals? Are you looking to catch up on overdue filings, streamline your bookkeeping, reduce your tax liability, or get monthly support? What’s my current system like? Do you use any accounting software (like QuickBooks)? Are your records organized, or will cleanup be needed? What’s my timeline? Are you trying to meet a tax deadline or prepare for a major business change like applying for a loan, adding partners, or switching entities? What kind of support do I want? Do you need one-time help or ongoing services like monthly bookkeeping, payroll, or advisory? What’s my budget? Having a rough idea of what you're comfortable spending can help guide the scope and frequency of services. Thinking through these questions helps make your conversation with a professional more productive and ensures you get a service that’s truly aligned with your needs.