CPA Firms in Petaluma, CA

In The Black Business Solutions LLC
In The Black Business Solutions LLC
4.5
location
Serves Petaluma, CA
calendar
1 year in business
Hello! I'm Lauren Smith, founder of In The Black Business Solutions. I provide accurate, stress-free bookkeeping that gives you complete financial clarity for your business or nonprofit. How I Help You Succeed QuickBooks Online Expert: Setup, cleanup, and ongoing support tailored to your specific needs Financial Peace of Mind: Monthly reconciliation, clean books, and clear reporting when you need it Personalized Attention: Responsive communication and proactive solutions to keep your finances on track I believe every business deserves expert financial support without the overwhelm. With my detail-oriented approach, you'll always know exactly where your money stands—allowing you to make confident decisions and focus on what you do best. Ready to get your books in order? Let's talk about how I can help your business thrive.
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LedgerFi
LedgerFi
4.5
location
Serves Petaluma, CA
calendar
3 years in business
LedgerFi is a leading bookkeeping, accounting, and tax firm with clients all across the US. We specialize in providing small business owners the insights that they need to save money on their taxes, stay in compliance with the taxing agencies, identify areas to reduce expenses, and proactively consult on growth opportunities. Our credentialed staff re-imagine the way bookkeeping should be so you can reach your business goals.
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Smartfly Bookkeeping LLC
Smartfly Bookkeeping LLC
3.0
location
Serves Petaluma, CA
calendar
5 years in business
Hello!, Thank you for visiting my profile. I do bookkeeping tasks for more than 5 years now and I love what I do. My goal is to see small business owners focus on making how their business grow while I handle the bookkeeping part. I am a certified Quickbooks Online Advanced pro advisor, proficient in MS Excel and can provide a full remote bookkeeping services. To see my reviews, please check out Alignable Network for businesses. Many asks how remote/virtual bookkeeping works. I use apps that integrate well on QBO such as Hubdoc to upload and manage, receipts, bills, and bank statements. A2X for E-commerce Business and Bill pay app to manage AP. Additional applications depend on the type of business needs. Below are some of the few key services I offer but they are not limited to; -General Ledger Clean up and catch up -Quickbooks setup and training -Assisted Payroll -Manage Accounts Receivable/Payable -Monthly Reconciliation, including journal entries i.e depreciation, amortization, payroll JE etc. -Prepare Financial Statements- (Balance Sheet, Profit and loss (Income statement), Statement of Cash Flow) , includes interpretation and advising -Process, track and file year-end 1099 Service Package: One time - Initial setup and clean/catch up using Quickbooks Online for Small Business starting out, and provide a workflow or training to manage your own Bookkeeping moving forward. Monthly Bookkeeping - includes maintenance, bank reconciliation, categorize financial transactions, etc. Services will be tailored according to your type of industry. For more detail information, please send me a message. (web: smartflybookkeepingdotcom)
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Smartfly Bookkeeping LLC
Smartfly Bookkeeping LLC
4.5
location
Serves Petaluma, CA
calendar
5 years in business
Hello!, Thank you for visiting my profile. I do bookkeeping tasks for more than 5 years now and I love what I do. My goal is to see small business owners focus on making how their business grow while I handle the bookkeeping part. I am a certified Quickbooks Online Advanced pro advisor, proficient in MS Excel and can provide a full remote bookkeeping services. To see my reviews, please check out Alignable Network for businesses. Many asks how remote/virtual bookkeeping works. I use apps that integrate well on QBO such as Hubdoc to upload and manage, receipts, bills, and bank statements. A2X for E-commerce Business and Bill pay app to manage AP. Additional applications depend on the type of business needs. Below are some of the few key services I offer but they are not limited to; -General Ledger Clean up and catch up -Quickbooks setup and training -Assisted Payroll -Manage Accounts Receivable/Payable -Monthly Reconciliation, including journal entries i.e depreciation, amortization, payroll JE etc. -Prepare Financial Statements- (Balance Sheet, Profit and loss (Income statement), Statement of Cash Flow) , includes interpretation and advising -Process, track and file year-end 1099 Service Package: One time - Initial setup and clean/catch up using Quickbooks Online for Small Business starting out, and provide a workflow or training to manage your own Bookkeeping moving forward. Monthly Bookkeeping - includes maintenance, bank reconciliation, categorize financial transactions, etc. Services will be tailored according to your type of industry. For more detail information, please send me a message. (web: smartflybookkeepingdotcom)
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AJ Advisors
AJ Advisors
4.5
location
Serves Petaluma, CA
calendar
5 years in business
We pride ourselves on being your trusted advisor for all of you bookkeeping, payroll, and training needs. We have over 30 years of experience as a QuickBooks ProAdvisor and are here ready to help!
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Q&A

1. What services do CPA firms provide?

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CPA firms offer tax preparation, auditing, financial consulting, and bookkeeping services.

2. How do CPA firms help with tax planning?

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They analyze finances to minimize tax liabilities and ensure compliance with regulations.

3. Can CPA firms assist small businesses?

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Yes, many specialize in supporting businesses with accounting and financial strategy.

4. Are CPA services expensive?

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Costs vary based on services, complexity, and firm size; many offer tailored packages.

5. How do I choose the right CPA firm?

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Consider credentials, experience in your industry, and client reviews.

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