Chaney & Associates

PlatinumVisit their website

Contact Rickey Sanchez, email (916-367-6304 Ext 213)

Chaney & Associates empowers organizations to wisely steward their resources through client-outsourced accounting and business management consulting services. Headquartered in Roseville, California, the 10-year-old firm specializes in the not-for-profit niche, providing financial and tax services, including financial reporting, payroll, bill management and controllership services to churches and other faith-based organizations. Recently, Chaney & Associates has expanded its services to businesses, organizations and associations by leveraging its progressive cloud-based accounting processes and business management proficiencies. Call, email or visit our website for more information.

1098 Melody Lane, Suite 401 , Roseville, CA 95678

TeamWorks, Inc.

GoldVisit their website

Contact Carol Hower, email (408-243-3970)

Get your accounting and back office into the cloud. We are here for you whether you are just getting started or are looking to convert and upgrade your existing data to the cloud. TeamWorks has the knowledge to streamline your accounting processes using Xero and the many add-on programs available. Our Silicon Valley team has been providing expertise in technology for Accounting, CFO Services, Tax, & Payroll in this area since 1994. Call us today to talk about our comprehensive outsourced business solutions.

122 Saratoga Ave, Suite 100

Double Rule

GoldVisit their website

Contact Marvin Galang, email (323 319 3760)

Double Rule is your on-call accounting support team! We know having timely, relevant financial information helps business owners make smarter decisions – especially those in the Healthcare industry. Which is why we use Xero! Our team of experts guide you through transition, support and even teach you how to grow your practice. The result is you get better software, more support, and ultimately will make better decisions.

1200 S Hope St. Suite 303

Armanino LLP

GoldVisit their website

Contact Karen Frost, email (925-790-2770)

For more than 40 years, Armanino has helped businesses move forward with smart financial insights and strategy – and we’ll do the same for you. Our services include —audit, tax and consulting— along with outsourced financial management and bookkeeping solutions. Contact us and we’ll help you address your toughest challenges, biggest risks and greatest opportunities leading to success.

12657 Alcosta Blvd, Suite 500

Maxwell Money Management

GoldVisit their website

Contact Chris Livermore, email ((415) 475-4190)

For over 30 years, Maxwell Money Management has provided customized outsourced accounting solutions to businesses and individuals. Our dedicated team leverages best of breed technologies to give you timely, accurate financial information – resulting in piece of mind that all the details are covered. For businesses, we handle bill pay, invoicing, payroll and accounting. For individuals, the Maxwell team manages monthly finances and interfaces seamlessly with your banker or wealth manager. Experience life with Maxwell.

10 Commercial Blvd , Suite 208, Novato, CA 94949

The Henry Levy Group, A CPA Firm

GoldVisit their website

Contact Natascha Verandes, email (510-652-1000)

The Henry Levy Group is a regional CPA and financial advisory firm that delivers relevant, understandable solutions and responsive service to small businesses, political campaigns, nonprofit organizations and individuals through its Tax, Accounting, Compliance, Consulting and Litigation services.

5940 College Ave. Suite F , Oakland, CA 94618


GoldVisit their website

Contact Tom Compere, CPA, email (310-478-4148 x5725)

RBZ, one of the largest Los Angeles-based accounting firms, provides entrepreneurial and mature businesses with comprehensive outsourced accounting solutions that can improve cash flow, decision making, and controls over assets, while reducing operating costs. We utilize a system that combines cloud-based technology and a collaborative process with your organization’s people that creates operating efficiencies, provides real-time easy access to accounting information, and promotes strong relationships with your customers and vendors. Our goal is to enable our clients to make better management decisions and have more time to grow their business.

11766 Wilshire Blvd, 9th Floor , Los Angeles, CA 90025

Howes Complete Tax & Bookkeeping Services

SilverVisit their website

Contact Leslie Hughes, email (415-796-3639)

Looking for a blend of personal service and expertise? You’ve found it at Howes Tax! We offer services for individuals, couples (traditionally married and same-sex domestic partners), and small business owners. Our goal is to provide detailed explanations, patience, professionalism and accounting dialogue that won't leave you scratching your head. Call or email for a free initial consultation.

3892 26th Street , San Francisco, CA 94131

Basis 365 Accounting

SilverVisit their website

Contact Rhett Molitor, email ((855) B365-NOW, x700)

Basis 365 is an outsourced accounting firm using cloud-based accounting, document management, and analytical tools that provide real-time accounting and CFO-level advice. We are experts in software and service-based companies ranging from funded startup to $10 million in revenues. Let us handle your accounting so you can focus on your business!

13217 Jamboree Road Suite 503 , Tustin, CA 92782

Core Performance Consulting, LLC

SilverVisit their website

Contact Karen Zavala, email (949-502-4680 )

Core Performance Consulting, LLC (Core) was formed in 2003 and employs six professionals. The company serves a diverse customer base through onsite/virtual outsourced accounting services, XERO and integrated applications support, business coaching services and tax consulting and preparation. Customers are primarily family owned businesses with up to 70-80 employees and revenues in excess of $20 million dollars per year. Rootworks Leadership Member; Ran One Consulting firm; Sleeter Member since 2003, National Advisor Network (NAN) Chapter Leader; ProSeries user.

5030 Campus Drive , Newport Beach, CA 92660

Slade and Company

SilverVisit their website

Contact William Slade, email (408-599-1040)

Our firm specializes in small business accounting, consulting and taxation. We partner with our clients to create information pertinent to growing their business, stated in plain English for real life application. We work tirelessly to exceed expectations and to be an invaluable part of the team.

3550 Stevens Creek Blvd Ste 330


SilverVisit their website

Contact Dawn Hatch, email (415-786-9691)

We handle not only the everyday needs of our clients, but also their specialized requirements. Bridging the gap between administrator and CEO, we specialize in accurate, consistent books with the advantage of an outside, professional perspective.

584 Castro Street , #612 , San Francisco

Evolve CFO

SilverVisit their website

Contact Steven Toomey, email (415-2300-CFO)

Evolve CFO is the cloud-based solution for early ventures needing CFO expertise and back-office solutions. Through a single point of contact, we provide accounting, reporting, tax, payroll, cash management, and financial modeling, as well as advise on higher level topics such as controls/procedures, raising capital and financial strategy. We make it easy so you can focus on growing your company!

901 Mission Street , Suite 105

iAccounting Solutions, Inc.

SilverVisit their website

Contact Stephan Goldsmith, email (213.377.5759)

iAccounting Solutions is your next generation accountant in the cloud. Cloud accounting at it’s best...from the best. Whether it’s Accounting, Tax, Payroll, we do it affordably, accurately, and fast. We leverage cloud technology to get you back doing what you need to be doing...running your business! We work with small businesses all over the country in a “partnership” role to help them grow and sustain their business. We talk to you on your level. Want to find out, just give us a call or shoot us an email for a free consultation.

651 Clover Street , Los Angeles, CA 90031

Group 11 Advisors

SilverVisit their website

Contact Matt Talley, email ((714) 262-4235)

Group 11 Advisors uses state-of the-art technology to ensure cost-effective accounting services meet the economic viability of today’s entrepreneur. Our focus is on keeping your business’ accounting, bookkeeping, payroll, tax preparation and business planning on the right track to ensure profitable growth.

1 City Blvd. West, Suite 450 , Orange, CA 92626

Nord & Associates, CPAs

SilverVisit their website

Contact Michael S. Nord, CPA, email ((916) 294-0200)

We are business advisors helping clients manage and make sense of their accounting and taxes. Our services develop efficient accounting procedures to provide financial information for effective business management and decision making. Leveraging expertise in accounting, taxation and a small business specialization, we are able to deliver a coordinated, professional services package designed to achieve comprehensive business goals and objectives. In short, we help small business customers to become more profitable, sustain business growth and understand their business finances, and to maximize tax saving opportunties.

101 Parkshore Drive, Suite 100 , Folsom, CA 95630


BronzeVisit their website

Contact David Gosselin, email (323.642.6780 )

With offices in Santa Monica, Newport Beach, and San Diego, BizCFO provides superior accounting and finance support services to small businesses and growth companies through cloud-based technology. At BizCFO, we view every client as a partner in business and strive to ensure that each client is expertly guided toward success.

604 Arizona Avenue #109


BronzeVisit their website

Contact Ben Putman, email (949-502-6700)

The PUTMANGROUP is a full service CPA firm providing a Comprehensive Financial Approach to meet all your personal and business financial needs with accounting, tax, business consulting, QuickBooks management and wealth management. Our customized programs are designed to grow and protect your business and wealth by delivering an unprecedented level of personalized service and expertise. Our firm has been in business for over twenty years in Southern California and has a well-deserved reputation of expertise with small to medium sized businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services. We are innovative in our approach with the services we provide and believe in technology as a key tool to optimize our efficiency, and along with our knowledge we can provide the best service possible. AICPA, Institute of Divorce Financial Analysts (IDFA), Financial Planning Association (FPA)

9911 Irvine Center Drive, Suite 100,

Lighthouse Financial

BronzeVisit their website

Contact Philip Frazer, email (619-940-4854)

Lighthouse Financial specializes in accounting and financial reporting system setups, conversions and ongoing bookkeeping with cloud based platforms that work most effectively for our client's needs as they grow and thrive. We also offer application integration assistance (POS, CRM, etc.), training, troubleshooting, and cleanup to help our clients extract the highest value from their financial records to make better (and more profitable) business decisions. Every client solution is tailored to meet their unique needs and more importantly, exceed their expectations. We provide the foundation our clients rely upon so that they can focus on building and expanding their business.

San Diego, CA 92105


BronzeVisit their website

Contact Max Emma, email (858-483-2669)

BooXkeeping Corp. is a cutting-edge bookkeeping company that continuously keeps your books in shape by providing exceptional bookkeeping services. By using Xero accounting, BooXkeeping is able to serve clients across the United States, thus providing bookkeeping without borders!

2525 Camino Del Rio South , Suite 222

Brigante, Cameron, Watters & Strong, LLP

BronzeVisit their website

Contact Kris Yang, email (310.542.0011)

BCWS provides the highest quality of professional services to each and every client. We offer Tax and Financial planning for closely-held businesses and their owners as well as Financial Reporting, Estate and Retirement planning. Our highly trained staff helps our clients find the smartest means for managing the financial health of their business, while staying compliant with all tax regulations. BCWS has the expertise and experience of a national accounting firm, with the focused attention of a personal consultant.

3424 W. Carson Street, Suite 600 , Torrance, CA 90503

Denegri & Associates

BronzeVisit their website

Contact Jana Denegri, email ( 707-546-1484)

We are excited to be working with Xero to provide you with real-time financial information. Our certified team will tailor your accounting and bookkeeping needs to help you manage, simplify and grow your business. Our virtual or onsite CFO service provides expertise in all areas of accounting, tax, and business management. We have been serving clients north of the Golden Gate since 1986.

800 College Ave

James C Chambers CPA PC

BronzeVisit their website

Contact Jim Chambers, email ( 805-930-1040)

We are a full service firm specializing in small business. Gain and maintain control of your business by: Leveraging the technology and integration power of Xero accounting: Tapping our knowledge base for solutions: Understanding your cash flow: Planning and executing not hoping and reacting.

1303 East Grand Avenue

Cloud Accounting Services for Enterprises

BronzeVisit their website

Contact Lynne Taylor, email ((858) 367-3134)

Interested in moving accounting and finance to the cloud? Wondering how you can integrate your CRM and/or core operations applications with "back end" solutions? We're on the CASE - providing planning, implementation, conversions and integrations expertise for apps like Xero,, NetSuite, Intacct, QBOE, Wave Accounting, Freshbooks, etc. CASE is independent, and doesn't promote any one application provider, but rather works with companies to evaluate the best solution based on their unique requirements. But CASE is committed to SaaS solutions, so if you are not ready to move to the "cloud" CASE is not the answer!

9974 Scripps Ranch Blvd , San Diego, CA 92131-1825

Core Fund Solutions

BronzeVisit their website

Contact Angie Harrison, email (800-628-8272)

Core Fund Solutions provide alternative fund administration services, out-sourced back office solutions to SMA, RIA and family offices, and accounting services to high net worth individuals.

445 S. San Antonio Road, Suite 202

Nasif, Hicks, Harris & Co., LLP

BronzeVisit their website

Contact Ken Jurgensen, email (805-699-5799)

Let us be your Chief Financial Officer. Whether your objective is to minimize taxes, accumulate wealth, or more effectively operate and grow your business, we can help. Our most valuable service is being your ally, providing long-term, consistent business advice. And through our full range of accounting services, we help you understand the financial information that ensures that your business operations run efficiently on a daily basis.

104 West Anapamu Street Suite B, Santa Barbara, CA 93101

Arul & Associates LLC

BronzeVisit their website

Contact Trishan Arul, email (415-488-7736)

Arul & Associates specializes in providing the accounting resources and financial management advice that startups need to succeed. Our thorough understanding of accounting coupled with our startup experience will benefit your business by giving you the analytics needed to make short and long-term decisions.

One Market Street , Spear Tower, Suite 3600 , San Francisco, CA 94105

Gill & McAvoy LLP

BronzeVisit their website

Contact Brandon McAvoy, email ((559) 412-4100)

As a forward thinking CPA firm in Fresno CA, we take great pride in helping clients implement, train and leap forward using the latest software and cloud-based technologies to help future-proof their finances. We can help your business transition to new accounting software like Xero, or simply need help organizing your current bookkeeping methods, McAvoy, LLP can help!

6760 N. West Ave., Suite 104 , Fresno, CA 93711

Symons Accountancy Inc.

BronzeVisit their website

Contact Beth Symons, email ( 209-745-8940)

Our ideal client is a small business looking for a professional relationship with a CPA. We specialize in S-Corporations with more than $100,000 in gross receipts that want to grow. Our team of experts provides tax returns, mid-year reviews, keeps your books accurate and up-to-date, and will consult with you to help you make sound business decisions and be successful.

232 North Lincoln Way

DataPro Services, Inc.

BronzeVisit their website

Contact David Goldstein, email (818-786-5055)

You can stop worrying about your company’s financial status. We are individual and small business specialists. We take on as much of the accounting and bookkeeping tasks as you need. We are responsive, professional, knowledgeable and reasonably priced.

5435 Woodman Ave. , Sherman Oaks, CA 91401

In2it Advisors, LLC

BronzeVisit their website

Contact Mohamed Youssef, email ((949) 441-0222)

In2it Advisors is a small accounting firm with a big vision, with an entirely new approach to accounting and using the latest cloud based technology; we develop policies and procedures to streamline our client’s accounting process.

4400 MacArthur Boulevard , Suite 970 , Newport Beach, CA 92660

Books LA

BronzeVisit their website

Contact Jelena Kecojevic, email (424.253.5362)

Books LA provides small business owners & individuals in Los Angeles area with professional services such as bookkeeping, record keeping, accounting, payroll management, city tax filling, sales and use tax filling, property tax filling and much more. Our office is located in West Los Angeles. We serve clients in various Los Angeles communities including Beverly Hills, Culver City, Hollywood, Marina Del Rey, Santa Monica and the San Fernando Valley & South Bay Areas. Books LA understands the needs and problems associated with managing small business and personal financial records. Our goal is to get your finances in order so that you can focus on the creative parts of your business and enjoy life. Books LA can also provide you and your business with Notary Public Services, experienced Loan Signing Agents and Translation and Trascription Services.

IntrapriseTechKnowlogies LLC

BronzeVisit their website

Contact Donny C. Shimamoto, CPA, CITP, CGMA, email (808-735-8324)

IntrapriseTechKnowlogies LLC (ITK) is an advisory-focused CPA firm specializing in organizational development and business process outsourcing for small businesses, middle market organizations, and nonprofits. Our expertise in right-sizing enterprise best practices and leveraging cost-effective enterprise technologies enables smaller organizations to gain competitive advantage by: -Strategically applying the right technology to solve real business problems; -Aligning short term projects with long term business initiatives to maximize near-term benefits and strategic organizational value; -Analyzing the costs and risks of technology-focused initiatives to ensure that solutions are evaluated based on a balanced perspective; -Improving the quality of information available to management to enable better and fact-based decision-making; and -Bringing clarity to your technology environment and issues through our ability to explain complex technical issues in the language of business and management, rather than technical jargon. Combined with our unparalleled commitment to client service excellence, we are the premier strategic partner for any organization that views technology as an investment and wants to maximize the return on its technology.

3615 Harding Avenue, Suite 309 , Honolulu, Hawaii 96816

Terri L Davis CPA Inc

BronzeVisit their website

Contact Amanda Bolach, email (916.646.8180)

We empower you with knowledge and tools to protect your assets, grow your business, track performance and make informed decisions. As part of your team, we work hard and smart for your success. Experience the confidence of working with knowledgeable professionals. We offer a full range of tax preparation, tax planning, retirement planning, estate planning, and change scenario evaluation.

1601 Response Road, Ste 110

Accounting on the Go

BronzeVisit their website

Contact Pat Hartley, MBA, email (951-317-0642)

Pat Hartley, MBA at Accounting on the Go specializes in meeting each clients unique needs: Accounting Setup, Conversion, Training, Troubleshooting, Cleanup, on going Bookkeeping and Accounting needs. Based in the Inland Empire of Southern California since 2003, Pat is committed to the small business owners understanding of their financial position and the need for accurate and timely recordkeeping. Member Sleeter Group, National Advisor Network, SCORE Volunteer, Associate Accounting Instructor.

28907 Baywater Dr , Menifee, CA 92584

Murray, Stok & Company

BronzeVisit their website

Contact Kana Ogai, email (415-981-0400)

A full service accounting and consulting firm helping our clients achieve their dreams. Whether it is assisting with bookkeeping, getting a tax return filed or working on a business plan Murray, Stok & Company is part of your team.

235 Montgomery Ste 460 , San Francisco, CA 94104

CFC Business Solutions

BronzeVisit their website

Contact Corina Ciont, email ((925) 212 7323)

CFC Business Solutions provides professional, common sense solutions for your accounting and organizational needs! We create a SYSTEM especially for you that save yourself time, energy and money. Our clients are entrepreneurs, families and small business of all kinds. Let us do our job so you can focus on yours!

, Pleasant Hill , CA


BronzeVisit their website

Contact W. Michael Hsu, email ((949) 200-6829)

Deepsky acts as the in-house accounting department for $1 million to $10 million service companies. With knowledgeable accountants, best practice processes, and carefully selected technology, DeepSky helps entrepreneurs obtain, understand, and then internalize critical business numbers to help move the needle.

225 N Broadway, Suite 213 , Santa Ana, CA 92701

Burr Pilger Mayer LLP

BronzeVisit their website

Contact Karen Pfau-Martinez, email ((415) 288-6259)

Burr Pilger Mayer (BPM) is a full-service accounting and consulting firm deeply experienced in assurance, tax, and business consulting. We provide comprehensive financial and business services in accounting, consulting, and corporate and individual tax. BPM is proud to be a member of the Xero community.

600 California St., Suite 1300 , San Francisco, CA 94108

Shields Ledger & Tax

BronzeVisit their website

Contact Sore Shields, email (714-643-8494)

Shields Ledger & Tax provides affordable In-house,outsourced and remote full charge bookkeeping services in the Long Beach, South Bay and North Orange County areas of Southern California.

Long Beach, CA

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The American Society of Women Accountants (ASWA) represents professional women in accounting and finance. Members of the ASWA, as well as their companies and clients, benefit from practical resources and programs that strengthen their professional growth and contribute to the development of their professions.

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