Orange County CPA Services – Flat-Fee Accounting, Payroll & Advisory

We help Orange County business owners — especially franchise operators, attorneys, and professionals — get clean books, compliant payroll, and strategic tax guidance for one flat monthly fee.
Virtual-first. Locally experienced. CPA-led.

What’s Included in Your Monthly CPA Membership

  • ✅ Monthly bookkeeping and financial reconciliation
  • ✅ Payroll processing and filings through iSolved
  • ✅ Business + personal tax preparation (federal & California)
  • ✅ Quarterly strategy calls with your CPA
  • ✅ Flat-fee pricing — no hourly rates, no tax season surprises

We serve Orange County business owners virtually with full compliance and insight into California tax laws, FTB notices, CDTFA audits, and local business practices.

Who We Work With in Orange County

We specialize in serving growth-minded, organized business owners who value long-term advisory relationships—not just seasonal tax prep.

  • Franchise operators – QSR, restaurant, fitness, retail
  • Attorneys and solo firms – professional practices with complex needs
  • Veterinarians and medical clinics – S Corp and multi-location support
  • Real estate investors – multi-entity structure, clean-up, and planning

If you're a business owner in Orange County who wants strategic CPA guidance with everything handled behind the scenes — we’re probably a great fit.

Virtual-First, Orange County Smart

While we serve clients from our Orange office at 333 City Blvd West (by appointment), the majority of our Orange County members prefer Zoom meetings, secure portal access, and a CPA relationship that fits their schedule.

No traffic. No waiting. Just results.

Let’s Get Started

We help Orange County business owners simplify everything behind the scenes — so they can lead and grow with confidence.

Apply for Membership See What's Included

Frequently Asked Questions – Orange County Clients

Do I have to come into the office?

No. While we have a local presence in Orange, most clients meet with us virtually via Zoom and use our secure online portal.

Do you serve all business types or just franchises?

We specialize in working with franchise owners, attorneys, veterinarians, and real estate investors — but we support all serious business owners who want proactive CPA support.

What’s included in the membership?

Each membership includes bookkeeping, payroll, business + personal tax prep, and quarterly CPA strategy sessions — all for one flat monthly fee.

Is this only for Orange County businesses?

No — we work with clients nationwide, but we’re particularly experienced with California compliance and local business needs.

How much does it cost?

Our CPA membership starts at $475/month. Visit our pricing page for full breakdowns by tier.