Marin – Accounting Services

  • Company Information
  • Contact Information
  • Areas Served | Services | Key Brands
150 Post Street, Suite 350
San Francisco, CA 94108
(415) 433-4500

Serving the Bay Area

Services include public accounting, business development consulting, tax preparation, audit representation and retirement planning. Brands include QuickBooks...
License 4066 | DCID4154334500
Map of these Diamond Certified companies
Cities: Belvedere, Corte Madera, Fairfax, Larkspur, Mill Valley, Novato, Ross, Sausalito, San Anselmo, San Rafael, Tiburon
Javascript is required to view this map.

Search Diamond Certified Companies

Researched Articles
Why Trust Diamond Certified Accounting Firms Rated Highest in Quality?
An accountant discusses financial matters with her clients.

You are the customer. If your goal is to choose an accounting service that will deliver high customer satisfaction and quality, you’ll feel confident in choosing a Diamond Certified accountant. Each has been rated Highest in Quality in the most accurate ratings process anywhere. And you’re always backed by the Diamond Certified Performance Guarantee. Here’s why the Diamond Certified ratings and certification process will help you find a top-rated accounting service and is unparalleled in its accuracy, rigor and usefulness:

1) Accuracy: All research is performed by live telephone interviews that verify only real customers are surveyed, so you'll never be fooled by fake reviews.

2) Statistical Reliability: A large random sample of past customers is surveyed on an ongoing basis so the research results you see truly reflect a Diamond Certified company’s top-rated status.

3) Full Disclosure: By clicking the name of a company above you'll see the exact rating results in charts and read verbatim survey responses as well as researched articles on each qualified company.

4) Guaranteed: Your purchase is backed up with mediation and the Diamond Certified Performance Guarantee, so you can choose with confidence.

Click on the name of a Diamond Certified company above to read ratings results, researched articles and verbatim customer survey responses to help you make an informed decision.

More than 200,000 customers of local companies have been interviewed in live telephone calls, and only companies that score Highest in Quality in customer satisfaction–a 90+ on a 100 scale–as well as pass all of the credential-based ratings earn Diamond Certified. By requiring such a high score to qualify, the Diamond Certified program eliminates mediocre and poorly performing companies. Read detailed information about the ratings and certification process

How to Choose
Find Marin County Certified Public Accountants and Accounting Firms You Trust

You’re wise to carefully select your Marin County accountant, CPA or bookkeeper. You will depend on your accounting firm for accuracy and expert knowledge in complex financial issues.

Remember:...

Read More »
Expand

You’re wise to carefully select your Marin County accountant, CPA or bookkeeper. You will depend on your accounting firm for accuracy and expert knowledge in complex financial issues.

Remember:

  • Your relationship with your professional accountant may be long-term.
  • Personal income and tax refund considerations are important.
  • Small business accounting issues may be involved.
  • You may require financial planning and management consulting.
  • A high degree of professionalism is important, making your choice of a local accountant more complicated.

So choosing a trustworthy Marin County accounting firm or tax business is critical, and making a good choice can give you peace of mind when it comes to your financial picture, whether it’s personal accounting or small business accounting and payroll services.


There are many good accounting firms in Marin County to choose from, including accountants that serve the larger cities of San Rafael, Novato, Mill Valley, San Anselmo and Larkspur, as well as those serving the smaller towns.

So how do you choose the accountant or bookkeeper that’s right for you? Word-of-mouth referrals may be helpful, but careful planning and thorough research will get you the best results.

Look for Licensed, Certified Professional Accountants (CPAs) in Marin County
Certified Public Accountants and accounting firms have different levels of expertise and experience. Accountants differ in philosophy and areas of emphasis, such as real estate accounting, healthcare accounting, hotel accounting, consumer service accounting and small business accounting. Your goal is to choose a competent, qualified, honest and well-suited accountant, CPA or accounting firm in Marin County, one that will meet your accounting needs and provide you with a solid financial basis.

All CPAs and public accountants practicing in California must be licensed by the California Board of Accountancy, and their license status is reviewable on the general Web License Lookup. Here, you can determine whether a license is active, if the CPA has met the continuing education requirements, see if any recent disciplinary action has been taken against the accounting firms, and see how long the CPA or accountant has been licensed.

All Diamond Certified companies have already been thoroughly checked for you, including license verification. But if you’re unable to choose a Diamond Certified accounting or tax preparation professional in your area of Marin County, you should perform this research on your own.

Find Licensed CPAs and Marin County Accounting Firms Including Those in the Larger  Cities of San Rafael, San Anselmo, Novato, Larkspur, Mill Valley, Corte Madera, Tiburon, Sausalito, Fairfax, Ross and Belvedere
Some accounting professionals in Marin County specialize in certain accounting tasks, while others perform general accounting services. You will want to carefully clarify your accounting needs when making your decision. It may be wise to talk with representatives from accounting firms in your area of Marin County that provide the accounting services you require.

If possible, visit the local accounting firms or Marin County CPAs. Your personal impression of the accountant and the firm will include much important information regarding the professionalism, quality, and personal tone of the services provided.

The accountant or bookkeeper should be courteous, attentive, helpful, and willing to answer your questions. The accountant or tax professional should be respectful and the type of person with whom you can confidently discuss sensitive information and complicated financial options. A convenient location is also important for many CPA clients.

View/Print
Know What You Want
Know What You Expect from Marin County Accounting Firms and CPAs

Before you start your search for a good accounting firm in Marin County, it’s important to pinpoint what you want. Start by questioning yourself about your highest priorities in choosing an accountant.

Be able to answer these questions:...

Read More »
Expand

Before you start your search for a good accounting firm in Marin County, it’s important to pinpoint what you want. Start by questioning yourself about your highest priorities in choosing an accountant.

Be able to answer these questions:

  • Do I want a Diamond Certified CPA firm that is rated best in quality and backed by the Diamond Certified Guarantee?
  • Is my primary goal accounting services, or will I need bookkeeping and small business CPA services as well?
  • Am I likely to need services involving review or auditing of financial statements, or other specialized accounting services?
View/Print
What to Ask on the Phone
Interview Questions to Ask Marin County Accountants on the Phone

Before making a personal appointment with Marin County accounting firms, call and speak directly with CPAs and firm representatives to see if the accounting companies offer the services you need. It’s smart to have a prepared list of questions and to write down the answers your CPA gives you....

Read More »
Expand

Before making a personal appointment with Marin County accounting firms, call and speak directly with CPAs and firm representatives to see if the accounting companies offer the services you need. It’s smart to have a prepared list of questions and to write down the answers your CPA gives you.

  • Has your accounting company earned and maintained a Diamond Certified rating?
  • What specific accounting services do you provide?
  • Does your accounting firm specialize in the type of work I need?
  • What recent continuing education is represented by the accounting firm or the individual accountant, and does it apply to my accounting or tax needs?
  • Will my accounting work be done by the CPA, or delegated to subordinates at the firm? If so, what certifications, education or experience apply for those individuals?
  • What are your hours of business?
  • Are you available throughout the year?
  • Will the individual responsible for my accounting or bookkeeping be available by phone?
  • How will the responsible individual typically communicate updates or questions to me?
  • Do your accountants participate in peer review or quality review programs?
  • What is the basic fee structure for the sort of accounting services I require?
  • Do you guarantee your accounting and bookkeeping services?
  • Will I receive an engagement letter specifying in detail the services to be performed, the individuals responsible, any outside provision of services, the security of all confidential data, and the corresponding itemized charges?
  • How long has your accounting firm been providing accountancy service in Marin County?
View/Print
What to Ask in Person
What to Find out from Marin County Accounting Professionals In Person

Once you've evaluated your reasons for selecting an accounting firm, the next step is to interview some local firms in San Rafael, Larkspur, San Anselmo, Mill Valley and Novato, and other areas of Marin County.

Questions you may want to pose include:...

Read More »
Expand

Once you've evaluated your reasons for selecting an accounting firm, the next step is to interview some local firms in San Rafael, Larkspur, San Anselmo, Mill Valley and Novato, and other areas of Marin County.

Questions you may want to pose include:

  • How long will it take to do my accounting, bookkeeping or small business payroll work?
  • What happens if I am audited? Will you assist me with the audit?
  • Will any of my accounting work be outsourced, and how does that work?
  • What contact information do you have on file for me? What do you need in order to reach me with updates about my accounting work?
  • Is it good for me to call in periodically or otherwise keep in contact?
View/Print
What to Ask References
Talk with Marin County Accounting Company Customers About the CPAs You're Considering

How can you tell that accounting providers in Marin County are all they say they are?

All Diamond Certified accounting firms have undergone a ratings process that most other companies can’t pass. If you want quality from an accountant or bookkeeper in Marin County, you’ll have confidence when choosing Diamond Certified companies. You can read Diamond Certified reports on all certified companies, including verbatim survey responses.
...

Read More »
Expand

How can you tell that accounting providers in Marin County are all they say they are?

All Diamond Certified accounting firms have undergone a ratings process that most other companies can’t pass. If you want quality from an accountant or bookkeeper in Marin County, you’ll have confidence when choosing Diamond Certified companies. You can read Diamond Certified reports on all certified companies, including verbatim survey responses.

And you’ll never be fooled by fake reviews because all research is performed by live telephone interviews of a large, random sample of real customers.


If you can’t find a Diamond Certified accounting firm within reach, you'll need to conduct some research of your own. Even if you’re in a hurry, it is still a good idea to take a little time to check references. If you do, accounting firms in Marin County may be willing to give you a list of recent clients you can contact, or other evidence of customer satisfaction.

Keep in mind, though, that those references are not equal in value to the large random sample of customers surveyed during the Diamond Certified ratings process.

Some questions you may want to ask accounting service references include:

  • What type of accounting services did this CPA firm offer you?
  • Were you pleased with the accounting services you received from this local accountant?
  • Do you feel the fees you’re charged are fair for the accounting services you receive?
  • What do you like best about working with this Marin County accounting service?
  • Are there any things you dislike about this accounting service or accountant?
  • Have you recommended/would you recommend this accountant/CPA to friends or family?
View/Print
Review Your Options
Final Steps to Find Good Accountants in Marin County

The key question before making your final decision on accounting, bookkeeping and payroll services in Marin County is: Have I identified my accounting needs, and is the accounting firm I have selected a good fit for me and my accounting needs?

Then, compare your notes from the interviews you conducted with local accountants.

If it’s not immediately obvious which accounting service is the right one to choose, ask yourself these questions to discover which is the best choice for you:...

Read More »
Expand

The key question before making your final decision on accounting, bookkeeping and payroll services in Marin County is: Have I identified my accounting needs, and is the accounting firm I have selected a good fit for me and my accounting needs?

Then, compare your notes from the interviews you conducted with local accountants.

If it’s not immediately obvious which accounting service is the right one to choose, ask yourself these questions to discover which is the best choice for you:

  • Does a Marin County accountant provide the accounting services you need?
  • Does one local accountant offer a better range of services than the others?
  • Which local accountant/CPA offers the best price for high-quality financial services?
  • Which of the CPAs/accountants do you prefer to work with based on personality?
  • Which of the CPAs/accountants do you prefer to work with based on professional skills?
View/Print
How to Work With
How to Encourage the Best Local Accounting Firms to Accept Your Account

Although all California CPAs and public accountants must be licensed by the California Board of Accountancy, not all licensed firms will be the right match for your accounting needs.

Bear in mind your specific goals and expectations for your accounting services, and remember that all Diamond Certified companies have already been thoroughly checked, including license verification. If you’re unable to choose a Diamond Certified accounting professional in your area of Marin County, you should find the best company based on your own search.
...

Read More »
Expand

Although all California CPAs and public accountants must be licensed by the California Board of Accountancy, not all licensed firms will be the right match for your accounting needs.

Bear in mind your specific goals and expectations for your accounting services, and remember that all Diamond Certified companies have already been thoroughly checked, including license verification. If you’re unable to choose a Diamond Certified accounting professional in your area of Marin County, you should find the best company based on your own search.

The best accountants in Marin County, including those in the larger cities of Larkspur, San Rafael, Mill Valley, San Anselmo and Novato, may have more experience in particular areas of accounting and possess special qualifications and continuing education backgrounds.

How to Get Accurate Accounting Estimates From Marin County Accountants
First, you’ll want to meet with the accountant or representative and explain exactly what accounting or tax preparation services you need. Use the notes you have made, and be thorough and clear in your communication.

Be as detailed as possible during this step, and don’t allow yourself to be rushed.

Ways to Make the Job of the Accountant or Tax Preparation Professional Easier
It is important to listen carefully to the suggestions and comments of the accounting firm representative, and to answer his or her questions directly and thoroughly. Assure that the accountant you’re considering understands the details of your accounting service needs.

Do not assume that you understand everything stated or implied in the information the accountant is providing you in the initial interview: ask questions and take the time to understand the issues and feel confident in the understanding you have with the accounting service professional.

If you are unclear, ask for an explanation. Realize that in order for the process to succeed, you must fully understand the accounting issues, your unique financial situation, and the possible solutions.
All estimates must be provided to you in writing before the accounting work begins. Sometimes a more thorough evaluation is needed before the firm can provide a reliable estimate of accounting fees.

Sign a Contract with A Local Accounting Firm in Marin County
Before agreeing to any services from local CPAs, make sure they give you an engagement letter detailing the accounting services to be performed.

The letter should also specify who will do the accounting/bookkeeping work and whether it is to be done elsewhere, and confirm the security of all personal and private accounting data.

Be certain the document itemizes and summarizes all charges for your accounting services.

Sign a contract for bookkeeping and accounting services when you’re satisfied with the information your Marin County accounting firm has provided.

Verify that the accounting firm has a phone number where they can reach you at all times while they are completing your accounting work. The Marin accounting firm must have your approval for any additional work, and it can slow progress if the representative is unable to reach you.

Once the accountant, bookkeeper or professional CPA you’ve hired has identified more fully the financial situation and the accounting services needed, he or she will likely contact you with an update on the progress of your services.

View/Print
Be a Good Customer
Ways You Can Be a Good Marin Accountancy Firm Customer

It's the accounting firm's responsibility to perform a thorough and complete job on your accounting or tax services. But you play a big part in the success of your accounting work also.

A few simple steps you can take to be a good customer with an accounting firm include:...

Read More »
Expand

It's the accounting firm's responsibility to perform a thorough and complete job on your accounting or tax services. But you play a big part in the success of your accounting work also.

A few simple steps you can take to be a good customer with an accounting firm include:

  • Be clear with the accounting representative. Let him or her know the precise reason for your contact, and the specific outcome you are expecting from their accounting service.
  • Remember that friendliness goes a long way in maintaining a good working relationship.
  • Before you leave your records at an accounting firm in Marin County, restate your expectations and goals, and repeat your understanding of the agreement. By being clear about the expectations you have and those of the accounting firm, you can avoid most conflicts based on misunderstandings.
  • Ask the accountant you’ve hired if he or she will call you with updates, or if you should call to check on the progress.
  • Be sure your accountant has a phone number where he or she can reach you at all times when contact may be necessary. Your accounting work will go more smoothly if you can be reached for any necessary updates or approvals.
  • When the firm contacts you, return calls promptly to keep the work on schedule.
  • Pay for the work promptly.

Why would you want to be a good customer? Good accountants and accounting firms in Marin County appreciate customers who are straightforward, honest and easy to work with. Your good customer behavior sets the tone from your end and creates the setting for a good relationship. Your accounting services may well go more smoothly, and any problems may be more easily resolved.

View/Print
Check the Work
Check the Completed Accounting Work Against Your Written Agreement

When the work is completed, your representative must provide you a written invoice.

For your protection, this should include:

  • The name and physical address of the firm.
  • The accountant's state license number.
  • A list of the accounting services your CPA provided.
  • The total fee.
Read More »
Expand

When the work is completed, your representative must provide you a written invoice.

For your protection, this should include:

  • The name and physical address of the firm.
  • The accountant's state license number.
  • A list of the accounting services your CPA provided.
  • The total fee.
View/Print
Written Warranties
Request Written Guarantees from Marin County Accounting Firms

Before leaving the accounting firm, confirm any guarantees offered by the firm. Not all accounting firms offer guarantees on their work. But those that do should give you a written warranty.

A complete warranty document should detail:...

Read More »
Expand

Before leaving the accounting firm, confirm any guarantees offered by the firm. Not all accounting firms offer guarantees on their work. But those that do should give you a written warranty.

A complete warranty document should detail:

  • The accounting firm’s name, physical address and license number.
  • Precisely what the warranty covers.
  • Your responsibility in order to redeem the warranty.
  • How long the warranty is valid, and whether it expires on a specific day or if it is prorated.
View/Print
Top 10 Requests
Accounting and CPA Services Offered in Marin County

Accounting firms in Marin County provide numerous financial services, but some types of financial services are more common than others.

The following are the most familiar requests for local accounting firms:

Payroll Services
Payroll services involve wage, salary, and deduction records for the employees of a business. Payroll service is extremely important, because the amounts paid for employee compensation and associated taxes involve substantial federal and state regulation, and dramatically impact organizational income.
...

Read More »
Expand

Accounting firms in Marin County provide numerous financial services, but some types of financial services are more common than others.

The following are the most familiar requests for local accounting firms:

Payroll Services
Payroll services involve wage, salary, and deduction records for the employees of a business. Payroll service is extremely important, because the amounts paid for employee compensation and associated taxes involve substantial federal and state regulation, and dramatically impact organizational income.

Small Business Accounting
Small Business Accounting is a crucial need for smaller organizations. This is because any business must be able to reliably and accurately determine profitability, which is impossible without solid accounting statements. Financial structural problems are a leading principal cause of small business failure.

Financial Accounting
Financial accountancy represents the accounting sector involving financial statement preparation for stockholders, owners, banks, government agencies, and others having or potentially having stake in a company. Maintenance of financial capital is a key aspect.


Bookkeeping Services
A bookkeeping service provides records of revenue and expenses, and is significantly different than an accounting firm. Bookkeeping involves recording transactions such as sales, receipts, purchases, and payments: done by a bookkeeper, accounting clerk, or accounting technician. Accounting entails the production of financial statements from the bookkeeping records.

Accounts Payable
Accounts payable are records of amounts a company owes, and may be referred to as trade payables. Accounts payable typically arise from invoices furnished from suppliers of goods or services. Accounts payable represent delayed payment and are therefore credit.

Tax Accounting Services
Tax accounting is the designation for an accounting methodology that addresses tax purposes. The United States differs from most other governments in having accounting principles, set forth by Section 446 of the Internal Revenue Code, which differ from the general and accepted principles of accounting. Under Section 446 the taxpayer chooses a method of tax accounting consistent with his method of financial accounting.

Public Accounting
Public accounting is the form of accounting best generally known to the public, represented by the "Big Four" accounting firms, the largest national firms responsible for audits of the biggest publicly traded corporations. The audit is the principal concern of public accounting, and ensures the accuracy of company financial statements and reports.

Management Accounting
Management accounting or managerial accounting provides accounting information to managers for making better business decisions and improving organizational control. Management accounting concentrates on the future direction of the organization, unlike financial accounting, which looks primarily at past performance.

Certified Accounting Services in Marin County
Certified Accounting refers to accounting practiced by Certified Public Accountants. CPA is the statutory designation for an individual who has successfully completed the Uniform Certified Public Accounting Examination and attained additional training and experience required by state law.

 

Popular Accounting Software Brands Used By Marin CPAs
The following are familiar brand names in Marin County accountants firms:

  • Intuit QuickBooks
  • Sage Peachtree Complete Accounting
  • Intuit
  • NetSuite Small Business Accounting
  • DacEasy Accounting
  • AccountEdge
  • TAS Books
  • Adminisoft Accounts
  • VersaCheck Payroll
  • Quicken
View/Print
If Things Go Wrong
Hire Accountants Backed By The Diamond Certified Performance Guarantee

Diamond Certified accountants or accounting firms are backed by the Diamond Certified Performance Guarantee. If the accounting firm is Diamond Certified and you can’t resolve the issue by talking with the owner, contact the mediation department at [email protected] or call 800-738-1138....

Read More »
Expand

Diamond Certified accountants or accounting firms are backed by the Diamond Certified Performance Guarantee. If the accounting firm is Diamond Certified and you can’t resolve the issue by talking with the owner, contact the mediation department at [email protected] or call 800-738-1138.

Know Your Rights as an Marin County Accounting Firm Customer
The truth is that most accountants and accounting firms in Marin County are honest, and that they carefully guard the interests of their clients. Still, you should know what to do if you are ever dissatisfied with your local accounting firm.

If you have a complaint or concern about the service you received from your accounting firm, address it as quickly as possible; this is the best way to resolve problems directly with your accountant.

Keep in mind the following:

  • Know your rights. As a customer in Marin County, you are entitled to fair accounting services and fees.
  • Remain calm and polite.
  • Explain the problem, and detail what you see as a fair outcome.
  • Let your accountant know that you’re willing to compromise or negotiate a mutually-beneficial agreement.

Document your concern in writing, and record the response of the firm in case you need records for future arbitration.

If you can’t reach a satisfactory agreement, tell your accountant that you intend to file a complaint with the Department of Consumer Affairs California Board of Accountancy, and do so.

View/Print
Glossary of Terms
Glossary of Accountancy Terms
Diamond Certified accountants and accounting services in the Bay Area.
The reception area at a local accounting firm. Photo: Davis & Company (2012)

Below are key accounting terms and descriptions that will help you navigate through your accounting, bookkeeping or payroll experience from start to finish.

accounting
Accounting is the work of a CPA or Public Accountant, and is conveniently understood as the process of summarizing and interpreting financial information. The creation of financial statements is the main activity.

Also known as: accountancy, accounting firm, accounting firms, account service, accounting services, financial accounts...

Read More »
Expand

Below are key accounting terms and descriptions that will help you navigate through your accounting, bookkeeping or payroll experience from start to finish.

accounting
Accounting is the work of a CPA or Public Accountant, and is conveniently understood as the process of summarizing and interpreting financial information. The creation of financial statements is the main activity.

Also known as: accountancy, accounting firm, accounting firms, account service, accounting services, financial accounts

accounts payable
These records specify what an organization owes, for example from goods or services received from other companies. Accounts payable are also called trade payables.

Also known as: trade payables

atest engagement
This is an assessment of the reliability of another party's written assertion. Audits, financial statement reviews, and prospective financial reviews are all examples of attest engagements: however, a compiled preparation is not an attest engagement.

audit
This is the inspection of records by a CPA to provide an assessment of financial data in accordance with established auditing standards.

Also known as: auditor, IRS audit, financial audit

bookkeeping
The services of a bookkeeper differ substantially from those of an accountant. The bookkeeper records financial activity and creates a trial balance, but does not produce financial statements such as balance sheets and income statements as does an accountant.

Also known as: book keeping, book keeper

certified accounting
Certified accounting is that done by Certified Public Accountants, individuals who complete the Uniform CPA exam and attain other experience and training.

Also known as: Certified Public Accountancy

Certified Public Accountant (CPA)
This is an individual with a public accounting license issued by the California Board of Accountancy, who practices under a continuing professional education requirement of that Board.

Also known as: CPA, CPAs

compilation preparation
This is data formatted in a financial statement manner but not attested to by the accounting professional.

continuing education
Continuing education is a formal educational program providing direct enhancement of professional competency.

finance
Finance may be conceived as money or funds management. More broadly, finance entails originating and marketing cash or surrogate money.

financial accounting
Financial accountancy is the formulation of financial statements for the stakeholders in an organization, and has largely to do with maintaining capital.

Also known as: financial accountancy, public accounting, public accountancy

financial statement
Fundamental, required, organizational data, which includes balance sheets, income statements, and cash flow statements. These may be supplemented with additional data on the organizations financial performance.

Also known as: financial accountancy, public accounting, public accountancy

management accounting
Management or managerial accounting gives managers information for improved decisions and control, concentrating on the future performance of the business.

Also known as: management accountancy, managerial accountancy, public accountancy

payroll services
Payroll services maintain records of employee earnings, deductions, and taxes, providing financial information that significantly impacts the profitability of a business.

Also known as: payroll service, payroll tax, payroll deductions

peer review
A peer review is an evaluation of the professional output of an accountant or accounting firm by an independence licensee, according to prescribed standards.

Public Accountant (PA)
A Public Accountant is an individual with a public accounting certificate issued by the California Board of Accountancy, who practices under a continuing professional education requirement of that Board.

public accounting
Public accounting is audits done by the CPA's of the largest national accounting firms to ensure reliable financial data for stockholders.

Also known as: public accountancy, auditor, auditing

small business accounting
Small Business Accounting is the production of financial statements for accurately determining profit in a smaller business entity.

Also known as: small business accountancy

tax accounting
Tax accounting is done by a CPA specifically for tax purposes, using a different set of accounting principles that are specified in the IRS Code.

Also known as: income tax, tax return, tax accountancy

View/Print
Frequently Asked Questions
FAQ for Local Accountants and CPAs

Q: Why choose a Diamond Certified accounting firm?...

Read More »
Expand

Q: Why choose a Diamond Certified accounting firm?
A: We end the guessing game by offering a list of top-rated local companies who have passed the country’s most in-depth rating process. Most companies can’t pass, so only local accounting firms rated Highest in Quality earn the Diamond Certified award. American Ratings Corporation also monitors every Diamond Certified company with in-depth and ongoing research and ratings. And your purchase is backed by the Diamond Certified Performance Guarantee. So you’ll feel confident choosing a Diamond Certified accounting firm.

Q: What's the difference between an accounting firm and a bookkeeping service?
A: A bookkeeping service keeps a record of income and cost, which differs significantly from the work of an accounting firm. Bookkeeping involves receipts, sales and payments and is performed by a bookkeeper, or by an accounting clerk or technician. Accounting involves the production of such financial statements as a balance sheet and a statement of profit and loss from underlying bookkeeping records.

Q: What are the four most important financial statements?
A: The four most important financial statements are: the balance sheet, the income statement, the cash flow statement, and the statement of changes in shareholder equity.

The balance sheet specifies the assets, liabilities, and owner equity of an organization at the beginning and ending of a period of time.

The income statement specifies the revenues, expenses and net income for an organization over a given period.

The cash flow statement details changes in liquid assets over a given period.

The shareholder equity statement provides a reconciliation of the change in equity over a given period.

Q: What is an audit?
An audit is a check of financial records, by an accounting firm or government agency such as the IRS, to assess the quality of financial information.

Q: What is small business accounting?
Small Business Accounting is a particular form of accounting tailored to smaller organizations, and crucial to the survival of small businesses. A business of any size must have reliable assessments of owner equity and profitability; financial statements must include balance sheets, income statements, and cash flow statements.

Q: What rights do I have as a consumer in Alameda County when it comes to accounting services?
You have the right, before agreeing to any services to be provided by the accounting firm or CPA, to be provided an engagement letter documenting in detail the accounting services to be performed. The letter should also specify who will do the work and whether it is to be done elsewhere, and confirm the security of all personal and private data.

Be certain that the document you are provided itemizes and summarizes the charges for your accounting or tax preparation services.

You also have the right to file a complaint with the California Board of Accountancy. For more information, visit the Web site for the Department of Consumer Affairs, California Board of Accountancy (http://www.dca.ca.gov/cba/).

Q: Is it a good idea to choose an accounting firm that has certifications?
A: While certifications don’t guarantee you better service from Alameda County accounting firms, the CPA designation, and other evidences of professionalism such as qualifications, training, continuing education and membership in professional associations, are important indicators of the seriousness of an accounting firm in satisfying customers and providing quality accounting services. Remember to specifically consider the Diamond Certified mark, a symbol of independently verified provision of high quality accounting and tax preparation services.

Q: Is there a difference between accounting firms in Alameda County?
A: Where you receive accounting service is a personal decision based on where you feel most comfortable. There are numerous differences between accounting firms: the choice of an accountant most suited to your needs is one to be made carefully and thoroughly, perhaps with specific consideration of choosing a Diamond Certified accountant.

Q: Some accounting services are expensive. Can I save by choosing an accounting firm that advertises lower fees?
A: While it may look like you’re saving money by going with a less expensive accounting firm, keep in mind that margins are often tight for accounting services, and that less expensive service may have lower quality. A firm may employ less experienced and less capable individuals for your accounting work, which may save you fees initially but expose you to the risk of lower quality work. This consideration emphasizes the value of choosing a Diamond Certified accountancy firm.

View/Print
Consumer Agencies
Associations and Licensing for Professional Accountants

The following agencies and associations for professional accountants can provide additional information for CPAs and their clients....

Read More »
Expand

The following agencies and associations for professional accountants can provide additional information for CPAs and their clients.

American Institute of CPAs (http://www.aicpa.org/ForThePublic/Pages/ForthePublic.aspx)
California Society of Accounting and Tax Professionals (http://www.csatp.org/)
California Society of CPAs (http://www.calcpa.org/Content/home.aspx)
Department of Consumer Affairs, California Board of Accountancy (http://www.dca.ca.gov/cba/)
Society of California Accountants (http://www.gosca.com/)

View/Print
Industry Information
Marin County Accounting Firms Information
Popular Accounting Software BrandsAccounting Services Available in Marin County Cities Served by Accountants in Marin CountyZip Codes Served by Marin County Accounting Firms
Acclaimaccounting software assistanceAlmonte
Bel Marin Keys
Belvedere
Belvedere Tiburon
Black Point
Bolinas
Corte Madera
Dillon Beach
Dogtown
Fairfax
Forest Knolls
Greenbrae
Ignacio
Inverness
Kent Woodlands
Kentfield
Lagunitas
Larkspur
Lucas Valley
Marin City
Marinwood
Marshall
Mill Valley
Mission Rafael
Muir Beach
Muir Woods
Nicasio
Novato
Olema
Point Reyes Station
Ross
San Anselmo
San Geronimo
San Marin
San Quentin
San Rafael
Santa Venetia
Sausalito
Sleepy Hollow
Stinson Beach
Strawberry Point
Tamal
Tamalpais Valley
Terra Linda
Tiburon
Tomales and Woodacre
94901
94903
94904
94912
94913
94914
94915
94920
94924
94925
94929
94930
94933
94937
94938
94939
94940
94941
94942
94945
94946
94947
94948
94949
94950
94956
94957
94960
94963
94964
94965
94966
94970
94971
94973
94974
94976
94977
94978
94979
AccountEdgeannual audit services
Accountzassets accounting
Adminisoft Accountsbookkeeping services
Avanquest Bookkeepercomputer accounting
Bottom Line Accountingcorporate accounting
Cashbookfinancial reporting
Clear Books Accounting SoftwareGAAP accounting services
Cougar Mountain Accountinggeneral ledger accounting services
CYMA AccountingIFRS accounting services
DacEasy Accountinginternational accounting services
H&R Block At Homeinventory accounting
IGG Software iBankinvestment accounting
Intuitmedical accounting
Intuit Quick Booksonline bookkeeping
MYOB Accounting Softwarepayroll accounting
NetSuite Small Business Accountingpayroll services
Quickenproperty accounting
Sage Peachtree Complete Accountingsmall business accounting
Simply Accountingsmall business accounting software training
Tally ERP Softwaresmall business tax planning
TAS Booksstatement preparation
TurboTaxtax accounting
VersaCheck Payrolltax preparation services