Trusted Partners

aicpa

Founded in 1887, The American Institute of Certified Public Accountants (AICPA) established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, licensing status and a commitment to serving the public interest. The AICPA has more than 400,000 members in 145 countries and is the world’s largest member organization representing the accounting industry. It is also the national professional organization for CPAs in the United States.

The mission of the AICPA is to provide members with the resources that allow them to provide valuable services in the highest professional manner to benefit the public, employers and clients. This is why State governing Boards of Accountancy constantly look to the AICPA for guidance on generally accepted professional, technical, and ethical standards and regulations for the accounting profession.

 

CBAFounded in 1901, the California Board of Accountancy (CBA) has been charged with regulating the competent practice of accountants and the practice of public accountancy. Its mission is to protect consumers by ensuring only qualified licensees practice public accountancy in accordance with established professional standards. The CBA currently regulates over 97,000 licensees, the largest group of licensed accounting professionals in the nation. Some of its primary functions include:

  • Certifies, licenses, and renews licenses of individual CPAs
  • Receive and investigate complaints
  • Take enforcement action against licensees for violation of CBA statutes and regulations.
  • Monitor compliance with continuing education requirements
  • Review the work products of CPAs and CPA firms to ensure adherence to professional standards
  • What makes the CBA especially unique is its authority to license and discipline not only individuals but also firms.

 

 

Zoho Books Advisor Badge

Zoho Books is an easy-to-use online accounting software designed for small businesses to manage their finances and stay on top of their cash flow.  Streamline your back office tasks with Zoho Books and organize all your transactions in a single place. Always remain up-to-date on your outstanding invoices and bills.  Offer your customers the convenience to pay you from anywhere. No more standing in the queue or cash payments. Remember, your payment is just a click away! Spend less time on repetitive and boring tasks by setting up your recurring billing, payment reminders, auto charge and payment thank you note.

 

 

irsefile

IRS e-file has safely and securely transmitted more than 1 billion tax returns since 1990, and nearly 80% of all individual federal returns are now e-filed. Becoming an authorized IRS e-file provider requires a comprehensive application process with investigations on firm and principal backgrounds and fingerprinting of non-CPA/attorney/EA tax preparers. It is designed and necessary to protect the integrity and security of the electronic filing system. While there are some circumstances that require paper filing, we recommend and encourage taxpayers to take advantage of our partnership with the IRS to safely and quickly e-file your tax return(s). If you are due a refund, this will ensure you receive those funds in the shortest amount of time.

 

 

quickbookslogos

Using the open and integrated QuickBooks platform, we are able to deliver a number of flexible local, hosted, and online solutions for our clients depending on their needs. The technology behind QuickBooks Online is an example of how we are able to provide the same level of professionalism to on-the-go business owners who require the availability of their financial data and reports in real-time, online, from anywhere in the world, without having to maintain their own separate software license on their own computers. Certified QuickBooks ProAdvisors are experts who have been tested and certified by Intuit on a range of QuickBooks products. They are typically CPAs, accountants, bookkeepers and small business advisors.

 

 xero

Xero is a cloud-hosted online accounting software which also provides flexible options and real-time access of financial data to business owners. One of the main things that separate Xero from QuickBooks is the doing away of accounting terminology. By presenting financials and accounts in plain English, Xero makes accounting simple to understand, especially for new business owners.

Regardless of which platform we decide is best for your business to start on, you can rest assured that you will still receive the popular unlimited CPA consultation service, which includes strong emphasis on client education. We want to make sure you understand your financials year-round, what they mean for your business, and what you can do to improve your operations.

Contact Us

WeDoBooks HQ, Inc.

Phone: 805-322-1065

Fax: 805-419-5672

Email: Click Here

WeDoBooks HQ, Inc, is a related company to the firm of Michael DiSabatino, CPA