Full Service
Bookkeeping and Tax
CPA Firm for
Small Business
Stop stressing over your numbers. Let our dedicated team get your books and taxes done right the first time. (And yes—when you call, you’ll speak with an actual CPA, not a salesperson).
No Long-Term Contracts
Monthly plans allow for maximum flexibility as your business grows.
100% U.S.-Based Professionals
Our top-notch team serves businesses remotely in all 50 states.
Expert Tax Preparation & Filing
Experienced in-house CPAs prepare and file your tax returns.
Direct Access To Your CPA
No chatbots or call centers here. Simply call when you need us.






What Our Clients Are Saying
Rated 5 out of 5 stars based on 60 customer reviews.
Running a business comes with enough challenges, and having a reliable financial team handling my bookkeeping and taxes has given me tremendous peace of mind. Alex is thorough, professional, and genuinely cares about helping his clients make smart financial decisions—not just filing paperwork.
It is rare to find a CPA who combines this level of expertise with such attentive, personal service. I highly recommend Efros Financial to any business owner looking for a trustworthy and dependable long-term financial partner.
Running a business comes with enough challenges, and having a reliable financial team handling my bookkeeping and taxes has given me tremendous peace of mind. Alex is thorough, professional, and genuinely cares about helping his clients make smart financial decisions—not just filing paperwork.
It is rare to find a CPA who combines this level of expertise with such attentive, personal service. I highly recommend Efros Financial to any business owner looking for a trustworthy and dependable long-term financial partner.
Not only was he just a pleasure to interact with, but he was a true professional and proficient during the entire process. If you're looking to trust someone to be your CPA, Alex is your guy. Highly, highly recommended.
Not only was he just a pleasure to interact with, but he was a true professional and proficient during the entire process. If you're looking to trust someone to be your CPA, Alex is your guy. Highly, highly recommended.
He's passionate, intelligent, and navigates unique tax situations with clarity, and leaving you with the security that your taxes have been done in the best way possible. He's available every day to answer questions and even walked me through how I could use QuickBooks more efficiently at the very start of my time as a business owner.
Highly recommend working with him.
He's passionate, intelligent, and navigates unique tax situations with clarity, and leaving you with the security that your taxes have been done in the best way possible. He's available every day to answer questions and even walked me through how I could use QuickBooks more efficiently at the very start of my time as a business owner.
Highly recommend working with him.
I especially appreciated his seamless use of screenshare technology in order to not just inform me as his client, but also to educate me in real-time.
He wants his clients to succeed in their financial goals. You will certainly feel like you have a wealth of knowledge and resources in your corner.
I especially appreciated his seamless use of screenshare technology in order to not just inform me as his client, but also to educate me in real-time.
He wants his clients to succeed in their financial goals. You will certainly feel like you have a wealth of knowledge and resources in your corner.
Doing taxes used to feel like pulling hair. He was very diligent in walking me through the process and on educating me where I lacked the knowledge.
Most important is I trust him. He offers great tips on filing, Excellent communication skills and prompt timing. I highly recommend
Doing taxes used to feel like pulling hair. He was very diligent in walking me through the process and on educating me where I lacked the knowledge.
Most important is I trust him. He offers great tips on filing, Excellent communication skills and prompt timing. I highly recommend
The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you! It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me. I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation.
Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things.
Overall, I'd recommend him to anyone and I'll definitely be referring friends.
The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you! It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me. I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation.
Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things.
Overall, I'd recommend him to anyone and I'll definitely be referring friends.
Who We Serve
Small Businesses
Start-Ups
Entrepreneurs
Contractors
Healthcare
Real Estate
Entertainment
Technology
QuickBooks® Certified ProAdvisors Are Here To Help
We are QuickBooks® Certified ProAdvisors serving clients 100% remotely in all 50 states! Whether your business is small or large, new or established, we’ve got you covered.
Frequently Asked Questions
Do you also provide income tax preparation services?
Yes! We are glad to help with income tax preparation for individuals and businesses. We prepare income tax returns in-house for self-employed individuals (Schedule C), owners of rental properties (Schedule E), Limited Liability Companies (LLCs), partnerships, S-Corporations, and C-Corporations.
Are there any long-term contracts?
No. Our bookkeeping services are provided on a month-to-month basis with no long-term contracts. You can cancel at any time. Schedule a consultation today to get started.
Can you clean up my messy books?
Absolutely! We can use your financial records (ex. bank statements, credit card statements, receipts, etc.) to generate financial statements which may then be used to file any outstanding income tax returns. This process will also allow us to identify any potential deductions and credits which may significantly reduce your tax liability.
What if I have multiple years of catch-up bookkeeping and unfiled tax returns?
No problem! We specialize in cleaning up bookkeeping records and would be glad to help you get caught up and current with your bookkeeping and income tax filings. During the initial consultation, we will assess the extent of the work necessary to get you caught up and provide free quotes for catch-up work as well as for ongoing bookkeeping and income tax preparation services.
Do you provide bookkeeping services in-person or remotely?
Our monthly bookkeeping services are provided 100% remotely which allows us to serve clients in all 50 states. In addition, our monthly bookkeeping services include phone and email support by our highly-rated customer service team — we’re happy to help!
Select a time below for your free, zero-pressure 15-minute consultation. You’ll speak with an actual CPA – not a salesperson.