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.
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.
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 had a question about an uncommon tax situation and he patiently made sure he understood the situation despite my layman's explanation of the issue. He quickly researched the issue and got back to me and patiently answered all my questions. My only wish is that I had contacted him earlier!
I had a question about an uncommon tax situation and he patiently made sure he understood the situation despite my layman's explanation of the issue. He quickly researched the issue and got back to me and patiently answered all my questions. My only wish is that I had contacted him earlier!
I make good money but am terrible at managing it. I was/am so behind in IRS payments bc I'm an independent contractor. I was feeling desperate and seriously concerned the IRS and CA state was going to start garnishing wages.
After one phone call with Mr. Efros, I was put at ease. He put together a financial plan for me using complex spreadsheets that he made simple. I wish I could give him ten stars. I am just now implementing his recommendations and putting them into the excel sheet he sent me. I have already noticed a difference.
DO NOT LOOK FURTHER THAN THIS MAN. He lifted a HUGE weight off my shoulders. Massive. For the first time I feel that everything will work out financially. Keep in mind that you have to follow his plan for you, but if you do, you can't fail.
On another note, he really REALLY seems to care about you - he said he wants to feel like family and he really does. He doesn't shame you, he takes you seriously, he makes an individual plan. He truly is wonderful and truly cares about you as a client. You're not just a number to this guy.
I cannot recommend him enough. And he makes himself available to you when you need him. Alex: thank you so much for putting me at ease. I feel like everything is going to be okay now. I actually teared up at the end of our conversation. Again, to those reading this: look no further. I'm serious - he's the real deal.
I make good money but am terrible at managing it. I was/am so behind in IRS payments bc I'm an independent contractor. I was feeling desperate and seriously concerned the IRS and CA state was going to start garnishing wages.
After one phone call with Mr. Efros, I was put at ease. He put together a financial plan for me using complex spreadsheets that he made simple. I wish I could give him ten stars. I am just now implementing his recommendations and putting them into the excel sheet he sent me. I have already noticed a difference.
DO NOT LOOK FURTHER THAN THIS MAN. He lifted a HUGE weight off my shoulders. Massive. For the first time I feel that everything will work out financially. Keep in mind that you have to follow his plan for you, but if you do, you can't fail.
On another note, he really REALLY seems to care about you - he said he wants to feel like family and he really does. He doesn't shame you, he takes you seriously, he makes an individual plan. He truly is wonderful and truly cares about you as a client. You're not just a number to this guy.
I cannot recommend him enough. And he makes himself available to you when you need him. Alex: thank you so much for putting me at ease. I feel like everything is going to be okay now. I actually teared up at the end of our conversation. Again, to those reading this: look no further. I'm serious - he's the real deal.
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.
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.
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.
My bank was supposed to disburse inherited funds into my account, but unfortunately, the bank did this in an incorrect fashion. This error could have negatively impacted me and hurt me with my taxes. Alex was on the phone with the bank manager for over an hour, working to correct their mistake. This was on tax day of all days. Regardless, Alex worked to make sure everything was done the right way - he really went to bat for me.
Alex has a dedication to detail, works to make sure everything is executed properly and appropriately. I highly recommend Alex for any and all your tax needs.
My bank was supposed to disburse inherited funds into my account, but unfortunately, the bank did this in an incorrect fashion. This error could have negatively impacted me and hurt me with my taxes. Alex was on the phone with the bank manager for over an hour, working to correct their mistake. This was on tax day of all days. Regardless, Alex worked to make sure everything was done the right way - he really went to bat for me.
Alex has a dedication to detail, works to make sure everything is executed properly and appropriately. I highly recommend Alex for any and all your tax needs.
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.