Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and are affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend! read more

New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who was prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!! read more

Tammy and her team are super knowledgeable and efficient and are taking care of my small business book keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes! read more

This is a review of the initial consultation experience provided by David from Irvine Bookkeeping. I initially reached out to Irvine Bookkeeping to seek out help with cleaning up the books of our family-owned small business-- but upon spending some time in a lengthy discussion, we found that the actual scope of the project was well beyond what we had allotted for in budget. David was very patient and understanding, as well as professional in our discussion-- giving very candid feedback on what his team could reasonably achieve with our budget and what would make the most sense for both us (the client) as well as for his team. As part of the accounting profession myself, I am very pleased to know that David is very knowledgeable in his area of expertise-- and that he does not unnecessarily upsell any of his team's services. I had an incredibly pleasant consultation meeting with David and Joy, and came out of it with effective and valuable insight. I would also like to say that given my knowledge of billing practices, the quoted fee was reasonable for the scope of the project. Although we are unable to contract services from Irvine Bookkeeping at this time, I recommend anyone seeking out bookkeeping services to give them a call. read more

This review is about my experience with David from Irvine Bookkeeping. I went into looking for a bookkeeper to take over some of the issues and concerns I had on a business I co-own because I had specific things to review. I was ready to go in looking for a full time bookkeeping service, and I was glad that David was responsive and took his time to understand my business before committing to a proposal. Initially, because I had asked, he provided a quote for the full bookkeeping service; however, upon further discussions and understanding my business responsibilities, he recommended that I don't go the full bookkeeping service route since the needs of the business only really require a consultation-based approach. This would have saved me a lot of money. The basic idea is if you are looking for an honest bookkeeping company that's supportive of your business, look no further than to talk to Irvine Bookkeeping. They provide excellent service and are transparent and honest in their recommendations. read more

Tammy and her team are an absolute essential element to my law firm. We are on pace to hit 7-figures this year, and I am able to obtain financial reports promptly on every Monday for all YTD revenue and costs (including other customizable reports in my weekly financial reporting packet). They are able to promptly and accurately provide me a 3-way reconciliation report for my IOLTA account as well! This is done on a weekly basis. I actually just got off the phone will Tammy too, and we're working on more detailed projects to hone in our financial reporting. GREAT!!! As I have full confidence in utilizing them for whatever they can do. If you have any doubt on whether or not to hire Tammy and her team, STOP. Just make the call and pull the trigger and save yourself some time and a huge headache (and possible disbarment for improper handling of your IOLTA)! read more

We have been working with Tammy and David since 2019. I cannot say enough how professional, supportive, understanding they have been during our business growth. The amount of support they give has allowed us to focus on our goals and various challenges without having to worry about our books. Their effective and consistent communication has developed a strong trust. Always knowing they are going above and beyond for our needs is exceptional! The decision to go with their bookkeeping service was something we talked about for sometime, but we finally chose to move forward and it has been an excellent decision ever since. To have everything organized, concise and correct has allowed for smooth business transactions. It's such a reduction in stress! We are very happy to have them on our team because it makes our growth and challenges so much easier. On top of their services, they have coached us along the way which has improved multiple financial areas personally and professionally. They have added a sense of security for us to continue upward. It is worth the investment and we highly recommend. read more

This is a very professional bookkeeping and tax company. Tammy and David do help me a lot about my tax and book issues. Tammy is very friendly and detail oriented. David explained all the tax deduction and tax law. He did a great job on tax planning.They figure out many potential problems under my business and help me save a lot of time and money. What's more, they charge reasonable price with high quality service. I feel so lucky that I work with them. Tammy and David, thank you so much!!! read more

At Irvine bookkeeping, David the accountant always keeps on top of what we're doing within the business, he helps us make important decisions, he explain the financial issues in language that we can understand David also took time to know our business, we have a real sense of security, knowing there's always quality advice. read more

There are alternatives on Yelp with bookkeeping and it's strenuous to sort through all the options to find the almost perfect fit firm that can help me to organize my financial records. After a few searches, I received a response from Tammy within minutes amid a few other professionals commencing to assist, so it was a difficult decision to choose one. Tammy immediately initiated to give me a call the next day and within minutes into the conversation, I specifically knew she would be the perfect person to provide a service that was essential to me. I like how direct and truthful when she engaged my circumstances before taking on the proposal. After a few exchanged communications, I felt supplemented with confidence based on Tammy's competence with the arrangement to support the request that was foreign in my expression. Instantly, she simplified the methods to build a better understandable language for both of us to think in a similar fashion. This is exceptionally important of professionalism and I'm grateful to discover Tammy through Yelp. As a small business owner to have received many referrals over the last ten years, it makes a huge impact to build a long-term relationship when an individual or an organization is ideal for a project. Therefore, I highly recommend Tammy and her team for all your financial and bookkeeping necessities. read more

Tammy and her team has been very wonderful to help me navigate several issues with the CDFTA. They are very patient and helpful and I would recommend them to anyone who need help with bookkeeping. read more

Tammy & David make an awesome team.  I was handling my own books for a few years to save money but things started getting complicated as time went on and I realized I was there were many things I wasn't doing properly.  Tammy/David were able to fix my books and give me some great coaching on how to prevent problems in the future.  I also received some of the best tax and general business advice from them. Main highlights: -Very detail oriented -They have a good process that requires me putting in very little of my own time. -Everything is explained so thoroughly that I'm comfortable knowing I'm in good hands. read more

Thank you IB team for all your support, i look forward to your email every week when you sent me my financial. It me know exactly where i am. I feel confident with the number. I dont have to mess with quickbooks. Thank you for keeping everything organized, keep my team on track. My IOLTA account is clean and balanced . Your expertise in law is much appreciated. Keep up the good work . read more

I love working with Tammy and David. They took over my books the last 3 years and made my life a lot easier. I used to have my partner and previous bookkeeper handle the books, but there were too many mistakes. Not only were they able to help with the previous years books, but they've given me the advice you need in order to properly grow as a business. I'm glad these two are a part of my team, because you want to make sure you surround yourself with people who look out for your best interest. Highly recommend Irvine Bookkeeping! read more

Tammy and her team are absolutely amazing! We are so fortunate to have found them. They are incredibly knowledgeable about QB and were able to answer questions QB online assistance couldn't . As a construction company, accounting can be unique and complex depending on the project, however, Tammy was able to set up a workflow and took a deep dive into our QB to ensure efficiencies. The team was also flexible with their time to meet our busy schedule, no matter the size of your project do not hesitate to contact Irvine Bookkeeping because Tammy will make you feel like you are their only priority! We highly recommend Irvine Bookkeeping to any contractor, big or small because of their personal approach and specialty in construction accounting! If we could give 10 stars we would, they are that good! read more

Tammy and David have been extremely helpful, not only with organizing and maintaining my company's books, but also providing valuable advice. They understand all the challenges that small business owners face on a daily basis. Any successful business owner knows that TIME IS MONEY. Irvine Bookkeeping is saving us valuable time to focus on making money! And their fees are SUPER fair and transparent. Tammy makes it easy to get started and David can help with strategic tax planning to take your business to the next level. read more

For me it was a crucial thing when deciding to switch accounting service or tax service. I needed someone who I can trust and my business requires fast pace process whenever needed. I've been keeping an eye open on such a company until I came across Irvine Bookkeeping, a company introduced by a friend. I've been in a wholesale business for six years but I've been using Irvine Bookkeeping services since the start of their business. My previous accountant cannot be compared to their services for several reasons that I've noticed as these were also my concerns in the beginning: 1. Calls being answered? - My calls are answered as soon as possible. (Very important when you need something like a statement or any sort of paperwork for banks) 2. Services being considerate or helpful? - My general questions regarding my businesses book and tax are answered with tips and advice. (Of course this is when I actually utilized their service) 3. Price range, am I comfortable between price and quality? - Prices are straight out with no hidden fees or extra charge. They basically let you know what they charge and weather you really need the type of service or not. 4. Experience, I am worried if they can handle my business? - So far they have proven to me that they do have experience to handle my business. 5. Is it easy to make an appointment or is there still a wait? - Appointments are available with no waits. Unlike, busy big companies, I feel important to them. 6. How do I retrieve my documents? Can I do it online? But is it safe? - For those who are tech savy, they have a secured portal especially used for each of their clients to download or upload documents to each other. For those who are still traditional, no worries, they provide actual documentation on tax and bookkeeping. These were all the questions that popped up in my mind whenever I think of switching bookkeeping company. I told them what I need, what I expect, and how I would like to manage it. By far, Irvine Bookkeeping had suited my needs. Service is good, pace is fast, experienced with professionalism. read more

Tammy and her husband David are great. They are very trust worthy, and very attentive to our needs. They pay attention to every detail. They are saving me money on a daily basis. Even with the reasonable fees they charge, I am making more money. They have helped me maximise every cent. Now I can concentrate on my work and do not have to worry about my books. I own a auto repair shop, and I couldn't do both. I would recommend their service to anyone. If you need a bookkeeper don't go any where else. I trust them wholeheartedly. Sincerely, John at Harbor Auto Service in Costa Mesa. read more

As a first time business owner I had a lot of questions and Tammy explained the processes before my questions. She also provided me with a reasonable quote. Her service was very attentive and showed attention to detail. I would highly recommend to use her service and it's definitely worth it. read more

Tammy generously gave her personal time to assist me, all without accepting compensation. Re QuickBooks, we had an issue where we had to correct some entries from last fiscal year. My bookkeeper was out of town and we had a deadline to correct the entries. I had called IIrvine Bookkeeping to simply ask how to perform these actions in QB and offered to pay. Instead of answering my questions Tammy asked if we could Zoom into my desktop and she would show me and also complete the actions. And she scheduled for 500pm, aka personal or family time. When we did meeting online she was quick but patient, allowed me to ask questions and take notes. Finally she refused payment. We are so surprised and grateful for her generosity and patience the least we could do is recommend Irvine Bookkeeping. Strongly suggest you give them a try. I'm not even a current client and was treated with outstanding service so it's easy to extrapolate what level of service I would receive if I was a client. Thank you Tammy. read more

Construction accounting drive me nut. So glad I have great help now. My in house bookkeeper certainly benefit from Tammy and her team . They train my staff , reorganizing workflow . They get work done & straight forward. Make it easy for me and my staffs . Great support . Thank you Tammy and her team. Happy 2019 year . read more

For the first time , I get to see my book done accurately. I been through many CPA and bookkeeping firm . Tammy & her team clean up my messy book & keep it clean going forward. Such relief knowing the number.. I look forward to see my P&L reports every months. Great experience read more

Tammy and Shirley have been extremely helpful and very detail oriented. They always try and work in a way that makes it easier for me by taking the work head on. I would recommend them without hesitation. read more

David has been my go to guy for my personal and business taxes for almost 5 years now! He is the best and I will only use him ! He helped set up our books for all 3 companies when we first stared business, that we still use today. David and his team always show up on time and complete every project perfectly every time. They will do whatever it takes to make sure all is perfect ( they have even stayed late hours and come in on weekends in emergency dead line situations)! who is else would do that ?!! 110% satisfaction guaranteed! read more

Very fortunate to have found David and Tammy. I was having a stressful and time-sensitive tax issue and they were able to rectify the situation almost immediately! I love their personal service they provide. You can easily recognize that they truly care about their clients and want the best for them. They have the knowledge and experience business owners require for accounting and bookkeeping, at a reasonable price! HIGHLY recommend for businesses!! read more

I had a great experience here. David was personable and patient, and the consultation was helpful. I tend to be fast paced and like my answers clear and direct - he seemed to catch on quickly to my concerns and questions and was attentive to my tempo. He also helped out my parents tremendously with their business and straightening out their books over the last few months. He has done a great job so far and for that I'm thankful. Appreciate it David! read more

David was able to answer all of my accounting questions, and even helped me resolve a problem with the IRS. I can sleep better at night now knowing he's taking care of my books. read more

I met with David for a tax consultation and he was extremely helpful and insightful. David listened to my questions and concerns and gave very direct responses that will certainly help me with my personal and business taxes in the future. I look forward to working with David again as my business grows and requires more professional help. I highly recommend Irvine Bookkeeping. read more

Love working with Irvine Bookkeeping from monthly bookkeeping to tax preparation and financial planning! Keeps my p.c. organized and on track! Always super responsive, helpful and informative. Great to work with Tammy and David. read more

Amazing service by Tammy! She was very honest and straight forward, informed me of what can she help with and gave me an advice. Will definitely use her service again. read more

David and Tammy have helped me be able to focus on my business and is guiding me through a challenging economic times. Their patience and straight forward approach has helped me increase revenue and plan for the future. They both go above and beyond what is expected I would recommend them highly as they have done more than what I ask for and are very intuitive to my needs. read more

Tammy & David are the best! We've been working with them for several years and are very happy.

I would recommend Irvine Booking to my friends and family. They are trust worthy, patient, and very attentive. You are in good hand when you're doing income tax with them. read more

David & Irvine Bookkeeping team are really helpful and efficient on my records. They save me lot of time and avoid mistakes, as well as providing useful opinion regarding my business. Definitely recommend their services. read more

Tammy is super skilled in accounting and very proficient with Quickbooks. She was able to work with me remotely , got me caught up 2 years messy book quickly . She knows her stuff, is quick and competent. read more

Tammy, Grace, & Regina are great! They are experts in what they do and are willing to go the extra mile for their clients. I had one week to get my book caught up and these ladies miraculously made it happen, I can't thank them enough. I'm grateful for you three! read more

I have worked with David for a number of years, and have found he and his staff's attention to details, and immediate response to questions or inquiries to be of the highest level of excellence. If you are looking for a trustworthy firm to handle a new business entity formation, or looking for one that can assist with those tedious chores of keeping your books in order, then I would highly recommend giving Irvine Bookkeeping a try. read more

Glad I found this place to do my tax return! I've been doing my tax returns here for a couple of years. My go to place for tax! The staff is very helpful and nice! The boss knows his stuff. Price is very reasonable. I heard they are also doing a great job on bookkeeping! Go to this place! You won't regret it!! read more

I am fortunate to have Tammy and David taking care of my Tax Service. They are very professional and very patient. They usually take the extra mile to assist us with the planning and budgeting of our company based on our expenses. I am very happy with how they handle our documents, details and their professional services. I have been with them for a while now and I know that I can trust them with our company documents. Richard T. read more

David and his staff were very helpful. Their services were fast and would keep me updated at all times. I will definitely use Irvine Bookkeeping again. read more