Expert Accounting

Name

Expert Accounting

Legal name

Expert Accounting Services

Website

https://expaccounting.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Bookkeeping & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Small business accounting
• Tax preparation services
• Payroll processing
• QuickBooks advisory

Headquarters

HQ city

Murrieta

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Bookkeeping Services: Recurring bookkeeping services including monthly bank reconciliations, financial statement preparation, sales tax tracking and reporting, and general ledger maintenance
2. Accounting Services: Financial accounting services for small businesses including office accounting, financial statement preparation, and business accounting assistance
3. Tax Preparation and Planning: Tax preparation for individuals and businesses, tax planning including real estate, medical, and international tax planning, and IRS audit representation
4. IRS Tax Relief Services: Negotiation of payment installment plans and tax debt resolution services
5. Payroll Services: Full-service payroll processing including tax withholdings, W-2 forms, tax payments on behalf of clients, HR support, time tracking, and compliance services for small businesses up to 50 employees

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Expert Accounting is a local bookkeeping, accounting, tax, and payroll services firm serving small businesses and individual taxpayers primarily in the Temecula, Murrieta Valley, and broader Southern California region. Its core offerings include monthly bookkeeping (bank reconciliations, financial statements, sales tax tracking), small-business accounting, tax preparation, planning, IRS audit representation and tax relief, and full-service payroll processing. Services are delivered in person at offices in Murrieta (HQ), Chico, and Phoenix, and remotely via a QuickBooks-based online platform supported by a QuickBooks Pro Advisor on staff.

Product overview

Expert Accounting is a local bookkeeping and accounting services company serving the Temecula and Murrieta Valley since 2010. The company offers a unified suite of professional services centered around bookkeeping, accounting, tax preparation, and payroll processing. The core offerings consist of Bookkeeping Services (including bank reconciliations, financial statements, and sales tax reporting), Accounting Services, Tax Services (covering preparation, planning, IRS audit representation, and tax relief), and Payroll Services (catering to businesses with up to 50 employees). The company also provides QuickBooks-specific services through certified Pro Advisors and offers online accounting capabilities for remote client access. Additional services include tax extension request processing.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Comprehensive bookkeeping services for small businesses including monthly bank account reconciliations, financial statement preparation (profit & loss and balance sheet), sales tax tracking and reporting, general ledger maintenance, and asset depreciation tracking.
• Accounting Services Professional accounting services designed for small businesses, including financial consulting, office accounting, and outsourced accounting solutions for clients without an internal accounting department.
• Tax Services Tax preparation and planning services including corporate and personal tax filing, real estate tax planning, medical tax planning, international tax planning, IRS audit representation, and IRS tax relief negotiation (installment plans and tax debt resolution).
• Payroll Services Comprehensive payroll processing for small businesses with up to 50 employees, including paycheck issuance, tax withholdings, W-2 form preparation, tax payments on behalf of clients, employee contributions management, HR support, time tracking, and compliance services delivered by certified payroll professionals available 24/7.
• QuickBooks Services QuickBooks Pro Advisor services for clients seeking a QuickBooks contractor or QuickBooks bookkeeper, including QuickBooks setup, contractor support, and troubleshooting assistance.
• Tax Extension Request Online form-based service for submitting IRS tax extension requests, including dependent-information collection and filing-status selection, available through the firm's website.

Quantifiable outcome

• Accurate and timely financial statements that save clients time and money in the long run

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Ignite Spot: Ignite Spot offers outsourced bookkeeping services to small businesses on a monthly subscription basis. The business model, target market and core service (bookkeeping for SMBs) closely mirror Expert Accounting's flagship bookkeeping product line.
• Xendoo: Xendoo is an online bookkeeping and accounting service for small businesses and entrepreneurs, offering monthly books, tax filing and CFO-level support. Its subscription pricing and SMB focus make it a direct comparable to Expert Accounting's bundled offerings.
• 1-800Accountant: 1-800Accountant provides virtual accounting, bookkeeping, tax preparation and payroll services to SMBs and individuals nationwide. It competes head-to-head with Expert Accounting on the same service catalog and small business / individual taxpayer ICP.
• inDinero: inDinero provides outsourced bookkeeping, accounting, tax and CFO services to small and growth-stage businesses. Its full-service model and small-business target customer overlap substantially with Expert Accounting's accounting and advisory offerings.
• Pilot: Pilot is a tech-enabled bookkeeping, accounting and tax service built specifically for small businesses and startups. It is a direct substitute for Expert Accounting's core bookkeeping offering, with the same target customer, subscription model and QuickBooks-centric stack.
• Botkeeper: Botkeeper combines AI/automation with human bookkeepers to deliver bookkeeping and accounting services to small businesses. It targets the same SMB segment as Expert Accounting and pressures local firms on price and scalability.

Regional players

• Wipfli: Wipfli is a top-20 US accounting and advisory firm providing bookkeeping, tax, payroll and consulting services primarily to SMBs and mid-market clients across the Midwest and Southwest. Its multi-office, full-service accounting model is structurally analogous to the path Expert Accounting is taking as it expands from Murrieta to Chico and Phoenix.

Broad incumbents

• Wave Financial: Wave (owned by H&R Block) provides accounting, invoicing, payroll and payments software plus expert bookkeeping services to small businesses and freelancers. It overlaps with Expert Accounting across the small business accounting, bookkeeping, payroll and personal tax surface area.
• Intuit QuickBooks Live: QuickBooks Live is Intuit's own expert-assisted bookkeeping service, pairing QuickBooks software with human bookkeepers for SMBs. As the platform vendor behind Expert Accounting's stack, it is both partner and incumbent competitor across bookkeeping, tax and payroll.
• Block Advisors: Block Advisors is Block's (formerly Square) small-business tax, bookkeeping and payroll service aimed at SMBs and self-employed individuals. It competes with Expert Accounting's tax, bookkeeping and payroll stack and represents a well-capitalized incumbent entering the same space.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Expaccounting
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/expert-accounting-services-ca

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Expert Accounting