Accounting Advantage Business Solutions is the firm of accounting professionals Rebecca Lehman and Amy Foster, who have more than four decades of combined experience serving individuals and businesses in the San Clemente area. Lehman has practiced for more than 25 years, working directly with large corporations. Industries served include but are not limited to construction, manufacturing, retail, restaurants, financial institutes, service industries, and nonprofit organizations. Foster adds another 16 years of experience in QuickBooks, and she has earned her QuickBooks ProAdvisor certification for setup, implementation, and client training. Foster handles maintenance, financial reporting, payroll tax management, and new company services. The firm launched in 2013.
San Clemente, CA(949) 456-2569
Barrett Solutions is an accounting firm with two locations in Dana Point and Carlsbad. It has served the Greater San Diego area since 1980. Founder Denise Barrett has more than 35 years of experience in the industry, and she provides setup and training with QuickBooks as well as day-to-day bookkeeping services, payroll tax management, and financial reporting. Her focus is on individual clients as well as small business owners. Her team adds another two decades of bookkeeping and support experience. Clients also have utilized the firm’s services for bank reconciliation, accounts payable/receivable, and fraud investigation as well as personal financial planning and budgeting.
Dana Point, CA(949) 240-0787
Chris W. Johnston, CPA, MBA runs an accountancy corporation in Dana Point that serves individuals and businesses in the Orange County area. Johnston earned his CPA in 1993 followed by Certified Management Accountant and Certified Financial Management designations in 1998. He has more than two decades of professional training and experience with memberships in the American Institute of Certified Public Accountants (AICPA) including Tax Section, Business Valuation and Forensic and Litigation Services Sections of AICPA, and the California Society of CPAs. He is a graduate of San Diego State University in business administration with an emphasis on accounting and finance and his MBA from California State University-Long Beach in 2002.
Dana Point, CA(949) 240-8015
John J. Simonelli, CPA, Inc. is an accounting firm in San Clemente that serves individuals and businesses throughout Orange County. Simonelli serves a variety of industries, including entertainment. Services include compilations, bookkeeping/write-up, financial forecasts, and projections. Simonelli handles income tax planning and preparation for individuals as well. Other services include but are not limited to consulting work in the buying or selling of a business; payroll/sales tax services; pension/profit sharing plans; and representation of clients in the event of federal and state audits. Simonelli has helped consolidate the accounting needs of multiple companies under the same organization as well.
San Clemente, CA(949) 498-5585
Martensen Tax & Financial is the accounting firm of William Martensen, who has served the city of San Juan Capistrano and the Orange County area for more than a decade. Martensen is an enrolled agent with the IRS and a graduate of the University of Arizona, where he majored in accounting. His services include but are not limited to preparation and filing of personal and business taxes tailored to clients’ needs; negotiation of tax settlements; day-to-day accounting and bookkeeping; payroll management for small- and medium-sized businesses; and personal finance management. He also can represent clients in the event of IRS/state audits.
San Juan Capistrano, CA(949) 547-0591
Maureen R. Schroeder, CPA launched her full-service accounting firm in 1992 after entering the profession four years earlier. She has more than three decades of professional training and experience with clients that include individuals and closely-held businesses. Schroeder does financial statement preparation and income tax planning and preparation for partnerships, corporations, trusts, estates, and nonprofit organizations in addition to individual clients. She is a graduate of California State University-Long Beach and has practiced out of Dana Point for most of her career following a four-year stint with a large international accounting firm. Schroeder offers free initial consultations.
Dana Point, CA(949) 388-4988
Timothy C. Maher, CPA is a certified public accountant serving businesses and individuals in Los Angeles, Orange, and San Diego counties. He has more than three decades of professional training and experience with a bachelor’s degree in accounting from St. Cloud State University. Maher has served as the chief financial officer of multiple companies, and his scope of services includes review/analysis of mergers and acquisitions; business valuation; compilations; creating and drafting of business plans; annual budgeting; inventory coordination; and the hiring and training of accounting personnel. He has worked with both employee and self-employed individuals as well as nonprofit organizations.
San Clemente, CA(310) 663-4373