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March 2024 by Jeffrey Y.
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!!
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March 2023 by Mike V.
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!
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January 2023 by Google user
I am happy with Irvine Bookkeeping's services. Everything is done smoothly. Tammy and David together with their team are very responsive to my emails. All of them are friendly, approachable, flexible, and ready to assist me. I only have a small business but they are 100% hands on to my books and taxes. For 2 years working with them, they treat me like a valued client with respect. I am very much happy now and I got nothing to worry about penalties for late tax filing. I highly recommend this firm.
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December 2022 by joylene tonquin
I am happy with Irvine Bookkeeping's services. Everything is done smoothly. Tammy and David together with their team are very responsive to my emails. All of them are friendly, approachable, flexible, and ready to assist me. I only have a small business but they are 100% hands on to my books and taxes. For 2 years working with them, they treat me like a valued client with respect. I am very much happy now and I got nothing to worry about penalties for late tax filing. I highly recommend this firm.
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December 2022 by Genesis Perez
What I can appreciate MOST about Irvine Bookkeeping is their PATIENCE with my husband and myself. Tammy and David, along with the team help us stay organized with our books and throughout the years have provided us with HONEST recommendations for our businesses. As our businesses have evolved, their commitment to us as clients has remained constant. We love using their online secure portal and appreciate how quickly the team is to respond to our inquiries. I would highly recommend Irvine Bookkeeping to help your business stay organized and to grow. The team is just a click away and always ready to help!
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December 2022 by Linh L.
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 .
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October 2022 by Tony Dao
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.
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October 2022 by Walter Morgan
Attended an initial zoom meeting with David. He immediately identified the issues with our books and provided practical advice. Enjoyed the meeting.
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October 2022 by m viguera
Recommend Highly. The accountant took the time to go over my situation and provided much needed guidance!
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October 2022 by Nicole P.
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.
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August 2022 by Allyson C.
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.
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October 2021 by Cherene Fan
David and Tammy are extremely proactive and professional. They look after all my accounting and tax requirements so that I can concentrate on building my business.
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October 2021 by Tyler Q.
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)!
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July 2021 by Bradley M.
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.
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February 2021 by Jessica N.
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.
