Picture of Kimberly Estrada the owner of SoCal Elite Accounting in Orange County, Ca

About SoCal Elite Accounting

Realizing the immense need for a competent, reliable, honest and professional Bookkeeping/Accounting Company, which could also offer guidance in other areas of business, SoCal Elite Accounting was created. Our company has a knack for designing or re-designing bookkeeping systems which help owners take their business to greater levels.

Using common sense as our greatest weapon, we love to find new ways to take the work out of paperwork. Putting the client’s needs first has always been our philosophy. With a professional and friendly attitude, SoCal Elite Accounting makes the bookkeeping process understandable for clients. Our goal is to help business owners focus on their dollars and find ways to cut expenses and increase revenue while being able to enjoy life outside their business.

SoCal Elite Accounting has been established for seven plus years, managing small to medium sized businesses books ranging from $500,000 to $20,000,000 in annual revenue, and serving 100’s of happy clients in a variety of industries nationwide. With extensive experience in building/maintaining a solid set of books, we are able to produce an accurate set of financial statements on a monthly basis.

Kimberly Estrada

Owner

Allowing business owners to have their finger on the pulse of their company with the most up to date numbers in their books.

Client Testimonials

Don’t just take our word for it.

    review rating 5  SoCal Elite is a first rate accounting firm. Kimberly is a very knowledgeable and Professional. SoCal Elite was able to clean up our books expeditiously allowing us complete... read more

    thumb TTY Management
    1/16/2020

    review rating 5  SoCal Elite Accounting did a great job on an “accounting clean up” project. They helped me, a fractional CFO, reconciled several years of financial records and cleaned up the books... read more

    thumb Philip Lang
    1/27/2020

Frequently Asked Questions

You’ve got questions, we’ve got answers.

Yes. Prior to our first in-person meeting, we will request access to your QuickBooks file to do an analysis (typically 2-3 hours) for free. You will then be provided with a report of your balance sheet and P&L items with our notes. We can then determine in our meeting which direction to go, amount of time it will take and is overall a good foundation to start with. This report is free to you for future use whether you hire us or not.

No. 90% of our client’s books are set-up to be worked on remotely, although, we do have 10% which we need to make office visits. Since each business requires unique packages/services tailored to meet their specific business needs, we offer on-site and remote bookkeeping services.

QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks Online.

No. We are not a CPA that will file taxes on behalf of business or individuals. We provide bookkeeping services that prepare your books, documents and files ready to hand to a CPA or tax preparation company. Most CPAs do not do or want to do bookkeeping. So companies like ours save your time and money when it comes to getting your books ready for your CPA.

No. Most all of our bookkeeping services are done remotely. Your office does not need to be close to ours. We can work with clients all over the United States.

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