Business Details
8 Years
experience
Your Trusted Accounting Partner in Huntington Beach
Greenfield & Associates is a BBB-accredited accounting firm dedicated to delivering comprehensive tax and accounting solutions for small to mid-sized businesses. Since 2018, our team of experienced CPAs has specialized in bookkeeping, payroll, tax planning, and incorporation services, prioritizing client satisfaction and compliance. We pride ourselves on our A+ BBB rating, reflecting our commitment to fast, transparent service and zero unresolved complaints. Our team includes veterans and military spouses who bring diverse expertise to address business financial needs.Beyond core services, we offer strategic financial planning and QuickBooks optimization to help clients maximize profitability. With a focus on Orange County and Los Angeles County, we aim to empower businesses through cost-effective solutions, responsive support, and community engagement initiatives aligned with environmental and financial education goals.
Services
Tax Preparation
Bookkeeping
Payroll Services
Incorporation Services
QuickBooks Review
Financial Reporting
Business Consulting
Notary Services
Details
- Year established: 2018
Highlights and features
- Our team includes certified CPAs with military and veteran experience.
- We offer a 20% discount for veterans and active-duty personnel.
- A+ BBB rating with a proven track record of zero unresolved complaints.
- Specialized in serving small businesses across Orange and Los Angeles Counties.
- Comprehensive services include tax planning, payroll, and QuickBooks optimization.
Associations and certifications
- Better Business Bureau (BBB) A+ Rating
What people say
Completely trustworthy
Quick and easy process
Exceptionally well done
Save time and money
Highly recommend
Services
Tax Preparation
Our tax preparation services streamline the filing process for individuals and businesses, ensuring compliance and maximizing deductions. We handle complex returns, audit representation, and strategic planning to reduce liabilities. Clients benefit from personalized guidance and secure document submission.
Bookkeeping
Affordable monthly bookkeeping ensures accurate financial tracking for small businesses. We manage transactions, reconcile accounts, and generate reports to support informed decision-making, helping businesses maintain clarity and control over their finances.
Incorporation Services
We assist in forming corporations, LLCs, and S-corps, providing asset protection and tax advantages. Our experts handle paperwork and advise on entity selection to align with each client's long-term business goals and compliance requirements.
QuickBooks Review
This service optimizes QuickBooks usage through setup, error correction, and workflow improvements. Clients receive tailored training and actionable insights to enhance efficiency, reduce errors, and leverage software features for financial growth.
Payroll Services
Outsourced payroll management covers tax compliance, direct deposits, and reporting. We simplify payroll complexities, ensuring timely and accurate payments while helping businesses meet federal and state regulatory requirements efficiently.
People
Susan Luong
Founder & Managing Partner
Susan Luong founded Greenfield & Associates to provide accessible accounting solutions, leveraging her CPA expertise and commitment to veteran support. She leads with a focus on client-centric service and community impact.
Sky Pham
Managing Partner
Sky Pham co-leads the firm with a background in finance and tax strategy. He specializes in business structuring and compliance, ensuring clients receive tailored guidance to navigate complex financial landscapes.
Natalie Ha
Executive Accountant
Natalie Ha delivers precise accounting solutions, focusing on tax optimization and QuickBooks expertise. Her technical proficiency and client-first approach ensure businesses achieve financial clarity and growth.
Cynthia Pham
Account Manager
Cynthia Pham manages client relationships and payroll services, emphasizing efficiency and compliance. Her dedication to simplifying financial processes helps small businesses thrive without administrative burdens.
Steve Vu
Data Analyst
Steve Vu analyzes financial data to support strategic decisions, ensuring accurate reporting and actionable insights. His analytical skills enhance client financial transparency and performance tracking.
Questions
What services does Greenfield & Associates offer?
We provide tax preparation, bookkeeping, payroll, incorporation, QuickBooks review, and financial reporting for small to mid-sized businesses in Orange County and LA County.
Are you BBB-accredited?
Yes, we hold an A+ BBB rating since 2018, reflecting our commitment to customer service and zero unresolved complaints.
Do you offer discounts for veterans?
We provide a 20% discount for veterans, active-duty military, and their immediate family members on all services.
How does the incorporation process work?
Our experts guide you through entity selection, paperwork filing, and compliance strategies to ensure asset protection and tax efficiency for your business.
Can you help with QuickBooks optimization?
We review and enhance your QuickBooks setup, offering training and corrections to streamline your accounting processes for better decision-making.
Do you serve clients outside California?
While based in Huntington Beach, we assist clients nationwide through virtual services and secure online collaboration tools.
