Business Details
15 Years
experience
Trusted Accounting & Tax Services in California
MBS Accountancy has been delivering comprehensive accounting and tax solutions since 2011, serving businesses and nonprofit organizations across the United States. Our firm combines cloud-based infrastructure with a hybrid work model to provide scalable services including bookkeeping, tax advisory, and CFO/controller support. Recognized as a Top U.S. Firm by Forbes in 2021-2023 and honored by Accounting Today for technological innovation, we prioritize financial clarity and client trust.Our team specializes in industry-specific solutions for dental practices, construction companies, law firms, and more, ensuring accurate reporting and compliance. With expertise in QuickBooks implementation, audit preparedness, and tax incentive analysis, we empower clients to make data-driven decisions while maintaining ethical standards and transparency.
Services
Bookkeeping
Tax Advisory
CFO Services
QuickBooks Consultation
Nonprofit Accounting
Audit Preparedness
Tax Incentive Analysis
Financial Reporting
Controller Services
Industry-Specific Solutions
Details
- Year established: 2011
Highlights and features
- We have over 13 years of experience serving businesses nationwide since 2011
- Our cloud accounting infrastructure enables secure, scalable financial solutions
- Recognized as Top U.S. Firm by Forbes for three consecutive years
- Hybrid work model combines technology with personalized client support
- Industry-specific expertise for dental practices, construction, law firms, and nonprofits
What people say
Loved by Clients
Referred by Other Professionals
Services
Bookkeeping & Accounting
We ensure accurate financial records through month-end close processes, accounts receivable/payable management, and QuickBooks implementation. Our services include transaction categorization, fixed asset management, and managerial financial reporting. Clients receive timely, accurate data for informed business decisions.
Tax Advisory Services
Our tax advisory includes quarterly projections, compliance filings, and incentive analysis. We help businesses with entity selection, audit readiness, and international tax planning. Services cover S-corporations, partnerships, and nonprofit tax compliance to minimize liabilities.
CFO & Controller Services
We provide strategic financial guidance through budget development, audit preparedness, and internal controls implementation. Our team assists with grant allocations, accounting policy development, and executive reporting for growing organizations across multiple industries.
QuickBooks Consultation
Our experts offer QuickBooks implementation, system migrations, and custom report creation. We train accounting teams on software optimization and provide ongoing support for cloud accounting infrastructure and BILL.com integrations.
Nonprofit Accounting
Specialized services include fund accounting, grant compliance, and Form 990 preparation. We help nonprofits maintain tax-exempt status, manage multiple funding sources, and ensure transparent donor reporting through tailored financial systems.
People
Cassidy Jakovickas
President and CEO
Leading MBS Accountancy's strategic vision, Cassidy drives innovation in accounting technology and client service delivery. With extensive experience in financial leadership, she focuses on scaling operations while maintaining technical excellence.
Riccardo Vallejo
Operations and Implementation Manager
Riccardo oversees process optimization and technology integration, ensuring efficient service delivery. He specializes in accounting system migrations and implementing cloud-based solutions for client operations.
Edie Daly
Controller Services Manager
Edie leads controller services with expertise in audit preparedness and financial reporting. She develops accounting policies and trains staff on compliance procedures for growing organizations.
Maggie Freeman
Tax Advisory Services Manager
Maggie specializes in tax strategy development, focusing on compliance and incentive programs. She helps businesses navigate complex tax regulations while optimizing financial outcomes.
Victor Godinez
Accounting Services Manager
Victor manages accounting teams and implements internal controls. His expertise includes financial forecasting and system optimization to improve organizational efficiency.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax advisory, and CFO services tailored to small businesses, including QuickBooks implementation and financial reporting.
How do you support nonprofit organizations?
We offer fund accounting, grant compliance management, and Form 990 preparation to help nonprofits maintain transparency and tax-exempt status.
Do you provide QuickBooks consulting services?
Yes, we offer QuickBooks implementation, system migrations, and custom report creation to optimize accounting processes for businesses.
What tax planning services are available?
Our tax advisory includes quarterly projections, compliance filings, and incentive analysis to help businesses minimize liabilities and plan effectively.
How do you handle industry-specific accounting needs?
We provide specialized solutions for dental practices, construction companies, law firms, and other industries with tailored financial management approaches.
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