JL Consulting, A Professional Accounting Corporation
A Pleasanton accounting corporation offering bookkeeping, part-time CFO work and tax returns for small firms.
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JL Consulting, A Professional Accounting Corporation, keeps its office in Suite 105 at 1024 Serpentine Lane in Pleasanton, in the Tri-Valley at the eastern edge of Alameda County. The firm's own website and contact page confirm the name, the suite address and the 925-846-1859 phone number on this listing. Maria Arciero is recorded as a manager in the chamber's files.
An accounting practice built around small businesses
On its website the firm presents itself as an outsourced finance function for owner-run companies, and the work it describes falls into three groups. Day to day, there is business accounting and bookkeeping, QuickBooks setup and training, and part-time CFO services for companies that need financial oversight without a full-time hire. On the advisory side, it offers business consulting and help designing internal controls. At tax time, it prepares individual and business returns and takes on tax planning and IRS relief matters. The site singles out dental practices, other healthcare providers and law firms as industries it focuses on.
Starting an engagement
A first conversation with an accounting firm usually covers what you need done, how often, and who in the office will do it. Expect to sign an engagement letter that sets out the scope and the fee basis, whether a monthly retainer, hourly billing or a charge per return. For bookkeeping or CFO work, bring the last year of bank and credit card statements, your current QuickBooks file or its equivalent, payroll reports and the most recent tax returns. For an IRS or Franchise Tax Board problem, bring every notice you have received, envelopes included, because response deadlines run from the notice date. California CPAs and accounting corporations are overseen by the California Board of Accountancy, whose online lookup shows a licence's status; it takes a minute and is worth doing with any firm.
Serving the Tri-Valley
From Serpentine Lane the office is a short drive for business owners in Dublin, Livermore and Sunol, and within reach of Castro Valley, Hayward, Union City and Fremont over the hills. Bookkeeping and advisory work can also run largely online, with shared files and video meetings, so ask whether that arrangement suits the firm if you are farther away.
Reach the office at 925-846-1859. The firm's website links to its LinkedIn and Facebook pages.
Servicios
VerificadoRecording transactions, reconciling bank and card accounts and producing monthly financial statements, the core bookkeeping work the firm lists for small and mid-sized businesses.
Financial oversight for companies that need budgeting, cash-flow planning and reporting to owners or lenders but are not ready to hire a full-time chief financial officer.
Consulting on how a business handles money internally, such as who approves payments, how duties are separated and how records are kept, to reduce errors and fraud risk.
Preparing federal and California returns for individuals and for business entities, one of the services the firm names alongside its year-round accounting work.
Planning ahead to manage tax liability, and helping clients respond to IRS notices, balances due and collection matters, as described on the firm's website.
Setting up a QuickBooks file with a chart of accounts that fits the business, cleaning up existing files, and training owners or staff to keep the books between reviews.
Detalles
Ubicación y zona de servicio
Pleasanton, CA 94566-4716
Preguntas frecuentes
Típico de este tipo de negocioHow does a first consultation with an accountant work?
Most firms start with a short call or meeting to understand your business, what records you keep and what you need. Ask whether that first meeting is charged, and who at the firm would handle your work day to day.
What documents should I bring?
A year of bank and credit card statements, your accounting file, payroll reports, loan statements, the last two years of tax returns and any letters from the IRS or Franchise Tax Board. For a new entity, bring the formation documents too.
What is an engagement letter?
A written agreement that sets out what the firm will and will not do, the fee basis, deadlines and each side's responsibilities. Read it before work starts, and ask about anything that is not clear, such as extra charges for catch-up bookkeeping.
How do I check a CPA's licence in California?
Use the license lookup on the California Board of Accountancy website, searching by the individual's or firm's name. It shows whether the licence is active and any disciplinary history.
Antes de contratar
- Look up the firm and the individual CPA on the California Board of Accountancy's licence lookup
- Ask whether the first meeting is free and how fees are billed: monthly, hourly or per return
- Get an engagement letter that lists the scope, deadlines and what costs extra
- Ask who at the firm will actually do your bookkeeping or return
- For IRS matters, bring every notice and ask how quickly the firm can respond
Resumen en español
JL Consulting, una corporación profesional de contabilidad, tiene su oficina en Serpentine Lane, en Pleasanton. Según su sitio web, ofrece contabilidad y teneduría de libros, servicios de director financiero a tiempo parcial, asesoría sobre controles internos, preparación de impuestos personales y de negocios, y ayuda con asuntos del IRS, con énfasis en consultorios dentales, proveedores de salud y bufetes de abogados. Antes de contratar, verifique la licencia ante la California Board of Accountancy y pida una carta de compromiso por escrito. Teléfono: 925-846-1859.
Los datos marcados como verificados se comprobaron el 29 de septiembre de 2026 con jlcpa.cpa y jlcpa.net. Los demás datos vienen de registros comerciales públicos o describen lo típico de este tipo de negocio, según se indica. El negocio aún no los ha confirmado.
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