Best QuickBooks Consulting & Training in Carlsbad, CA

24 firms listed · all 24 in Carlsbad · 19 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

JL Wennes Certified Public Accountants

JL Wennes Certified Public Accountants

(20)
  • Small Business
“Janet guides me through all the tax questions I have and always provides me with the right direction to follow regarding my business or personal information.”
In Business Since 2012
BBB Rating: A+
Accepts All Major Credit Cards
5855 Avenida Encinas Suite 146, Carlsbad, CA
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Van Riper & Messina Cpas

Van Riper & Messina Cpas

(9)
“I have used other accountants in the past, but none even came close to the professionalism, quality, and outstanding customer service of Van Riper & Messina.”
In Business Since 1991
BBB Accredited
Transparent Fees & Pricing
6096 Innovation Way, Carlsbad, CA
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Cardin and Company

Cardin and Company

(8)
“Additionally, the other accountants in the officer were very resourceful and helpful helping me understand what exactly going on during the whole process.”
In Business Since 1994
BBB Rating: A+
Accepts All Major Credit Cards
1015 Chestnut Ave, Carlsbad, CA
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Klein Jeffrey CPA

Klein Jeffrey CPA

(9)
“Jeff is fastidious about details, extremely knowledgeable about current tax laws and IRS codes, business formation and accounting and is always available to answer questions year round.”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
2038 Corte Del Nogal Suite 135, Carlsbad, CA
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Linda Rosso Tax & Accounting

Linda Rosso Tax & Accounting

(2)
“I also had Linda do the taxes for my mom the last couple years of her life and then deal with the final estate tax return.”
In Business Since 2006
BBB Rating: A+
2558 Roosevelt St, Carlsbad, CA
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Easie Bookkeeping

Easie Bookkeeping

(7)
“We have used San Diego Business Essentials for not only our monthly bookkeeping for our 2 businesses, but have also hired them to create our websites, logos, and custom forms.”
In Business Since 2011
Transparent Fees & Pricing
2888 Loker Ave W Suite 110-E, Carlsbad, CA
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The 24 firms listed for Carlsbad, CA set up, repair and teach accounting software for businesses. What each says about certifications and supported platforms comes from its own website; ratings and quotes come from public reviews.

Area overview: Carlsbad, CA

All 24 firms we list here are in Carlsbad itself. We have 31 firms in Carlsbad on file; this page shows the highest-rated 24. 21 of the firms on this page have a rating, from 4.2 to 5.0 across 120 reviews; 19 are rated 4.5 or higher. The services the firms on this page list most often on their websites are tax preparation (3), bookkeeping (2), quickbooks training (2) and tax planning and preparation (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 48 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Which software consultants listed for Carlsbad list their certifications?

23 of the 24 firms on this page have a website on file, and most name their certifications and the platforms they support. Certification status can be checked on the vendor's own directory, which is worth doing before the first call.

Filipovitch & Co

Filipovitch & Co

(2)
“I couldn't operate without their expertise and recommend them to anyone I can.”
In Business Since 1997
Transparent Fees & Pricing
5800 Armada Dr # 290, Carlsbad, CA
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Fichera & Company

Fichera & Company

“As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive ...”
In Business Since 2000
BBB Rating: A+
5927 Balfour Ct, Carlsbad, CA
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Hackett Joanne G CPA

Hackett Joanne G CPA

(1)
“Great service, Kelsey is helpful and knowledgeable in answering questions and helping me with informed decisions on how to manage properties and financials in the most tax efficient ways.”
In Business Since 2001
Transparent Fees & Pricing
5741 Palmer Way suite a, Carlsbad, CA
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Accounting Fresh CPA

Accounting Fresh CPA

(7)
“I really appreciate how much David cares about my company's financial health and provides thoughtful, strategic guidance to support my business.”
In Business Since 2022
5451 Avenida Encinas suite b, Carlsbad, CA
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Carlsbad Tax

Carlsbad Tax

(13)
  • Bookkeeping
  • Review
“His price was much more reasonable and he got me all the same deductions plus a significant one the previous place missed prior years.”
In Business Since 2013
2725 Jefferson St Ste 2c, Carlsbad, CA
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White Bookkeeping & Business Management

White Bookkeeping & Business Management

(2)
“I've never had to worry about managing money so with my new life being a single woman I decided to seek out a professional and I wanted a woman.”
In Business Since 2009
Accepts Check, Paypal, Cash
1265 Carlsbad Village Dr #100, Carlsbad, CA
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White Nelson Diehl Evans

White Nelson Diehl Evans

(1)
“I have referred CPA David Forman and his staff to numerous clients and they all still use him-even though some of these folks have moved out out of state and even overseas.”
In Business Since 2018
Licensed
2965 Roosevelt St, Carlsbad, CA
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Bluebird Accounting & Tax

Bluebird Accounting & Tax

(1)
“I recently had the pleasure of working with Gena Littleton, a highly skilled CPA at Blue Bird Accounting, and I am thoroughly impressed with the exceptional service I received.”
In Business Since 2017
701 Palomar Airport Rd #300, Carlsbad, CA
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Salient Solutions Group

Salient Solutions Group

(6)
  • Financial
  • Questions
  • Team
“One of the standout qualities of this firm is their team of highly skilled and knowledgeable accountants along with the not so "typical accountant personality".”
In Business Since 2021
5938 Priestly Dr Ste 103, Carlsbad, CA
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Ariniello & Associates CPA

Ariniello & Associates CPA

(4)
  • Financial
  • Startups
  • Team
“Over the years, I acquired several rental properties with help from Len and Terry whereby they provided invaluable Tax, Financial + Investment advise along with setting up tax depreciation and related rental schedules, 1099 reporting, accounting and ...”
In Business Since 2006
3451 Via Montebello #192-303, Carlsbad, CA
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E3 Coastal Advisors

E3 Coastal Advisors

(4)
“He always answered my calls, was either busy or out of office at appropriate times because I understand he is busy, and he communicated through email consistently, a great format for communication.”
In Business Since 1978
Remote Consultations Available
5050 Avenida Encinas #350, Carlsbad, CA
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Candice Gerlach, CPA

Candice Gerlach, CPA

(2)
“She was able to understand my business and financial situation from the get-go, give me up front pricing, and file my corporate taxes with lightning speed so I could apply for the PPP in time.”
In Business Since 2018
2888 Loker Ave E #219, Carlsbad, CA
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Ramco

Ramco

(1)
“They have done my books, payroll and taxes since 1986.”
1015 Chestnut Ave STE C3, Carlsbad, CA
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Carlsbad Tax & Consulting

Carlsbad Tax & Consulting

“Great company.”
In Business Since 2016
2244 Faraday Ave Ste158, Carlsbad, CA
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Wagner & Co

Wagner & Co

“Wagner & Co. Certified Public Accountants, Inc. offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced”
In Business Since 1992
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
1902 Wright Pl #200, Carlsbad, CA
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Keith Peterson, CPA

Keith Peterson, CPA

(1)
“He is readily available to answer questions, completes our returns in a timely manner, we highly”
2525 S Vista Way, Carlsbad, CA
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Kelley L. Mayer, Cpa, JD

Kelley L. Mayer, Cpa, JD

“Mayer Tax Management is a full-service Accounting firm licensed in California and one of the leading CPA firms in the area. We offer a broad range of services for business owners, executives, and independent professionals at competitive rates. With o...”
In Business Since 2010
5927 Balfour Ct, Carlsbad, CA
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Macy Mark Morris CPA

Macy Mark Morris CPA

“For all versions of QuickBooks and for Xero: setup, help, training and clean up. Guidance in sound bookkeeping and accounting procedures and practices. Assistance with accounting software selection and implementation.”
In Business Since 2001
Accepts All Major Credit Cards
1902 Wright Pl #200, Carlsbad, CA
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