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Local Bookkeeping Services You Can Count On

From Orange County, CA to St. Johns County, FL

Fractional CFO & Expertise in QuickBooks

See Our Services

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From Coast to Coast:

Bookkeeping Services You Can Count On

From Orange County, CA to St. Johns County, FL

Fractional CFO & Expertise in QuickBooks

See Our Services

WELCOME TO TEAM ONE ACCOUNTING

Your Local Bicoastal Fractional CFO and Bookkeeping Service

** CFO Services and Proven Advanced Expertise in QuickBooks **

** Trusted Financial Guidance with Solid Bookkeeping Service **

** Advisory and Training Options **

DELEGATE

By delegating your bookkeeping you save precious time that you can reinvest in your family, friends and business.

RESULTS

In accounting results are what matter. Trust the experts at Team ONE to expertly manage your books.

SUCCESS

Business and life is about succeeding. Let TEAM ONE help by reducing your workload so that you can focus your energy where it belongs, on running your business.

TEAM ONE DIFFERENCE

Team one will take the hassle out of accounting so that you can focus on what you do best in your business and reach your dreams.

With over 25 years experience, Team One Accounting is an established full charge bookeeping and business support services company.

Our depth of experience and expertise across several software platforms and business industry types offers you real solutions for both the profit and non profit endeavor.

Learn More

What Our Clients Say

Name: Don DiCostanzo
Organization: Experience Ventures
I couldn’t be more pleased with the exceptional service I’ve received from Team One Accounting. From the very beginning, their team demonstrated professionalism, deep expertise, and a genuine commitment to helping me achieve my financial goals. What sets them apart is not only their technical knowledge but also their ability to explain complex matters clearly and practically. They’ve been proactive in identifying opportunities and strategies I might never have considered on my own. I always feel confident that my financials are accurate, compliant, and optimized. The responsiveness and personal attention I receive make me feel like a valued client, not just another account. Whether it’s year-end planning, tax strategy, or day-to-day questions, they go above and beyond every time. I highly recommend Patty and her team to anyone seeking a trustworthy, forward-thinking accounting partner. Working with them has given me peace of mind and confidence that my financial matters are in the best possible hands.
Name: Victoria Bauer
Organization: Fruit Cove Recreation Club
I appreciate you doing everything you have done to help us out and get us going in the right direction. I just cannot say enough how awesome it was working with you guys and how thorough you were, and made my life so much easier. I really appreciate it!
NAME: Michael Brandt
ORGANIZATION: Drive Traffic Media Inc.
Patty is an amazing book keeper I highly recommend her and her team I have worked with her since 2015. She understands what it takes to run a business and is there for you all the time.
NAME: James Mccall
ORGANIZATION: The Termite Guy
I’m very impressed with the professionalism of how this is going. I haven’t been able to make a comment yet but looking back at all this you guys are nailing out of the park. I could see why I pay as much as I do. It’s worth every penny. Kristen, GREAT JOB AND OF COURSE THANK YOU PATTY
NAME: Joel Hernandez
ORGANIZATION: SOHK Creative
What I liked about talking with Patty is that she wants business owners to actually understand their numbers, not just hand over the books and hope for the best. She connects the financial side with the decisions you’re making every day. You can tell helping people understand their business is a big part of how she approaches her work.

Client Endorsements

We love it when our clients tell others when we have helped them solve their bookkeeping woes. If you would like to share your experience, click one of the buttons below and let others know how we did. Thank you –

      EXCELLENT  
   Based on 29 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Judeh Handoush 
 
 
 
 Trustindex verifies that the original source of the review is Google. Team One Accounting is a true professional through and through. Their work is accurate, organized, and always on time, giving real peace of mind on the financial side of the business. What stands out most is how much they genuinely care. Every interaction is prompt, helpful, and never transactional. They take the time to understand your business and are always there when you need them. Highly recommend to any business owner looking for a reliable, knowledgeable accounting team.
  
 
      Posted on Google  
   
   Lorraine Alleyne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Patty feels the heartbeat of her clients!!
  
 
      Posted on Google  
   
   Linda Prock 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Team One Accounting has been an outstanding experience. From my very first interaction with their team, it was clear they genuinely care about their clients and take great pride in providing exceptional service. Their professionalism, depth of knowledge, and attention to detail immediately gave me confidence that our financial matters were in capable hands.

What I appreciate most is their ability to take complex financial and tax topics and explain them in a clear, practical way. They not only have the expertise, but they also take the time to teach and guide their clients. That level of transparency and education has helped us make well-informed decisions that support the long-term success of our company.

The team is consistently responsive, patient, and proactive. Whether it's a quick question or strategic planning for the upcoming tax season, they always provide thoughtful advice and timely support.

Patty and her team have built a firm that is both highly knowledgeable and genuinely client-focused. If you're looking for a QB consultant/bookkeeper/accounting partner who is reliable, forward-thinking, and truly invested in your success, I highly recommend Team One Accounting.
  
 
      Posted on Google  
   
   Sabina Eugster 
 
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend. Patty and her team puts you right at ease with all their knowledge. You can immediately sense how much they care about your numbers and that’s someone I want on my team!
  
 
      Posted on Google  
   
   Sam (Spiros) Galpin II 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been doing business with Patty at Team One Accounting for many years and have had nothing less than the best service! They have taught my team members how to use certain platforms when needed, answered any and all questions, quickly and kindly, and have been overall very knowledgeable. Simply cannot recommend them enough!

Thank you from Pacific Rim!!
  
 
      Posted on Google  
   
   South C Invests 
 
 
 
 Trustindex verifies that the original source of the review is Google. I can't recommend this bookkeeping firm enough! They did an outstanding job cleaning up my books, and I am beyond impressed with their work. Not only did they organize everything perfectly, but they also identified areas where I was overpaying, saving me thousands of dollars that I would have had to pay the IRS. Their attention to detail and professionalism were exceptional. If you're looking for someone you can trust to manage your books and save you money, this is the firm to go with! Thank you so much for all your hard work!
  
 
      Posted on Google  
   
   Mari McGarry 
 
 
 
 Trustindex verifies that the original source of the review is Google. Patty was very helpful and patient in assisting us with our QB accounting program.  She took the time to explain the necessary steps to getting an accurate picture of our finances.  We will use the team in the future.
  
 
      Posted on Google  
   
   Jamie Urquhart 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kristen with Team One Accounting provided detailed and personalized Quickbooks Online training that has been a game changer for me and my business. I appreciate her clarity, making it easy for me to understand the complex world of QBO, and thoroughness in training. Highly recommend!
  
 
      Posted on Google  
   
   Meredith Walsh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Patty goes above and beyond to make sure all of her clients not only have their books in order but also teaches them how to maintain and understand their books moving forward. She has immense, expert-level knowledge in all of the popular programs, including QuickBooks. Definitely give her and her team a call!
  
 
      Posted on Google  
   
   Wethergage Management 
 
 
 
 Trustindex verifies that the original source of the review is Google. We love Team One Accounting! They help us every year with our tax filings. They are very responsive to all emails & calls. I highly recommend this company.

As an entrepreneur, wearing every hat in your business can feel frustrating! Nothing seems to take more time and energy away from what you love than keeping and balancing your company books. This is where Team One Accounting can come in and rescue the day. Don’t let the paperwork keep piling up. Do what you love, and let US crunch the numbers for you! Give us a call today at (949) 355-4521 to get started.

Quickbooks and Accounting Training Classes imagee of one-on-one class two women

QuickBooks Online & General Accounting Training Program

We are dedicated to empowering individuals and businesses with the skills needed to excel in accounting and financial management. As part of this commitment, we proudly offer a specialized training program in QuickBooks Online and general accounting.

This program is designed to help you or your team develop expertise in bookkeeping, payroll, and financial operations.

Our QuickBooks Online Training Program Covers:

Bookkeeping Fundamentals: A comprehensive overview of basic principles to establish a strong accounting foundation.
Creating and Sending Invoices: Step-by-step guidance for generating accurate invoices to ensure timely payments.
Managing Online Accounts: Techniques to effectively use online tools and streamline bookkeeping processes.
QuickBooks Payments: Learn how to navigate QuickBooks to efficiently receive and record payments.

Program Details

Duration: 3–4 days (depending on the daily schedule and training requirements).
Budget: $850 per participant per day for the duration of the program.

We offer flexibility to adjust the schedule or budget to suit your specific needs. Let us know the days and hours that work best for you, and we’ll customize the sessions accordingly.

This program is an excellent opportunity to gain proficiency in accounting practices and QuickBooks Online—essential skills for roles such as Accounting Clerk/Manager and Payroll Clerk.

We look forward to supporting your growth in financial management and accounting excellence. Please don’t hesitate to reach out with any questions or to discuss further details.

Is bookkeeping a source of anxiety for you?

Worried you can’t rely on accurate financials?

Feel you can’t make sound decisions ensuring your continued business success?

Do you feel overwhelmed in the world of technology?

Stressed about your current cash flow?

Are you caught in the never-ending cycle of financial risk that keeps you up at night?

Our team of QuickBooks ProAdvisors are fluent in QuickBooks Online and can guide you and/your employees as to how to best leverage the software both from a technical and accounting perspective. We take the hassle out of accounting so you can focus on staying passionate, diversifying your client base, and achieving your business goals. Give us a call today at (949) 355-4521 to get started.

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Recent Bookkeeping, Business Finance Articles & Blog Posts

Monsters Under the Balance Sheet: Why This Often-Ignored Report Deserves Your Attention

By Charlotte Van Dyck | October 13, 2026

When business owners review their financial reports, the Profit & Loss Statement usually gets most of the attention. It makes sense. You want to know how much revenue came in, what you spent, and whether the business made a profit....

Is Your Profit Disappearing? Finding the Financial “Vampires” Draining Your Business

By Charlotte Van Dyck | October 6, 2026

Your sales are strong. Your team is busy. Revenue looks healthy. So why does it feel like there should be more money left over? Sometimes the biggest threats to profitability aren't dramatic expenses that immediately get your attention. They're the...

Small Financial Habits That Make a Big Difference by Year-End

By Charlotte Van Dyck | September 8, 2026

With fall approaching, now is a good time to make sure your books are on the right track for next year's tax filing. When January arrives, many business owners suddenly find themselves scrambling to get their finances in order. Receipts...

More Than Bookkeeping: The Peace of Mind That Comes From Outsourcing Your Books

By Charlotte Van Dyck | September 3, 2026

Running a small business comes with an endless list of responsibilities. There are customers to serve, employees to manage, decisions to make, problems to solve, and plans to put into action. And somewhere in the middle of all of that...

The 5 Questions We Help Business Owners Answer Every Day

By Charlotte Van Dyck | August 18, 2026

Most business owners don't wake up wondering about reconciliations, journal entries, or their chart of accounts. Instead, they're asking questions like: "Can I afford to hire someone?" "Why don't I have any cash?" "Which products actually make me money?" Those...

AI Is Powerful…But Your Business Still Needs a Team Behind the Numbers

By Charlotte Van Dyck | August 11, 2026

Artificial intelligence is changing the way businesses operate. With just a few prompts, it's now possible to build custom workflows, automate repetitive tasks, and even create personalized accounting processes. For many business owners, that's an exciting opportunity to save time...

Is Your Business Growing…or Just Getting Busier?

By Charlotte Van Dyck | July 30, 2026

For many business owners, a busy calendar feels like a sign of success. You're serving more customers, answering more emails, filling more orders, and working longer hours than ever before. Business must be growing...right? Not necessarily. Being busy and building...

The Freedom Every Business Owner Wants Starts with Good Bookkeeping

By Charlotte Van Dyck | July 6, 2026

One of the biggest reasons people start a business is for freedom: to be your own boss, to build something meaningful, to create your own schedule, spend more time with family, or pursue work you're passionate about. Ironically, many business...

Profitability vs. Cash Flow: What’s the Difference?

By Charlotte Van Dyck | June 24, 2026

One of the most confusing and frustrating experiences for business owners is looking at a profitable Profit & Loss statement while simultaneously worrying about having enough money in the bank to cover next week's bills. It seems impossible at first....

The Hidden Cost of Making Decisions Without Good Data

By Charlotte Van Dyck | June 10, 2026

Every business owner makes decisions every day. Should you hire another employee? Can you afford to increase marketing? Is it time to raise prices? Should you expand, invest, or wait? The quality of those decisions depends on the quality of...

Team ONE is an accredited QuickBooks® Certified ProAdvisor

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