PFS Global

556 North Diamond Bar Boulevard, Diamond Bar, CA, USA

(18)

Bookkeeping Services Accounting Tax Resolution HR Consulting More... Business Accounting Services

Certificate of Excellence, 2020

PFS Global

556 North Diamond Bar Boulevard, Diamond Bar, CA, USA

(18)

Bookkeeping Services Accounting Tax Resolution HR Consulting More... Business Accounting Services

Certificate of Excellence, 2020

About

Solving for the Modern World.

PFS Global is a forward-thinking business management company that is servicing hundreds of clients throughout the United States.

3 hour response time

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Reviews (18)

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5/5

18 customer reviews

5 100%

4 0

3 0

2 0

1 0

Kevin K.

19 December 2022

Come a long way. You should use their services. This is a future major accounting and legal firm, maybe one of the largest in 20-30 years.

Reviewed on Yelp

Kevin C.

23 July 2019

We have been using PFS for 3 years now, and we've spoken to all the staff on numerous occasions for one thing or another. They are all wonderful and very knowledgeable . They are prompt and attentive too when we as a business need things done. We have saved thousands in taxes and other fees by using this firm, and we are so happy we do. We highly recommend them for all accounting needs! More...

Reviewed on Yelp

Kandi Schultz Hardy

23 July 2018

Great company! These people are on top of things. I am so happy with their services. They have gotten me out of a few jams for sure. Great tax services as well as bookkeeping services. So excited to see the roll out of their new division for Senior Pay. That is a much needed service and these are people you can trust with your money. I would refer anyone to them. More...

Reviewed on Facebook

Michael Ibrahim

23 July 2018

PFS is very impressive Savvy company with depth of true Solutions include CPA for all Tax and Financial issues. I do recommend them highly.

Reviewed on Facebook

Tony

7 July 2018

After working with PFS, we are able to get insight from our books and make decisions with confidence. Our tax strategy is done throughout the year, instead of right before they are due and the impact of that has been amazing for our company and employees!

Tony C.

7 July 2018

Reviewed on Yelp

Joel Wright

28 July 2017

Aaron and his team at PFS have provided great service for our company for many years now. I would highly recommend him if you have any accounting questions or needs.

Greg

20 July 2017

HCI Environmental had employed an in-house Bookkeeper for 14 years. As the company grew we needed access to timely and accurate information we weren't receiving. Hiring Aaron and his staff gave us that and more. For the cost of one in-house bookkeeper we now have access to multiple CPA's, Bookkeeper's, Tax Professional's and IT service's. From a small business owner's perspective taking on PFS has relieved a lot of stress and anxiety knowing that portion of the business is being handled at a much higher and more accurate level. The reduction in potential liabilities alone more than justifies utilizing PFS. More...

Kandi

6 July 2017

Aaron has transformed our bookkeeping and payroll completely! He also helped us prepare our reports for tax time in record time. I've never had such accurate records or such quick access to see reports and banking info. He has really helped us get out of a jam. He is positive and always looks for new ways to help us and our business to become more profitable. And all for less than anybody had quoted us before. His team is friendly and respond quickly to any questions I have.

Way to go Aaron! More...

Reply from PFS Global

Thank you, Kandi!

David

6 July 2017

Aaron and his team at PFS have provided the best accounting service I have experienced for both me, personally, and many people I have referred. They have always been professional and quick about any needed tax advice which has been a valuable asset. More...

Reply from PFS Global

Thank you, David!

Brianna Gilbert

29 June 2017

I am so thankful to have worked with Professional Finacial Solutions. This is a business that is honest and trustworthy. They helped me when I was starting by business as well as my payroll for employees now. I would highly recommend them to everyone. Keep up the amazing work! More...

Reply from PFS Global

Thank you, Brianna!

Rob

29 June 2017

PFS has now been doing my Bookkeeping/Accounting for the past 2 years. They've made numerous recommendations that have saved me time, money, and tax obligations! I'm the kind of guy that really loves and respects a professional that, "Knows Their Shit"!! Sorry for the expletive, but it's truly the best way to describe Aaron and his skills! What he does in QuickBooks in seconds/minutes, often took me hours/days to complete! In addition, he is quick to find my accounting errors and make the necessary corrections. Obviously, I'd recommend Aaron and his staff to anyone looking for a True Professional!! More...

Reply from PFS Global

Thank you, Rob!!

Rob K.

29 March 2017

Reviewed on Yelp

Lawrence B.

29 March 2017

I run a few companies which Aaron provides services on. He has been very attentive to my needs and more importantly responsive at all times. He has somehow figured out a way to provide his services at an attractive price while maintaining a high level of service. He is one of my very top vendors with regard to responsiveness and reliability. More...

Reviewed on Yelp

Kirby G.

16 February 2017

3rd year totally satisfied!! Wouldn't think of going anywhere else! Thank you Melissa for making it smooth and easy!!

Reviewed on Yelp

Sul G.

4 April 2016

Aaron Stocks and his team are very knowledgeable when it comes to assistance with setting of new corp, accounting and personal taxes. Very professional, courteous and always provide timely responses. They are also very patient in answering all the questions one may have. Nice office location with a very upbeat environment. More...

Reviewed on Yelp

Bruce L.

8 July 2014

Mr. Stocks and his staff are very knowledgeable in all aspects of accounting and tax preparation. He's honest and can be trusted to do a fine job.

Reviewed on Yelp

Brianna S.

29 March 2013

I had my taxes done there this year they did a great job! They even found more of a refund when they looked over my taxes again! Overall great experience and a good price. I will be returning every year to get my taxes done here! More...

Reviewed on Yelp

Q&As

What kind of accounting services do you provide?

www.PFSonline.com/services

Bookkeeping, taxes, payroll, legal, human capital management, and technology

Why is it so important for businesses to hire a great accountant?

A great service provider is like a mechanic keeping your car running 24/7. If you want your company to run smoothly, hire PFS.

What do you love most about your job?

There is nothing better than watching a company grow because of the services you provided.

What inspired you to start your own business?

The passion to help small to mid-sized businesses develop into a larger, more profitable company.

Why should our clients choose you?

Clients come to us because they expect the best results. Our staff commits themselves to be held to that standard.

Links

www.PFSonline.com

Services

Bookkeeping

Income Tax Cash or Income Tax Accrual Basis:
○ Data Entry of Bank, Credit Card, and Loan Accounts
○ Reconciliation of Bank, Credit Card, and Loan Accounts
○ Month-End Closing of Books
○ Monthly Management Reports
○ Accounts Payable
○ Accounts Receivable
○ Cash-Flow Forecasting
○ Financial Modeling, Budgeting
○ 1099 Processing

GAAP Basis:
○ Prepaid Expenses
○ Accrued Expenses
○ Fixed Asset Administration
○ Liability Administration
○ Revenue Recognition
○ Leasing Standards
○ Matching Principle

Taxes

Income Tax:
○ Income Tax Filing
○ Tax Planning
○ Tax Audit Assistance

State and Local:
○ Sales and Use Tax Filing
○ Business Property Statement Filing
○ Statement of Information Filing

Payroll

Payroll Processing:
○ Client Processed (Self-Service) or PFS Processed
○ Time and Attendance Software: Web, Mobile, Time Clock
○ Direct Deposit and Paper Check Processing
○ Federal and All 50 States Tax Reporting
○ Retirement Plan Reporting
○ Pay as You Go Workers' Compensation Reporting
○ W2 Processing
○ Affordable Care Act - 1095/1094 Processing

Legal

Tax Resolution:
○ Discovery
○ Payment Plan Arrangements
○ Current Non-Collectible
○ Offer in Compromise

Trust and Estate:
○ Trust Formations
○ Trust Reviews
○ Wills

Business Transactions:
○ Document Drafting: Bylaws, Operating Agreement, or ○ Partnership Agreement
○ Entity Formations
○ State Entity Compliance

Technology

Managed Services:
○ Month-End Technology Report Card
○ Strategic Review Meetings
○ System Administration & Server Hosting
○ Network & System Design
○ Identity, Access, and Resource Management
○ CyberSecurity Checkups
○ Backups and Disaster Recovery
○ Technology Asset Management
○ Vendor Management
○ Remote Support During Business Hours

Web & API Development:
○ Database Administration
○ Database Design
○ Database Backups
○ Database Migrations
○ Quickbase Development and Administration
○ Web Development: Node.JS and REACT, Ruby on Rails
○ Web Hosting leveraging Serverless technology (Microsoft Azure)
○ API & WebHook Integration Design and Development

Human Capital Management

Outsourced HR Manager:
○ Monthly Human Capital Financial (scorecard)
○ Employee onboarding
○ Annual reviews and assessments
○ Employee offboarding
○ Employment document management
○ Employment posters and notices
○ Employee file management
○ Oversee: Grievance, harassment, and discrimination claims
○ Oversee: Workers' compensation claims
○ Oversee: Responding to agency complaints (DOL, OSHA/CalOSHA, EEOC, EDD, CDFEH, CDIR, CLWDA)
○ Benefits enrollment and renewals
○ Training: Virtual sexual harassment prevention training
○ Training: Resolving employee issues and disputes with leaders and managers
○ Create and maintain an organizational chart
○ Equal pay analysis by position

Outsourced Recruiting Manager:
○ Job descriptions
○ Compensation analysis
○ Review of exempt vs. non-exempt classifications
○ Review of non-discretionary bonuses credited towards overtime
○ Review California AB5 classifications (ABC Test) for independent contractor classifications
○ Review qualification for statutory employee classifications
○ Local and international
○ Post job ads
○ Review and send top resumes to leaders or managers
○ Schedule interviews
○ Collect Application for Employment + Background Check Authorization and Notice to Applicant
○ Reference checks
○ Schedule second interview or try out time
○ Offer letter and instructions on first day
○ Background check
○ Schedule first date of employment and onboarding timeline

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PFS Global

About

Overview

Photos (16)

Videos (1)

Reviews (18)

5/5

Q&As

Links

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