H&R Block
★★★★½ (89 reviews)2440 N Fremont St Ste 206, Monterey, CA 93940
(831) 655-1293
Website: www.hrblock.com/tax-office-near-me/california/monterey/4941/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["1–6 PM"],"Monday":["Closed"],"Saturday":["10 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["Closed"],"Wednesday":["1–7 PM"]}
Block Advisors
★★★★★ (39 reviews)99 Pacific St Bldg 575 Ste E, Monterey, CA 93940
(831) 373-0744
Website: www.blockadvisors.com/tax-office-near-me/california/monterey/6344/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–2 PM"],"Wednesday":["3–7 PM"]}
The Mattox Group
★★★★★ (11 reviews)659 Abrego St Ste 1A, Monterey, CA 93940
(831) 747-1381
Website: www.themattoxgroup.com
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Compass Tax And Financial Services, Inc
★★★★★ (8 reviews)2511 Garden Rd # B150, Monterey, CA 93940
(831) 324-4114
Website: compasstaxpros.com
Hours: {"Friday":["9 AM–5:30 PM"],"Monday":["9 AM–5:30 PM"],"Saturday":["10 AM–2 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5:30 PM"],"Tuesday":["9 AM–5:30 PM"],"Wednesday":["9 AM–5:30 PM"]}
Ganeles & Associates - A Monterey CPA Firm
★★★★★ (7 reviews)1900 Garden Rd #240, Monterey, CA 93940
(831) 375-1910
Website: monterey-cpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Barbara Simonich, CPA
★★★★☆ (6 reviews)10 Harris Ct, Monterey, CA 93940
(831) 375-7779
Website: www.cpamonterey.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
AJ Houston Financial Services
★★★★☆ (5 reviews)225 Cannery Row #21, Monterey, CA 93940
(831) 373-3800
Website: www.ajhoustonfinancialservices.com
Hours: {"Friday":["10 AM–4 PM"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Joel Knight Tax & Business Services
★★★☆☆ (6 reviews)9825 Blue Larkspur Ln, Monterey, CA 93940
(831) 646-8931
Website: www.joelknight.com
Hours: {"Friday":["Closed"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
RINA R. TRINGALI, CPA, CFE
★★★☆☆ (6 reviews)550 Figueroa St # E, Monterey, CA 93940
(831) 372-4272
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Aubuchon Tax & Financial Services
★★★★★ (3 reviews)777 Cass St, Monterey, CA 93940
(831) 655-5131
Hours: {}
JK Chyo & Company
★★★☆☆ (4 reviews)1010 Cass St suite d-10, Monterey, CA 93940
(831) 645-9456
Website: www.chyocpa.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
TOLKAN & ITO, CPA's
★★★½☆ (3 reviews)659 Abrego St #1B, Monterey, CA 93940
(831) 372-8104
Website: www.tolkananditocpas.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Blakenship Marilyn T CPA
★★★½☆ (3 reviews)515 Hartnell St, Monterey, CA 93940
(831) 657-0525
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Legal Tech Time Accounting
★★★★★ (2 reviews)301 Bonifacio Pl, Monterey, CA 93940
(831) 656-0834
Website: lgltech.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Finn & Cohen
★★★★★ (2 reviews)425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Evers Law Office
★★★★★ (2 reviews)2100 Garden Rd STE F, Monterey, CA 93940
(831) 648-1500
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Ward Accountancy Inc
★★½☆☆ (3 reviews)10 Bonifacio Pl, Monterey, CA 93940
(831) 373-1211
Website: www.wardaccountancy.com
Hours: {"Friday":["7 AM–5 PM"],"Monday":["7 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–5 PM"],"Tuesday":["7 AM–5 PM"],"Wednesday":["7 AM–5 PM"]}
Major Accountancy Group
★★★☆☆ (2 reviews)400 Camino El Estero, Monterey, CA 93940
(831) 432-3161
Website: www.majoraccountancygroup.com/contact.php
Hours: {}
Bianchi, Kasavan & Pope, LLP
★★★☆☆ (2 reviews)1000 Munras Ave Suite 200, Monterey, CA 93940
(831) 373-1697
Website: www.bkpcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Barry Dolowich, CPA, Inc.
★★★★★ (1 reviews)71 Soledad Dr, Monterey, CA 93940
(831) 372-7200
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Monterey Peninsula Business
★★★★★ (1 reviews)1340 Munras Ave # 220, Monterey, CA 93940
(831) 649-5554
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Poulos James F CPA
★★★★★ (1 reviews)578 Houston St C, Monterey, CA 93940
(831) 372-8422
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
McGilloway, Ray, Brown & Kaufman
★☆☆☆☆ (1 reviews)2511 Garden Rd a180, Monterey, CA 93940
(831) 373-3337
Website: www.mrbkcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Kathy Davi, CPA, PC
★☆☆☆☆ (1 reviews)484 Washington St ste f, Monterey, CA 93940
(831) 324-0530
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Accounting by Francesca
★☆☆☆☆ (1 reviews)462 Webster St, Monterey, CA 93940
(831) 920-1670
Website: www.montereyaccounting.com
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Lori Runkle, CPA, EA
1010 Cass St D-6, Monterey, CA 93940
(831) 372-4477
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
ie Solutions
540 Irving Ave, Monterey, CA 93940
(831) 373-8200
Website: www.ie-solutions.biz
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Ledger Plus
Monterey, CA 93940
(831) 375-2284
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
davis & davi, cpas in monterey, ca
1010 Cass St, Monterey, CA 93940
(831) 649-1665
Hours: {}
Tostevin Accountancy Corporation
877 Pacific St # 300, Monterey, CA 93940
(831) 372-7348
Website: www.tostevin.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
SR Management
1102 Airport Road, Monterey, CA 93940
(831) 649-4495
Website: www.facebook.com/SRMgmnt
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Scholl & Arensdorf, LLP CPA
2100 Garden Rd #315, Monterey, CA 93940
(831) 649-5643
Website: www.schollcompany.com
Hours: {"Friday":["8:30 AM–4:30 PM"],"Monday":["8:30 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–4:30 PM"],"Tuesday":["8:30 AM–4:30 PM"],"Wednesday":["8:30 AM–4:30 PM"]}
Precision CPA
245 Foam St #210, Monterey, CA 93940
(831) 277-4616
Website: www.precision.cpa
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Mike Russo Business & Tax Services
276 El Dorado St, Monterey, CA 93940
(831) 644-9108
Hours: {}
Grace & Associates
2600 Garden Rd #320, Monterey, CA 93940
(831) 373-4957
Website: www.gracecpas.com
Hours: {}
TaxSynergy
32 Vía Ventura A, Monterey, CA 93940
(831) 521-8271
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Adolfo Herrera-Trujillo CPA, M.Acc.
225 Cannery Row # G, Monterey, CA 93940
(831) 373-3800
Website: www.ajhoustonfinancialservices.com
Hours: {"Friday":["8:30 AM–6 PM"],"Monday":["8:30 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–6 PM"],"Tuesday":["8:30 AM–6 PM"],"Wednesday":["8:30 AM–6 PM"]}
Christine J Chalfant EA
1340 Munras Ave, Monterey, CA 93940
(831) 649-4585
Hours: {}
Renate Howells Business & Tax
475 Washington St b, Monterey, CA 93940
(831) 373-1537
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Finn & Cohen: Bain Duncan S CPA
425 Pacific St # 302, Monterey, CA 93940
(831) 375-5166
Website: www.fc-cpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
About Bookkeepers in Monterey, CA
Monterey’s economy is driven by tourism, hospitality, marine research, and small-scale agriculture—industries that often involve cash flow fluctuations, seasonal staffing, and inventory management. For local business owners, keeping accurate financial records is not just about staying organized; it’s essential for managing sales tax, payroll, and grant compliance, especially if you work with institutions like the Monterey Bay Aquarium or local fishing cooperatives. A skilled bookkeeper helps you track income and expenses so you can focus on running your business without worrying about missed deductions or late filings.
Whether you run a Cannery Row boutique, a seaside restaurant, or a consulting firm, a bookkeeper can save you time and reduce stress. They handle day-to-day tasks like reconciling bank statements, categorizing transactions, and preparing financial reports. This is especially valuable during Monterey’s busy summer season, when you might be too busy to keep up with your books. By hiring a local professional who understands the area’s unique business rhythms, you gain clarity on your finances and avoid costly mistakes.
Frequently Asked Questions
What does a bookkeeper do?
A bookkeeper records all financial transactions, manages invoices and payments, reconciles bank and credit card statements, runs payroll, generates financial reports, and keeps your books organized so you and your accountant can make informed decisions.
How much does a bookkeeper cost?
Bookkeeper rates vary by location and scope of work. Part-time bookkeepers typically charge $20-$50 per hour, while full-service monthly bookkeeping packages for small businesses range from $300-$2,000 per month depending on transaction volume and complexity.
Do I need a bookkeeper if I use QuickBooks or other software?
Software handles the mechanics, but a bookkeeper ensures transactions are categorized correctly, accounts are reconciled, and your books are accurate. Mistakes in DIY bookkeeping often lead to costly tax errors. A bookkeeper saves time and prevents problems before they start.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.