Citrus Accounting is the Mission Viejo firm where licensed CPAs keep your books — bookkeeping, payroll, reporting and CFO guidance, so the numbers behind every decision are numbers you can trust.
Book My Free Consultation Call (949) 570-9533
Free 30 minutes. No documents needed, no obligation — a conversation about your books.
Bookkeeping has no licensing barrier — no exam, no standard, no one accountable when the numbers are wrong. That is the gap Citrus was founded to close: the expertise a Fortune 500 finance department takes for granted, put to work for businesses that could never hire it in-house.
“Great financial guidance shouldn’t be reserved for the Fortune 500.”
— Maryanne Grant, CPA · Founder, Citrus Accounting
Generic bookkeeping speaks one language: yours, eventually, maybe. We run distinct practices for the trades we serve — tap yours and watch this page change its vocabulary.
Books that are “done” — and numbers you still don’t trust.
Maryanne is so easy to work with! She helped my small business get set up on Quickbooks, assisted in linking all my accounts so everything can be digital and cohesive. I appreciated her responsiveness, patience and sound business advice.
Sheyda L. · ClientBook My Free Consultation Free 30 minutes. No documents needed, no obligation — a conversation about your books.
Every client works with a primary accountant and a CPA who knows their business. Here are yours — by name, by face, by credential.
Founder
Maryanne brings 15+ years of experience in public accounting, audit, and industry controllership for publicly traded companies to businesses that could never hire that résumé in-house. She founded Citrus to bring CPA-level expertise to the often unregulated world of bookkeeping — and she still knows every client’s books.
CPA
Hanna is a licensed CPA with six years of accounting experience. She began her career in public accounting, where she built a solid foundation in financial reporting, compliance, and client service — the discipline your monthly close runs on.
Our team is staffed to do meaningful work during the day and be home in time for dinner with our families. That’s not a perk — it’s quality control. Rested, engaged accountants catch more, answer faster, and know your business better.
on Google — from 6 reviews
A young firm’s record, worn openly: every client, five stars, no rounding up.
BBB rating: A
“We have been working with Citrus for some time now, and I couldn’t be more satisfied with the level of service and professionalism they provide. The team at Citrus Accounting is highly knowledgeable, responsive, and truly understands the intricacies of my business needs. Their expertise has been invaluable in helping me navigate complex tax and financial situations, and I feel confident knowing my finances are in their hands.”
“Maryanne is so easy to work with! She helped my small business get set up on Quickbooks, assisted in linking all my accounts so everything can be digital and cohesive. I appreciated her responsiveness, patience and sound business advice.”
Certified where it counts: the systems your books actually run on, held by the CPAs who run them.
Where most clients start for ongoing services — fixed monthly packages, or hourly if you prefer.
Typical setup, from signed engagement letter to a close you can rely on.
Cancellation notice — no long-term contract. We earn your business monthly, or you walk.
Our aim for email replies on business days. Urgent matters are addressed immediately.
Book My Free Consultation Free 30 minutes. No documents needed, no obligation — a conversation about your books.
We don’t prepare tax returns. What we do is keep your books clean and tax-ready all year, coordinate with your tax preparer so filing season is a hand-off instead of a scramble — and if you don’t have a tax professional yet, we’ll introduce you to trusted tax CPAs and Enrolled Agents in our network. A firm that tells you plainly what it doesn’t do is a firm you can believe about what it does.
Systems
Payroll
Spending more than 5 hours a month on your books? By our own rule of thumb, you’ve outgrown doing them yourself. The rest of the honest answers:
Our rule of thumb: if you’re spending more than 5 hours a month on bookkeeping, falling behind on financial tasks, or planning to grow, you’ve outgrown doing it yourself. Those hours belong in your business — and the cost of errors found late is almost always higher than the cost of keeping the books right monthly. Bring your situation to a free consultation and we’ll tell you honestly whether you need us yet.
Yes — cleanup is a specialty here, not an embarrassment. We catch up on years of backlogged or inaccurate bookkeeping: reconciling every account, correcting what’s wrong, and handing you books you can finally read with confidence. However far behind things are, there is a defined path from the pile to a clean monthly close, and the consultation is where we map yours.
No — and we’d rather tell you that up front. We don’t prepare tax returns in-house. What we do is keep your books clean and tax-ready all year, and we work closely with your existing tax preparer so filing season is a hand-off, not a scramble. If you don’t have a tax professional yet, we’re happy to refer you to trusted tax CPAs and Enrolled Agents in our network.
Most of our clients invest at least $300 per month for ongoing services, on fixed monthly packages; hourly billing is available too, and one-time cleanup projects are often hourly. You sign an engagement letter, not a long-term contract: either side can end the relationship with 30 days’ notice. We earn your business through quality service, not binding paperwork. Your exact scope and price are set after a free consultation, before any work begins.
You get a primary accountant and a CPA who knows your business, with support from our broader team — never an anonymous queue. Citrus is led by two licensed CPAs: founder Maryanne Grant (15+ years across public accounting, audit, and controllership for publicly traded companies) and Hanna Kolb, CPA. The person who knows your books is a person you can name.
Probably yours already. Our bench includes QuickBooks Online and Desktop, Sage, Yardi, Microsoft Dynamics 365, HomebuilderOne, Newstar Construction, Constellation, Concur, Microsoft Power BI, ClubReady, Shopify, Freshdesk, Invoiced.com, and Treasury Automation Suite — and payroll runs on ADP, Gusto, QuickBooks, and Paychex. We’re Intuit Certified in QuickBooks Level 2 and Payroll, and we lead system implementations through design, testing, and go-live.
We aim to respond to emails within 48 hours during business days — and urgent matters are addressed immediately. Because every client has a named primary accountant and CPA, your message lands with someone who already knows your business, not a ticket queue.
It stays yours. You keep full ownership of and access to your financial data, in standard formats, at all times — during the engagement and after it. Day to day, your information is protected with bank-level encryption, multi-factor authentication, and professional liability insurance.
Thirty free minutes with a CPA-led team — no documents to gather, no obligation to stay. Just a straight conversation about your books, and what they’d look like kept the Citrus way.
Book My Free Consultation Call (949) 570-9533
Free 30 minutes. No documents needed, no obligation — a conversation about your books.
