Business Details
Your Trusted Accounting Partner in Orange County, CA & St. Johns County, FL
Team One Accounting is an established full-charge bookkeeping and business support services company with over 25 years of experience. We specialize in cloud-based accounting solutions using QuickBooks Online and desktop enterprise versions, providing accurate financial tracking and strategic advisory services. Our team of certified professionals delivers personalized support to small and medium-sized businesses across multiple industries, helping clients streamline operations and focus on growth.With expertise in payroll management, financial reporting, and fractional CFO services, we empower business owners through transparent, technology-driven accounting solutions. Our commitment to continuous education ensures clients receive up-to-date guidance on tax compliance, cash flow optimization, and financial decision-making.
Services
Bookkeeping
Accounting
Reporting
Fractional CFO
Payroll
Timekeeping
Payroll Taxes
Consulting
Business Consulting
QuickBooks Training
Highlights and features
- We offer 25+ years of proven experience in bookkeeping and accounting services.
- Our team includes Advanced Certified QuickBooks ProAdvisors with specialized software expertise.
- We provide personalized training to help clients understand and manage their financial systems.
- Our fractional CFO services deliver executive-level financial strategy at a fraction of the cost.
- We maintain transparent processes with detailed audit logs for complete financial accountability.
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Best service
Knowledgeable
Patient
Game changer
Excellent training
Services
Bookkeeping
Our bookkeeping services manage daily financial transactions including receipts, payments, invoices, and account reconciliations. We ensure accurate record-keeping for small businesses, maintaining compliance with tax regulations while providing clear financial visibility. Our cloud-based systems enable real-time tracking of business financial health.
Fractional CFO
Fractional CFO services deliver executive-level financial expertise without full-time costs. We provide strategic guidance on budgeting, cash flow management, and business growth strategies. Our professionals offer performance tracking and KPI analysis to support data-driven decision-making for business owners.
QuickBooks Training
Specialized QuickBooks training programs develop client proficiency in accounting software. We offer customized sessions covering bookkeeping fundamentals, invoice creation, and financial reporting. Our training empowers business owners to effectively manage their accounting systems independently.
Payroll Services
Comprehensive payroll services handle employee compensation, tax withholdings, and regulatory reporting. We manage weekly, bi-weekly, and monthly pay cycles with integrated timekeeping solutions. Our system ensures compliance with tax regulations while maintaining accurate payroll records.
Financial Consulting
Financial consulting services analyze business performance through profit-and-loss statements and cash flow reports. We identify cost-saving opportunities and provide strategic recommendations for improving profitability. Our advisory support helps businesses optimize financial operations and achieve growth objectives.
People
Patty Hansen
Founder & President
Patty Hansen is an Advanced Certified QuickBooks ProAdvisor with over 25 years of accounting experience. She specializes in training business owners to understand financial data and optimize bookkeeping processes. Patty speaks at local network groups and focuses on empowering entrepreneurs through technology-driven accounting solutions.
Kristen Lipsey
Chief Operating Officer
Kristen Lipsey is a QuickBooks Certified ProAdvisor with expertise in financial transaction analysis. She graduated from California State University Fullerton with a Criminal Justice degree. Kristen specializes in streamlining accounting processes and mentoring team members while maintaining a focus on client satisfaction.
Charlotte Van Dyck
Bookkeeper
Charlotte Van Dyck is a QuickBooks Certified ProAdvisor with a University of California, Irvine degree in Social Ecology. She combines organizational skills with financial expertise to deliver accurate bookkeeping solutions. Charlotte contributes to industry blogs and focuses on improving financial analysis methodologies.
Questions
What accounting software does Team One Accounting specialize in?
We specialize in QuickBooks Online and desktop enterprise versions, providing implementation, optimization, and training services for these platforms.
How does Team One Accounting ensure financial accuracy?
We maintain accurate records through cloud-based accounting systems with detailed audit logs, regular reconciliations, and standardized financial reporting processes.
What industries do you serve?
We work with diverse industries including construction, restaurants, law firms, nonprofits, and professional services firms across Orange County and St. Johns County.
How often do you update client financial records?
We recommend weekly or monthly updates to maintain current financial visibility, with customized schedules based on each business's specific needs.
What sets Team One apart from other accounting firms?
Our combination of QuickBooks expertise, personalized training, and fractional CFO services creates unique value for small businesses seeking comprehensive financial support.
