Highland, CA Tax & Bookkeeping Services
Your Trusted CPA in Highland, CA
Highland Business Owners Deserve More Than Just Bookkeeping.
At ThriveWell CPA, we’re not just another cookie-cutter bookkeeping/tax shop. We help growth-minded, ambitious entrepreneurs take full control of their numbers. We provide clean books, clear cash flow, and valuable strategic guidance that helps them make smarter, faster business decisions.
Our clients gain peace of mind, sharper financial clarity (you’ll get profit reports you actually use), and a trusted CPA who helps them grow.
They often see improvements in confidence, profitability, and decision-making within the first month!
Whether you’re a solo operator scaling up or a seasoned owner ready to ditch the spreadsheets, we act as your financial partner. We combine monthly bookkeeping, tax strategy, and business advisory into one streamlined service so you don’t just stay compliant…you actually grow.
New to bookkeeping in Highland? Start here.
Service pros across Highland, Riverside, and Rancho Cucamonga ask for the same thing: a simple QuickBooks Online setup that actually sticks. Here is the fast version.
Open a dedicated business bank account and card. Keep personal out.
In QuickBooks Online, connect bank feeds and turn on receipt capture in the mobile app.
Move a small percent of each deposit to a tax reserve.
Keep going: Read the full Freelancer Bookkeeping Setup guide.
At ThriveWell CPA, we provide comprehensive accounting and bookkeeping services to clients in Highland and the surrounding areas. Our services include:
Monthly Bookkeeping -
No more DIY spreadsheets or wondering if your numbers are right. We handle your categorization, reconciliations, and deliver clean, easy-to-read reports every month. This way, you can actually use your financials to make smart business decisions.
A few months behind on your books? Having trouble getting things back in order? We can help. We’re experts at cleaning up the books for your business and can get everything in order. You can let us get to work and get useful profit reports and tax-ready books quickly.
Tax Preparation and Planning -
We make sure your taxes are filed accurately and on time and without surprises. Our monthly clients get priority access to tax prep services when they need it.
Financial Advisory Services (Built Into Select Packages) -
Want to understand your cash flow better? Need help setting goals or planning ahead? We offer help with light financial strategy and advisory guidance as part of select packages, so you’re not just reacting, you’re planning.
We understand the unique financial challenges faced by businesses in Highland and are committed to delivering personalized solutions to help you succeed.
Not quite ready to book a call? Feel free to use the contact form on our contact page to send a message and we’ll follow up via email!
What Our Clients Say
“Phillip helped me clean up months of messy books I probably shouldn’t have DIY’ed and made everything easy to understand. I finally feel like I have much better control of my business again.”
— J.R.“I’ve had Phillip handle my taxes the last couple years and it’s been great. He makes the whole thing easy and explains stuff in a way that actually makes sense. Super quick to respond if I have questions and I feel like everything’s done right. Definitely recommend him if you need a good CPA in Redlands.”
— D.P.
“I used to mix personal and business. He helped me separate everything and walked me through what to keep. Way less stress.”
— D.S