Social Organizations | Social Entrepreneurs | Social Impact Investors

unique, proactive, and systematic approaches to...

  • Strategic visioning and planning
  • Financial planning and management, including audit and tax services
  • Risk assessment and management

We specialize in serving:

  • Social organizations
    JZ CPAs’ unique Proactive Audit™ produces system integrity through reliable and timely audited financial statements at 50% of the cost of traditional audits. Internal controls are designed using the cloud, with sufficient segregation of duties and fraud prevention solutions, and are monitored throughout the fiscal year.

    JZ CPAs Inc. is also authorized to audit Charter Schools:

    The result: an auditing and tax preparation process that is a year-long commitment to review, celebration and continuous improvement.

  • Socially conscious entrepreneurs
    JZ CPAs offers organizational assessment and planning processes that focus on all aspects of the business, including leadership, human and financial resources, systems and procedures for operations, and strategic planning.

    The result: a harmonious integration of all functions within the organization to enable the highest possible achievement.

  • Socially conscious individuals and families
    JZ CPAs conducts comprehensive financial planning for the future, including tax planning, that recognizes the need for identifying the personal values and hopes of the individual, creating goals and developing an investment strategy that meets and exceeds those goals.

    The result: personally fulfilling and socially responsible wealth achievement that enables a much higher quality of life, optimism for the future, and sense of community participation and leadership.


Client Center

(QuickBooks Online)

(QuickBooks Payroll)

(Intuit Tax)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

QuickBooks Certified ProAdvisor - QuickBooks Online Certification


You, are an entrepreneur passionate about and uniquely talented in what you are upto and are committed to building a self-maneging business through innovation, technology, systems and champion teams.


are highly skilled financial executives who are passionate about and committed to your success with our strategic, and technical experiences.


Our mission is to support you to fulfill your vision for self-expression, abundance and freedom.


We fulfill our mission through proactive and strategic planning, and developing integrity in systems using unique processes, cutting edge technology and a global team of talented professionals.


Our BOOST™ services are a suite of unique processes and services that support you proactively at different stages of your growth.

Phone: 949-397-0189