Professional Financial Solutions

Professional Financial Solutions

5.0 (2)
25 employees
11 years in business

About this pro

We’re changing the industry for good! Based in Diamond Bar, CA, PFS is a forward thinking bookkeeping and tax office, and are now servicing hundreds of clients throughout California. PFS is growing faster than ever, and the goal is to help our clients do the same.

We love creating a system for our client's bookkeeping that provides the owners/leadership data to help better operate their business.

Read more about this pro


Diamond Bar, CA 91765
Email verified

2 Reviews


  • Amanda R.

    Aaron and his team at PFS have provided great service for our company for many years now. I would highly recommend him if you have any accounting questions or needs.

  • K.

    PFS has now been doing my Bookkeeping/Accounting for the past 2 years. They've made numerous recommendations that have saved me time, money, and tax obligations! I'm the kind of guy that really loves and respects a professional that, "Knows Their Shit"!! Sorry for the expletive, but it's truly the best way to describe Aaron and his skills! What he does in QuickBooks in seconds/minutes, often took me hours/days to complete! In addition, he is quick to find my accounting errors and make the necessary corrections. Obviously, I'd recommend Aaron and his staff to anyone looking for a True Professional!!

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What is your typical process for working with a new customer?

Our office typically starts with a no-cost bookkeeping assessment. This is where we meet with you to inspect your current accounting operating, provide feedback, and discuss our recommendations. During that process, we can decide if we are a good fit to do business together. 

What education and/or training do you have that relates to your work?

We have a staff of 25 employees including bookkeepers, payroll professionals, and EAs.

Do you have a standard pricing system for your services? If so, please share the details here.

Our pricing is customized for each client specifically. We try and provide as much value as possible for our clients.

How did you get started in this business?

Our office was founded by Aaron C. Stocks, currently the President at Professional Financial Solutions.

What types of customers have you worked with?

We work in almost every industry and specialize in creating a customized method for all of our clients.

Describe a recent event you are fond of.

Our office took over a manufacturing company with around 30 million in annual sales. We completely transformed their accounting in 90 days.

What advice would you give a customer looking to hire a pro in your area of expertise?

Check references, insurance, licenses, and make sure the bookkeeper is a good fit for you company.

What questions should customers think through before talking to pros about their needs?

Try and give as much detail about your expectations as possible. This will allow everyone to be on the same page from the start.

Services offered

Accountants Bookkeepers Business Consulting Services Business Plan Consultants Business Tax Preparation CPA Firms