Cube Accounting Solutions is a California-based professional accounting and financial services firm headquartered in Santa Ana, serving businesses and organizations across the United States. We provide accounting, tax, financial management, Fractional CFO, and flexible staffing solutions to help clients maintain organized financial operations, improve financial visibility, and make informed business decisions.

We work with small and midsize businesses, growing companies, nonprofit organizations, and organizations with industry-specific accounting or operational needs. Our support can range from ongoing accounting and tax services to financial reporting, cash flow planning, strategic financial guidance, and additional operational talent.

Our Core Services

• Accounting Services: Full-cycle accounting, accounts payable, accounts receivable, bank and credit card reconciliations, month-end and year-end closing, financial statement preparation, payroll support, and financial reporting.

• Tax Services: Individual and business tax returns, tax planning, entity-specific filings, multi-state tax matters, amended and prior-year returns, sales and use tax, payroll tax returns, and tax compliance support.

• Fractional CFO Services: Cash flow forecasting, budgeting and variance analysis, KPI and management reporting, profitability analysis, financial planning, fundraising and capital strategy, M&A support, and exit planning.

• Staff Augmentation / Managed Staffing: Administrative and back-office staffing, IT and software development talent, medical billing and coding, paralegal and legal support, accounting and finance staffing, and industry-specific talent.

Accounting and Business Software We Support

Cube Accounting Solutions works with many of the accounting and operational platforms businesses already use, helping clients maintain continuity within their existing technology environment.

• QuickBooks Online

• QuickBooks Desktop

• QuickBooks Contractor

• QuickBooks Enterprise

• Xero

• Sage

• Sage Intacct

• AppFolio

• Buildium

• Yardi Voyager

• RealPage

• RentManager

• MRI Software

• Sage 300 CRE

• Foundation Software

• Vista by Viewpoint

• CMiC

• Procore

• Buildertrend

• CoConstruct

• Dealer Management Systems (DMS)

• Clio

• MyCase

• PracticePanther

• Smokeball

• Filevine

• LawPay

• Clio Payments

• McLeod Software

• TMW Systems / Trimble Transportation

• Samsara

• Motive

• Verizon Connect

• Fleetio

• PowerSchool

• Blackbaud Financial Edge NXT

• Sycamore Education

• FACTS/RenWeb

• Gradelink

• CashBooks

• ADP

Cube can also support integrations between accounting systems and other business platforms, including payroll, POS, inventory, e-commerce, practice management, transportation, fleet, and education systems.

Industries We Serve

• Property Management: Trust accounting, owner reporting, CAM reconciliation, tenant A/R management, rent roll reporting, and multi-property financial reporting.

• Construction: Job costing, WIP reporting, subcontractor accounting, progress billing, retainage tracking, and project profitability analysis.

• Auto Dealerships: Vehicle inventory accounting, floor plan reconciliation, F&I reconciliation, department-level reporting, and dealership profitability tracking.

• Cannabis: Accounting and financial reporting support for cannabis businesses with industry-specific operational and compliance requirements.

• Law Firms: Trust and IOLTA accounting, three-way reconciliation, client billing, retainer tracking, partner distributions, and profitability reporting.

• Logistics Companies: Fleet expense tracking, fuel costs, IFTA reporting, driver payroll, freight revenue reconciliation, and cost-per-mile analysis.

• Homeschools & Charter Schools: Fund and grant tracking, funding reconciliation, payroll support, compliance reporting, and financial reporting.

• Small & Midsize Businesses: Accounting, tax support, A/P and A/R, reconciliations, payroll support, financial reporting, cash flow monitoring, and broader financial management.

How We Support Businesses

Cube Accounting Solutions recognizes that financial and operational requirements vary by business and industry. Our approach is built around the client’s existing systems, reporting needs, workflows, and level of support required.

Businesses can engage Cube for ongoing Accounting Services, tax preparation and planning, financial reporting, Fractional CFO guidance, or Staff Augmentation / Managed Staffing based on their specific needs.

The goal is to provide clear financial information, reliable reporting, practical guidance, and flexible support that helps business owners and organizations better understand their finances and make informed decisions.

Based in Santa Ana, California, Cube Accounting Solutions serves clients locally and across the United States.

Address: 940 W 17th St. Ste F, Santa Ana, California 92706
Email: sales@cubeaccountingsolutions.com
Website: https://cubeaccountingsolutions.com