Orange County CPA Firm — Senior-Level Accounting & Audit Services

Based in Newport Beach CPA — California CFE 12+ Years Experience

Lobel Accountancy Corporation is an Orange County CPA firm headquartered in Newport Beach. We provide audit, review, compilation, financial statement preparation, and fractional CFO services to privately held businesses across Orange County — from Irvine and Anaheim to Huntington Beach and Fullerton.

Every engagement is led directly by Jeffrey Lobel, CPA, CFE — the same senior-level principal from the first conversation through the final deliverable. Orange County businesses get institutional-quality accounting work without the institutional overhead or junior-staff handoffs.

CPA Services for Orange County Businesses

Orange County's business community spans specialty finance, manufacturing, technology, professional services, and real estate. LAC brings deep technical expertise across the accounting and reporting needs that matter most to privately held companies in this market.

Audit, Review & Compilation
Full-scope GAAS audits, review engagements, and compilations for Orange County companies with lender requirements, investor covenants, or governance needs. Multi-entity and consolidated engagements handled in-house. First-time audits prepared and managed from start to finish.
Financial Statement Preparation
GAAP-compliant financial statements with complete footnote disclosure — from trial balance to final package. Consolidations, restatements, and technical standard implementation (ASC 842, ASC 606, CECL) for Orange County businesses at every stage.
Fractional Controller & CFO
Part-time or project-based senior financial leadership for Orange County companies that have outgrown their bookkeeper but aren't ready for a full-time CFO. Month-end close, board reporting, lender relationships, and financial infrastructure — run by a CPA who has done it in-house.
Fraud Examination
Independent fraud examinations for attorneys, businesses, and individuals — conducted by a Certified Fraud Examiner (CFE). LAC brings structured investigative methodology to suspected misconduct, financial statement irregularities, asset misappropriation, and litigation support engagements. Findings are documented to professional standards suitable for legal proceedings.
Inventory Count Observation
Specialist inventory count observation for CPA firms requiring an independent, qualified observer. LAC integrates directly into your audit workflow — handling pre-count planning review, physical observation, test counts, and workpaper documentation so your audit file is complete and defensible.
Audit Readiness & Internal Controls
Pre-audit diagnostic, PBC package preparation, and control environment buildout for companies preparing for a first audit, lender review, or investor transaction. Control documentation, accounting policy development, and risk assessment frameworks — delivered by a CPA who has managed audit preparation from the inside.

Serving All of Orange County

LAC serves businesses throughout Orange County. Physical proximity is rarely required for accounting and audit engagements — most work is completed remotely with structured communication, and on-site visits are available across the county when needed.

Newport Beach
Irvine
Anaheim
Santa Ana
Costa Mesa
Huntington Beach
Fullerton
Orange
Garden Grove
Lake Forest
Mission Viejo
Tustin
Yorba Linda
Brea
Laguna Niguel
All of Orange County

What makes LAC different for Orange County clients

Orange County has no shortage of accounting firms. What most of them share is the same staffing model: senior partners sell the engagement, junior staff do the work, and the client spends the engagement managing upward. LAC operates differently by design.

Every engagement is run by Jeffrey Lobel. That means the person who understands your industry, your technical accounting issues, and your business context is the same person reviewing your workpapers, signing your reports, and answering your questions. No account managers, no delegation to associates who are learning on your engagement.

For Orange County's specialty lenders, manufacturers, and professional services firms, that distinction matters — particularly for first-time audits, complex consolidations, and companies preparing for investor scrutiny. The engagement runs faster and produces better work when the senior CPA is in it, not above it.

The Irvine and Newport Beach corridor has one of the highest concentrations of specialty finance companies in California — consumer lenders, equipment finance firms, real estate credit funds, and specialty servicers. These businesses have accounting complexity that general-practice CPA firms struggle with: CECL modeling, ASC 860 securitization accounting, multi-entity consolidations with trust structures, and lender reporting across multiple credit facilities. Jeffrey's background as a Controller at a California specialty finance company means LAC has handled this work in-house, not just on paper. For Irvine and Newport Beach lenders preparing for a first audit or navigating investor due diligence, that experience is directly applicable.

Orange County's manufacturing base — concentrated in Anaheim, Fullerton, and the northern corridor — presents a different set of accounting challenges: multi-entity structures, inventory accounting, intercompany eliminations, and close processes that grew up organically and never got rebuilt. LAC has rebuilt consolidation infrastructure for Orange County manufacturers using Power Query and automated workbooks, compressing close cycles that were running three weeks into under ten business days. The systems work and the accounting work happen in the same engagement because they're done by the same person.

LAC is also systems-fluent in a way that most CPA firms aren't. When a client's close process is the problem, we fix the close process. That technical capability — Power Query, Excel automation, Python — means Orange County clients get accounting deliverables and operational improvement in the same engagement.

Accounting work built for Orange County's business landscape

Orange County's economy spans a wide range of industries — and the accounting complexity that comes with each one varies significantly. LAC serves companies across the full spectrum concentrated in the region.

Manufacturing and distribution companies in Anaheim, Fullerton, and Santa Ana often face audit complexity that general-practice firms aren't equipped to handle — inventory valuation, cost accounting, and the operational controls auditors scrutinize most. LAC brings hands-on experience with inventory counts and physical observation procedures, not just the paperwork that surrounds them.

Retail and restaurant operators across Orange County — from single-location owners in Newport Beach to multi-unit operators expanding across the county — need financial statements that hold up to lender scrutiny and present a clear picture of unit economics. We prepare and audit financial statements built for the decisions owners actually face.

Technology and software companies in Irvine's tech corridor deal with revenue recognition complexity that tripped up many firms when ASC 606 took effect. Whether you're recognizing subscription revenue, milestone-based contracts, or bundled arrangements, getting it right matters — both for your auditors and for any investor or acquirer reviewing your financials.

Across all of these industries, every engagement is led directly by Jeffrey Lobel, CPA, CFE. No junior staff, no learning curve at your expense.

See it in practice

Read how LAC prepared a Southern California specialty lender for their first full-scope GAAS audit — and rebuilt a manufacturer's month-end close from three weeks to eight business days.

View Case Studies →

Looking for an Orange County CPA?

Start with a straightforward conversation — no intake forms, no junior staff, no wait. We'll tell you directly whether we're a fit.

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