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At Chatterton & Associates, we understand that business owners value their freedom and time.

 Whether it’s the freedom to focus on your business or more time to spend with your loved ones, it becomes more of a reality when you don’t have to worry about organizing your own books. Our meticulous and efficient bookkeepers are supported by powerful software, ensuring books with detailed accuracy. Chatterton operates as an extension of your team with care and consistency, providing you with company-specific reports and financial ratios so you can see the full perspective of your business with greater insight and clarity.

Beyond bookkeeping, Chatterton & Associates focuses on expanding with your business as it grows by providing experienced and compassionate wealth, tax, and estate professionals for all your business needs.

Schedule A Complimentary Consultation

Meet Our Bookkeeping Team:



Melissa Carter

Bookkeeper

Scott Lee

Certified Public Accountant

Kevin Galvez

Enrolled Agent


Our team of tax professionals create a tax preparation plan tailored to your company that includes your federal, state, and local income taxes, 1099s, and more. We ensure your business stays compliant and up to date with any tax law changes. When bookkeepers, CPAs and CERTIFIED FINANCIAL PLANNER™ professionals collaborate, it often minimizes taxes, cuts expenses, increases revenue and profits, and can improve business valuation and increase shareholder value.

Our CERTIFIED FINANCIAL PLANNER™ professionals can also help you with your 401k plan investment options as well as your investment returns, and help you assess your risks. Our services can be focused especially for planning and cash flow analysis for workers close to retirement. 

Meet Our Team

Bookkeeping and Accounting Services

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You are the expert of your own business and the attention to detail will always be important to you. We share that same passion and deliver services to small-to-medium-sized businesses built to improve bookkeeping and accounting experiences with accuracy.

  • Dedicated Bookkeeper
  • Automatic Transaction Import
  • Cash and Accrual-Basis Accounting
  • Annual Financial Reporting (Profit and Loss, Balance Sheet, Cash Flow Statements)
  • Industry Standard Financial Ratios (EBITDA, Free Cash Flow, Margin Percentage)
  • Four Connections to Financial Institutions (Banks, Credit Cards, Payment Processors)
  • Review Payroll Reporting and Categories (Wages, Taxes, 401k, etc.)


We Work With Who You Work With

We connect with your payroll provider to obtain your payroll summary reports and annual tax documents so you don't have to.


5 Reasons to Consider Chatterton Business Solutions

The Chatterton team operates in your corner in one efficient office to provide you with personalized insightful guidance. Here are 5 reasons to consider Chatterton Business Solutions:

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Get Your Time Back

Free up your time so you can work on the business itself and have more time for things you love.

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Reduce Aggravation and Stress

Let us enter all your transactions and categorize expenses.

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Clarity and Guidance

We can answer important questions you didn’t even know to ask. 


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Business Growth, Profit, and Shareholder Value

We analyze your numbers and compare them to other companies in your sector. We will also advise you on how to reduce your expenses, improving your bottom line – potentially leading to more profit and more shareholder value.

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Personalized Reporting and Analysis

We provide you with company-specific reports and financial ratios so you can see the full perspective of your business with greater insight and clarity. We will advise you on what reports mean and how to leverage your resources.


Serving Orange County and Surrounding Areas

We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their estate planning needs. If you live or operate in or near any of the following cities, we’re here for you:

  • Anaheim
  • Yorba Linda
  • Santa Ana
  • Tustin
  • & Surrounding Areas

These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.


    Get Started with Chatterton Business Solutions!

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