Orange Crest Financial

About Us

We believe that small businesses are the heartbeat of our community. Established in Riverside County, we take our name from the orange groves that once made our city thrive, symbols of growth, prosperity, and resilience. Just as those orchards helped Riverside flourish, we’re here to help your business grow and succeed.

We specialize in providing personalized financial services designed with small businesses in mind. Unlike large firms, we focus on building genuine one-on-one relationships with our clients. Our boutique approach allows us to understand your unique goals and challenges, tailoring solutions that evolve with you as your business expands.

Orange Crest Financial is passionate about walking alongside entrepreneurs, offering not only accounting expertise but also guidance and support at every stage of growth. Our mission is simple: to empower local businesses with the tools, resources, and insights they need to thrive.

Because when you succeed, our community succeeds.

  • Transparent Pricing


    Outsourcing your accounting tasks to Orange Crest Financial ensures
    Generally Accepted Accounting Principals (GAAP) for your business
    allowing you to focus on your customers. We save you money when compared
    to hiring a full-time Accountant, taking advantage of our expertise in
    the industry.

  • Save More Money


    Smart financial services can put money back in your pocket by uncovering
    hidden tax write-offs and making sure every expense lands in the right
    category. From travel costs to equipment, nothing gets missed, meaning
    fewer mistakes, bigger deductions, and more cash to grow your business.

  • Customization


    If package pricing is not suitable for your business size, we offer
    hourly services for one-time, monthly or year-end tax preparation
    services. Consult with a financial expert to learn more about
    appropriate services for your business to help save you money.

Services

  • Bookkeeping
  • General Accounting (non-CPA)
  • Asset Management 
  • Depreciation
  • Payroll Services
  • Mobile Notary Services
  • Tax Preparation
  • Budgeting
  • Financial Education
  • Quickbooks Training
  • Monthly Reconciliations 
  • Financial Reporting
  • Forecasting 
  • Financial Reports 
Self-Service Portal

Brian V. Palmer, M.S.F.

Principal Finance Manager

A finance professional with nearly two decades of corporate
management and financial experience. Brian holds a Master’s degree in
Finance from Southern New Hampshire University and has expertise in
construction accounting, financial operations and reporting compliance.

Contact Information
  • Address

    Orange Crest Financial LLC

    315 E. Esplanade Ave.

    San Jacinto, CA 92583

  • Phone

    (951) 387-4791

    Office Hours:

    Monday - Friday: 9am - 5pm

    Closed major holidays

  • Email

    support@orangecrestllc.com

Commonly Asked Questions

Why should I outsource my bookkeeping instead of handling it myself?


Outsourcing saves you time, reduces errors, and ensures your records are accurate and compliant. This allows you to focus on growing your business while we handle the numbers.

Do you only work with businesses, or can individuals benefit from your services too?


We serve both. Businesses rely on us for bookkeeping, accounting, and compliance, while individuals often come to us for personal budgeting support, tax readiness, and financial education.

How can financial education really help me or my business?


Financial education empowers you to make smarter decisions. Whether it’s understanding cash flow, taxes, or investments, we break down complex topics into clear, actionable guidance that builds confidence.

How do your fees work for bookkeeping and accounting services?


We offer flexible pricing, either a flat monthly package for ongoing bookkeeping or hourly/project-based rates for specific accounting needs. We’ll review your goals and recommend the most cost-effective option with full transparency.