CALL TODAY AND ASK ABOUT MEMBERSHIP 714-617-2240 info@trailblazersconnect.com

Platinum Champion Member

OCMJ Certified Public Accountants

We’re a team of Certified Public Accountants who do more than just taxes! We specialize in consulting and partnering with growing businesses who know good planning is the foundation for success.

bookkeeping | accounting | payroll | consulting | outsourced cfo services

call us: 714-617-2240

Website

OCMJCPAS.com

Location

123 Main Street, Fullerton, CA 92832

Area(s) Served

California, Arizona, New Mexico

Established In

2000

Founded By

John Smith, Mary Jane Greene

License Info

CPA #12345 – expires 5/1/2021

We offer special deals to members

Trailblazers Connect
Member Since 2019

Trailblazers Connect
Blog Contributor

Who We Are & What We Do

We are a CPA firm looking to build relationships with our clients to do more than just a tax return once a year. We aren’t those stuffy accountants you usually picture who simply take the numbers you give us and spit out a tax bill. What we enjoy most is solving tax and business problems through a working relationship with YOU. By aligning our tax, accounting, and consulting services with your specific business dreams and financial goals, we try to create happy clients for life!

We love our cannabis clients! We have lots of experience working with cultivators, distributors, manufacturers, retailers with and without storefronts, testing labs, and everyone else in the marijuana/CBD/hemp space. Keeping up with the changing rules and regs is a challenge–but believe or not, we actually enjoy it. Give us a chance to show you how our tax law knowledge in your emerging market will save you money.

 

Our Top 5 Lists

PRODUCTS & SERVICES

Tax Preparation
Bookkeeping
Consulting
CFO Services
Asset Protection

CLIENT TYPES WE LOVE

Small- and medium-sized businesses
Health & wellness
Trades (construction, electrical, HVAC, etc.)
Companies opening new locations
Cannabis start-ups

REFERRAL PARTNERS

Financial planners
Payroll & HR
Banks and lenders
Attorneys
Credit repair companies

Team members

John Smith

John Smith

President, CPA, EA

I know how hard it is to run a business, so you don’t need the stress of worrying about taxes. Taking that burden off your shoulders so you can focus on better things is something that gives me a lot of satisfaction.

I’m proud of my team. Every person you’ll talk to is warm and approachable. At the same time, we are relentless in working to  save you money.

My dad was a plumber, so I really love working with the trades like him: contractors, electricians, HVAC, etc.

Favorite ice cream: rocky road.

How To Connect with Me

714-617-2240 (office)

johnsmith@ocmjcpas.com

Mary Jane Smith

Mary Jane Smith

Consultant

Mary Jane has 15+ years experience in sales and marketing, primarily in CBD, but also in pharmaceuticals, wellness, and cosmetics. Most recently she successfully expanded the distribution for two small, local CBD companies into international retail outlets and spearheaded their branding, visual merchandising, and new e-commerce stores. To complement her marketing expertise, she has assembled an amazing team of executives, all with unrivaled expertise and achievement in areas including finance, technology, distribution, and operations.

Scariest thing I’ve done: bungee jump

How To Connect With Me

714-555-1212 (cell)

maryjane@ocmjcpas.com

IG:@maryjane_mjoccpas

Ben Pennington

Ben Pennington

Business Development Manager

Before joining the team, Ben was a recognized top earner for two Fortune 500 companies for 9 of his 12 years in sales positions with them. He has built several sales teams from the ground up and has hired, mentored, and managed more than 120 sales professional in the US and abroad. His favorite thing to do is help companies create a team of motivated sales reps who are passionate about the products and services they sell.

On my bucket list: Go on safari in Africa; Learn to play guitar; Get through a professional massage without laughing (it tickles!)

How To Connect With Me

949-555-1212 (cell)

ben@ocmjcpas.com

Photo Gallery

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Brag Box

This is an amazing bonus feature for Platinum Champion Trailblazers to showcase your awards, honors, client successes, and more, like these:

OC123 Business of the Year in 2012 and 2018.

We run as a team every year in the ABC 5K Run for a Cause.

Saved a struggling non-profit from shutting its doors in 2017 by uncovering errors that revealed an extra $60,000 in funds available for staffing.

Testimonials From Other Trailblazers

This Is A Platinum Champion Trailblazer Profile Feature

Mary Jane made the difference between HOPING we would succeed and actually having a PLAN FOR SUCCESS. We’re all much more confident now that we really havce a handle on the numbers. We’re very grateful to you.

Jim the Happy Client

Cultivator, Jim Grows Inc.

Oh my gosh! I can’t say enough about all the great things this team has done for me. I was in such a terrible spot and couldn’t figure out the next steps, and I think I called out of desperation. I was embarrassed, but there was no reason to be. Everyone from John and MJ down the line are the nicest, least judgmental people in the world.

You guys saved my bacon. Thanks a million!!!

Carolann V.

Owner, ABC Company

Just a quick note to say, John, you have an amazing staff. MJ is a firecracker, and smart, and exactly who I need to keep me on track. I’ve been with you from the start because you’re the best, and we plan to work with you for many years to come!

Kirk Van

Manager, Our Biz

Let’s Connect!

Send us a message and we'll get back to you soon. If you're in a hurry, feel free to call us!

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