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
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
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
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
Only Platinum Champion Trailblazer Profiles Get Photo Captions and Photos 5-8 (Gold Up to 4 Photos)
We’re On Your Team
Look at us as a real part of your team. We are completely invested in your success.
Precise Calculations
We do more than punch keys and fill in spreadsheets, but when we do math, we do it right.
Business Suit
We handle your business with a high level of professionalism alsways.
Cannabis
We want to help you grow your cannabusiness by minimizing your tax liability and helping you remain compliant.
Every Dollar Counts
We get the numbers right, down to the penny.
We Support Your Craft
We love to work with the trades. You are an expert at what you do, so let us handle the stuff you don’t like to do.
Take More Time Off
You’ve earned your vacations, so take them. We will help you find the money and the time to take off to your ideal place for play.
More Celebrations
That’s our goal–not just to celebrate with you, but to create reasons to celebrate!
Now Watch This!
Platinum Champion Trailblazers Get To Show TWO Videos
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.
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!!!
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!
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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