Citrin Cooperman

Accounting & TaxVerified

About

Citrin Cooperman, a top-25 national accounting and advisory firm founded in 1979, anchors its Carlsbad business-process-outsourcing practice at 5411 Avenida Encinas near the Poinsettia Park corridor. The firm's outsourced-controller and virtual-CFO services produce monthly close packages, cash-flow forecasts, and board-ready financial dashboards — a full back-office layer that extends beyond the tax-compliance focus of Avenida Encinas neighbor Rockwater Associates. Citrin Cooperman expanded its Carlsbad footprint through two acquisitions — FMT Consulting in June 2023 for NetSuite, Salesforce, and CRM digital-services implementation, followed by Signature Analytics in late 2024 for scalable outsourced accounting across Southern California and nationally. The Carlsbad BPO team deploys across NetSuite, Sage Intacct, and Salesforce platforms, producing formatted audit-report packages and management-presentation materials bound and distributed through L+L Printers for North County client board meetings. The practice's highest-complexity engagements involve ASC 606 revenue-recognition implementations and SOC 1 Type II readiness assessments for SaaS companies preparing for institutional-investor due diligence.