Halbert & James Inc.

Name: Halbert & James Inc.
Address: 4420 Hotel Cir Ct Suite 230, San Diego, CA 92108, United States, San Diego, CA
Telephone: (619) 220-5277
Price range: premium
Rating: 4.9

Unclaimed★ 4.9 · 134 reviews

Halbert & James Inc. - Accounting in San Diego

134reviews

4.9rating

nightlyrefresh

Operator Profile

4.9 rating

134 reviews across platforms

134 reviews

Nightly refresh

Where they stand

Tracked in San Diego Accounting.

Gap to #1

Rating: 4.9/5 · Response rate: Tracking

Save this market. Get a weekly report.

Pick Accounting in San Diego and get rank changes, new openings, and competitor moves every Monday.

Save market

Access this data via API.·REST + MCP·Full history + CSV

See API docs →

People (talent graph)

Who runs this business.

16 employees estimated.

Email addresses are blurred for anonymous visitors. Sign up free to see contact details.

Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.

Estimated monthly ad spend

Not detected

Google Ads

detected

Meta Ads

detected

Yelp Ads

detected

Technology stack

What they run on.

Detected via public website scan, booking flows, and review response tooling.

Profile completeness56/100

Digital presence score0/100

Licenses & credentials

Compliance status.

Verified against state license boards, insurance filings, and bond records.

CPA Licensed

Business profile

How they show up.

premium15 mi radius

Halbert & James Inc. is a top-rated accounting firm serving San Diego, CA. With 133 reviews and a 4.9-star rating, they have built a strong reputation in the community.

Specialties

Small Business TaxIRS ResolutionPayrollQuickBooksNonprofit

Services

Tax Preparation

Bookkeeping

Payroll Services

Business Tax Planning

IRS Representation

Financial Statements

QuickBooks Setup

Audit Support

Tax Advisory

Estate Planning

Market position

#12

of 12 accounting in San Diego

11 more reviews would move this business to #1 in San Diego.

Browse all Accounting in San Diego Previous top business: Love's Accounting San Diego

#	Business	Rating	Reviews	Response
#1	Abbo Tax CPA	5.0	144	Tracking
#2	IB CPA	5.0	80	Tracking
#3	Paul Anderson - CPA and Bookkeeping Firm	5.0	41	Tracking
#4	Yenor & Associates	5.0	34	Tracking
#5	Launch CPA	5.0	26	Tracking
#6	Montoya CPA EA APC	5.0	25	Tracking
#7	MAK Financial CPA	5.0	24	Tracking
#8

Market position

Loading market rank and neighboring accounting in San Diego.

Browse all Accounting in San DiegoPrevious top businessNext top business

Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.

Upgrade to Autopilot to unlock

Expected to hold #1 position

in ~6 weeks at current velocity

Confidence 72%

Review velocity trend: stable

Monitoring velocity

Confidence 65%

Market competition stable

Based on ad spend and new entrant signals

Confidence 58%

Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.

Date	Event	Source
-	No capitalization events detected	SBA, SEC, court filings

Market context

San Diego Accounting market.

Businesses

Avg rating

4.9

Data refresh

Nightly

See the full Accounting in San Diego market report.

Revenue intelligence

Revenue and operational signals.

Revenue band: 1m_5m

Est. team size

moderate_growth

Growth signal

Distress score0/100 (low)

Succession risk20/100

Market position

#12

of 12 accounting in San Diego

11 more reviews would move this business to #1 in San Diego.

Browse all Accounting in San Diego Previous top business: Love's Accounting San Diego

#	Business	Rating	Reviews	Response
#1	Abbo Tax CPA	5.0	144	Tracking
#2	IB CPA	5.0	80	Tracking
#3	Paul Anderson - CPA and Bookkeeping Firm	5.0	41	Tracking
#4	Yenor & Associates	5.0	34	Tracking
#5	Launch CPA	5.0	26	Tracking
#6	Montoya CPA EA APC	5.0	25	Tracking
#7	MAK Financial CPA	5.0	24	Tracking
#8

Top trades

Top cities

By geography

Product

Company

Halbert & James Inc.

Tracked in San Diego Accounting.

Save this market. Get a weekly report.

Who runs this business.

Where they spend to grow.

What they run on.

Compliance status.

How they show up.

Specialties

Services

What customers say.

Market position

Market position

What happens next.

Funding and financing history.

San Diego Accounting market.

Revenue and operational signals.

What changed.

Market position