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Bookkeeping

Portland Accounting and Bookkeeping Accountant, Bookkeepers

portland bookkeeping

We have evaluated the software and technical landscape for you to come up with a best in class tech stack for your business needs. All of our software partners integrate seamlessly to provide a unified accounting system for all your needs. They say, “Knowledge is power,” and knowing how your business is doing financially will empower you to leverage valuable information to grow your business. We use Plaid, which lets you securely connect your financial accounts to Bench in seconds.

portland bookkeeping

Owner Holly Peterson Kjeldsen is a tax consultant and an enrolled agent licensed to practice in front of the IRS. Clients who have questions regarding their IRS refunds can contact the firm for assistance. Located in Portland, Dragonfly Tax LLC is a locally owned company that offers bookkeeping and accounting services to individuals and businesses.

Bartolme and Associates CPA

Both options come with periodic summary reports, management reports, and full confidentiality, and the group provides general accounting and tax services as well. A+ Bookkeeping & Payroll Services utilizes QuickBooks bookkeeping/accounting software and is known for accurate, professional results for all data and records, trustworthy services, and competitive prices. Small businesses benefit from not having to hire their own in-house bookkeeper, and interested parties can contact the firm for additional service details and pricing. We create customized plans that meet your current needs while being flexible enough to adapt to future growth as your stage of business evolves. Small business consulting and QuickBooks services are available as well along with the preparation of tax returns for individuals and small businesses. The bookkeeper, Stefanie, often works together with a client’s CPA for comprehensive service at an affordable rate and is a member of the American Institute of Professional Bookkeepers as well as the NATP.

Monday Morning Accounting News Brief: Every Day Is Fools’ Day For Some Accounting Employers; McKinsey Now Paying People to Leave 4.1.24 – Going Concern

Monday Morning Accounting News Brief: Every Day Is Fools’ Day For Some Accounting Employers; McKinsey Now Paying People to Leave 4.1.24.

Posted: Tue, 02 Apr 2024 07:00:00 GMT [source]

The company also accommodates walk-in, drop-off, and internet services. Clients may choose to work with the firm on a quarterly, monthly, or yearly basis. Dragonfly Tax’s owner, Kathryn L Hryciw, is a licensed tax consultant in the state of Oregon. One of its professionals, Leslie L Phillips, has been an employees’ union representative for 8 years. Instead of tackling your budget, expenses, and other accounting procedures on your own, let Sommer & Sommer LLC offer you their professional assistance. We work with businesses of all sizes and can organize current books, establish new ones, or assist with internal bookkeeper training.

Pacific Northwest Tax Service

Brighter Light handles the bookkeeping needs of businesses based in Portland. The company assists clients at different stages and transitions of their operations. It builds long-term partnerships with clients to give ongoing accounting support and help with one-time projects, financial system setup, and training. It examines financial information for presentation to CPA or EA and answers questions to facilitate the filing of federal, state, and local tax returns. Its other services include financial statement analysis and payroll management. Fisher Bookkeeping serves small- and medium-sized businesses throughout Portland and neighboring communities.

portland bookkeeping

With Bench, you get a team of real, expert bookkeepers in addition to software. You’ll always have the human support you need, and a mobile friendly platform to access your up-to-date financials. There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file.

Portland Bookkeeping Services

The firm balances books of account, manages payrolls, and produces financial reports for commercial entities. She has been in the financial sector for over two decades and has focused on non-profit industries for the last portland bookkeeping five years. Her free time is spent volunteering for animal rescue organizations. The company specializes in providing various services to small businesses and individuals, ranging from bookkeeping to tax preparation.

Plus, our expert team stays updated with the latest changes in Portland and Oregon’s taxes and laws, so you can rest assured knowing you’re always in compliance. With Bench, you’re joining a community of Portland business owners who have found peace of mind and financial clarity. Pacific Northwest Tax Service is an accounting firm with two offices in Portland. The family-owned business offers various services for individuals and small businesses, including bookkeeping, which covers formatting financial statements and establishing general ledger charts of accounts.