Ten Key Management & Bookkeeping Services Portland, Oregon’s Premier Management & Bookkeeping Services Firm

We offer a broad range of services for business owners, executives and independent professionals. We focus on providing quality and value to the clients at affordable rates. 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. Our company is dedicated to providing accounting, tax, and consulting services to both businesses and individuals in the Portland area. All of our services are professionally designed to meet your specific needs.

• Our work is designed to both support and strengthen the business and fiscal operations of each of our nonprofit clients.
• When the company grew, she moved the team to a small, sunny office space on SE Belmont Street.
• Some of the wide variety of services provided by the firm include tax preparation, legacy planning, risk management consulting, litigation support, business valuation, and cost segregation oversight.
• Both years I have been delighted with quick results, very responsive answers to my questions and been educated on the new tax system in the process.

As a healthcare CPA in Portland, Oregon, we understand the unique accounting and tax needs of doctors and dentists. Cloud accounting with QuickBooks Online offering 24/7 access to your financial data. We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.

Tax & Business

A CFO service will produce reports on a monthly, or even weekly, basis that are unique to your company and your present requirements. We provide both comprehensive solutions and specific corporate accounting services, giving you the freedom to pick and choose the accounting services best suited to your needs. Marcum’s portland bookkeeping Tax & Business Services Group provides a comprehensive offering of tax advisory and regulatory compliance services as well as specialization in a variety of areas. 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.

This includes specific knowledge about Portland’s Business License Tax and the Multnomah County Business Income Tax. Our specialized bookkeepers can ensure your business is compliant to these regulations and can provide advice on local tax deductions and credits applicable to your https://www.bookstime.com/ situation.Our approach to bookkeeping is unique and innovative. We bring together the power of advanced, intuitive software with the expertise of real, human bookkeepers. This gives small business owners in Portland a truly convenient and efficient way to manage their finances.

Accounting Services

It assists clients in catching up on past reports and preparing for taxes. The company has worked on various projects, such as weekly, monthly, or annual bookkeeping, menu cost calculation for restaurants, and filling transitions within financial departments. Located in Portland, Dragonfly Tax LLC is a locally owned company that offers bookkeeping and accounting services to individuals and businesses. 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.

• Our platform allows you to automate data inputs from most major providers to avoid common mistakes.
• Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.
• Informed by our expertise and genuine interest, we develop tailored, innovative financial solutions that are specifically oriented to the present and future successes of the people and businesses we serve.
• Dec 5 (Reuters) – Trucking company XPO Inc (XPO.N) won a bid to buy 28 service centers of bankrupt Yellow Corp for $870 million in a closely watched auction of the nearly 100-year-old firm’s assets.
• It’s our mission to handle the accounting logistics so you can focus on what you do best — ensuring your business thrives.

Peterson Tax & Accounting Service is a family-owned and family-operated company that has been serving Portland and the surrounding metro areas for almost 50 years. The firm provides a wide range of solutions, including bookkeeping, accounting, personal or business tax preparation, and payroll services. Owner Holly Peterson Kjeldsen is a tax consultant and an enrolled agent licensed to practice in front of the IRS.

Two (Partial) Solutions

We have the capabilities that fit the needs of tech businesses today and the scalability to grow with them. We provide full-stack Accounting Department Services to help small businesses grow and get to the next level. Their knowledge is beyond repute, but it is the personal relationships I have formed, along with their outstanding customer service and professionalism, that sets McDonald Jacobs apart. We operate a small team where our top people, including the partners, are the ones handling your sensitive financial situations.

Marcum is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our deep expertise and insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. Marcum’s Assurance Services group provides independent audit, attestation, and transaction advisory services to both publicly traded and privately owned companies in a wide variety of industries. We stand by our work and guarantee quality tax preparation that automatically comes with our audit protection. We often find thousands of $$$ in tax savings for Clients via our tax planning service.