17 Best Portland Bookkeeping Services

tax and bookkeeping portland

Whatever you call it, Xendoo calls Portland home—because we do business where you do business. Every small business in Portland deserves to have a dedicated bookkeeping and accounting team. Our U.S.-based experts do your day-to-day bookkeeping, compliant tax filing, painless payroll processing, and portland bookkeeping more. All with a human touch and tech that integrates with your platforms seamlessly. Mike is a graduate of Saint Joseph’s College in with a bachelors degree in Accounting. He began his public accounting career in 2005 and has worked for two local public accounting firms prior to founding KDS.

Should I do accounting or bookkeeping?

Being that bookkeeping only covers one area of accounting, if you're looking for a career that focuses on the bigger financial picture, qualifies you for more job opportunities, and thus, more cash flow, then becoming an Accountant might be the ideal choice for you!

Clients who have questions regarding their IRS refunds can contact the firm for assistance. Fisher Bookkeeping serves small- and medium-sized businesses throughout Portland and neighboring communities. It provides bookkeeping services for companies in specialized niches, such as law firms and restaurants. It assists clients in catching up on past reports and preparing for taxes.

Basics of Small Business Accounting

Your Xendoo team will respond right away—like we’re there in your Portland office with you. Xendoo’s online tools work with your platforms to give you up-to-date financial reports when you need them. Every service to save you money at tax time, with access to a CPA all year.

From the very beginning, your business needs to establish accounting methods for organizing receipts and other important records, which can be done manually or using accounting software. You’ll also need to check with your banking institution as they may have additional requirements. Perpetual CPA is a wholesaler of INTUIT QuickBooks software, and we are able to offer a client-relationship lifetime 25% discount on most QuickBooks Online subscriptions to all our clients! We are available to schedule time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in some pricing tiers, so please feel free to contact us whenever you have a question or concern.

Dragonfly Tax

We can tell you all day about APS, but it is better to hear it from past clients who have worked with us. Andrew currently lives in Falmouth and enjoys spending his time outside of work on the golf course competing in state amateur tournaments. Accounting, on the other hand, is the high-level process that provides an overview of your business progress and makes sense of the data compiled in your bookkeeping. There are also many apps and online storage services that make it incredibly easy to scan, organize, and store all your receipts. Note that Oregon LLCs and sole proprietors don’t legally need to have a separate bank account, but it is still highly recommended.

tax and bookkeeping portland

He works closely with individuals and small business owners to help with their compliance needs, while staying focused on their long-term planning goals. Our digital operations and experienced team of professionals enable Perpetual CPA to serve clients locally and across the nation. Mike specializes in corporate and individual tax compliance for clients of all shapes and sizes. He has a background in attestation services, including audits, reviews and compilations for small businesses and nonprofit organizations.

Fundamental Accounting Solutions, LLC

Having a clear understanding of your financials can help you make… Paul is not only highly knowledgeable as a CPA, but also takes the time to educate when necessary. His ability to completely and effectively serve clients remotely means that you have a full-service, efficient CPA at the most competitive cost. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles. If you’re looking for an experienced CPA in Portland to be a team member in running your small business, call Perpetual CPA and schedule a free consultation.

  • Ryan is a graduate of the University of Maine, summa cum laude, where he majored in accounting and finance.
  • Many small business owners fail within the first few years of starting their companies because of a lack of experience and expertise.
  • The company specializes in providing various services to small businesses and individuals, ranging from bookkeeping to tax preparation.
  • If for some reason we can’t, we will refer you to another trusted advisor.
  • We offer quality tax return preparation services for individuals, small businesses, estates, trusts and non-profit organizations.
  • One of its professionals, Leslie L Phillips, has been an employees’ union representative for 8 years.

Keeping your company’s general ledger clean and accessible is key to running an active finance department and a successful business. This information helps owners make informed decisions in favor of sustaining its enterprise’s growth. The success of a SaaS (Software as a Service) business depends heavily on accurate budgeting and forecasting.

The business also has a second CPA, Jae Ann Atwood, who carries over 25 years of experience working in the firm. All About Businesses has been serving Portland and nearby areas for more than nine years. It offers bookkeeping services to individuals and small and medium-sized businesses. Its staff handles weekly bookkeeping, payroll management, bank and credit card reconciliations, accounts payable and receivable, and tax preparation. Fiducial Expertise Lombard extends its services to individuals and business owners in Portland through its CPA senior advisor, Dale Roberts, and his team.

tax and bookkeeping portland

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