Portland, Oregon Accounting Firm + CPAs

portland bookkeeping

The virtual accounting firm is active across 50 states and has served more than 100,000 clients in the e-commerce, trucking, and real estate sectors. Many small business owners fail within the first few years of starting their companies because of a lack of experience and expertise. Perpetual CPA can help you improve cash flow management and refocus your operations on business growth. We can help you plan every detail of your business strategy, including expense budgeting and forecasting of future cash flows. We help optimize the financial processes to generate efficiency and improve convenience, helping you focus on what you do best—running your business. With a history of operating as a professional CPA for several large enterprises, Perpetual CPA offers our expertise to business owners in Portland, surrounding Portland communities, and anywhere in the US.

portland bookkeeping

Advisory Services Breakdown for the…

His ability to completely and effectively serve clients remotely means that you have a full-service, efficient CPA at the most competitive cost. 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. Join over 35,000 HOA Accounting US-based business owners who have streamlined their finances and have grown their businesses with Bench. Get your bookkeeping, income tax prep, and filing done by experts—backed by one powerful platform.From startups to agencies, Bench works with Portland small businesses.

portland bookkeeping

Frequently Asked Questions

portland bookkeeping

The company handles customer invoices and statements, vendor bill payments and management, and bank and credit card reconciliations. It also prepares monthly financial reports, including cash flow statements and balance sheets. Founder Kelly Gappmayer brings more than 15 years of experience in providing personalized accounting solutions to clients from various industries. Fiducial Expertise Lombard extends its services to individuals and business owners in Portland through its CPA senior advisor, Dale Roberts, and his team. This division provides tailored financial management, which includes recording and bookkeeping.

portland bookkeeping

See Bench’s features in action

  • Join over 35,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench.
  • We are able to provide valuable insight and adapt best practices.
  • The National Directory of Registered Tax Return Preparers and Professionals awarded The Bookkeeping Company the Five Star Review Award.
  • One of its professionals, Leslie L Phillips, has been an employees’ union representative for 8 years.
  • The family-operated company offers bookkeeping, tax preparation and planning, timekeeping, and payroll processing.

Brio Accounting serves clients in Portland who need 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 five years. Her free time is spent volunteering for animal rescue organizations. If you are looking for a blend of personal service and expertise, you have come to the right place! We are a full-service CPA firm based in Oregon and work with clients Nationwide.

  • This division provides tailored financial management, which includes recording and bookkeeping.
  • Its clientele includes organizations in various sectors, including manufacturing, agriculture, and retail.
  • 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.
  • James Keep is a licensed Oregon state tax consultant and enrolled agent.
  • Pacific Northwest Tax Service is an accounting firm with two offices in Portland.
  • One of the most critical (yet often overlooked) requirements is reporting to the…

Most Admired Accounting Firm

Its bookkeeping service includes balance sheet and general ledger reporting, monthly operating write-ups, and checking account reconciliation. Its services are tailored to suit the client’s needs and help achieve their goals, from expanding the business to buying a new home for the family. James Keep is a licensed Oregon state tax consultant and enrolled agent. The business was established in portland bookkeeping 1948 by Claude Kent and was succeeded by his grandson, Ryan Claude, who is a certified public accountant.

Business Process

portland bookkeeping

Its team members prepare financial statements, reconcile invoices and payments, and categorize transactions. They are well-versed in utilizing various accounting software, including https://colombiaexplora.com/how-to-calculate-sales-tax/ QuickBooks Online, FreshBooks, Wave, and Xero. The firm also offers real estate accounting, tax preparation, auditing, and financial planning services. Some of its clients are companies like PayPal, J.P. Morgan, Microsoft, and Google. Fundamental Accounting Solutions, LLC, delivers bookkeeping services to individuals and businesses in Portland and the neighboring communities.