Portland CPA Tax & Accounting Firm in Portland, OR

Perpetual CPA generally uses Bill.com for Accounts Payable Processing and Vendor Document Management, although, depending on specific client situation, and alternative application may be used. As we receive new vendor bills in your Bill.com Inbox, we will enter the bills for your review and approval. If you have a question about a bill or for any reason opt not to approve it, Bill.com includes an easy “deny” option that routes the bill right back to us along with your question or the reason for the denial. We will address any questions with you, make any adjustments that you request, or void the bill if it is not valid for payment. Get your invoices out promptly and send monthly statements on the date of your choice.

free initial 30-minute consultation

Your devotion to the day-to-day operations of your business might mean that accurate accounting can fall on the priority list. At Theia, our mission is to support business owners in managing these essential functions so that their money works for them rather than against them. Bank account activity is updated daily or weekly in your accounting file in QuickBooks Online, based on our agreement with you, so that you always know your available cash balance. 3rd Generation Accounting, Inc. combines quality cost effective accounting and bookkeeping services with a tax accounting professional to help you make and save more money. Proper bookkeeping ensures accurate financial records, tax compliance, and smooth business operations.

Advisory / Controllership / Virtual CFO Services are More Effective with CAS

By not knowing, you’re running the risk of losing everything you’ve worked so hard to create. Now that you have decided to get you taxes done by a professional, we have compiled a list of things you need to bring. Your tax return is an extremely important filing and should be done correctly, not quickly.

• One on one consulting solutions to get the results your business needs.
• Some of the company’s services include accounting, auditing, financial and retirement planning, estate planning, litigation support, taxation preparation, and transaction advising.
• We offer a broad range of services for business owners, executives and independent professionals.
• We offer a number of business services relating to your payroll and take care of both the overall managment and the small details saving you time and frustation.

Accounting & QuickBooks Services:

Fill out your information to have one of our professionals contact you. At MAT we feel fortunate to be an Oregon-based company, thriving in the beauty and culture of the Pacific Northwest. Our specialized knowledge of the healthcare industry has helped numerous portland bookkeeping medical practices thrive, and we’re ready to help you.

TD Consulting Group was founded in 1995 by Tom Dragicevic, who was exposed to accounting and entrepreneurship at the age of 12 in his family grocery business. Yes, we offer cloud-based accounting solutions that allow you to access your financial data anytime, anywhere. Bookkeeping, accounting, and tax preparation are crucial to the success of your business, but they can be a strain on those who lack the time, inclination, or knowledge to crunch the numbers.

Before going into solo practice, Craig has worked in such industries as financial services, manufacturing, and marine shipping. Dimov Tax Specialists assists businesses and individuals in Portland with their accounting issues. The balance sheet firm deals with problems involving accounts receivable and payable. It uses tools like Excel and QuickBooks to help clients understand their finances better and more efficiently. It has extensive experience aiding individuals in qualifying for an offer in compromise from the IRS to reduce their tax balance. Throughout its over 10-year history, Dimov Tax Specialists has worked with various Fortune 500 companies, including Goldman Sachs, Microsoft, Apple, and GE.

Banking, credit card, and loan accounts are reconciled to the corresponding statements each month, and the reconciliation reports are posted to your portal account along with the other agreed upon management reports. 3rd Generation Accounting Inc. is your number-one source for all your accounting and bookkeeping needs. Our team provides detailed financial forecasting based on your current data and market trends.

Valuation & Planning

My Accounting Team offers fully managed SaaS bookkeeping and accounting services specifically designed for small—to mid-size businesses, startups, and SaaS organizations. With over 50 years of experience, we combine expertise, technology, and best practices to deliver convenient, online, secure accounting SaaS software that aligns with each company’s needs. Our foundational task is to provide bookkeeping services targeted to your specific business. This includes expense categorization, budgeting and forecasting, reconciliation of accounts, maintenance of accounts payable and receivable, and preparation of reports. We can issue 1099s, run payroll, and file quarterly tax reports if needed. If you need QuickBooks set-up and training, we can help you with that.

This is a more holistic approach to accounting that goes beyond the application of basic principles bookkeeping and payroll services and data entry. While moving through the details, she maintains an awareness of the big picture. This could mean identifying historical inconsistencies, alerting you to potential pitfalls, or highlighting possible tax credits for the future. Financial information can be seen as black and white, but Sabrina sees nuance as she investigates challenges for your business, and uncovers all relevant solutions.