Accounting - Portland, Oregon, United States
Types of services we offer include:Bookkeeping / Accounting- Monthly/ ongoing bookkeeping services- Annual catch up bookkeeping service, often in preparation for tax season- Start up/ New business set up of accounting software and systems for financial trackingQuickbooks Online Consulting- Quickbooks Check Up to make sure your finances are tracked accurately- Error Diagnosis to identify and correct mistakes- Training for business owners or your employees who want to do it themselvesRetirement Planning- For Business Owner including financial plan, recommendations for best retirement vehicle and investment advice- For Employees including recommendations for retirement planning set up and implementation- Personal financial plan to make sure you are on track to reach your goalsCharitable Giving- Annual donation plan based on your values and goals- Donor Advised Fund including plan creation and investment advice
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