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Best Bookkeeping Services in Portland

2024

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Website
Portland, OR
  • Individual Tax
  • Audits
  • Business Taxes
  • Accounting
  • Consulting

Why choose this provider?

Dimov Tax Specialists works with businesses in Portland and its surrounding communities, providing them with a wide array of bookkeeping services. Its team members prepare financial statements, reconcile invoices and payments, and categorize transactions. They are well-versed in utilizing various accounting software, including 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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (508)
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Portland, OR

Why choose this provider?

Need help contacting a Bookkeeping Service in Portland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
7101 Northeast 134th Avenue, Vancouver, WA 98682

Why choose this provider?

The Bookkeeping Company serves clients in Portland. The company specializes in providing various services to small businesses and individuals, ranging from bookkeeping to tax preparation. It also offers information consulting services where its staff use industry-standard technology to provide clients with financial advice. Its clientele includes organizations in various sectors, including manufacturing, agriculture, and retail. The National Directory of Registered Tax Return Preparers and Professionals awarded The Bookkeeping Company the Five Star Review Award.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (51)
Facebook
5.0 / 5 (12)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
5331 S Macadam Ave, Suite 258, PMB 1053, Portland, OR 97239

Why choose this provider?

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. The team writes invoices, item lists, and 1099 forms. The team is a two-woman venture led by Yamile Ynostrosa. 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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4207 SE Woodstock Blvd, #565, Portland, OR 97206

Why choose this provider?

Brighter Light handles the bookkeeping needs of businesses based in Portland. The company assists clients at different stages and transitions of their operations. It builds long-term partnerships with clients to give ongoing accounting support and help with one-time projects, financial system setup, and training. It examines financial information for presentation to CPA or EA and answers questions to facilitate the filing of federal, state, and local tax returns. Its other services include financial statement analysis and payroll management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (2)

Website
1915 NE Stucki Ave Suite #400, Beaverton, OR 97006
  • Tax Preparation

Why choose this provider?

PDX Bookkeeping and Tax LLC is a full financial service company that serves clients in Portland. It provides bookkeeping and write-up services, as well as input and planning help to the client's accounting and financial systems. The company also assists in accounting software and business entity selection, business consultation, financial analysis and statements preparation, and tax services. Additionally, the team can set up Quickbooks or handle monthly receipts and payments before filing individual or business tax returns before the end of the year.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
205 SE Spokane Street Ste 300, Portland, OR 97202

Why choose this provider?

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. It also prepares checks for mailing and performs specialty tasks and reports, The company serves various industries, including retail stores, real estate firms, non-profit organizations, construction companies, and cannabis businesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Portland, OR 97214

Why choose this provider?

Four Reasons, LLC is a Portland bookkeeping service. The group tailors all services per the exact needs of each client and handles accounts payable, check and debit entry, deposit tracking, bank account reconciliations, custom report generation, and electronic or paper file storage for the year. 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. Stefanie is also an Official Notary Public Duly Commissioned.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (7)

Website
5402 SE Foster Road, Portland, OR 97206

Why choose this provider?

James Keep & Company serves individuals and small businesses in Portland. The family-operated company offers bookkeeping, tax preparation and planning, timekeeping, and payroll processing. 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. It has been operating since 1959. James Keep is a licensed Oregon state tax consultant and enrolled agent.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
4.2 / 5 (5)
Yelp
3.3 / 5 (3)

Website
4744 N Lombard Street, Portland, OR 97203

Why choose this provider?

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. In addition, the firm performs cash flow modeling, bank reconciliation, bill payments, collection follow-up, and financial report preparation. Its staff prepares and delivers cash flow reports, income statements, and balance sheets that help stakeholders analyze an organization's performance. The main company, Fiducial, was established in 1970 and now lists 322,000 local and international clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (3)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Portland, OR

Why choose this provider?

Fundamental Accounting Solutions, LLC, delivers bookkeeping services to individuals and businesses in Portland and the neighboring communities. 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. She has worked remotely for customers across the country.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
West Linn, OR 97068

Why choose this provider?

A+ Bookkeeping & Payroll Services is a West Linn bookkeeping firm. Services for bookkeeping are available on-site or off-site, and how each option works along with the advantages to both choices are detailed on the company's website. Both options come with periodic summary reports, management reports, and full confidentiality, and the group provides general accounting and tax services as well. A+ Bookkeeping & Payroll Services utilizes QuickBooks bookkeeping/accounting software and is known for accurate, professional results for all data and records, trustworthy services, and competitive prices. Small businesses benefit from not having to hire their own in-house bookkeeper, and interested parties can contact the firm for additional service details and pricing.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Gresham, OR 97030

Why choose this provider?

Benchmark Bookkeeping offers services backed by more than 20 years of business experience across various industries. Bookkeeping services cover custom charts of accounts, customer and vendor setups, recording of receipts, bill entering, issuance of POs, transaction assistance, reconciliations of bank statements and credit card statements, QuickBooks setup and training, and record management. Sharing of QuickBooks files via Qbox is also available along with the preparation of everything from balance sheets and income statements to cash flow statements, accounts payable aging, and accounts receivable aging. Owner Terrie Marsh holds a degree in Accounting and is dedicated to proactive services that help her clients grow. Interested parties can request a free consultation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5611 Southeast Powell Boulevard, Portland, OR 97206

Why choose this provider?

Located in Portland, Dragonfly Tax LLC is a locally owned company that offers bookkeeping and accounting services to individuals and businesses. The company also accommodates walk-in, drop-off, and internet services. 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. One of its professionals, Leslie L Phillips, has been an employees' union representative for 8 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.6 / 5 (10)
Yelp
5.0 / 5 (8)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2730 Northeast Broadway, Portland, OR 97232

Why choose this provider?

Pacific Northwest Tax Service is an accounting firm with two offices in Portland. The family-owned business offers various services for individuals and small businesses, including bookkeeping, which covers formatting financial statements and establishing general ledger charts of accounts. It has a team of Certified QuickBooks ProAdvisors who address concerns regarding balance sheets and profit and loss entries. Pacific Northwest Tax Service was founded in 1992. It established the Pacific Northwest Tax School in 2001 to provide tax education training for its team.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.5 / 5 (16)
Yelp
4.0 / 5 (16)
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3345 Northeast Wasco Street, Portland, OR 97232

Why choose this provider?

My Tax Man offers bookkeeping services to clients in Portland. The business was established in 1948 by Claude Kent and was succeeded by his grandson, Ryan Claude, who is a certified public accountant. Ryan specializes in small business bookkeeping, income tax planning and preparation, and payroll and tax services. The business also has a second CPA, Jae Ann Atwood, who carries over 25 years of experience working in the firm. My Tax Man's office is also open outside of tax season.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.3 / 5 (16)
Facebook
5.0 / 5 (6)
Yelp
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1055 Southeast 223rd Avenue, Gresham, OR 97030

Why choose this provider?

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. Clients who have questions regarding their IRS refunds can contact the firm for assistance.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.3 / 5 (31)
Facebook
4.6 / 5 (28)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Tigard, OR 97223

Why choose this provider?

Drive Accounting has been catering to the bookkeeping needs of small businesses in Tigard since 2000. Clients in the area depend on the group of accountants and business consultants for accurate, efficient bookkeeping and orderly financials to help their business grow over the years. Services include QuickBooks assistance, help with implementing other accounting software and process improvements, monitoring of transactions, reconciliations, efficient tax planning, assistance with internal controls, and preparation of financial statements. The team works closely with a client's own staff to ensure timely results and worry-free service, and additional offerings cover Controller/CFO functions as needed and payroll functions as well.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (33)
Facebook
4.0 / 5 (5)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7204 N Mississippi Ave, Portland, OR 97217

Why choose this provider?

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. 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. Its team utilizes QuickBooks, Xero, and Clio software.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    Hiring a bookkeeper can free up your time so you can focus on running your business. However, handing off this type of duty can feel like handing off private company information to an outsider. So, to counter that feeling, choose a bookkeeper who is experienced and reputable. When you’re considering handing off bookkeeping duties, it can build trust if you know you’re dealing with a professional.

    Bookkeepers typically have specialized record keeping and accounting knowledge. Entering transactions in the correct ledger column and preserving records to be able to access later are two important bookkeeping functions. The knowledge about how to manage numeric data properly guides a bookkeeper when processing and filing information for your small business. Some bookkeepers offer additional accounting-related and HR-related services beyond basic bookkeeping.
  • What is bookkeeping?

    Bookkeeping is the technique that’s used to record every financial transaction a business makes. Bookkeepers typically use either paper ledgers or bookkeeping software to record every penny a business spends and receives. Funds going into or out of all major and minor accounts are recorded, but analytical reports aren’t generally created as part of the bookkeeping process.

  • What does a bookkeeper do?

    Without taking over accounting functions, bookkeepers do the basic management tasks for a firm’s accounting ledgers. Transactions, which are also referred to as journal entries, are recorded by the bookkeeper. Bookkeepers also generate financial statements for businesses, typically by printing out a spreadsheet or series of spreadsheets.

  • What is the difference between bookkeeping and accounting?

    Bookkeeping is a basic accounting function, but it isn’t as in-depth and all-encompassing. Bookkeeping forms the basis for accounting processes, and it’s based on performing clerical duties. Accounting is more in-depth and analytical. Bookkeepers accurately record financial data, and accountants use the recorded data to summarize and evaluate the company’s transactions.

  • Can bookkeepers do tax returns?

    Bookkeepers do not typically do tax returns. However, bookkeepers do perform some tax-related functions such as processing 1099s and some basic tax records for employees. Additionally, bookkeepers make tax preparation easier for others by organizing and accurately maintaining the financial records that are used by tax accountants when preparing taxes.

  • Do bookkeepers do payroll?

    Some bookkeepers perform payroll functions for employers, but it isn’t a standard part of the job for most bookkeepers. Payroll tasks typically fall under the set of tasks that a human resources department handles. Bookkeeping agencies sometimes offer packages that include managing payroll and tax forms for businesses.

  • What is a full charge bookkeeper?

    Small businesses sometimes hire a full charge bookkeeper to take responsibility for all the company’s accounting processes. In addition to reconciling ledgers and banking statements, these bookkeepers answer phones, collect money, and pay debts on behalf of companies. Full-charge bookkeepers also manage payroll duties and some types of tax preparation and remittance.