Business Details
Expert Accounting and Tax Services in Portland
At New Age Accounting, we are dedicated to providing comprehensive accounting, tax preparation, and financial management solutions tailored to small businesses and startups. Our team of certified professionals leverages cutting-edge technology and proven methodologies to streamline financial processes, ensuring accuracy, efficiency, and compliance. We specialize in virtual accounting services, allowing us to support clients nationwide while maintaining personalized, collaborative relationships. With expertise in QuickBooks setup, controller services, and virtual CFO packages, we empower businesses to focus on growth while we handle complex financial tasks. Our commitment to quality is reflected in our competitive pricing, year-round support, and free initial consultations.We prioritize transparency, offering flexible scheduling and remote connectivity through video meetings and cloud-based tools. By combining technical proficiency with strategic insight, we help clients minimize liabilities, optimize cash flow, and achieve long-term financial success. Our services extend to budget preparation, tax management, and system design, ensuring businesses remain agile in a dynamic economic landscape. Client satisfaction is our priority, as evidenced by our track record of delivering reliable, customized solutions that adapt to evolving industry needs.
Services
Tax Preparation
Accounting System Design
Controller Services
QuickBooks Setup
Virtual CFO
Payroll Processing
Cash Flow Management
Budget Planning
Financial Reporting
Fixed Asset Depreciation
Details
- Year established: 2025
Highlights and features
- We offer free 30-minute consultations for tax and business advice.
- Our team provides year-round support for ongoing financial needs.
- Competitive rates ensure cost-effective accounting solutions.
- We specialize in virtual services with cloud-based collaboration tools.
- Certified professionals deliver accurate, compliant financial management.
Associations and certifications
- Intuit QuickBooks Certified ProAdvisor
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings tailored to small businesses and startups. We minimize liabilities through strategic planning and leverage extensive expertise to optimize returns. Clients benefit from year-round support and free initial consultations to address tax-related concerns.
QuickBooks Setup
We specialize in QuickBooks Online setup and training, streamlining financial workflows for businesses. Services include chart of accounts configuration, bank feed integration, and staff training to reduce errors. Our solutions adapt to existing systems or establish new processes for efficiency.
Virtual CFO
Virtual CFO services provide strategic financial leadership for growing businesses. We offer budget projections, cash flow modeling, and risk management to support data-driven decisions. This cost-effective solution replaces full-time hires, delivering expert guidance during critical business phases.
Controller Services
Our controller services include financial reporting, cash flow management, and compliance support. We ensure accurate transaction recording, balance sheet reconciliation, and credit policy reviews. Businesses gain access to CPA-level expertise without the overhead of hiring in-house staff.
Accounting System Design
We design and update accounting systems using innovative tools and traditional methods. Services cover cash flow forecasting, tax management, and process optimization. Our systems grow with your business, ensuring scalability and adaptability to industry changes.
People
Kristen H Dunn
CPA
Kristen H Dunn is a Certified Public Accountant leading New Age Accounting. With expertise in virtual accounting and tax strategy, she helps small businesses streamline financial operations. Her focus on client collaboration and technology-driven solutions ensures efficient, compliant financial management.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, QuickBooks setup, controller services, virtual CFO packages, payroll processing, and financial reporting tailored to small businesses.
Do you offer virtual accounting solutions?
Yes, we specialize in virtual accounting services nationwide, including cloud-based collaboration tools and remote financial management.
How does your tax preparation process work?
We begin with a free consultation to understand your needs, then handle filings with strategies to minimize liabilities while ensuring compliance.
What QuickBooks support do you provide?
We offer setup, training, and integration with bank accounts, along with troubleshooting to streamline your accounting workflows.
Can you assist with cash flow management?
Yes, our virtual CFO services include cash flow modeling and forecasting to help businesses maintain financial stability.
Are your services available outside Portland?
Yes, we provide virtual accounting services nationwide while serving local Portland businesses in person by appointment.
