Business Details
26 Years
experience
Your Trusted Partner for Accounting Solutions in Longmont, CO
At Trailhead Accounting Solutions, we specialize in providing outsourced accounting services tailored to small businesses. With over two decades of experience, our team of certified professionals delivers expert bookkeeping, controller, and CFO services designed to streamline financial operations. We leverage cutting-edge technology like QuickBooks Online to ensure accuracy and efficiency while offering personalized support. Our commitment to long-term client relationships means every client receives dedicated attention from accountants who genuinely enjoy collaborating with business owners.Founded in 2000, we've helped over 100 clients achieve financial clarity through precise reporting, strategic budgeting, and proactive tax preparation. Our Colorado-based team combines technical expertise with a deep understanding of small business needs, ensuring your financial data empowers informed decision-making. We pride ourselves on transforming accounting complexities into straightforward solutions that support sustainable growth.
Services
Bookkeeping
Outsourced Controller
Fractional CFO
Payroll Processing
Sales Tax Filing
Financial Reporting
Budgeting & Forecasting
Audit Preparation
Cash Flow Management
Tax Compliance
Details
- Year established: 2000
Highlights and features
- Certified Public Accountant with 20+ years of controller & CFO experience
- Dedicated bookkeeper assigned to each client for personalized service
- Proven process for transforming financial chaos into strategic clarity
- Expertise in QuickBooks Online, Xero, and Accounting Seed platforms
- Comprehensive support from daily bookkeeping to strategic forecasting
Associations and certifications
- CPA
- State of Colorado License #13173
Services
Bookkeeping
Our bookkeeping services maintain accurate financial records through daily transaction management, bank reconciliations, and monthly financial statements. We handle accounts payable/receivable, payroll processing, and sales tax filings while ensuring your QuickBooks Online data remains audit-ready. Our team provides real-time financial visibility to support business decisions.
Outsourced Controller
Our outsourced controller services deliver expert financial leadership through GAAP-compliant reporting, internal controls implementation, and strategic process optimization. We manage month-end closes, budget variances, and cash flow analysis while serving as your primary financial advisor for operational improvements.
Fractional CFO
Fractional CFO services provide executive-level financial strategy including capital planning, investor reporting, and business valuation. We develop financial models, conduct risk assessments, and implement growth strategies tailored to your business lifecycle stage and market conditions.
Payroll Processing
Our payroll services handle full-cycle processing with direct deposit integration, tax filings, and employee portal access. We manage new hire reporting, wage garnishments, and year-end W-2 processing while ensuring compliance with federal and state regulations.
Sales Tax Filing
We administer sales tax compliance programs including nexus determination, rate calculations, and multi-state filings. Our services cover audit preparation, exemption certificate management, and automated tax collection setup for e-commerce businesses.
People
Michelle Edwards
Certified Public Accountant
Michelle Edwards, CPA, founded Trailhead Accounting Solutions in 2000 after earning accounting degrees from the University of Colorado. With 20+ years as controller/CFO, she specializes in transforming QuickBooks chaos into financial clarity for small businesses.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, outsourced controller services, fractional CFO support, payroll processing, sales tax compliance, financial reporting, budgeting, and audit preparation using QuickBooks Online and other platforms.
How do you support small business owners?
We provide dedicated bookkeepers and CPAs who handle daily financial tasks while offering strategic guidance to help business owners make informed decisions and focus on growth.
What technology do you use?
We primarily use QuickBooks Online, Xero, and Accounting Seed, integrating cloud technology to streamline accounting processes and deliver real-time financial insights.
Are you available for local businesses only?
While based in Longmont, CO, we serve businesses nationwide through our cloud-based accounting solutions and virtual collaboration tools.
How do you ensure financial accuracy?
Our team of certified professionals follows rigorous reconciliation processes, provides tax-ready financials, and maintains compliance through regular reporting and software integrations.
