Business Details
19 Years
experience
Trusted Accounting Services for Small Businesses in Rochester, MN
Terri L Wiltrout CPA, CPA, has dedicated her career to empowering small businesses in Rochester, MN, with comprehensive accounting solutions. With over 25 years of experience in public and private accounting, she combines deep industry knowledge with personalized service to help clients navigate financial challenges. Her approach emphasizes proactive tax planning, accurate financial reporting, and strategic business consultation tailored to each client's unique needs. As a certified public accountant and QuickBooks Pro Advisor, she leverages advanced tools and methodologies to streamline operations and enhance decision-making. Terri's commitment to ethical standards and continuous professional development ensures clients receive reliable, forward-thinking guidance.Her services span tax compliance, payroll management, cash flow optimization, and IRS representation, addressing the full spectrum of small business accounting requirements. By prioritizing on-site collaboration and real-time financial insights, she enables business owners to focus on growth while maintaining fiscal stability. Her expertise in diverse industries, including automotive, hospitality, and nonprofits, positions her as a versatile partner for businesses seeking sustainable success.
Services
Business Consultation
Tax Preparation
Payroll Services
QuickBooks Setup
Cash Flow Management
IRS Representation
Nonprofit Accounting
Payroll Processing
Financial Reporting
Tax Planning
Details
- Year established: 2007
Highlights and features
- We offer 25+ years of combined accounting experience in public and private sectors
- Our on-site consultations provide deep business understanding for tailored solutions
- We specialize in IRS representation and tax compliance problem resolution
- Our QuickBooks Pro Advisor certification ensures optimal accounting software implementation
- We maintain active memberships in professional accounting organizations for continuous learning
Associations and certifications
- American Institute of CPAs
- Minnesota Society of CPAs
What people say
Trusted part of our business
Reliable and trustworthy
Professional and detail-oriented
Skilled and efficient
Integral part of our business
Services
Business Consultation
Our business consultation services combine industry expertise with personalized guidance to optimize financial operations. We help clients develop accounting systems, prepare financial statements, and implement strategic planning. With experience across multiple sectors, we provide actionable insights that drive business growth and operational efficiency.
Tax Preparation
We offer comprehensive tax preparation services for individuals and businesses, including federal, state, and local returns. Our team stays current with evolving tax regulations to ensure compliance while minimizing liabilities. Services include tax planning, audits, and representation before tax authorities.
Payroll Services
Our payroll solutions handle all aspects of employee compensation, from paycheck processing to tax filings. We manage payroll tax deposits, quarterly returns, and year-end W-2s while maintaining strict confidentiality. Our services help businesses save time and avoid compliance penalties.
QuickBooks Setup
As a QuickBooks Pro Advisor, we provide complete software setup, system corrections, and staff training. Our implementation ensures accurate financial tracking and reporting. We help businesses maximize their accounting software investment through customized configurations and ongoing support.
IRS Representation
We offer professional representation for IRS audits and tax disputes. Our services include resolving compliance issues, negotiating settlements, and providing documentation support. With deep understanding of tax regulations, we protect clients' interests during tax authority interactions.
People
Terri L Wiltrout CPA
CPA
Terri L Wiltrout CPA is a certified public accountant with over 25 years of experience serving small businesses in Rochester, MN. She specializes in tax compliance, financial management, and QuickBooks implementation. Her career includes public accounting and industry experience before establishing her own firm in 2007.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including tax preparation, payroll processing, financial reporting, business consultation, QuickBooks support, and IRS representation tailored to small business needs.
How long have you been serving businesses in Rochester?
Terri Wiltrout has practiced accounting in Rochester since 1998, with her own firm established in 2007, providing over 15 years of dedicated local service.
Can you help with nonprofit organization accounting?
Yes, we specialize in nonprofit accounting, ensuring compliance with complex tax regulations while maintaining accurate financial records for organizations like the American Legion.
Do you offer QuickBooks training and support?
As a QuickBooks Pro Advisor, we provide complete setup, system corrections, staff training, and ongoing support to ensure optimal use of the accounting software.
What industries do you typically work with?
We serve diverse industries including automotive, construction, hospitality, nonprofits, professional services, real estate, recreation, and restaurants/bars with customized accounting solutions.
