Business Details
Professional Bookkeeping & Accounting Services
Sommer & Sommer provides professional bookkeeping and accounting services with a focus on integrity and precision. Our team works with businesses of all sizes to organize financial records, establish new bookkeeping systems, and deliver comprehensive financial software training. With decades of combined experience, we prioritize accuracy and attention to detail to ensure our clients' financial health. We serve businesses in the Portland-metro area, including Vancouver and surrounding communities. Our partners hold degrees in business administration and accounting, with certifications in industry-leading tools like QuickBooks.Our services include cash flow forecasting, budgeting, reconciliations, and IRS/state correspondence management. We emphasize transparent communication and customized solutions to meet each client's unique needs. Our commitment to excellence has earned trust through testimonials highlighting our expertise and reliability. Clients benefit from streamlined financial processes, including convenient online billing options. We offer initial consultations at no charge to help businesses achieve financial clarity and stability.
Services
Bookkeeping Services
Accounting Services
Cash Forecasting
Budgeting
Accuracy Reviews
Financial Software Training
Account Reconciliations
IRS Correspondence
Financial Statements
1099 Filing
Highlights and features
- We offer 25+ years of combined bookkeeping expertise
- Our team holds professional accounting certifications
- We serve businesses of all sizes in Portland-metro area
- Our QuickBooks Certified ProAdvisor ensures specialized software proficiency
- Clients benefit from personalized financial management solutions
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Attention to detail
Timely service
Organized systems
Financial expertise
Efficient solutions
Services
Bookkeeping Services
Our bookkeeping services help businesses maintain accurate financial records with expert organization and data management. We specialize in accuracy reviews, general ledger maintenance, and cash flow tracking. Our team provides customized software training for accounting tools, ensuring clients have the knowledge to manage their financial systems effectively while avoiding common bookkeeping errors.
Accounting Services
We offer comprehensive accounting services including financial statement preparation, IRS correspondence resolution, and year-end tax documentation. Our expertise in preparing annotated financial statements and supporting account balances helps businesses maintain compliance while gaining clear insights into their financial health and performance metrics.
Cash Forecasting
Our cash forecasting service provides businesses with detailed financial projections that support strategic decision-making. We analyze revenue patterns and expense commitments to create accurate cash flow models that help clients make informed spending decisions and maintain healthy financial operations.
Budgeting
Budgeting services help businesses implement effective financial planning systems. We develop customized budgeting tools that track actual performance against projections, enabling clients to measure financial progress and make data-driven adjustments for improved profitability and resource allocation.
Financial Software Training
We provide specialized training for financial software including QuickBooks, helping businesses maximize their accounting systems' capabilities. Our instruction covers practical implementation and troubleshooting, ensuring clients can efficiently manage their financial data independently while maintaining proper documentation standards.
People
Terry Sommer
Partner
Terry Sommer, partner at Sommer & Sommer, holds a BBA in Business Administration & Accounting from the University of Michigan. With extensive experience in financial management, he provides expert bookkeeping guidance to businesses of all sizes.
Marcia Sommer
Partner
Marcia Sommer, partner and QuickBooks Certified ProAdvisor, brings her Portland State University BS in Business Administration & Accounting to help businesses streamline their financial operations with customized accounting solutions and personalized attention.
Jamie Zelasko
Associate
Jamie Zelasko, an associate with a Biola University BS, contributes his expertise in financial management and accounting software to deliver accurate bookkeeping services that meet each client's specific needs and requirements.
Jennifer Gordon
Associate
Jennifer Gordon, an associate with an Accounting AAS from Portland Community College, provides dedicated bookkeeping support while maintaining high accuracy standards and attention to detail in all financial documentation.
Questions
What bookkeeping services do you offer?
We provide full-service bookkeeping including financial record organization, accuracy reviews, cash flow tracking, reconciliations, and customized accounting software training for businesses.
Are you certified in accounting software?
Yes, our team includes a QuickBooks Certified ProAdvisor who can provide expert guidance on accounting software implementation and troubleshooting for businesses.
Do you serve businesses outside Portland?
While based in Clackamas, we serve businesses throughout the Portland-metro area including Vancouver and surrounding cities with both on-site and remote services.
How do you handle tax-related accounting?
We assist with IRS and state tax correspondence, prepare year-end work papers, and file independent contractor 1099s to ensure compliance with tax requirements.
Can you integrate with existing accounting staff?
Yes, we offer internal bookkeeper training and can collaborate with existing financial personnel to enhance current processes while maintaining high accuracy standards.
