Business Details
47 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Founded in 1979, Koller Plus has built a reputation as a trusted accounting, tax, and consulting firm serving businesses and individuals in Washington, IA. Our team of certified professionals combines decades of experience with cutting-edge technology to deliver personalized financial solutions tailored to each client's unique needs. We prioritize client satisfaction through responsive service, meticulous attention to detail, and a commitment to staying ahead of evolving financial regulations.Our expertise spans small business accounting, tax planning, cash flow management, and strategic business consulting. With a focus on transparency and long-term relationships, we empower clients to achieve financial success while maintaining full compliance with state and federal requirements. Our dedication to excellence has made us a cornerstone of the local business community for over 45 years.
Services
Small Business Accounting
Part-Time CFO Services
Cash Flow Management
Bank Financing
Strategic Business Planning
Succession Planning
New Business Formation
Individual Tax Preparation
Tax Planning
Tax Problem Resolution
Details
- Year established: 1979
Highlights and features
- We offer 45+ years of local accounting expertise in Washington, IA
- Our team provides personalized financial strategies tailored to individual needs
- We combine state-of-the-art technology with traditional accounting principles
- Our CPA-certified professionals maintain thorough knowledge of current regulations
- We guarantee responsive service with same-day consultation availability
Associations and certifications
- CPA
Services
Small Business Accounting
We handle complete financial record-keeping for small businesses, including bank reconciliation, income statements, balance sheets, and general ledger maintenance. Our services ensure accurate financial tracking while allowing business owners to focus on operations. Clients receive monthly or quarterly financial reports with unlimited consultation access for financial guidance.
Part-Time CFO Services
Our Part-Time CFO service provides strategic financial leadership at a fraction of full-time costs. We offer budget monitoring, profitability analysis by product line, tax saving strategies, and business decision support. This service includes financial procedure development and assistance with financing negotiations for growing businesses in Washington, IA.
Cash Flow Management
We develop customized cash flow projections to prevent financial crises, offering both short-term and long-term planning solutions. Our service includes line of credit assistance, collection policy development, and idle cash optimization strategies. Historical cash flow analysis helps businesses understand spending patterns and improve financial decision-making.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with current regulations while maximizing deductions. Our services include IRS audit representation, back tax resolution, and strategic tax planning. We help clients avoid penalties through accurate filings and proactive tax-saving strategies.
Succession Planning
Our succession planning focuses on family business continuity, addressing ownership transfer, tax minimization, and fair asset distribution. We help develop transition strategies that balance family dynamics with business sustainability. The service includes business valuation, retirement projections, and legal structure recommendations for smooth generational transitions.
People
Robert L. Koller
CPA
Certified Public Accountant since 1978 with 45+ years serving Washington, IA businesses. Specializes in strategic financial planning and tax compliance solutions for local enterprises.
Brayton Anderson
Accountant
Experienced accountant providing comprehensive financial services to small businesses and individuals in Washington, IA. Focus areas include tax preparation and business consulting.
Cherie Murphy
Accountant
Dedicated accounting professional offering personalized financial solutions for local businesses. Expertise in small business accounting and tax compliance matters.
Halle Barkema
Accountant
Skilled accountant serving Washington area clients with financial reporting, tax preparation, and business advisory services tailored to individual client needs.
Shelley Greiner
Accountant
Experienced accounting professional providing financial expertise to businesses and individuals in Washington, IA through personalized, client-focused solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliation, financial statement preparation, general ledger maintenance, and unlimited consultations for business owners in Washington, IA.
How can your Part-Time CFO service benefit my growing business?
Our Part-Time CFO service offers professional financial management at a fraction of full-time costs, including budget preparation, profitability analysis, and strategic financial guidance.
What tax services do you provide for individuals?
We handle individual tax preparation, strategic tax planning, and IRS problem resolution while maximizing legal deductions and credits for Washington, IA residents.
Do you help with business succession planning?
Yes, we specialize in family business succession planning, including business valuation, tax consequence analysis, and ownership transition strategies.
Can you assist with new business formation?
We guide entrepreneurs through business structure selection, licensing requirements, accounting system setup, and financial planning for new ventures in Washington, IA.
What sets your firm apart from other accounting services?
Our combination of local expertise, personalized service, and comprehensive financial solutions has made us Washington's trusted accounting partner since 1979.
