Business Details
35 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Since 1991, we have been a trusted partner in navigating the complexities of taxes and financial planning. What began as a small endeavor has evolved into a firm deeply committed to supporting individuals and businesses through personalized, professional service. Our team combines expertise and experience to provide tailored solutions that address each client's unique financial journey. We specialize in business advisory, accounting, and tax services, ensuring our clients can focus on growth while maintaining compliance.Our dedication to listening, understanding, and delivering actionable solutions has made us a leader in the Saint John area. We are committed to making tax season less daunting and long-term financial goals more achievable through proactive strategies and clear communication.
Services
Bookkeeping Services
Payroll Solutions
Tax Preparation
QuickBooks Setup
Business Advisory
Financial Planning
Succession Planning
Cash Flow Management
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of experience in accounting and tax services since 1991.
- Our team provides personalized solutions tailored to individual business needs.
- We specialize in CPA-certified financial statement reviews and compilations.
- Our QuickBooks experts ensure accurate setup, training, and year-round support.
- We prioritize proactive tax planning to maximize after-tax income and compliance.
Associations and certifications
- CPA-certified
Services
Bookkeeping Services
Accurate bookkeeping ensures your company's long-term viability. We handle daily financial transactions, maintain organized records, and provide real-time insights to support informed business decisions. Our expertise helps prevent cash flow crises and ensures compliance with financial regulations.
Tax Preparation
We specialize in business and individual tax preparation, ensuring compliance while minimizing liabilities. Our team stays updated on tax law changes to identify savings opportunities and avoid penalties. Services include trust/estate tax filings and strategic year-round planning.
QuickBooks Setup
Proper QuickBooks setup is critical for small to mid-sized businesses. We configure the software to match your operational needs, train your team, and provide ongoing support to optimize financial tracking and reporting efficiency.
Business Advisory
We help businesses clarify their direction through cash flow projections, succession planning, and financial strategy. Our advisory services focus on long-term growth, risk mitigation, and ensuring smooth transitions for family-owned enterprises.
Payroll Solutions
Our payroll services ensure accurate and timely employee payments while handling tax withholdings and regulatory compliance. We streamline payroll processes to reduce administrative burdens and avoid costly errors.
People
Donald E. Bates
Founder
With over 30 years of experience since founding the firm in 1991, Donald E. Bates & Co. & Co. leads a team dedicated to personalized financial solutions. His expertise in accounting and tax strategy has established the firm as a trusted advisor in Saint John.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and QuickBooks setup/training tailored to small business needs.
How can you help with tax planning and preparation?
Our team offers business and individual tax preparation, trust/estate filings, and proactive strategies to minimize tax liabilities.
Do you support QuickBooks users year-round?
Yes, we provide setup, staff training, and tune-ups to ensure accurate financial tracking throughout the year.
What is the firm's experience in financial planning?
Since 1991, we've helped clients with succession planning, business financial strategies, and long-term growth initiatives.
Are your financial statement services CPA-certified?
Yes, we offer CPA-certified compilations and reviews to meet stakeholder assurance requirements for businesses.
