Trailside CPA brings you the best of both worlds, combining yesterday's personal service with today's modern accounting technology. We're a different kind of accounting firm. We pride ourselves on our ability to support our clients in a highly personal and collaborative way. Think of us as an extension of your team, guiding you through the challenges you face and providing you with insightful information in practical, easy-to-understand terms so you can make the most informed financial decisions possible.
Our mission is simple. We want to put the personal aspect back into a profession that has turned largely into transactions. You can expect face-to-face meetings, unmatched accessibility and high-quality deliverables, all in a warm and welcoming environment.
From operational tasks like bookkeeping and payroll processing to strategy-related responsibilities like projections and outsourced CFO services, we can support you with a variety of small business accounting services so you can spend your time where it matters most, whether it's building relationships, improving customer service or delivering an even better product or service to your customers or clients.
Our mission is simple. We want to put the personal aspect back into a profession that has turned largely into transactions. You can expect face-to-face meetings, unmatched accessibility and high-quality deliverables, all in a warm and welcoming environment.
From operational tasks like bookkeeping and payroll processing to strategy-related responsibilities like projections and outsourced CFO services, we can support you with a variety of small business accounting services so you can spend your time where it matters most, whether it's building relationships, improving customer service or delivering an even better product or service to your customers or clients.
Services
All Accounting Services
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At Trailside CPA, we believe that the best way to deliver real results for our clients is by collaborating closely with them and by crafting a plan that's built on proactive planning, strategic thinking and clearly defined objectives.
Whether we're helping you with your personal taxes or your business accounting needs, our goal is the same: to empower you in your decision-making and help you achieve financial success.
How did you hear about us?.
Choose One.
Search Engine (Google, Bing.who uses bing anymore?) Social Media Referral (aka people that I saved a lot of money.)
Whether we're helping you with your personal taxes or your business accounting needs, our goal is the same: to empower you in your decision-making and help you achieve financial success.
How did you hear about us?.
Choose One.
Search Engine (Google, Bing.who uses bing anymore?) Social Media Referral (aka people that I saved a lot of money.)
Small Business Accounting
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Is your business growing?
Are you struggling to work on the business, not in it?
Could you benefit from the expertise and experience of a CFO - someone who can guide you and strategize with you to improve your financial processes and enhance your bottom line?
If so, you're not alone.
Striking the right balance between running the business and managing its growth is a common challenge for small business owners everywhere.
The good news is that we can help.
Our boutique accounting firm specializes in small business accounting and is equipped to handle a variety of small business functions, everything from day-to-day operational tasks like data entry and bookkeeping to more topline responsibilities like cash flow analysis and financial strategy.
Are you struggling to work on the business, not in it?
Could you benefit from the expertise and experience of a CFO - someone who can guide you and strategize with you to improve your financial processes and enhance your bottom line?
If so, you're not alone.
Striking the right balance between running the business and managing its growth is a common challenge for small business owners everywhere.
The good news is that we can help.
Our boutique accounting firm specializes in small business accounting and is equipped to handle a variety of small business functions, everything from day-to-day operational tasks like data entry and bookkeeping to more topline responsibilities like cash flow analysis and financial strategy.
Tax Planning and Preparation
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When it comes to tax planning and tax preparation strategies, our goal is simple: to help you minimize tax liabilities, while maximizing wealth.
We believe that tax planning and tax preparation go hand-in-hand, so we start looking for ways to help you save money the moment we start working together.
Are you taking advantage of all possible deductions?
Are you using retirement accounts, HSAs and other options to reduce your taxable income?
Are you thinking creatively about how you can spend and invest capital to keep more money in your pocket?
We believe that tax planning and tax preparation go hand-in-hand, so we start looking for ways to help you save money the moment we start working together.
Are you taking advantage of all possible deductions?
Are you using retirement accounts, HSAs and other options to reduce your taxable income?
Are you thinking creatively about how you can spend and invest capital to keep more money in your pocket?
Accounting For Utilities
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Utility companies face a unique set of challenges today, everything from regulatory oversight to political pressure to environmental government mandates.
There's also the delicate art of ratemaking, meeting ratepayer and lender demands, and addressing aging assets, not to mention the everyday challenges of overseeing operations and managing personnel.
In this frenzied and ever-changing environment, it helps to have a trusted advisor who can shoulder some of the burden and support you by planning for your short-term and long-term financial success.
There's also the delicate art of ratemaking, meeting ratepayer and lender demands, and addressing aging assets, not to mention the everyday challenges of overseeing operations and managing personnel.
In this frenzied and ever-changing environment, it helps to have a trusted advisor who can shoulder some of the burden and support you by planning for your short-term and long-term financial success.
About Trailside CPA
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There was a time when accounting firms were more focused on relationships than transactions, when face-to-face meetings didn't require special circumstances and accountants understood their clients' business almost as well as the clients themselves.
This time is alive and well at Trailside CPA.
As a boutique accounting firm, we proudly harken back to a time when personal service was the standard, while also leveraging today's most advanced accounting technologies to help our clients become smarter, faster and savvier than their competition.
This time is alive and well at Trailside CPA.
As a boutique accounting firm, we proudly harken back to a time when personal service was the standard, while also leveraging today's most advanced accounting technologies to help our clients become smarter, faster and savvier than their competition.
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