Business Details
13 Years
experience
Expert Accounting Services in Benton, LA
Founded in November 2013 by Sindy Warren and Jacob Bell, our firm delivers full-service accounting solutions tailored to Louisiana and East Texas businesses, nonprofits, and individuals. Specializing in oil and gas, construction, and medical industries, we offer bookkeeping, tax planning, audits, and strategic consulting while maintaining local accessibility with large-firm expertise. Our commitment to quality is demonstrated through advanced software, rigorous quality control, and personalized client partnerships that extend beyond annual interactions.With over 20 years of experience each, our team of CPAs provides proactive financial guidance, ensuring compliance while maximizing tax savings. We prioritize communication and continuous client support, reflected in our motto: 'Communication makes a good accountant a great accountant.'
Services
Tax Preparation
Accounting
Payroll Services
Audit
Financial Consulting
Business Advisory
QuickBooks Support
Details
- Year established: 2013
Highlights and features
- Our CPAs have 20+ years of experience in oil and gas, construction, and medical industries
- We offer year-round client advisory partnerships, not just annual tax services
- Combines large-firm expertise with personalized local service and accessibility
- Proactive tax planning minimizes liabilities while ensuring compliance
- Specialized QuickBooks support for efficient financial management
What people say
Stress-free tax seasons
Quick response
Easy to understand
Personal attention
Solid financial plans
Services
Tax Preparation
Expert tax preparation for individuals, businesses, estates, and nonprofits ensures compliance while maximizing deductions. Our proactive planning minimizes liabilities through year-round strategy sessions. Clients receive clear explanations of tax implications and receive personalized plans tailored to their specific industry needs.
Accounting
Accurate financial record maintenance with monthly, quarterly, or annual reporting options. Includes payroll tax preparation, sales tax remittance, and financial statement generation. Our services ensure regulatory compliance while providing clear financial visibility for business decision-making.
Audit Services
Comprehensive audits and reviews verify financial statement accuracy for stakeholders. Specializing in audited reports for business sales, financing, and 401(k) plans. Our assurance services meet bonding requirements and regulatory standards with detailed analysis.
QuickBooks Support
Full-cycle QuickBooks setup, training, and troubleshooting services. We optimize accounting systems for efficiency, provide ongoing support for accurate financial tracking, and train clients to maximize software capabilities for their specific business needs.
Business Advisory
Strategic guidance for business formation, funding options, and operational efficiency. Includes accounting system implementation and compliance strategy development. Our advisory services help businesses navigate growth challenges and regulatory changes effectively.
People
Jacob Bell
Managing Partner
20+ years public accounting experience with expertise in tax regulations and audit practices. Specializes in oil and gas services, construction industries. CPA with LSU Shreveport accounting degree. Focuses on strategic financial guidance.
Sindy Warren
Partner
Certified Public Accountant since 1999 with 20+ years experience. Graduated from LSU Shreveport with accounting degree. Prioritizes quality service through teamwork and collaboration while maintaining meticulous attention to detail.
Holly Jones
Firm Administrator
20+ years operational experience with bachelor's degree from University of Texas at San Antonio. Ensures firm efficiency and client satisfaction through exceptional organizational skills and client-focused approach.
Dorothy Morgan
Staff Accountant
20+ years accounting experience with specialization in taxation and nonprofit reporting. Mississippi University for Women graduate provides personalized support to diverse clients while maintaining technical expertise.
Tracy Elliott Johnson
Staff Accountant
21+ years public accounting experience preparing tax returns and providing monthly accounting services. LSU Shreveport graduate with expertise in client relations and comprehensive tax solutions for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, financial consulting, and business advisory services tailored to small businesses in Louisiana and East Texas.
Do you specialize in any particular industries?
Yes, we specialize in accounting for oil and gas, construction, and medical industries with over a decade of experience serving these sectors.
How do you handle tax planning for individuals?
We conduct year-round tax planning sessions to maximize deductions, ensure compliance, and develop personalized strategies that align with your financial goals.
Can you assist with QuickBooks software implementation?
Yes, we offer complete QuickBooks setup, training, and ongoing support to help businesses optimize their accounting processes and financial management.
Are your CPAs available for year-round consultation?
Our CPAs maintain continuous client partnerships through regular check-ins and proactive financial guidance beyond annual tax filing requirements.
What sets your firm apart from other accounting services?
We combine large-firm expertise with personalized service, offering specialized industry knowledge and committed client communication that builds lasting business relationships.
