Services for Individuals, Businesses, and Nonprofit Organizations
In the Greater Seattle and Portland Metropolitan Areas
Everyone's vision is different. Therefore, we design our services one client at a time. We understand that our success is dependant on your success. At least once a year we'll review our services with you to ensure that they meet your needs.
Tax Planning and Tax Return Preparation Services
Expertise. Peace of mind. These are the things that you expect your CPA to provide. We keep abreast of current tax laws and provide tax-planning services throughout the year. When it's time to file tax returns, you provide the information and we do the rest. You'll have the confidence that your tax returns are prepared accurately and filed on time.
Financial Reporting Services
As the owner or manager of an organization, you need accurate and timely financial statements to obtain a clear picture of where you've been, where you're headed, and how quickly you'll get there. In addition, investors, lenders and donors rely on the financial information you provide to make decisions about the activities of your business or nonprofit organization. Depending on your needs, we can audit, review or compile your financial statements.
- Audits are the highest level of financial reporting services. You can use audited financial statements to demonstrate that you have a solid foundation for financial reporting. Audited financial statements are required for many grant applications.
- Reviews are an excellent alternative when an audit is not required. You can use reviewed statements to obtain loans and for other general reporting purposes.
- Compilations allow us to assemble your financial statements into a correct format. Many family-owned businesses use compiled statements to determine year-end bonuses and make other management decisions
Bookkeeping Services
It's difficult to make confident decisions without reliable financial information. While you focus on turning your vision into reality, we'll work to make the accounting function easy. All of our staff members are QuickBooks ProAdvisors. We can help you install QuickBooks software and set up a file customized for your business or nonprofit organization. Once QuickBooks is up and running, we can efficiently train you to use the software so it delivers the information you need, when you need it.
Sometimes our clients need temporary help with ongoing bookkeeping services. Are you expanding? Moving? Changing technology? We can help you fill short-term needs while you concentrate on finding the right person to hire. If you're located in the greater Seattle area, bookkeeping services can be provided in your office, or in ours. If we can't visit your office, we can use secure Internet technology to make your accounting system available online. If we provide bookkeeping services, we can:
- Invoice your customers.
- Pay your vendors.
- Process your payroll and deposit your payroll taxes.
- Administer your employee benefits.
- Reconcile your bank and credit card accounts.
- Prepare your monthly and quarterly business tax returns.
- File and archive your original documents.
Our bookkeeping services keep your financial records current and that allows you to make decisions with better information during times of transition.
New Business and Nonprofit Development
We support anyone who has the courage to open a new business or start a nonprofit organization. We want to celebrate your vision and enable your success. However, starting a new venture means a lot of paperwork for licenses, contracts, and other items. We can make this process easy by helping you:
- Choose the proper type of entity.
- Obtain licenses, permits and registrations.
- Obtain banking and financing services.
- Establish relationships with vendors and hire the right employees.
- Select, install, and train staff to use accounting and other software.
- Write policies, procedures and manuals.
Ready for your own business? Interested in serving others through a nonprofit organization? We will be there every step of the way. Let us take care of paperwork while you concentrate on what you do best.
If you would like to work with a CPA firm near Seattle, Washington or Portland, Oregon, contact us today for additional information about our services.
Sharon Vik, CPA, P.S.
1109 NE 175th St
Shoreline, WA 98155-5133
Tel: 206-364-8725
Fax: 206-364-1598
