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Directory of Accounting, Bookkeeping & Tax Services
in the U.S. and Canada

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Directory of Daily Money Managers / Personal Financial Services


Located in CA
Forte' - Morton & Associates

Monrovia, California  91016   Map
Phone: (626) 301-9003
Cell:     (626) 497-2108
Accountants, Bookkeepers and Tax Preparers send an email

Boni  Forte'
Doug  Morton, CPA

Bookkeeping, Accounting, Taxes too, We do it all and WE Come To YOU!! Complete Bookkeeping, Accounting & Money Management. Serving many industries including Entertainment, Printing and Manufacturing. Members: "Peachtree Ask your Accountants", QuickBooks Pro and others. New Business startup, software and computer support. Call for a Free Consultation!


Located in CA
BZ Bookkeeper
13152 Bavarian Drive
San Diego, California  92129   Map
Phone: (858) 688-1000
Fax:     (858) 228-1736
Accountants, Bookkeepers and Tax Preparers send an email
www.bzgrp.com

Milan  Talsania
  CTEC Registered Tax Preparer

16 years’ experience • QuickBooks, Quicken, Lacerte, ProSeries • Personal & business tax returns • Bookkeeping – A/P, A/R, Bank Reconciliation, Financial reports, Write-up and reconstruction • Business startup/Incorporating • specializing in: Rental property statements (Schedule E) • Self employed (Schedule C) • Set up and support for small businesses • Real Estate • Jewelers • Construction / Contractors • Hospitality • Startup Companies welcome! • Daily Money Management • Reasonable Rates.


Located in CA
Olivo CPA & Prestige Bookkeeping Services
1376 N. 4th St., Suite 202
San Jose, California  95112   Map
Phone: (408) 482-9556
     
Accountants, Bookkeepers and Tax Preparers send an email
www.accountant-city.com/olivocpa

Richard  Hermerding, MBA, MAIA, MSIS, CMA, CFM, CFE, CFS, CSA
Miguel  Olivo, CPA

Helping individuals, families, businesses and institutions with their financial needs since 1984 • Accounting • Annuities • Auditing • Fraud Investigation • Forensic Accounting • Bookkeeping • Business Start-Up Consultation • Business Valuations • Controllership & CFO • Daily Money Management • Estate & Retirement Planning • Insurance • IRAs • IRS & Tax Problems • Long Term Care • Mutual Funds • Real Estate • Sarbanes Oxley • Tax-Advantaged Investing • Tax Preparation • Wealth Management • Peachtree


Located in CT
Business First LLC
1619 New Haven Avenue
Milford, Connecticut  06460   Map
Phone: (203) 878-6464
Fax:     (203) 567-8030
Accountants, Bookkeepers and Tax Preparers send an email
www.businessfirstllc.com

Alice  Logan, CB
  Certified Bookkeeper / QuickBooks® ProAdvisor

Certified Bookkeeper at your service! I offer Full-Charge Bookkeeping, including complete payroll and sales tax returns, for businesses that want to focus on running their company. For the busy professional or elder citizen, I provide Daily Money Management services consisting of tracking and organizing financial and medical insurance papers, paying bills and maintaining bank accounts. I provide QuickBooks training to utilize the program to the fullest for your business. Free Consultation.


Located in FL
North Star Virtual Enterprises
1228 Impala Street
North Port, Florida  34288   Map
Phone: (941) 426-0094
Cell:     (302) 983-0700
Accountants, Bookkeepers and Tax Preparers send an email
www.NSVEnterprises.com

Jean  Clappe-Mixell, QuickBooks Certified User
  Daily Money Manager

Affordable service for Individuals & Small Businesses! On-site or off site Bookkeeping • QuickBooks setup, Training and support • Will work in conjunction with your tax accountant to ensure information is ready for your tax returns • Non-profits, Churches, Construction & Remodeling Contractors, Property Management, Internet Service Providers, Personal Services and more • I also offer Personal Assistance for Individuals - perfect for retirees and senior citizens • Call to see how I can help you!


Located in FL
Graeme Lockwood, LLC
P.O. Box 721266
Orlando, Florida  32872   Map
Phone: (407) 256-1429
Fax:     (407) 381-7572
Accountants, Bookkeepers and Tax Preparers send an email
www.gldmm.com

Graeme  Lockwood, Professional Bookkeeper, Daily Money Manager
  Certified QuickBooks® ProAdvisor & Certified QuickBooks® Point of Sale ProAdvisor

Have you ever wished someone could come to your office and organize your bills and financial records? Are you a small business owner who wants to devote more time to making money and less time juggling bills and balancing your checkbook? I specialize in: clean-up of existing bookkeeping systems; QuickBooks Pro and Point of Sale (POS) installation, set-up and training; ongoing bookkeeping maintenance; experienced P&L statement analysis. Visit gldmm.com and call today for your free consultation.


Located in FL
Skyview Accounting Services
2393 S. Congress Ave., Suite 200
West Palm Beach, Florida  33406   Map
Phone: (561) 432-2195
     
Accountants, Bookkeepers and Tax Preparers send an email
www.skyviewaccounting.com

Miriam  Rivera, MBA
 

Affordable Bookkeeping and Accounting services for small to mid-size businesses. We provide services throughout South Florida and Nationwide. Our services are built around your needs - as much or as little - and include: Accounts Payable • Accounts Receivable • Bank Reconciliations • Money Management • Quarterly Payroll Tax Returns • Sales Tax Returns • 1099 & W-2 Preparation • Customized Financial Statements • Business Consulting.


Located in GA
Independent Business Solutions, Inc

Acworth, Georgia  30101   Map
Phone: (770) 634-2541
     
Accountants, Bookkeepers and Tax Preparers send an email

Sherrie  Dobbs, CB, ATP
Daily Money Manager,  Notary Public

ATTN Small Business Owners & Biz Startups • I offer complete Bookkeeping, Accounting, (remote access avail) Payroll, QuickBooks On-site Training / Support & Setup • Will work with your CPA to ready (or cleanup) your books for YE tax returns • Personally prepare Individual returns • Specialty in Construction Accounting, Homebuilders, Property Managers, Restaurants and Money Management for Elderly, Disabled or Busy Professionals • Your office or mine • Keep your Business in Balance – call Sherrie!


Located in IN
Virtue Business Consulting LLC
10304 Hickory Hill Drive
Indianapolis, Indiana  46234   Map
Phone: (317) 858-4736
Fax:     (317) 858-0993
Accountants, Bookkeepers and Tax Preparers send an email
www.virtueconsulting.net

Tracia  Roberts, MBA, PB
 

ACCOUNTING: full service bookkeeping, payroll, bill pay, financial reporting (Monthly, Quarterly, Annually) TAX: mobile tax preparation for individual/business, prepare/mail year end tax statements BUSINESS SERVICES: notary, start up paperwork for company registration, EIN filing, state filings DAILY MONEY MANAGEMENT: bill payment, track expense/income, budget set up and review TRAINING: online/individual for business plans, business ownership, QuickBooks *19 years financial experience*


Located in MD
GOSS' BOOKKEEPING, LLC
P.O. Box 1380
Huntingtown, Maryland  20639   Map
Phone: (410) 535-1057
Cell:     (443) 975-1560
Accountants, Bookkeepers and Tax Preparers send an email
www.gossbookkeeping.com

Sandy  Goss, Certified Public Bookkeeper, Professional Bookkeeper
Certified QuickBooks® Advanced ProAdvisor,  Notary Public

Personal and Small Business Financial Services that include: Full-Charge Accounting & Bookkeeping • QuickBooks Set-up, Check-up or Clean-up of Data File • Payroll for 1-50 Employees • Employment Taxes (MD, DC & VA) • State Sales Tax (MD, DC & VA) • Personal/Eldercare Daily Money Management • Financial Analysis (Text & Graph Reports) • Industry Comparisons • Notary Public


Located in OR
Gina's Bookkeeping Service
4660 NE Belknap Court Suite 101N
Hillsboro, Oregon  97124   Map
Phone: (503) 924-5786
Fax:     (503) 296-2287
Accountants, Bookkeepers and Tax Preparers send an email
www.ginasbookkeeping.com

Gina  Brooks
  Certified QuickBooks® ProAdvisor

Providing Small Businesses and Individuals time to do what they do best! Bookkeeping • Payroll • Payroll Reporting • In-house Financial Statement Preparation • Monthly Financial Reports • QuickBooks Bookkeeping, Setup, Support & Training • Daily Money Management for Eldercare clients and others. 25 years bookkeeping experience, On-site services, and pickup & delivery available.


Located in UT
Kay's Accounting
4760 S Highland Dr
Salt Lake City, Utah  84117   Map
Phone: (801) 649-7426
     
Accountants, Bookkeepers and Tax Preparers send an email

Kathy  Edwards
 

Personalized Service for Small Business – I offer complete Accounting, Payroll, Bookkeeping and Money Management for Individuals and Small Businesses, including LLCs, Independent Contractors and Family Owned Companies. Could you benefit from Cash Management? Bill Paying? Personalized Money Management? I can put it all together for you in an easy, stress-free system that will free up your time. Experienced in QuickBooks and Excel.


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