Focus on your business, not your books.
We pay attention to the numbers and the details so you don't have to.
Are you wasting too much time on payroll and accounts payable? We can streamline your processes without sacrificing security and accuracy. Efficiency is one of our key values, and we're always pursuing a better way to get things done. We love technology and by combining the best of both worlds (human intellect and tech), you get superior results without paying a fortune.
“I first became acquainted with Fogle Accounting when I needed help setting up a record keeping system for employee payroll deductions. As our family taxes became more complicated, my husband and I relied on Dana's input on major decisions regarding personal finances, family trust issues, and rental property management. She has helped us identify and utilize available deductions, many of which we didn't know of. What we like best about Dana is that she communicates well, providing us timely and complete responses to specific questions.” —SUSAN L.
Our Services
Cloud Accounting
Are you still keeping your ‘books’ in a pile on your desk? Make tax time a breeze and avoid surprise fees with our monthly accounting packages. You’ll pay a fixed fee each month for our cloud accounting services that can include: bank reconciliations, accounts payable management, payroll, 1099s, sales tax, and annual tax returns. With a CPA involved in your bookkeeping, you get the added benefit of a monthly close that is adjusted for key tax planning items such as loan interest, depreciation, payroll accruals. You’ll always have a clear financial picture so you can quickly make key decisions. Everything is hosted securely on the cloud for your convenience.
Quickbooks Pro Advisor / Accounting System Setup
Have a QuickBooks subscription but don’t know how to use it? As a Quickbooks Pro Advisor, we can not only help set up QuickBooks Online for your specific business and needs but we also offer training and support so that you can become a Quickbooks whiz, too! We are technology geeks and love finding solutions to fit your industry.
Small Business Consulting
Do you have questions about your financial standing? Are you getting stuck on a business plan for your next great idea? We offer one-on-one support to help make sense of your accounts so that you can make informed decisions when you’re ready to start, expand, or sell your business.
Tax Planning and Preparation
Are you confused by the latest tax codes? We stay on top of the latest rules so you don’t have to! We prepare Federal and State individual and business tax returns, local commercial property tax returns, and can file for all U.S. states. We also help with tax planning so you can avoid hefty surprise tax bills.
“Our organization has had the pleasure of working with Dana since 2016. Our relationship started during her time at another area firm. When she decided to go into business for herself, making the move to her new firm was an easy and obvious decision. Dana is professional, knowledgeable, and very timely among many other attributes. We have referred Dana to many business associates and will continue to do so in the future.” -BRIAN S.
About Us
Dana L. Fogle, CPA
Dana Fogle is a CPA and Certified Quickbooks Pro Advisor. She is a member of the AICPA, and a graduate of the AICPA Leadership Academy class of 2016. Dana has worked in public accounting since 2010, graduated from the University of Maryland with a degree in Business Administration, and earned her CPA license in 2012. Dana lives in Shepherdstown, WV with her husband and two children. In her free time she enjoys running, yoga, and gardening. She is a huge animal lover and shares her home with four rescues, two cats and two dogs. Dana believes in giving back to her community and volunteers for various local non-profits, including Women Investing in Shepherd, The Children's Tree House, and the Historic Shepherdstown Commission.
Our Core Values
Responsiveness
We believe that timely, honest communication is vital to our business and our clients.
Efficiency
We don’t cut corners, but we believe in doing it right the first time.
Innovation
We love to learn, and are always looking for a better way to accomplish our goals.
Our Pricing
Tax Returns
Individual starting at $300
Business starting at $600
Fixed Fee Cloud Accounting
Starting at $300 per month
Specialty Services
Contact us for a quote:
Income Tax Planning
QuickBooks Online Training & Support
Accounting System Setup
IRS and WV Tax Resolution
Business Plan Assistance
Audit Representation
“After 16 frustrating years in business, and multiple accountants and tax preparers, it wasn’t until I started working with Dana in 2016 that I felt I finally had an accurate financial picture to make growth-based decisions. She has become a valued member of my team, and I fully trust her to handle my day-to-day accounting needs so I can focus on my clients!” —JEN R.
Work with Us!
Simply schedule a free consultation below. Many of our clients enjoy the benefits of a fixed monthly fee while others prefer an hourly rate. We’ll discuss your goals and come up with a plan and fee schedule to meet your specific needs.