Our Services

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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.

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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.

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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.

“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.

“We have been impressed with Dana’s thoroughness and knowledge every time we have worked with her. She continues to prove herself time and time again by representing our best interests, and is wonderfully communicable whenever we have had any questions in the past. We have, and will continue to recommend Dana Fogle to anyone who is in need of a stellar CPA.” -JUSTIN H.

"I can't say enough good things about Dana Fogle. She is 100% professional, preparing our tax returns in a timely manner, and always ready to explain and to help. I would certainly recommend her to anyone who is looking for an accountant who is always approachable and pleasant". -HELEN H.

Work with Us!

 

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. Please complete our inquiry form to schedule an initial consultation. We generally respond within 48 hours.