When you become a bookkeeping client of Gold Roots Accounting you can be sure that all your bookkeeping needs will be met in an efficient and professional manner. Having clean books throughout the year keeps your overall costs down because there is little clean-up of your books when you need reliable numbers for your tax return.

We Offer:

  • Bookkeeping for small to midsized businesses

  • Review of your QuickBooks file

  • Bank and credit card reconciliations

  • Access to your books online so you can easily see your business finances

  • Financial statements

  • Comparative reporting by month/quarter/year

  • Use of intercompany and class systems if needed

  • Payroll set up & processing, and manage payroll taxes & filings

  • Consultation & set up for QuickBooks & QuickBooks Online

  • Support & training for QuickBooks & QuickBooks Online

  • Debt management; repayment schedules to get you on the right track


Developing good working relationships with our clients is at the heart of Gold Roots Accounting. We believe that having an accountant who cares about you and your business makes a world of difference to how business owners view tax and accounting compliance.

By assessing your current situation, affirming areas of competency, and recognizing areas where there is room for improvement, we can offer advice and support to help you develop confidence in your business.


We Offer:

  • Evaluation of accounting procedures & offer professional advice on efficiency

  • Initial set up of QuickBooks files – setting up chart of accounts, bank feeds, payroll etc.

  • Advice on Apps that integrate with QuickBooks software to help your business

  • Conversions to QuickBooks Desktop to QuickBooks Online

  • Training for QuickBooks & QuickBooks Online with business owners & office staff - on site or remotely

  • Data file review and clean up

  • CFO Services

  • Liaison with external CPA firm - communicate directly with your CPA firm on needed items for your tax return

  • True-ups for tax returns


The health of your business, and your ability to make sound business decisions rely on accurate, useful & timely financial information. Too often, business owners spend valuable time trying to keep up with their books; the finished product having many mistakes, which later must be fixed.

When you engage an accounting professional to do what they do best, you can focus on what you do best:  running your business, expanding, and making strategic decisions. Inferior business decisions can be avoided with Gold Roots Accounting managing your books and producing accurate numbers and trends. 

We Offer:

  • Monthly & quarterly full charge bookkeeping

  • Bank & credit card reconciliations

  • Financial statement preparation & review

  • Fixed asset & depreciation management

  • Support – bookkeeping and accounting help when you need it

  • Use of intercompany and class systems

  • Corrections to existing QuickBooks file & support in keeping your books clean

  • Review of your QuickBooks file


Payroll is a necessity to business owners but can be a huge headache if you don’t know what you are doing. Federal and State agencies hand down steep penalties for late filing, incorrect tax deposits, incorrect filings and failure to file the correct payroll reports. Gold Roots Accounting has payroll experts that can calculate correct taxes and process your payroll for you. You can rest assured that your business is always in compliance with state and federal regulations.

We Offer:

  • Payroll preparation & processing

  • Payroll consultation

  • Set up payroll items correctly in your QuickBooks file

  • Quarterly and annual payroll reporting to state & federal agencies

  • W-2, W-3 and 1099 preparation

  • SSN/EIN Verification for employees and 1099 vendors

  • Worker’s compensation audits


One of the most daunting experiences business owners can go through is filing taxes without understanding the importance and complexity of business tax returns. Incorrectly self-filing tax returns can snowball into huge headaches with IRS notices, penalties & fines.

With online tax products that make it seem easy to file your return, taxpayers seldom realize that they may be missing out on legitimate tax credits and deductions that a seasoned tax preparer is familiar with.

Our staff is constantly researching new tax laws to ensure that tax return preparation provides individuals and business owners the best and most accurate filing possible. We will keep you up to date with tax deadlines and communicate with you so you are not in the dark about what to expect with your tax obligations.


We Provide:

  • Business tax preparation - federal, state & franchise tax returns

  • Income tax return preparation for individuals

  • Tax planning services

  • Quarterly & annual payroll tax report filings

  • Monthly, quarterly and annual sales tax report filings

  • Personal Property Tax rendition reporting


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