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When you become an accounting client of Gold Roots Accounting 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

  • Part time CFO services

  • Review of your QuickBooks file

  • Clean up work of books for the tax return

  • Bank and credit card reconciliations

  • Billing, PO tracking systems & Accounts Receivable

  • Use of inter-company and class systems if needed

  • Fixed asset & depreciation management

  • Consultation & set up for QuickBooks & QuickBooks Online

  • Support & training for QuickBooks & QuickBooks Online

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

  • Comparative reporting by month/quarter/year


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 from 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


One of the most daunting experiences business owners & taxpayers can go through is filing taxes without understanding the importance and complexity of 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

QuickBooks Consultatio
Payroll Services
Tax Services
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