Frequently Asked Questions

While Oregonized Accounts does do tax prep internally, we do work with some exceptional CPA partners – and can arrange for your taxes to be done for you at a great price (and that your books are in-line with our CPA partners’ standards). If you prefer to use your own CPA, we will ensure your books are accurately updated throughout the year so they’re ready to be passed on to your tax preparer.

Absolutely. We offer bookkeeping packages for small and large businesses of almost every size!

ontrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

  • Compiling data on a daily basis
  • Categorizing expenses in the general ledger
  • Reviewing the general ledger for accuracy
  • Reconciling bank statements against the general ledger
  • Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

  • Analyzing the company’s financial data
  • Preparing income tax returns
  • Providing tax planning advice

No, we’ll include clean up for you as part of our work estimate. Your Oregonized Accounts team of financial specialists will setup your industry-specific general ledger in the cloud accounting solution that best fits your needs.

Oregonized Accounts serves businesses of all kinds and size. We have found our approach and expertise translates across the board with all types of businesses.