Address:
993 NW Circle Blvd
Corvallis, OR 97330
Get directions
- Provider travels up to 30 miles
- Customer travels
Why Choose AI?
QuickBooks Certified - Pro, Premier, & Enterprise
1. It is your company-We respect that. We do not dictate what to do; we take instructions from you. We understand that financials are confidential, and we adhere to strict guidelines to keep your company information private and secure.
2. Personal and professional - AI staff is experienced and work beside you to resolve concerns and ask the questions before problems appear. We will communicate with you on a regular basis as much or as little as you want. We care about your business; it is personal with us.
3. You will be comfortable with our staff. We like cars, animals, open spaces, camping, and family time just like you. When you talk, we listen and understand the importance of your ideas.
4. You will like the results; I guarantee it! We will make your CPA smile at end-of-year tax time. Costs are kept at a minimum, and up-to-date reports are provided on a regular basis.
5. We have a great reputation-Previous and current clients will gladly recommend us. We are certified in the leading accounting software, such as QuickBooks Pro and Premier.
A sample of our services:
1.Account Payable: posting, printing checks, paying online, and reporting on AP status
2.Accounts Receivable: posting and following up on overdue accounts
3.Reconcile bank, credit cards, and loan accounts.
4.Payroll: monthly, quarterly, and yearly reports and filing
state/federal
5.Secure and state-of-the-art remote access software
6.Review of chart of accounts, profit and loss, and balance sheet
monthly
7. Unlimited meetings and contact with staff is included in our fixed price agreements. No need to worry about the "clock" ticking when you need assistance
April 25, 2011
I have worked with Barbara for over two years and she has made my life so much more organized. I know right where my money is going and she does a great job of helping me workout my projections for the year. Thank you Barb, what would I do without you!
– Suzanne
A. Do the research! Ask for references of existing and former clients. Anyone that is going to be responsible for handling your financials should be bonded and insured.
A. What is the difference between a bookkeeper, accountant, and a CPA? I want to be able to understand financial reports and know why is it important to review financial data every month.
A. We make it personal and travel to the client's site to pick up and drop off paperwork. We communicate as often as needed with the client. We offer unlimited visits and phone calls included with a set monthly price. In short, we put you first and explain how understanding your financial reports are crucial.
A. Meeting new people and seeing the many different ways of operating a business. Also the positive change in owners when they are able to understand how financial reports help their company.
A. What do you do and how much is it?
I answer by stating we work with you to understand your financial status, take over as much of the day-today operations you want so you can grow your business.
Our pricing is set at a monthly amount so you can better budget your outgoing expenses. We save companies 50-70% of in-house staffing.
A. When meeting with a potential new client and in the course of discussing our services, I asked "How many persons are on your payroll?" The answer was "On the books or off!" Needless to say we were not a good fit since I informed him there are only one set of payroll books and that wasn't the answer he was looking for!
A. The one item I would like my customers to know is the importance I put on taking the time to get to know their business.and working with them to reach their goals.
Bookkeeping can be a rewarding process (Really!!). It does not have to be stressful and I believe communicating and listening to clients is the key to helping companies understand their financial picture.