YOUR PUYALLUP BOOKKEEPING FIRM, GREENBRIDGE CPA

Daniel Dickson

Daniel Dickson

Founder of Greenbridge CPA

A Puyallup Bookkeeping & Payroll Firm With Personality……(Yes, Really!)

Hi, I’m Daniel Dickson, a proud Puyallup resident and the founder of the Puyallup bookkeeping firm Greenbridge CPA – welcome to our site.

Are you……….

  • Overwhelmed by paperwork and bookkeeping?
  • Confused by QuickBooks?
  • Not satisfied with your current Puyallup bookkeeper or Puyallup accountant?
  • Sick of wasting time on bookkeeping and tax forms instead of focusing on your core business?
  • Need help with payroll?  Tired of the 941 forms and other Payroll forms?
  • Just reading Puyallup bookkeeping websites for fun…..if so… that’s just sad.

OUR GOAL IS FOR YOU TO SPEND 5 MINUTES PER DAY OR LESS ON BOOKKEEPING RELATED TASKS

You shouldn’t have to worry about payroll or bookkeeping in your business, you should focus your energy on the work you do best and growing your company….or just having fun (ideally watching a Seahawks game). That is why God created people who love payroll charts and obsess over the ins and outs of QuickBooks accounts – aka bookkeepers.

OUR NERDY OBSESSION WITH PUYALLUP BOOKKEEPING & PAYROLL

In the last 5 years, our Puyallup office has completed hundreds of bookkeeping & tax projects for Puyallup area businesses owners and individuals. We do like to have fun and joke around some, but we are serious (some may say obsessive) about bookkeeping, payroll and helping our clients be more successful in their businesses and lives in general.

MOST BOOKKEEPERS CAN’T SPELL PUYALLUP – OUR FOUNDER LIVES THERE!

We are truly local!  Sometimes it is way more convenient for your bookkeeper to come to your business to fix accounting problems.  If you are a business in the South Puget Sound, we can come to you or pick up your documents in-person!

BOOKKEEPING PRICING & SERVICE LEVELS

See the Beautiful Cost of Less Paperwork & More Freedom!

"THE BASIC"

Quickbooks Data Entry, Financial Statements & More.

STARTING AT:

$129

PER MONTH

We Enter All Your Transactions into Quickbooks: Which means less boring computer time for you.

Monthly Bank Account Reconciliations & Credit Card Reconciliations: So you can worry less and know how much money you really have.

Monthly Financial Statements: So you can find and fix bad expenses, pricing problems & more.

Conversion to QuickBooks Online if Desired: Have Your Business Financial Info on Any Computer or Smart Phone.

Easy Tax Time: Let us send your info to your tax preparer....or even better, let us do it

"THE MIDDLE"

All Benefits of Basic Plan Plus Selected Invoices Paid.

STARTING AT:

$169

PER MONTH

All the Benefits of the Basic Plan Plus......

We Pay Some of Your Bills For You: Less Paperwork, Less Stress

State & Local Tax Returns Completed: Let Us Handle DOR B&O Taxes, Sales Tax, etc.

Free Yourself from the Accounting Doldrums:  Have more time for fun and relaxation (ideally watching a Seahawks game)

Quarterly Analysis: We look at gross margin (are you pricing wrong), payroll and other expenses (are you over paying?), and marketing expense & focus (lots to discuss & analyze)

1099 Forms & More Completed For You: Tired of the W-9s, 1099s, etc.  We have you covered.

 

"THE WORKS"

Your Full-Service Bookkeeping Plan.  Paperwork Be Gone!

STARTING AT:

$399

PER MONTH

All the Benefits of the Basic  &  Middle Plans Plus......

We Pay Most of Your Bills: Let Us Do Accounts Payable (Pay Your Invoices) for You.

We Create & Send Out Invoices to Your Customers (Accounts Receivable):  What will you do with all the extra free time that gives you?

We Follow-up with Your Customers Who Haven't Paid:  Hate following-up with customers/clients who are late with their payments?  Have us do it.

Payroll Management: Work on your golf swing - not on quarterly & annual payroll tax forms.

Spend Less Than 5 Minutes Per Day on Accounting: That is our Ultimate Goal for you! Get more time, more money, with less stress.Business.

LICENSED? YUP. INSURED? YUP. A CPA FIRM? YOU BETCHA.

Remember that it is vital to work with serious professionals when you are trusting them with your tax returns and accounting records.  We are proud to be a licensed and insured certified public accounting (CPA) firm.

SAVE MONEY & REDUCE OVERHEAD BY HIRING OUR PUYALLUP BOOKKEEPING SERVICE

As you grow your business you get to the point where you either need to hire a bookkeeping and accounting service or hire someone in-house (even if only a part-time employee).  But hiring an additional employee can be expensive even if they are only part-time.

Often clients can save 20-50% on their bookkeeping and accounting by having a professional firm do some or most of their bookkeeping instead.  Usually the quality of the bookkeeping work and accounting work is higher as well when a professional firm is handling it.  You also have fewer management responsibilities when a third-party bookkeeper does the work instead of an in-house employee.

WHAT DO OUR CLIENTS SAY?

CLIENT TESTIMONIAL FROM APARTMENT MANAGEMENT FIRM - PCMI GROUP INC.

"PCMI Group is lucky to work with Greenbridge CPA, PLLC. Dan and his group handle several complicated tax returns and various accounting situations and/or transactions for a group of real estate companies that we manage. His attention to detail is impeccable, and is never to busy to teach techniques or processes that will improve or streamline our accounting systems.

I would recommend Greenbridge CPA, PLLC to anyone looking for a hard working, trustworthy accountant for their business enterprise!"

Chance LaFleur
Manager, PCMI Group

CLIENT TESTIMONIAL - PUGET PAVING & CONTRUCTION INC.

"Puget Paving & Construction, Inc. has partnered with Greenbridge, CPA for over 3 years now and we could not be happier with the service they provide completing our business tax returns."

Stefan Gehring
President, Puget Paving Inc.

CLIENT TESTIMONIAL - EDISON ELECTRIC INC.

"Being in the construction industry it's really hard to find a CPA firm that understands your business.  We have been working with Daniel at Greenbridge CPA on our business tax returns for a few years now and we feel we are in the right place.

They know what they are talking about and have really kept us informed and helped us feel comfortable all year long!"

Cheryle Miller
Controller, Edison Electric Inc.

BOOKKEEPING SERVICES WE CAN PROVIDE

Click “+” signs on right to read more details.

ACCOUNTS PAYABLE - LET US PAY YOUR BILLS

Let us make paying your bills a breeze.  We’ll get your approval before bills are paid, but we can do the heavy lifting of getting those bills paid.

ACCOUNTS RECEIVABLE - WE CREATE INVOICES AND SEND THEM TO YOUR CLIENTS

For many business owners, making invoices to send to their customers is the worst part of the month.  Let us take that pressure off of you.  Imagine if we called you once or twice a month and got the information we needed to make the invoices for you.  Then we send them out. Simple.  We can take all that paperwork off your hands and get those invoices out so you can get paid.

GET PAID FASTER – WE CAN FOLLOW-UP WITH YOUR CUSTOMERS FOR UNPAID BILLS

Do you hate following up with your customers when they haven’t paid their bills on time?  Well, we can do that for you.  We’ll send out polite emails to customers/clients who haven’t paid their invoices on time.  We can even call them for you.

QUICKBOOKS SET-UP AND QUICKBOOKS CONSULTING

QuickBooks can be great……once it is set-up correctly.  If you set-up QuickBooks incorrectly, it can cause problems for years to come.  We can assist business owners with setting-up QuickBooks so it works for you.

PAYROLL ASSISTANCE - AND PAYROLL FORMS

Our goal is to make you fill-out as little paperwork as possible.  We just need the most basic information from you at payroll time – then we can take it from there.  No more need for you to worry about quarterly 941 filings or getting those W-2s out at the end of the year.

ENTERING ALL THOSE TRANSACTIONS INTO QUICKBOOKS

Let’s be honest – you don’t want to take the time to enter all your transactions into QuickBooks.  You want to be focused on more important matters that only you can do – like marketing and satisfying your customers more directly.  You need to focus.  We can help with that by taking more off your plate.

BANK RECONCILIATIONS & CREDIT CARD RECONCILIATIONS

At the end of a long day at work, isn’t it great when you can curl up on your couch with a nice bank statement and try to match all the entries with QuickBooks?  Yeah right.  Let us take that headache from you.

MONTHLY FINANCIAL STATEMENTS

Financial statements can help you find opportunities to save money or increase revenue – but they only work when you actually have them on a timely basis.

CO-ANALYSIS OF YOUR FINANCIAL STATEMENTS

Monthly financial statements only matter if someone uses them to make good decisions.  For example, one of the biggest mistakes made is not watching (and analyzing) the marketing spend in a company.  Often times you aren’t spending enough in marketing.  Or you aren’t figuring out tracking how effective your marketing dollars are doing.  Financial statements help with these type of analysis – let us look at the data together.

FILING YOUR WASHINGTON STATE DEPARTMENT OF REVENUE B&O TAXES

Washington State B&O and Washington State Sales Taxes can be confusing and take a while to get done.  It’s just one more thing distracting you from the core work you should be doing in your business.

WASHINGTON STATE SALES TAXES & USE TAXES

Part of your B&O tax filing to Washington State requires sales tax reporting.  If you don’t handle this correctly you can open yourself up to a nasty time during a Washington State Sales Tax Audit.   Washington State auditors are often harder to appease than even federal IRS auditors. Work with an experienced sales tax accountant – like us so you are better prepared and in full compliance.

CITY TAXES AND FILINGS

Just when you think you are finally done with tax forms and filling out forms you get one more letter in the mail – from your local city.  City tax forms are annoying – nobody likes them except crazy bookkeepers and accounts….like us.

WE DO TAXES TOO - FEDERAL INCOME TAX FILINGS AND MORE

Want a one-stop shop for all things accounting, bookkeeping & tax – excellent that’s us! We give our bookkeeping clients special reduced rates for annual income tax preparation.  Ask for a flat fee quote on your business and personal tax returns.

BOOKKEEPING CATCH-UP PROJECTS

Do you have mounds of paperwork, tax forms, and unreconciled bank activity?  We understand how overwhelming it can be trying to catch-up when you get behind.  Give us a call and let us dig you out of that accounting hole.

GIVE US A CALL OR SHOOT US AN EMAIL

CALL (253) 693-8166 FOR A FREE 15-MIN PHONE CONSULTATION

  • No obligation or pressure to hire.
  • We are truly local!  Our founder and other staff live in the South Hill Area of Puyallup.
  • Free estimates on Puyallup accounting and Puyallup bookkeeping projects.
  • Let us help you get paid by your customers faster and with less invoicing headaches.
  • Free advice regarding Quickbooks Online or Quickbooks Desktop issues.
  • Convenient offices locations and/or meeting locations in Tacoma, & Puyallup.
  • Flat fee agreements for monthly bookkeeping work.

WANT TO EMAIL US?

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GREENBRIDGE CPA OFFICE & MEETING LOCATIONS

DOWNTOWN TACOMA
(By appointment)

1200 East D Street
Tacoma, WA 98401

Note: We share a space with Dickson Law.


(253) 254-6763

Greenbridge CPA Tacoma Office

Greenbridge CPA Tacoma Office

DOWNTOWN PUYALLUP
(By appointment)

615 E Pioneer
Puyallup, WA 98372

Note: We share a space with Steinacker Law which is on the 2nd floor of the building.

(253) 254-6763

Puyallup Office

Greenbridge CPA Puyallup Meeting Conference Room

WE CAN COME TO YOU

Some of our clients don’t have the time or desire to scan documents.  Some of our clients can’t use QuickBooks Online or have other reasons there books can’t be online.  Because w are local, we can actually come to your Puget Sound area business – even on a regular basis if needs be.  Even our clients who mostly are served via the internet sometimes need an in-person visit for special projects.

Working with a local Puget Sound company is so much more convenient than working with some national company that doesn’t have the ability to meet you or help you in-person.  And wouldn’t you rather work with someone you can meet in person anyways!