TACOMA BOOKKEEPING SERVICE, GREENBRIDGE CPA

Daniel Dickson

Daniel Dickson

Founder of Greenbridge CPA

BOOKKEEPING TACOMA | ACCOUNTING TACOMA

Welcome to our site.  I’m Daniel Dickson, a Tacoma area native (attended Curtis High School) and the founder of Greenbridge CPA.   We love serving our Tacoma area business clients and hope to have the opportunity to meet you.

Are you……….

  • Confused by QuickBooks or QuickBooks Online?
  • Unhappy with your current Tacoma bookkeeper or Tacoma accountant?
  • Overwhelmed by your business paperwork and bookkeeping?
  • Tired of spending time on bookkeeping and tax work instead of focusing on your main business?
  • Craving help with payroll and pesky payroll forms like 941s, 940s, W-2s?
  • Maybe reading Tacoma bookkeeping websites just for fun?…..if so… that’s just sad.

WHAT IF YOU COULD SPEND 5 MINUTES OR LESS PER DAY ON BOOKKEEPING OR ACCOUNTING-RELATED TASKS?  THAT IS OUR GOAL FOR YOU.

During the work day, you should focus your time and energy on the tasks you do best – not payroll forms and recording bookkeeping transactions.   Have more time and energy to grow your business or just relax (maybe watch a Seahawks game).  God created people who love payroll tax charts, QuickBooks set-up, and other nerdy accounting spreadsheets for a reason…..so you wouldn’t have to.

PROUD NERDS OBSESSED WITH TACOMA BOOKKEEPING, ACCOUNTING & PAYROLL

Being a nerd is cool now (that’s what our moms tell us anyways). Over the last five years, our Downtown Tacoma office has completed hundreds of tax, accounting & bookkeeping projects for Tacoma-area businesses.  We are light-hearted in our writing on this website, but we are are very serious about obsessively studying tax and accounting rules and doing great accurate work for our Tacoma bookkeeping clients.

 REALLY LOCAL – A TACOMA BOOKKEEPING FIRM THAT IS ACTUALLY IN TACOMA

We are actually local!  You want a bookkeeper that can visit you at your business or where you can meet with them at their office.  Don’t waste your time on some national bookkeeping service that is far away and impersonal.  Trust your data and business bookkeeping to someone local…..like us.

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.

INSURED? YUP. LICENSED? YUP. A CPA FIRM? BUT OF COURSE.

When someone is working with your financial and accounting information – you need to know you can trust them.

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 Tacoma CPA (certified public accounting) firm.

SAVE 20-50% ON ACCOUNTING & TACOMA BOOKKEEPING OVERHEAD COSTS

At some point as your business grows, you get to the point where you need to either increase in-house bookkeeping and accounting staff or hire an outside service.  Sometimes an in-house person is the right call – sometimes it is a big waste of time and energy.

How can some of our clients save 20-50% by using us as their Tacoma bookkeepers instead of hiring more staff?  Often in-house accounting or bookkeeping staff are just less efficient. A lot of times they also struggle to perform accurate bookkeeping work either due to a lack of training or lack of accounting/bookkeeping experience.

Another big advantage of using a third-party bookkeeping service is that you don’t have the stress of managing another employee.  Give us a call today to see if our Tacoma bookkeeping service might be a great fit for your business (253) 693-8166.

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.

ADDITIONAL INFO ABOUT OUR TACOMA BOOKKEEPING SERVICES

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

ACCOUNTS PAYABLE - WE'LL GET THAT STACK OF BILLS PAID

We’ll work with you to print and send off checks, make debit card or credit card payments, e-checks or whatever you need to get your suppliers and vendors paid.

ACCOUNTS RECEIVABLE - WE MAKE & SEND INVOICES....THEN YOU GET PAID

For a lot of our clients, the time of month where they have to make and send invoices to their clients is the worst.  Just think: you could just have a phone call with us a couple of times a month and let us do the heavy lifting of making and sending the invoices.  We can even follow-up with your customers for you when they are late making payments.

CUSTOMERS NOT PAYING YOU? – WE WILL FOLLOW-UP WITH YOUR LATE-PAYING CUSTOMERS

You’ve gotten the customer.  You did the work.  You sent the invoice to your customer……and you hear crickets.  Most business owners don’t want to follow-up with their customers for unpaid bills.  So let us do it – we can send out reminder emails and even call customers who are late paying for work you performed.

QUICKBOOKS CONSULTING & QUICKBOOKS SET-UP

A big part of being a Tacoma Bookkeeper is knowing the ins and outs of QuickBooks and QuickBooks Online.  QuickBooks is pretty great when it is set-up correctly and a little like torture when it is set-up wrong.  It has quirks and foibles which we can help you with. Get it set-up right the first time – you’ll be grateful you did.

If your QuickBooks or QuickBooks Online account is a mess – don’t worry – we know just how to work through and get it fixed.

PAYROLL PROCESSING & PAYROLL ASSISTANCE

Another task many business owners find unsavory – is dealing with payroll processing.  We’ll help you get set-up correctly and help you process payroll and payroll tax.  If you already have a payroll service that does some of the work (ideally QuickBooks Payroll) we can help fill-in the cracks for the part they don’t do.

GETTING ALL YOUR TRANSACTIONS INTO QUICKBOOKS

Entering all your financial transactions into QuickBooks can be a headache.  What if you could just take a picture of receipts and docs with your phone and then just let us do the rest?  No more piles of receipts and piles of paper.  No more financial e-mails piling up.  Put our obsessive desire for accounting and bookkeeping work for your Tacoma business.

RECONCILING BANK STATEMENTS & CREDIT CARD STATEMENTS

Most Tacoma business owners don’t like the word reconcile……it’s a boring word.  They certainly don’t want to do it.  Do you want to come back to the office or your home after a long hard work day and whip out bank statements so you can “reconcile” them to your QuickBooks Accounts…….of course you don’t.  Bring sanity back to your life and give us a call.

CLEAN FINANCIAL STATEMENTS - EVERY MONTH

Viewing monthly financial statements aren’t perfect – they won’t magically give your Tacoma business more customers or fill your wallet with money.  But, there are data gems in there – they really can help you see trends and opportunities.  And most businesses absolutely need them to get their income tax returns and other state tax returns done accurately anyways.  So good clean financials are very important.  If you only see them well after the fact – months later – they don’t help much with business decision making.  So use us to get those financials to you every month on time – and then decide faster – and decide better.

FINANCIAL STATEMENT ANALYSIS

Most Tacoma bookkeepers can’t help you read and interpret or understand financial statements.  We can.  We actually know how to use them to help with decision making – not theoretical business mumbo jumbo.  They can help you know when to hire, when to fire, when to change a service, and very very important – how to adjust prices you are charging your customers.  Trending financials truly help.  And we can help you make sense of it all.  Call us today and asks us how.

WASHINGTON STATE DEPARTMENT OF REVENUE B&O TAXES & EXCISE TAXES

The dreaded Washington State B&O tax & Washington State sales tax forms.  Some have to file them annually, some quarterly, and other businesses even monthly.  It is one more thing the government inadvertently distracts you with.  When you work with Greenbridge CPA for bookkeeping and accounting we do our best to decrease your concern over these types of issues as much as possible.  Call us today if you would like more details.

WASHINGTON STATE SALES TAXES & USE TAXES

As part of your B&O tax filing, you also need to complete any sales tax reporting to the State of Washington. This is one of those reports that you definitely want to get correct. Many times, auditors from the State of Washington are more difficult to deal with than IRS auditors. It’s worth it to work with professional bookkeepers and accountants to avoid costly problems related to these tax returns.

CITY OF TACOMA TAX FILINGS, ETC

So you think you’re finally done with taxes and then another letter arrives in the mail – this time from the City of Tacoma. It’s a city of Tacoma B&O tax form.  It’s another headache you just don’t want to deal with-so don’t-like Greenbridge CPA take care of it for you.

WE DO FEDERAL INCOME TAXES TOO

We literally enjoy completing federal tax forms – which might make us out a little bit crazy. All of our bookkeeping clients get reduced rates on tax federal income tax return preparation.  We charge flat fees so you can know what you’ll pay ahead of time.  Our bookkeeping and accounting clients love having a one-stop shop for all of their bookkeeping accounting and tax needs all under one roof and all with one point of contact.

BOOKKEEPING CATCH-UP PROJECTS

Buried in stacks of old paperwork, bank statements, and tax forms? When you get behind, it can get overwhelming to try to catch up. Give us a call today to improve your peace of mind knowing that those stacks of papers that you’ve been avoiding will be handled professionally and quickly at a great price.

WE WANT TO HEAR FROM YOU: CALL OUR TACOMA BOOKKEEPING OFFICE OR WRITE US AN EMAIL

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

  • Affordable flat fee agreements for repeating bookkeeping work.
  • No obligation or pressure to hire.
  • Cancel at any time.
  • We are truly local!  We can come to you or you can meet us at our local offices
  • Professional help with Quickbooks Online or Quickbooks Desktop issues.
  • Convenient offices locations and/or meeting locations in Tacoma, & Puyallup.

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 ALMOST ANYWHERE IN THE PUGET SOUND AREA

you can try using a national bookkeeping service. Usually there a little bit cheaper but they also usually require a lot more work by you the business owner. There’s a big advantage to working with the local bookkeeping firm. Sometimes you just need to meet them in person. Sometimes they need to come and physically gather documents from you-especially when you’re in a rush or there is an important urgent project.

Sometimes your bookkeeper or accountant needs to help you set up some piece of technology to help you do scanning or some other office related task. Sometimes your bookkeeper or accountant has connections in the community that can help you find other vendors or even customers as well. We love helping our clients above and beyond our regular bookkeeping and accounting work when we can. There are just so many reasons why it is preferable to work with a bookkeeper or accountant who is local.  Call Greenbridge CPA today at (253) 693-8166.