Categories > Other Services
How We Picked
We chose bookkeepers with great work ethics so that it’s easier to work with them. We based this on their attitude and communication skills.
Since bookkeepers handle a tough yet important side of the business, they must be reliable. In this case, we took into account their organizational skills, experience, and educational background.
Another thing we think is important is that they’re tech-savvy since you’re most likely using software to handle the financial aspects of your business and data exports are expected. We also kept in mind how they’ve adapted to how tax and business regulations evolve from time to time.
1. All About Businesses
|ADDRESS||205 SE Spokane St Ste 300, Portland, OR|
|CONTACT DETAILS||+1 503-405-9466|
|OPERATING HOURS||Monday – Friday 6:30 AM – 8:30 AM|
Saturday and Sunday Closed
One of the reasons why we included All About Businesses in our list of best bookkeeping services in Portland is because of how fast they do their job.
When we took the time to interview many of their clients, this is what they mostly had to say.
Additionally, some of the clients also mentioned that All About Businesses can handle rush or emergency jobs.
This is because some were late with paperwork because of unforeseen events. Even so, the CPAs at this company charged them fairly and did the job fast.
This bookkeeping service was even able to solve more complex problems, which is why a lot of the clients we talked to continue to avail of the services here.
The clients also mentioned that the employees in this business respond fast. We think this is important because it shows their reliability.
It also doesn’t hurt that they can answer any inquiries you may be having promptly.
Moreover, we found it to be quite easy to book an appointment with them. You have the option to give them a call or set up an appointment with them via their website.
You can choose from 15, 30, or 60-minute meetings depending on how complex your concern is.
If you’re looking for an on-site bookkeeper, however, they can only do on-site occasionally as they also have other clients.
It might be best to consider other options if you’re looking for someone you can constantly reach in person.
Nevertheless, if that’s not a cause of concern for you, we recommend All About Businesses to anyone looking for someone prompt and efficient.
2. Pacific Northwest Tax Service
|ADDRESS||Suite 105, 2100, 2730 NE Broadway, Portland, OR|
|CONTACT DETAILS||+1 503-288-2000|
|OPERATING HOURS||Monday – Thursday 9 AM – 5PM|
Friday 9 AM – 12 PM
Saturday and Sunday Closed
We think one of the most important things to highlight when it comes to providing more information about the Pacific Northwest Tax Service is that they have a lot of returning clients.
We noticed this when we sat down with some of their clients who mentioned going back to this company for years and years.
We learned that these specific clients trusted them because of the consistent quality of their work (a quality the clients stated they couldn’t find elsewhere).
Furthermore, they were also great at explaining complicated matters to clients. Filing taxes can get quite overwhelming, but it seems that they were able to offer a lot of tips and expert knowledge to clients that made the whole process easier.
They were also quite accommodating, according to a few clients we talked to. This is because they listened to their client’s concerns and did extra hours to help out.
When we were talking to their clients, there were also a few who mentioned that this bookkeeping service company is quite well-informed about tax trends and new laws.
While we think that this is not surprising when it comes to bookkeepers, we think it’s still worth noting because there were a handful who mentioned it. It seems that their knowledge was outstanding, which the clients deemed evident while working with them.
While we heard a lot of positive things, some clients had some complaints.
It was mostly about them being unresponsive. We think there might’ve been several reasons as to why this is so, but we think it should still be considered in case you think that would be a problem for you.
3. Mosaic Consulting & Tax, PC
|ADDRESS||9115 SW Oleson Rd Ste. 106, Portland, OR|
|CONTACT DETAILS||+1 971-713-2261|
|OPERATING HOURS||Monday – Friday 8:30 AM – 5 PM|
Saturday and Sunday Closed
If you’re looking for something that provides great value for money, it seems that the past clients of Mosaic Consulting & Tax do their business here for this reason.
For the value for money, most clients considered the promptness and quality of work done.
We discovered that a lot of them were returning clients. Some were even loyal patrons who had Mosaic as their bookkeeper ever since their business began.
We thought this was important to note because it shows that this bookkeeping service company is consistent at providing their clients with outstanding output.
These are just some of the reasons that we discovered that made us think Mosaic is worth recommending to anyone looking for a bookkeeper.
Moreover, they also have several related services we think individuals or other businesses could be looking for if they’re on the hunt for a bookkeeper. For instance, they prepare tax returns and give tax and business advice.
We learned from several clients that they were also quite helpful with financial decisions and were able to provide guidance that was proven to be a great help.
Additionally, some clients also mentioned that doing business with them was convenient because they have a client portal that has all the information you might need.
We also talked to a few clients who didn’t appear as satisfied as most. They mentioned that Mosaic got back to them late, some even didn’t hear back until months after.
We know that it could be quite frustrating to experience such a matter, so it might be best to also put this into consideration when looking for the right bookkeeper for you.
However, overall, we think that Mosaic Consulting & Tax is at the top of its game. This is based on how knowledgeable they are and how they were able to keep a lot of clients over the years.
4. Dragonfly Tax LLC
|ADDRESS||5611 SE Powell Blvd, Portland, OR|
|CONTACT DETAILS||+1 503-757-1196|
|OPERATING HOURS||Monday – Saturday 10 AM – 5 PM |
When we had the chance to go out and chat with Dragonfly Tax’s clients, we discovered that most of them liked how personable the person behind this company is.
Aside from Kathryn L Hryciw being personable, she was also quite knowledgeable. Most clients love her because she’s also easy to get along with.
A lot of the clients mentioned that Kathy was able to make filing taxes less intimidating because the burdens that come with it were gone as soon as they hired a professional.
We were quite pleased with this comment, so we asked them more questions to get a more in-depth idea as to why they prefer Dragonfly Tax.
Some clients mentioned that the pricing was quite reasonable considering the work done. We found that Kathy also accepts clients even though the date for filing taxes is just around the corner.
We think this is because she does the job fast, so even though the deadline might be a few days from now, she can still finish the work with time to spare.
A lot of her clients plan on bringing their business again in the future because of how satisfied they were.
They also said that they have recommended her to a lot of people, which we think is a telltale sign that Kathy does a great job.
All in all, we discovered that Dragonfly Tax has a lot of satisfied clients not only because of the professionalism and expertise that Kathy displayed but also because of her character.
What we think could be improved would be her website. We think she could make it more convenient for her clients, such as them being able to see the work she’s done on their accounts.
5. My Tax Man
|ADDRESS||3345 NE Wasco St, Portland, OR|
|CONTACT DETAILS||+1 503-234-0226|
When trying to learn more about The Tax Man, one of the things that caught our eye was that this business has been operating since 1948.
The Tax Man is a family business. Ryan, the founder’s great-grandson, is now the owner and president of this company.
Their time in the industry is actually one of the things that made them stand out for us. This is because not a lot of businesses we’ve come across in this field have been around for decades.
We also learned that they don’t close their offices even outside of tax season, so they’ll be available all year for any inquiries their clients might have.
When we reached out to their clients, we listened to what the people had to say about what it’s like to work with The Tax Man.
Unsurprisingly, they have a lot of longtime clients. The reason most of them come back again and again is because The Tax Man is attentive to details.
We think this is an important trait to have because bookkeepers need to be as accurate in their jobs as possible.
Another important thing to highlight is it’s easy to ask for a quote from this business because all it takes is a five-minute phone call of you telling them your concern. Afterward, they’ll be able to provide you with an estimate of the fee.
The Tax Man is a viable option if you are an individual or a small business. If your concerns are outside their scope, they’ll be able to lead you to an expert who will be able to handle your request better.
Overall, we recommend them to anyone who’s looking for a trustworthy bookkeeper who is meticulous with their work.
6. Safe & Sound Bookkeeping
|ADDRESS||Portland, Oregon + Online|
|CONTACT DETAILS||[email protected]|
Safe & Sound Bookkeeping provides reliable bookkeeping services for any business’ needs.
Their services will allow you to save time, stay organized and boost profitability.
We’re impressed at how well they can keep their client’s record up-to-date and accurate, so tax season for their clients is just a breeze.
Their efficient and expert services will allow clients to simple focus on running their businesses and take their companies to new heights.
Their services include monthly bookkeeping, catch up, clean up, as well as software set-up and migration.
We think it’s convenient how their services are exclusively virtual/online so you can work with them from anywhere.