Your Chief Financial Officer

As a Certified Public Accountant with over 30 years of experience I understand the business environment. We can help your small business solve the everyday problems of working in the real world by helping you:

Meet the compensation needs of today while planning for the future.
Balance debt and equity financing.
Keep required daily records.
File governmental reports for payroll etc.
Keep your bank accounts balanced.
Report results and projections to your bank or insurance company.
Plan to legally minimize income taxes.
Utilize technology for greater efficiency.
Make wise decisions to improve after-tax profits.
Communicate effectively with bankers, lawyers, government agencies etc.
Plan the sale of your business or your retirement.
Preserve your estate for your heirs.

Tax Compliance
Filing annual income tax returns, paying estimated taxes, Oregon returns
Office Technology
Technology is changing rapidly. You need to know what will work to make you more profitable.
Payroll
Preparing payroll checks, filing monthly, quarterly and annual reports.
Bookkeeping
Making timely deposits, recording transactions for meaningful financial statements.
Financial Planning
Proper use of tax laws for estates and trusts and retirement can provide a better lifestyle now and leave a legacy for heirs and others.
 

Jerald D. Steffen, CPA
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