Hire the Best Accountants in Idaho

I am a Certified Public Accountant and QuickBooks Online expert. I specialize in helping small business owners free up their time to focus on growing their business. ▶︎ 𝗔𝗠 𝗜 𝗔 𝗚𝗢𝗢𝗗 𝗙𝗜𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨? • Are you a small or start up business needing 5 - 20 hours per month of bookkeeping? • Are you using (or ready to switch to) QuickBooks Online? • Do you need an expert who can teach you what you need to know, in plain English? • Would you like to be able to ask an expert your questions as needed? • Are you looking for help with one of these industries:🏠 Real Estate, 🖥️ E-Commerce, 👩 Professional Services, or🔨 Construction? If you answered yes to the above questions, here’s how I can help you with your small business. 1. 𝗦𝗲𝘁 𝘂𝗽, 𝗰𝗮𝘁𝗰𝗵 𝘂𝗽, 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝘂𝗽 𝘆𝗼𝘂𝗿 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 - Accurately record your transactions so you can have clean, tax-ready financials - Keep a clean paper trail and attach supporting documentation in QBO - Track your Payables (Bills) and Receivables (Invoices) to help you manage cash flow - Reconcile your bank accounts so you can be sure the numbers are right - Customize reports so you can understand the numbers and gain actionable insights 2. 𝗛𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁𝘀 𝗔𝗽𝗽𝘀 𝘁𝗼 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲 𝘄𝗶𝘁𝗵 𝗤𝗕𝗢 𝗮𝗻𝗱 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 3.𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂 𝘁𝗼 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝘆𝗼𝘂𝗿 𝗰𝗮𝘀𝗵 𝗮𝗻𝗱 𝗯𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗮𝘀𝗵 𝗻𝗲𝗲𝗱𝘀 4. 𝗦𝗲𝘁 𝘂𝗽 𝗮 𝗯𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗺𝗼𝗻𝗶𝘁𝗼𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 𝗯𝘂𝗱𝗴𝗲𝘁 5. 𝗧𝗲𝗮𝗰𝗵 𝘆𝗼𝘂 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗮𝘀 𝗮 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿 𝗮𝗯𝗼𝘂𝘁 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 I've worked with clients from a variety of industries but I'm especially good at: 🏠 Real Estate Clients Include: Vacation Rentals, Short-term and Long-term Residential Rentals, Commercial Rentals, Property Managers, Developers, Investors, and Flippers 🔨 Construction Clients Include: Flooring Subcontractors, Home Remodelers, Residential Construction 🖥️ E-Commerce Clients include: E-course Sellers, Subscription Services, Retail Sellers, Amazon Sellers Tech Stacks: Shopify, Paypal, Stripe, Chargify, Universe, Infusionsoft, Authorize.net 👩 Professional Services Clients Include: Dentists, Appraisers, IT Consultants, Web Developers, Tutoring Services Tech Stacks: Bill.com, ADP (payroll) ▶︎𝗛𝗢𝗪 𝗗𝗢𝗘𝗦 𝗜𝗧 𝗪𝗢𝗥𝗞: 1. Book a FREE, no obligation discovery call with me 2. If we decide to move forward, you'll add me as an Accountant user to your QuickBooks Online account so I can complete a FREE Diagnostic Review for you. 3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry! ▶︎ 𝗠𝗬 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦 • I have been working with QuickBooks since 2008 and have the Advanced certification in QuickBooks Online. • I graduated Magna Cum Laude with a B.S. Economics • I earned my Master’s in Business Administration in 2011 • I am an actively licensed Certified Public Accountant in Idaho ▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬: ⭐⭐⭐⭐⭐ "I've been with Robin several years now and have grown from 1 real estate investment business to 3 separate businesses. Her knowledge across these businesses has been extremely helpful. Her communication and prompt replies to my questions keeps my time on bookkeeping to a minimum and let's me focus on running my businesses." 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁: Send me a message so we can start a conversation about your project and your needs. Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation. If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on. Send me a message and let's chat!

I am M Tax Advisors, a U.S. based and operated financial resource that assists clients by simplifying even the most complex accounting and tax situations. With a people-first approach to business and personal bookkeeping and tax preparation I ensure clients' needs are met, and their expectations are exceeded. M Tax Advisors strives to ensure that clients’ needs are met, and their expectations are exceeded. There is no doubt that accounting and tax management can be very stressful, especially when dealing with the financial needs of a growing business. Whether starting or growing a business or simply monitoring and improving personal finance, it is important to have a dedicated expert in your corner. I use my accumulated knowledge and experience to assist with individuals and small businesses looking for innovative solutions. With a thorough understanding of standard office applications, bookkeeping, tax prep, tax strategy, and audit support, clients can breathe easy knowing that their office projects or financial future is in good hands. When it comes to working with an Executive assistant, bookkeeper and tax professional, trust is essential, and M Tax Advisors has built upon a foundation of excellence to stand as a trusted name in finance. "A Day that I Don't Learn Something New is a Wasted Day." B B King

Are your QuickBooks records behind, inconsistent, or producing financial reports you can’t trust? We help small businesses clean up overdue bookkeeping and establish a reliable monthly close; so their financials stay accurate, tax-ready, and useful for making decisions. We’re Mike and Keri Davis, the husband-and-wife team behind Elite Bookkeeping & Tax. Mike is a Top Rated Upwork professional with a 100% Job Success score, 37 completed and active engagements, and more than $20,000 earned on the platform. Clients work directly with us for communication, review, and accountability. Our trained bookkeeping staff assist with routine processing under senior oversight, allowing us to provide consistent service without handing the client relationship to an unknown account manager. HOW WE CAN HELP • QuickBooks Online diagnostic reviews • Cleanup and catch-up bookkeeping, including multi-year projects • Monthly transaction review and categorization • Bank and credit-card reconciliations • Month-end close • Payroll and Gusto reconciliation support • Profit and Loss and Balance Sheet reporting • Monthly executive summaries explaining financial performance • Tax-ready books and coordination with your tax professional OUR PROCESS 1. Diagnose We begin by reviewing your QuickBooks file or supporting records to identify errors, missing work, unreconciled accounts, and the period requiring cleanup. 2. Clean up We define the work, agree on a fixed project price, and bring the books through an established cutoff date. 3. Keep the books current After cleanup, we can provide ongoing monthly bookkeeping, reconciliations, reporting, and an executive summary of financial performance. ONGOING BOOKKEEPING Monthly bookkeeping starts at $350 for businesses with straightforward needs. Final pricing depends on transaction volume, number of accounts, payroll activity, reporting requirements, and overall complexity. Cleanup and catch-up projects are scoped and priced separately. Reduced cleanup pricing may be available when cleanup is paired with ongoing monthly bookkeeping. WHO WE COMMONLY HELP • Home-service and contracting businesses • Real estate and property-management businesses • Marketing and creative agencies • Small businesses with overdue or unreliable books • Owners who want accurate financials without managing a bookkeeper themselves WHY CLIENTS HIRE US • Top Rated with 100% Job Success on Upwork • Fixed pricing with a clearly defined scope • Direct access to the owners of the firm • Experienced review and oversight • Responsive, straightforward communication • Financial reporting that includes an explanation, not just exported reports If your books are behind or you need a dependable long-term bookkeeping partner, send us a message with: • Your type of business • The bookkeeping software you use • How many months need review or cleanup • Whether you need cleanup, ongoing bookkeeping, or both We’ll recommend the most efficient next step.

I am a CPA with a background in financial reporting, technical accounting and controllership functions. I am licensed in TX and ID. I have been on the Upwork platform since 2023 and the clients that have hired me have retained me because of my critical thinking and technical accounting strengths. Because of the volume of interview requests, the best way to get an immediate response is by direct messaging me :) I have experience in accounting systems including QBO, Rent Manager, MS office including excel - have built and worked with schedules that increase operation efficiency, Gusto, Expensify, Brex, Stripe, Appfolio, Sharefile, and Bill.com. I have experience integrating all these tools with QBO. Startup experience includes proforma f/s, CAC, ARR, MRR analytics, preparing and tracking cap tables, Carta experience as well as 409A valuations in Carta. My goal is to build my niche in the startup world. I really enjoy adding value these budding organizations as it is an incredibly rewarding process. My story- I began my career working in financial reporting and moved to public accounting where I had clients in the financial services, real estate, financial tech, retail and state and local agencies. From there onwards, I moved into senior management roles in fortune 500 companies that involved more strategic decision making, adding value in a more direct manner, interacting with C-suite members and implementing process efficiencies. With this experience in tow (and a significant amount of burnout), I decided to join Upwork to take a break from the corporate life that I had been in for about 2 decades then. My journey with Upwork has been incredibly rewarding in that it has been the culmination of everything that I have learned in school and work thus far. My corporate role experiences, the diversity in my industry experience and every interaction that I have ever had in my life lend a unique blend of skill set that allows me to serve my clients in way that blends day to day accounting with a touch of higher level strategic thinking. I am well versed in day to day bookkeeping as well as month end, quarter end and year end close. I am able to handle complex accounting issues, help with streamlining close and delivering financials that will give my clients a clear picture of their business’ financial performance. My work ethic is about getting the job done, being detail oriented and communicating timely. I respect my clients’ deadlines and being available to them when they need me. Thank you for reading my profile and I look forward to hearing from you.

I am a Certified Public Accountant with ten years of professional accounting experience. I am an accomplished communicator, with excellent organizational, decision making, and time management skills, and have a proven track record of consistently meeting and regularly surpassing demanding performance goals. I am Xero and QBO certified Proactive, innovative and highly influential, I am seeking a challenging but rewarding position, which is why I was naturally drawn to this exciting opportunity. During the course of my career, I have gained a specialist’s understanding of financial instruments and accounting software, and have also been effective in explaining complex information in a comprehensible manner. My key accounting and financial competencies include, but are not limited to, maintaining financial records, managing budgets, risk assessments and business strategy reviews.

- 25 years of experience emphasizing accurate, detailed and timely records and reports. - Extremely organized with a focus on continually improving efficiency. - Proficient in Excel, Word and Outlook. - Have used many accounting software programs.