Trailhead Accounting Solutions

Trailhead Accounting Solutions CPA is a leading accounting firm based in Longmont, Colorado. We specialize in providing high-quality outsourced accounting department services to businesses and entrepreneurs. Our team is dedicated to helping clients navigate the complexities of accounting, bookkeeping, and payroll services. We aim to provide exceptional customer service and personalized financial solutions that cater to each client's unique needs.

Our Founder

Our founder, Michelle Edwards, CPA, has a deep understanding of the challenges faced by small business owners and entrepreneurs. With a Bachelor's and Master's degree in Accounting and Tax from the University of Colorado Boulder, Michelle has extensive experience in the accounting industry. She noticed a gap in the market for comprehensive accounting services that include not only tax preparation but also day-to-day accounting and bookkeeping support. This led her to establish Trailhead Accounting Solutions CPA.

Michelle is passionate about working with small business owners and entrepreneurs, helping them understand their financial numbers and making informed decisions. She enjoys pushing boundaries and creating a flexible working environment for her team while maintaining the highest level of customer service.

Our Services

Trailhead Accounting Solutions CPA offers a wide range of services designed to meet the financial needs of our clients. Our outsourced accounting department services include bookkeeping, payroll, and sales tax support. We also offer technology integration services to streamline your financial processes and ensure accuracy and efficiency.

Our bookkeeping services include categorizing transactions, managing bank feeds, reconciling bank and credit card accounts, reviewing general ledger for proper classification, preparing monthly financial statements, coordinating with your tax CPA, preparing and filing 1099's, and providing dedicated support. We support various bookkeeping software such as QuickBooks Online, QuickBooks Enterprise, Xero, and Accounting Seed.

Our payroll services cover processing payroll, posting payroll to QuickBooks, Xero, or Accounting Seed, direct deposits, streamlined employee onboarding and new hire reporting, employee online portal to view paycheck stubs, electronic payroll tax payments, quarterly and year-end payroll tax filings, and W-2's.

In terms of sales tax, we can track sales tax in QuickBooks, Xero, or Accounting Seed, prepare and file sales tax returns, manage online sales tax, review and research sales tax nexus for online sellers and companies who sell nationally, and more.

Technology Partners

We believe that technology is revolutionizing the accounting industry, making our processes more efficient and adding value to our clients. We utilize various bookkeeping apps and cloud technology on a daily basis to streamline our online bookkeeping services. This includes using software such as QuickBooks Online, Xero, and Accounting Seed to ensure accuracy and efficiency in our services.

Why Choose Us

At Trailhead Accounting Solutions CPA, we understand that running a business can be overwhelming, especially when it comes to managing financial details. Our team of experienced accountants and bookkeepers are dedicated to providing exceptional service and personalized financial solutions. We are committed to helping our clients achieve their financial goals and grow their businesses.

If you're looking for a reliable and efficient accounting firm that can provide comprehensive financial services, look no further than Trailhead Accounting Solutions CPA. Contact us today to learn more about our services and how we can help you take your business to the next level.