Snyders BookkeepingSnyders Bookkeeping
CPA Coordination · Portland

Portland Bookkeeping and CPA Coordination - So March Is a 30-Minute Conversation, Not a Fire Drill.

Your CPA should not be doing your bookkeeper's job. When your books are clean all year and structured the way your CPA wants to see them, your tax filing gets cheaper, faster, and less stressful. We coordinate directly with your tax preparer from day one.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Small business owner reviewing monthly P&L report
90
DAY
GUARANTEE
Our Promise

If You Are Not Satisfied, You Don't Pay. Simple.

If you are not completely satisfied with our bookkeeping in your first 90 days - for any reason - we refund every dollar you have paid us. No paperwork. No negotiation. We have never had to honor it. But the guarantee is real.

The Problem

Your CPA Is Charging You More Because Your Books Aren't Ready.

Every hour your CPA spends fixing your books in March is an hour you are paying CPA rates for bookkeeping work. That is not your CPA's fault. It is a coordination problem - one that costs most small business owners between $500 and $3,000 per year in excess accounting fees.

Sound familiar?

Your CPA sends a long list of questions every year before they can start your return.
You get your tax return in October instead of April because your books weren't ready.
Your CPA adjusts your books every year because the categories are wrong.
You have been charged extra for 'bookkeeping cleanup' on your CPA invoice.
You have never had a mid-year check-in with your CPA.
Your CPA and your bookkeeper have never spoken.

What CPA Coordination Actually Means.

  • Onboarding kickoff call with your existing CPA
  • Chart of accounts structured to your CPA's preferences
  • Quarterly financial reports sent to your CPA automatically
  • Year-end financial package delivered to spec (no chasing)
  • Adjusting journal entries handled by us, not your CPA
  • 1099 preparation and filing
  • Sales tax filing coordination where applicable
  • Direct line between us and your tax preparer year-round

How CPA Coordination Works.

01

CPA Introduction Call

We meet your CPA, understand how they want books structured, align on year-end format.

02

Ongoing Bookkeeping

Structured correctly all year, so nothing needs to be fixed at year-end.

03

Year-End Package

Delivered on schedule, to spec, no back-and-forth.

CPA Coordination Is Included, Not Extra.

We do not charge extra for working with your CPA. Coordination is standard in every monthly engagement. You pay one monthly rate based on transaction volume. Call us for an exact quote.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Max Snyder, Founder of Snyders Bookkeeping
Max Snyder, Founder
Certified Bookkeeper · QuickBooks ProAdvisor
About

Why Snyders Bookkeeping?

I am Max Snyder. I graduated from Portland State University with a degree in Finance and Supply Chain Management, and I built Snyders Bookkeeping because I kept hearing the same story from small business owners across Portland: "I have a bookkeeper, but I still do not understand my numbers."

That is the problem with most bookkeeping in this town. It treats your books like a compliance task, something to clean up before April. It is not. Your books are the operating system of your business. If you cannot see your margins, your cash position, and your runway in real time, you are guessing. And guessing is expensive.

I built Snyders Bookkeeping around three principles:

"Your numbers should mean something."

Every monthly close comes with plain-English commentary on what changed and why. If a number moved, you will know what caused it.

"Cash flow is not optional."

Most Portland bookkeepers will never produce a cash flow statement or a runway statement. We produce both, monthly, with a 90-day forward forecast. You will know what your cash position will look like before it gets uncomfortable.

"Your CPA should never have to clean up after us."

We coordinate with your tax preparer year-round. Your year-end filing should be quick because everything was right all year.

I am a QuickBooks ProAdvisor and a Certified Bookkeeper. I work exclusively with QuickBooks Online because it is the only platform that gives you and your CPA real-time access to the same numbers. I am based in Happy Valley and serve clients throughout the Portland metro and Southern Washington.

If you are tired of bookkeeping that stops at "your accounts are reconciled," let us talk.

- Max Snyder

QuickBooks ProAdvisorCertified BookkeeperPortland State, Finance
Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Monthly close review for Portland small business
Cash flow forecast for a Portland small business
Bookkeeper handing year-end package to a Portland CPA
FAQ

Frequently Asked Questions

Don't see your question? Call us - most owners get a clear answer in under 10 minutes.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts

We price by transaction volume, which means you pay for the work that is actually being done, not a flat fee built around someone else's average. After a brief discovery call, we will quote you exactly. Most small businesses know within 10 minutes whether the numbers make sense for them.

That is a cleanup engagement. We rebuild your books from your bank and credit card statements, get you to a clean current state, then transition you to monthly maintenance. Cleanups are quoted separately based on scope. The longer you wait, the more it costs, so the answer is usually "start now."

Yes, and here is why. A CPA prepares your taxes and provides strategic tax advice. A bookkeeper maintains the financial records the CPA uses to do that work. Asking your CPA to also do your bookkeeping is like asking your surgeon to also be your nurse: possible, but expensive and inefficient. Good bookkeeping makes your CPA cheaper and more useful.

QuickBooks Online, exclusively. It is the only platform that gives you, us, and your CPA real-time access to the same financial data. If you are currently on a different platform, we will handle the migration as part of onboarding.

Most clients are fully onboarded within 14 days of signing. That includes connecting bank feeds, setting up your chart of accounts, coordinating with your CPA, and reviewing your historical data so we know what we are inheriting.

If you are not satisfied with our work in your first 90 days, for any reason, we refund every dollar you have paid us. No paperwork, no negotiation. We can carry that guarantee because we do not lose clients in the first 90 days. If you become the first, you should get your money back.

Schedule Your Free Bookkeeping Consultation

✓ 90-Day Money-Back Guarantee