CPA Firms in Portland, OR

I am a remote bookkeeper and have 16 years of quickbooks experience and 20 years of bookkeeping experience.

We are Robert (CPA) and Carrie (Operations Manager) and we specialize in tax preparation, payroll, bookkeeping and IRS representation and enjoy aiding in the success of small businesses and individuals. Robert is a CPA with 20 years experience in the field and together we have been running our accounting and financial services firm since 2015. We pride ourselves on being very organized, thorough and responsive with our clients.

At My Mom the Bookkeeper, we bring a personal touch to professional bookkeeping. Established in 2015 and led by seasoned expert Katherine Martin—with over 20 years of hands-on experience—we help small businesses take control of their finances with confidence. From detailed financial statements and strategic budgeting to insightful financial planning, cash flow analysis, accounts payable/receivable, and payroll services, we make your numbers work for you. Our goal? To give you clear, reliable financial insight so you can make smart decisions and grow with peace of mind. With My Mom the Bookkeeper, your books are in the hands of someone who treats your business like family. Let us handle the numbers—so you can focus on what you do best.

We are Quickbooks Pro Advisors and Xero Certified Advisors. We make sure your numbers and financials are up to speed and running smoothly. Getting those in line is critical to objectively measure performance and track progress. We get that right first. You need an accurate picture of where you are before seeing where you should go. I can step into a seemingly convoluted situation, help make sense of it, find the few key leverage points that will drive greater results, work with the client to generate a robust strategy, pull together an implementation plan, and coach them through the execution of it. I listen carefully. My clients know a lot more than they think they do. My job is to help them surface the hidden business and human capital they have, and then use it to drive bottom line results. I enjoy seeing my clients break through and get to the next level in sales and profit. The light goes on inside their head. They feel empowered to make great decisions, and determine their strategic direction. Tired of “Silo Mentality?” A business is an interconnected system within itself, and also with the outside world. Sometimes decisions are made without considering their impact on those systems, and the people within them. Because of this, a good local decision can adversely affect the flow and profitability of the overall business. When we align people and measures, and use systemic thinking, we empower people with the ability to make great decisions that also contribute positively to the bottom line.