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Trailhead Accounting Solutions CPA, LLC

Finally, feel in control of your business finances!

Accountant in Longmont, CO (show on map)
Google 5.0
★★★★★
1 reviews

Trailhead Accounting Solutions CPA, LLC provides QuickBooks Online bookkeeping, outsourced controller, and fractional CFO services for small businesses in Longmont, CO and beyond.

Call (720) 295-4272
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Trailhead Accounting Solutions CPA, LLC website

About

Trailhead Accounting Solutions CPA, LLC is a CPA firm founded by Michelle Edwards, CPA (License 13173, State of Colorado) who has over two decades of experience as a controller and CFO helping entrepreneurs gain financial clarity without stress or intimidation. Launched in 2000, the firm has helped over 100 clients streamline their QuickBooks Online accounting operations with expert guidance and hands-on support.

Services include outsourced accounting department, bookkeeping (categorize transactions, manage bank feeds, reconcile accounts, prepare financial statements), payroll processing, sales tax, budget vs actual analysis, cash flow management, and CFO strategy.

Since 2000 (26 years)
Over 100 clients served
QuickBooks Online experts
Long-term client relationships
Financial clarity focus

Services

Outsourced Accounting Department

Dedicated controller and team of QuickBooks bookkeeping specialists handling day-to-day accounting activities.

Dedicated controller QuickBooks bookkeeping specialists Month-end close Financial reports Cash flow management Budget vs actual analysis

Bookkeeping Services

Daily, weekly, or monthly transaction categorization with bank and credit card reconciliation.

Transaction categorization Bank feed management Reconciliation Financial statements 1099 preparation QuickBooks Online, QuickBooks Enterprise, Xero, Accounting Seed support

Payroll Services

Full payroll processing with direct deposits and tax filings.

Payroll processing Direct deposits Employee onboarding Online employee portal Quarterly and annual tax filings W-2 preparation

Sales Tax Services

Sales tax tracking, preparation, and filings for online sellers and national companies.

Sales tax tracking Monthly/quarterly/annual filings Online sales tax management Nexus research

Fractional CFO

Strategic financial guidance on budgeting, forecasting, and cash flow management.

Budgeting Forecasting Cash flow management Financial strategy

Credentials & Certifications

CPA - State of Colorado License 13173

Reviews

Google
Rating
5
★★★★★
Reviews
1

Contact Trailhead Accounting Solutions CPA, LLC

Trailhead Accounting Solutions CPA, LLC
Category
Accountant
Wheelchair Accessible
Call (720) 295-4272

Opening Hours

Sunday
Closed
Monday
9 am–4 pm
Tuesday
9 am–4 pm
Wednesday
9 am–4 pm
Thursday
9 am–4 pm
Friday
9 am–4 pm
Saturday
Closed

Location

Location of Trailhead Accounting Solutions CPA, LLC, 601 S Bowen St Suite 103, Longmont, CO 80501 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Trailhead Accounting Solutions CPA, LLC?

Reach out today to schedule a consultation.

(720) 295-4272

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