Who We Help
We love working with startups all the way up to companies generating $20 million in annual revenues.
Depending on where you are on the spectrum, our bookkeeping and accounting services can look very different. Please choose a level below, so we can better assist you.
Michelle Edwards, CPA started Trailhead Accounting Solutions CPA in Boulder, Colorado with a vision to help business owners with their day-to-day accounting operations. After working as a controller & CFO for 11 years, I was frustrated at the lack of accounting, bookkeeping, and QuickBooks support our tax CPA’s were able to provide. They were rock-stars when it came to tax planning, but were terrible at answering QuickBooks questions, daily cash flow management inquiries, and contributing management support. Not to mention, they disappeared half the year when they were swamped filing tax forms. I thought, I’m an accountant and am frustrated. I can’t imagine how business owners with little to no accounting experience feel! So, Trailhead Accounting Solutions CPA was created to help business owners manage and understand the day-to-day financial operations of their business.
Bookkeeping & Payroll
Let us relieve your QuickBooks headaches and payroll hassles. Whether you need more hours in the day, are tired of managing your accounting department, or need access to better financial dashboards, our QuickBooks bookkeeping experts are here to help!
Cash Flow Management
Cash is king. Unfortunately cash flow is not intuitive. Just because you are operating a profitable business doesn’t mean you have cash in the bank. Our outsourced controllers can help bring clarity to the cash flow complexity through our daily, weekly, and monthly cash flow forecasting tools.
Financial statements don’t always provide the answer you need to accomplish your financial goals. Customized management reporting is a great way to help determine your most profitable services/products, track your inventory turnover, and measure employee efficiency.
CEO Strategy Sessions
It can be lonely at the top. Our strategy sessions are aimed at helping business executives drive profits, fuel growth, and create the lifestyle you’ve always dreamed about. You execute your goals and we will measure your progress & be your trusted accountability partners.
How It Works
Schedule an introductory call with us! We love getting to know our clients on a personal level, hear about your business goals & vision, and learn about your accounting challenges. We will also ask about the boring stuff, such as your annual sales, expenses, number of monthly transactions, current bookkeeping software, and what’s causing you additional headaches.
Our team will put together a customized accounting and bookkeeping package tailored to your individual needs. Allowing you to save money by only paying for services that add value to your organization.
You will receive a:
- Dedicated Accounting Team who always works on your business
- Advanced bookkeeper/controller and a CPA
- Based out of our US office
Your dedicated accounting team will maintain your QuickBooks bookkeeping file and accounting records. They will process and organize your financial data into meaningful reports, dashboards, and visual graphics to support your personal and professional goals.
Your dedicated accounting team will implement a simple system of sending us your financial data and documents.
Some of the financial data we request includes:
- Bank Statements
- Credit Card Statements
- Vendor Bills
- Payment Details
- Invoicing Data
- Customer Deposit Details
- Employee Time Sheets
- Loan Documents
- Inter-company Transaction Details
Depending on the level of service you select, you will receive daily, weekly, or monthly access to actionable financial data.
These dashboards, reports, and tools are customized to your business providing management with the financial knowledge necessary to:
- Boost Profits
- Skyrocket Growth
- Drive Performance