Are you frustrated with the numbers side of your business?

  • Are you outgrowing your current bookkeeper?
  • Are you frustrated with your non-responsive CPA or accountant?
  • Does trying to navigate your e-commerce sales tax make your head spin?
  • Do your current accounting systems consist of costly manual processes that are inefficient & prone to errors?
  • Are you overworked and burned out? Ready to invest in expert and professional accountants so you can refocus your energies on your money-making zone of excellence?

Trailhead Accounting Solutions CPA Works For…

Tech Companies Service Based Businesses Construction
E-Commerce Coaches Media & Ad Agencies
Property Management Companies Real Estate Investors Real Estate Agents
Consultants Physical Therapists Media Tech Agencies
Interior Designers Engineers Lawyers

If you use QuickBooks Online or Xero, you need Trailhead Accounting.

Team Trailhead

Michelle Edwards, CPA

Michelle Edwards, CPA

CEO & Client Onboarding

I started my career as a controller for a local real estate company. During this time, they were featured on Inc’s Fastest Growing Companies list. I had the privilege of working closely with the owners, which allowed me to experience first hand the joys, challenges, frustrations, and excitement of growing a successful company. Today, I’m honored to share this experience with you, as you create the business and life of your dreams!

I’m passionate about leveraging technology to create efficiencies in the accounting process. I enjoy pushing boundaries & creatively creating a virtual and flexible working environment for my team, while not sacrificing the stellar customer service our clients have grown to love. I earned a Masters & Bachelors degree in Accounting from the University of Colorado Boulder. I love playing outdoors with my family – hiking, camping, skiing, paddle-boarding, and gardening.

Colorado Certified Public Accountant, License 24154

Jana Welsh Accountant at Trailhead Accounting Solutions

Jana Welsh

Outsourced Controller

Jana’s wide range of knowledge is a huge asset to the clients she works on. She treats everyone’s business as her own & put her heart into everything she does. She is a graduate of the College of the Holy Cross, with degrees in economics and accounting. She also holds an associate degree in computer programming and operations. When she’s not crunching numbers she enjoys skiing, camping, and volunteering at her sons’ schools.

Scott Ptach Bookkeeper Boulder, CO

Scott Ptach

Client Accountant

The root of Scott’s character comes from his 15 year stint as a ski racer. He is disciplined, hard-working, self motivated, and fun to work with. Scott holds a Masters & Bachelors degree in Accounting from the University of Colorado Boulder. Passionate about giving back to his community, he serves on the board of several nonprofits and started the Nederland Cleanup Day. He also works as a local Realtor. In his free time, he enjoys riding his horse, trail running, mountain biking, and back-country skiing.

Trailhead Accounting Solutions CPA, LLC
Certified Public Accounting Firm License #13173
State of Colorado

Great resource when scaling a business…

Great resource for accounting issues that arise when scaling a business. Michelle and Jana are responsive, smart and hard-working people.”
CANVAS Technology

Detailed, peace of mind, and saves me money…

I operate an interior design business and have been working with Michelle since 2016. To say she is detail oriented would be an understatement. In my business, I pay sales tax in several states cities, and counties, each with their own payment schedules and deadlines. She and her team have never made a mistake. They are amazingly organized, meticulous, and save me money by being so on top of it. Having Trailhead Accounting on my team gives me such peace of mind! ”
Emily Tucker Design