Business Details
Expert Accounting & Tax Services in Richmond, VA
We are a dedicated accounting firm committed to providing exceptional service to our clients through our unwavering focus on three core principles. Our expertise in tax laws and accounting software enables us to deliver tailored solutions for small to mid-sized businesses. With decades of combined experience, our team offers strategic guidance on bookkeeping, tax preparation, and business planning. We prioritize client needs by offering free consultations, secure file exchange, and personalized QuickBooks support.Our mission is to simplify financial management so business owners can concentrate on growth. We maintain transparency in all operations while ensuring compliance with evolving regulations. Our Richmond-based team extends services to San Antonio, serving diverse industries with discretion and professionalism. Through ongoing training and technology integration, we help clients optimize accounting processes and achieve financial clarity.
Services
QuickBooks Setup
Tax Services
Bookkeeping
Business Planning
Non-Profit Accounting
QuickBooks Training
Secure File Exchange
Tax Preparation
Strategic Planning
Payroll Services
Highlights and features
- We offer 20+ years of specialized QuickBooks expertise for seamless accounting integration
- Our team provides strategic tax planning with strict confidentiality guarantees
- We deliver customized business formation and nonprofit accounting solutions
- We implement proven processes for accurate financial reporting and compliance
- Our firm offers ongoing training to ensure client mastery of accounting systems
Services
QuickBooks Setup
Our experts configure QuickBooks systems tailored to your business needs. We handle chart of accounts creation, payroll integration, and data migration from legacy systems. The service includes staff training and ongoing support to ensure accurate financial tracking from day one.
Tax Services
We provide comprehensive tax planning and compliance solutions for businesses and individuals. Our services include strategic tax reduction strategies, audit support, and deadline management. We ensure all filings meet IRS requirements while maximizing legitimate deductions.
Bookkeeping
Our team manages daily accounting transactions, bank reconciliations, and financial reporting. We maintain accurate records using cloud-based systems for real-time access. Services include accounts payable/receivable management and monthly financial statement preparation.
Business Planning
We develop customized business plans for loan applications and growth strategies. Our services include cash flow projections, break-even analysis, and financial forecasting. We help create SBA-compliant documentation for funding requests.
QuickBooks Training
Customized training sessions teach efficient QuickBooks usage for business owners and staff. We cover core functions, reporting tools, and time-saving features through onsite or remote instruction tailored to your specific accounting needs.
People
Catina Downey
CPA
Certified Public Accountant with extensive experience in small business accounting and tax strategy. Specializes in QuickBooks implementation and financial process optimization for growing companies.
Questions
What accounting software do you support?
We specialize in QuickBooks Online and Desktop solutions, providing setup, training, and ongoing support for all versions.
Do you handle both business and personal taxes?
Yes, we offer comprehensive tax preparation for businesses and individuals, including strategic planning for both entities.
Can you help with nonprofit organization accounting?
We provide specialized bookkeeping and compliance services tailored to nonprofit organizations' unique financial reporting needs.
What areas do you serve?
We primarily serve Richmond, VA and San Antonio, TX with virtual support available for clients nationwide.
Do you offer QuickBooks training for employees?
Yes, we provide customized onsite and remote training sessions for business owners and accounting staff.
How can I get a free consultation?
Contact us via phone or our website to schedule a complimentary consultation to discuss your specific accounting needs.
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Reviews (1)
Corey Connors
May 13, 2021
Report
Catina's firm has served the Virginia Forestry Association since 2006. Catina and her staff are consummate professionals. They assist our organization with everything from payroll and bookkeeping to our annual audit and regulatory compliance. We simply cannot recommend Catina Downey CPA PLLC strongly enough.
