BeedeCo, PC is an accounting firm located at 685 Portland Avenue, Gladstone, OR 97027. They offer a structured 3-step plan: (1) Clean the Books by ensuring usable data and benchmarking against private company data, (2) Create a Plan with budgets and financial projections for near-term cash flows and tax liabilities, and (3) Measure and Maintain with monthly and quarterly reporting and ongoing quarterly cash flow and tax planning meetings.
Their services include tax planning, cash flow planning, bookkeeping, business valuation, estate planning, retirement planning, portfolio/asset management, debt reduction and management, and charitable giving. They operate on a partnership model with a flat monthly fee customized to client needs.
Partnership-based model treating clients as partners, not just customers
Flat monthly fee customized to client needs
3-step systematic approach to accounting
Ongoing quarterly cash flow and tax planning meetings throughout the year
Free first consultation
Services
Tax Planning
Help clients predict their tax bill, minimize taxes through deductions and credits, file correct returns, and plan taxes over 5, 10, or more years including retirement.
Help clients predict cash balances and manage cash cycles including hiring, expansion financing, debt scheduling, and seasonal cost planning.
Cash balance predictionHiring readiness assessmentExpansion financing planningDebt and credit payment schedulingLease vs. buy analysisAccounts receivable/payable optimization
Bookkeeping
Clean and organize financial books as the first step in their 3-step accounting peace of mind plan.
Data cleanup and validationBenchmarking against private company dataChange recommendations
Business Valuation
Assistance with determining the value of a business.
Estate Planning
Financial and estate planning services for clients.
Retirement Planning
Planning for retirement including tax implications and Social Security timing.
Reviews
Rating
4.5
★★★★★
Reviews
8
"I started working with Beedeco about a year ago for an LLC."
Frequently Asked Questions
What is the 3-step plan for accounting peace of mind? +
Step 1: Clean the Books — ensure usable data and benchmark against private company data. Step 2: Create a Plan — set up a budget and financial projections. Step 3: Measure and Maintain — monthly and quarterly reporting with key metrics for ongoing cash flow and tax planning.
Is the first consultation free? +
Yes, BeedeCo states that your first consultation is free.
What services does BeedeCo offer? +
BeedeCo offers Tax Planning, Cash Flow Planning, Bookkeeping, Business Valuation, Estate Planning, Retirement Planning, Portfolio/Asset Management, Debt Reduction and Management, and Charitable Giving.
How does BeedeCo charge for services? +
BeedeCo operates on a flat monthly fee customized to your needs, rather than traditional hourly billing.
What is the office address? +
685 Portland Avenue, Gladstone, OR 97027.
What are the office hours during Christmas and New Year? +
The office will be closed December 24th and reopen Monday, January 5th.
Does BeedeCo help with tax filing decisions such as joint vs. separate filing? +
Yes, tax planning services include guidance on how to file, such as jointly or married filing separately.
What topics are covered in the Tips & Tricks section? +
Topics include how savings bonds are taxed and whether a Health Savings Account is right for you.
4.5
