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Quail Oaks Financial LLC

Your Success is Our Business!

Accountant in Woodland, WA (show on map)
Google 5.0
★★★★★
1 reviews

Quail Oaks Financial is a Portland-area accounting and bookkeeping firm offering payroll, QuickBooks, tax planning, and small business financial services.

Call (503) 459-1074
Navigate to Visit website
Quail Oaks Financial LLC website

About

Quail Oaks Financial, LLC is a Washington Corporation headed by Debi Hambo, a Public Accountant and Certified QuickBooks Pro Advisor with 35+ years of experience. The firm combines traditional accounting, tax planning, and bookkeeping with state-of-the-art tools.

Services include payroll, accounts payable/receivable, bank reconciliations, QuickBooks setup and training, financial statement preparation, cash flow forecasting, tax planning, and more. They serve clients in Portland, Sandy, and surrounding areas with both on-site and remote options.

35+ years of experience
Certified QuickBooks Pro Advisor
Free initial consultation
On-site and remote service options
Very affordable flat fee rates
Personal attention - Debi answers the cell phone personally
Hand-holding service for daily accounting questions

Services

Bookkeeping & Accounting

Full-service bookkeeping and accounting including general ledger, bank reconciliations, accounts payable/receivable, invoice preparation, and financial statement preparation.

Accounts Payable Accounts Receivable Bank Reconciliations Invoice Preparation General Ledger Financial Statement Preparation

QuickBooks Services

QuickBooks setup, training, tune-up, update and write-up services for small to mid-sized businesses.

QuickSetup QuickTune-Up QuickBooks Training Customized Solutions Online & Standalone Setup

Payroll Services

Payroll processing, tax deposit, reporting, and custom payroll reports including W-2, 1099, and unemployment claims.

Payroll Check Processing Tax Deposit & Reporting W-2 and W-3 Processing 1099 and 1096 Processing Custom Payroll Reports

Tax Planning & Preparation

Tax planning, income tax estimation, and preparation services for individuals and businesses.

Tax Planning Income Tax Estimation Tax Due Date Reminders Tax Organizer

New Business Formation

Business startup services including organization structure, licensing, Federal ID, State EIN, and corporate documentation.

Business Organization Structures Licensing Research Federal ID & State EIN S-Corp Formation LLC Formation

Financial Consulting

Financial advice, cash flow management, budgeting, forecasting, and strategic business planning.

Cash Flow Management Budgets and Forecasts Strategic Business Planning Succession Planning Internal Controls

Credentials & Certifications

Public Accountant
Certified QuickBooks Pro Advisor
Managerial Accountant
QuickBooks Certified Simple Start Pro Premier Enterprise & POS Systems

Reviews

Google
Rating
5
★★★★★
Reviews
1

Frequently Asked Questions

How do I setup QuickBooks? +

Quail Oaks Financial can set up QuickBooks for you, often having you up and running the very next day if you are already using QuickBooks.

How do I post a cash receipt? +

This is one of the daily accounting questions Quail Oaks Financial assists clients with as part of their bookkeeping and hand-holding services.

How do I pay an out-of-state employee in QuickBooks? +

Quail Oaks Financial provides guidance on posting and processing payroll for out-of-state employees in QuickBooks.

How do I estimate my income taxes without overpaying? +

Quail Oaks Financial offers tax planning and financial consulting to help clients estimate income taxes accurately and avoid overpayment.

Do you offer free consultations? +

Yes, Quail Oaks Financial offers a FREE initial consultation to discuss business setup, future management, and any questions you may have.

What areas do you serve? +

Quail Oaks Financial serves the Portland / Mt Hood area, Sandy, Oregon, and surrounding regions within a 60-mile radius of Portland, OR.

What bookkeeping software do you use? +

Quail Oaks Financial uses either New Views or QuickBooks (Intuit) family of products for bookkeeping and accounting.

How much do payroll services cost? +

Quail Oaks Financial charges $5.00 per paycheck for payroll processing services.

Contact Quail Oaks Financial LLC

Quail Oaks Financial LLC
Website
quailoaks.com
Category
Accountant
Wheelchair Accessible
Call (503) 459-1074

Opening Hours

Monday
07:00–17:00
Tuesday
07:00–17:00
Wednesday
07:00–17:00
Thursday
07:00–17:00
Friday
07:00–17:00

Location

Location of Quail Oaks Financial LLC, 2837 Old Lewis River Rd, Woodland, WA 98674 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Quail Oaks Financial LLC?

Reach out today to schedule a consultation.

(503) 459-1074

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