Touchstone Accounting

Empowering you to take financial control of your organization.

Accounting firm (show on map)

5.0

★★★★★

1 reviews

Full-service accounting firm offering bookkeeping, CFO, HR consulting, and management advisory services for small and medium businesses.

Call (503) 751-2100

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About

Touchstone Accounting was founded in 2008 by Shannon Spurlin in Medford, Oregon, originally as Reliable Bookkeeping Solutions, Inc. The firm evolved its name in 2016 to Touchstone Accounting to reflect its role as a standard of excellence in organizational bookkeeping and accounting.

It offers four core solutions: Bookkeeping Services, CFO Services, Human Resources Consulting, and Management Advisory Services. The firm serves growth-minded organizations locally and throughout the United States, using advanced technology and QuickBooks Pro Advisor certifications to deliver precise financial reporting and strategic insights.

Unparalleled excellence in finance and accounting through reliable systems and processes

Advanced technology solutions for tracking and reporting

QuickBooks Pro Advisor certifications

Historical cleanup specialization for behind-on records

Cost-effective outsourced CFO services

Four solutions under one partner

Services

Bookkeeping Services

Full-charge bookkeeping including daily transaction entry, account reconciliation, bill pay, invoicing, check printing, asset tracking, inventory and COGS tracking, and payroll services.

Account Reconciliation A/P and A/R Management Asset Tracking Bill Pay Payroll Data Entry Historical Cleanup Inventory & COGS Tracking Invoicing/Collections Expense Reporting

CFO Services

Outsourced CFO services including budgeting, forecasting, cash flow management, and financial statement preparation for small to medium businesses.

Budgets Cash Flow Management Financial Statements Performance Review

Human Resources Consulting

HR solutions for small to medium businesses including compliance, forms, job descriptions, onboarding, employee handbooks, and managing employee data.

Forms & Documents HR Compliance Job Descriptions New Hires & Onboarding Managing Employee Data Employee Handbooks

Management Advisory Services

Analysis, consultation, facilitation, and training services focused on controlled and steady growth, including cash flow management, expense reporting, and QuickBooks expertise.

Budgets Cash Flow Management Financial Statements and Analysis Inventory Management QuickBooks Expertise Financing Procurement

Credentials & Certifications

QuickBooks Pro Advisor Certification

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What bookkeeping services does Touchstone Accounting offer? +

Full-charge bookkeeping including daily transaction entry, account reconciliation, bill pay, invoicing, check printing, asset tracking, inventory and COGS tracking, payroll, A/P and A/R management, historical cleanup, and expense reporting.

What is included in Touchstone's CFO services? +

CFO services include budgeting, forecasting, cash flow management, financial statement preparation, and performance review to help organizations proactively manage finances and plan for the future.

What HR consulting services does Touchstone provide? +

HR consulting includes custom forms and documents, HR compliance, job descriptions, new hires and onboarding, managing employee data, and creating employee handbooks.

What management advisory services does Touchstone offer? +

Management advisory services include analysis, consultation, facilitation, and training in areas such as cash flow management, expense reporting, financial statements and analysis, budgets, inventory management, QuickBooks expertise, and financing procurement.

When was Touchstone Accounting founded? +

Touchstone Accounting was founded in 2008 by Shannon Spurlin in Medford, Oregon.

What are Touchstone's business hours? +

Monday through Friday, 8am to 5pm.

Does Touchstone help with QuickBooks? +

Yes, Touchstone maintains current QuickBooks Pro Advisor certifications and provides setup, recommendations, follow-up, and continued oversight.

Who is Touchstone Accounting's target client? +

Small and medium-sized organizations throughout the United States that are growth-minded and seeking financial control and reliable accounting systems.