Uplevel Your Accounting LLC

Small Business Accounting That Actually Makes Sense

Accounting firm (show on map)

Small business CPA offering tax prep, bookkeeping, and consulting for owners in Oregon, Washington, and California.

About

Uplevel Your Accounting LLC, operated by Erin Rue CPA, is a small business accounting firm serving service-based businesses and startups. Services include federal, state, and local income tax preparation, monthly and quarterly accounting cleanup, and on-demand consultations for mid-year financial questions.

The firm focuses on helping business owners gain confidence with their finances, reduce tax bills legally, and free up time to focus on running their business. Erin has been in accounting since 2008 and works with clients in Oregon, Washington, and California.

No jargon approach - translating numbers into plain language

Small business specialization since 2008

Hands-on support for business owners who want to understand their finances

Focus on reducing tax bills legally

Responsive and no-nonsense communication style

Services

Income Taxes

Federal, state, and local tax returns for individuals and businesses. Detailed attention to minimize taxes owed and maximize refunds.

Federal returns State returns Local returns Tax planning

Accounting

Monthly and quarterly bookkeeping and cleanup accounting work for service-based businesses. Clean financial statements and organized books.

Monthly accounting Quarterly accounting Books cleanup Financial statements

Tax + Quarterly Accounting

Combined tax preparation and quarterly bookkeeping package for small businesses that need ongoing financial management.

Tax preparation Quarterly bookkeeping Ongoing financial management

Tax + Monthly Accounting

Combined tax preparation and monthly bookkeeping package for small businesses wanting hands-on monthly financial oversight.

Tax preparation Monthly bookkeeping Hands-on financial oversight

Consultations

Mid-year financial consultations for unexpected tax questions, accounting curveballs, and urgent financial decisions.

Mid-year support Quick questions Financial decision guidance

Credentials & Certifications

Certified Public Accountant (CPA)

Oregon Board of Accountancy member

Frequently Asked Questions

What types of businesses do you work with? +

Service-based businesses and small business owners in Oregon, Washington, and California.

What accounting services do you offer? +

Income tax preparation, monthly and quarterly bookkeeping, cleanup accounting, and financial consultations.

Do you help with state and local taxes? +

Yes, federal, state, and local returns are prepared for individuals and businesses.

What is the Small Business Tax Resource? +

A self-paced library of short videos and PDFs covering accounting and tax prep work needed before filing, available for purchase.

How long have you been in accounting? +

Erin Rue has been in accounting since 2008.

What makes your approach different? +

The firm focuses on translating numbers into plain language, reducing jargon, and giving business owners confidence to talk about finances with any financial professional.

Can I get help mid-year with unexpected tax questions? +

Yes, consultations are available for mid-year questions, surprise curveballs, and urgent financial decisions.

What industries or business types do you specialize in? +

Service-based businesses, SAAS companies, web designers, massage therapists, taproom owners, and small business owners across industries.