This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Columbus, OH. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
JP Tax and Bookkeeping #
Website: https://jptaxllc.com
Phone: 614-330-9002
JP Tax and Bookkeeping is a small business bookkeeping and tax firm located at 261 S. Hamilton Rd., Whitehall, OH 43213. Whitehall is part of the Columbus, Ohio area, and the firm states that it has years of experience preparing taxes, bookkeeping, translations, accounting, and payroll for businesses and individuals around Columbus, Ohio. According to its website, the firm provides services in both English and Spanish and notes that it speaks Spanish.
The firm describes itself as providing comprehensive accounting solutions tailored to a company’s needs, stating that it can take care of the accounting so business owners can focus on building and growing their businesses. Its services are organized into areas that include accounting, taxes, business services, notary and translations, payroll, and ITIN assistance. The website states that the firm works with both businesses and individuals and that it specializes in small businesses, construction contractors, and personal tax filings.
On the tax side, the firm offers business taxes and individual taxes. It states that it works with clients to uncover potential deductions and credits that could reduce tax liability or increase a refund. The firm describes reviewing and double-checking tax returns to confirm accuracy and help clients avoid potential issues that the IRS might examine. It also references its goal of helping clients avoid IRS penalties through its individual tax preparation services.
For bookkeeping and accounting, the firm states that it works to ensure a company’s books are up to date and that clients regularly receive reports on the performance of their business. It describes a belief that collaboration between tax preparers and bookkeepers benefits small businesses by managing interconnected parts of an organization. The firm describes itself as offering a flexible partnership tailored to each company’s demands, recognizing that each firm has particular requirements.
The firm offers payroll services, describing its payroll options as flexible and built to fit a business, and it notes that it works closely with a full-service provider to meet the needs of growing small businesses. It also provides ITIN services, stating that clients can come to the office to apply for a new ITIN or renew an existing one, and that a valid passport is required. In addition, the firm offers notary and translation services as part of its business services.
The firm emphasizes community and client relationships. The website states that the firm is motivated by supporting its community and people, and that it wants to assist clients with IRS issues, tax preparation, and bookkeeping to simplify the process and paperwork. It describes connecting with the client as its starting point. The firm describes its team as professional and hardworking and states that it works closely with clients to prevent costly mistakes and ensure that everything required is included to obtain the largest refund or the lowest liability. It presents itself as an experienced and innovative agency and as an accounting firm that helps Ohio residents.
In its messaging to small business clients, the firm acknowledges that recordkeeping may feel daunting, particularly for those filing for the first time, and it states that its team aims to have a client’s books ready accurately and on time during tax season. The firm provides a contact form and invites prospective clients to leave a message, and the contact information listed on the website includes the email address jpabon@jptaxllc.com and a fax number. The firm references social media under the handle @jptax and encourages visitors to follow and connect with it.
In summary, JP Tax and Bookkeeping is a bilingual bookkeeping and tax firm based in Whitehall, Ohio, serving the Columbus area. It offers accounting, bookkeeping, business and individual tax preparation, payroll, ITIN assistance, and notary and translation services to small businesses and individuals. The firm states that it specializes in small businesses, construction contractors, and personal tax filings, and it serves clients around Columbus, Ohio.
Laubie, Dotson, Ryan LLC #
Website: https://www.ldrcpa.com
Phone: 614-745-3600
Laubie, Dotson, Ryan LLC is a CPA firm located in Columbus, Ohio, at 1041 Dublin Road, Columbus, OH 43215. According to its website, the firm provides tax and accounting services to individuals and small business owners, and it states that it has provided accounting services since 1975 to Columbus, Grandview, and Upper Arlington. The firm states that it can assist clients in person or virtually, and it notes that its office is located between Dublin Rd. and Ridge St., accessible from the US 33 highway.
The firm describes its business services as including small business accounting, payroll, bookkeeping services, reviews and compilations, cash flow management, bank financing, strategic business planning, succession planning, new business formation, services for nonprofit organizations, and litigation support. It also offers QuickBooks and Sage 50 services, including setup, training, a tune-up service, and answers to software questions. The website describes the firm’s bookkeeping work as taking care of a client’s books so the owner can return to running the business, and it describes payroll solutions intended to fit a business’s needs.
On the tax side, the firm offers tax preparation for businesses, individual tax preparation, and tax planning. It provides a range of tax problem resolution services, including IRS audit representation, assistance with non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, and obtaining a client’s IRS file. The firm states that it stays up to date with tax laws on the local, state, and national levels.
Construction is one of the industries the firm serves, alongside dentists, healthcare, hospitality, law firms, manufacturers, and real estate. The website states that the construction industry faces a unique set of challenges, including insurance and bonding requirements, labor issues, and a highly competitive bidding process that varies from contract to contract. It states that construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction-related trades need an accounting firm that understands the business. Notably, the firm states that many of its tax and accounting professionals are members of national construction trade associations and are Certified Construction Industry Financial Professionals, identified by the CCIFP designation.
The firm states that it maintains relationships with third-party professionals including real estate professionals, attorneys, and bankers, and that it prepares the financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. Its listed construction accounting services include financial statement reviews, compilations, and audits, financial reporting system review and implementation, review of internal project controls, contractor dispute resolution, construction audits, tax return preparation, payroll, and business valuation and succession planning. It also references mergers and acquisitions and strategic planning as part of its broader range of advisory services.
The firm describes a personal and meticulous approach, stating that it takes time to double-check data and figures for accuracy and ensures that data across platforms is consistent. It provides a tax center with resources such as refund tracking, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms, along with financial calculators, guides, a client portal, and a secure file transfer feature. The firm offers a free initial consultation.
In summary, Laubie, Dotson, Ryan LLC is a Columbus CPA firm offering small business accounting, bookkeeping, payroll, tax preparation and planning, IRS problem resolution, and QuickBooks and Sage support to individuals and small businesses. It identifies construction among the industries it serves and notes that members of its team hold the CCIFP designation. The firm serves Columbus, Grandview, and Upper Arlington and states that it has operated since 1975.
NexGen Accounting #
Website: https://nexgenllc.co
Phone: (937) 770-4920
NexGen Accounting LLC is a bookkeeping, accounting, and advisory firm that serves Columbus, Ohio, and Central Ohio. According to its website, the firm operates on a fully cloud-based model and describes serving Columbus businesses with bookkeeping, accounting advisory, and fractional CFO services. The firm states that it serves Columbus neighborhoods including the Short North, German Village, Italian Village, Clintonville, Grandview Heights, Downtown Columbus, and the Brewery District, as well as nearby areas such as Dublin, Worthington, Westerville, Gahanna, Upper Arlington, Hilliard, Grove City, and Reynoldsburg.
The firm describes its approach through what it calls the C3 philosophy of clarity, confidence, and control, stating that its goal is to give business owners a clear understanding of their numbers so they can make decisions with certainty. Its core services include bookkeeping, accounting and advisory, and fractional CFO services. The bookkeeping service is described as including monthly reconciliation, financial reporting, cash flow tracking, and software integration. The accounting and advisory service is described as including month-end close, financial statements, budget planning, and strategic advice. The fractional CFO service is described as providing financial strategy, investor relations, growth planning, and executive reporting at a part-time cost. The firm also references small business accounting, outsourced accounting services, and controller services.
NexGen Accounting describes industry specializations that include professional services, skilled trades and contractors, hospitality, and nonprofits, and its Columbus location page also references technology startups, healthcare practices, real estate and property management, and retail and e-commerce. The skilled trades and contractors focus is significant. The website states that the firm works with HVAC, plumbing, electrical, construction, and other contractors, and it lists examples including HVAC contractors, plumbing services, electrical contractors, general contractors, roofing companies, landscaping services, cleaning services, construction companies, carpentry, masonry, auto repair, and painting contractors. For these clients, the firm describes services such as job costing and profitability tracking, contractor payroll, cash flow forecasting, and equipment tracking.
The firm describes itself as offering tax-ready financials, cash flow management, and payroll and compliance services, including 1099 reporting, and it states that it keeps clients’ books organized year-round to support tax season. The website states that the firm provides transparent, flat-rate pricing rather than hourly billing, and that clients have cloud-based access to their financials. It describes an onboarding process that includes a free consultation, custom onboarding to clean up any backlog and set up a cloud accounting system, and an ongoing partnership with monthly bookkeeping and reporting, stating that most Columbus businesses are onboarded within about two weeks.
The firm identifies Natalie Bruns, CPA, MBA, as its founder and managing partner, describing her experience in restaurant and nonprofit accounting and her role leading client strategy. The website publishes figures it describes as including a 5.0 Google rating, more than 50 active clients, more than $48 million in revenue managed, and a client retention rate above 90 percent. It includes client reviews from individuals associated with organizations such as the Ohio Statewide Development Corporation, Shoreline Construction, and a mechanic shop.
In summary, NexGen Accounting LLC is a cloud-based bookkeeping, accounting, and advisory firm serving Columbus and Central Ohio. It offers bookkeeping, accounting and advisory, fractional CFO, payroll, and cash flow management services, with stated specializations in skilled trades and contractors, professional services, hospitality, and nonprofits. Its contractor work emphasizes job costing, contractor payroll, and cash flow forecasting for trades such as HVAC, plumbing, electrical, roofing, and construction. The firm serves the Columbus metropolitan area.
Winkel Green & Company LLP #
Website: https://www.wgcocpas.com
Phone: (614) 261-1494
Winkel Green & Company LLP is an accounting firm located in Columbus, Ohio, at 3752 N High St, Columbus, OH 43214. According to its website, the firm is a full-service accounting firm licensed in Ohio that offers a range of services for business owners, executives, and independent professionals. The firm describes itself as affordable, experienced, and friendly, and it states that each client receives close personal and professional attention.
The firm organizes its services into several areas. These include attestation services, tax services, IRS representation, and estate and trust preparation. The website presents attestation, IRS representation, tax services, and estate and trust preparation as the firm’s primary service categories, and it groups these offerings under a general “Our Services” heading. The firm offers a free initial consultation to prospective clients and provides a means to schedule a consultation through its site. It also maintains a contact form and a “Get In Touch” option for prospective clients who wish to reach the firm directly.
The website describes Winkel Green & Company LLP as one of the leading firms in its area and states that the firm combines expertise, experience, and the energy of its staff so that each client receives close personal and professional attention. It positions itself as a resource for business owners, executives, and independent professionals who are looking for a blend of personal service and technical knowledge. The firm provides a client center on its website along with a payment option labeled as a way to pay an invoice online.
Construction is presented as a specialized industry served by the firm. The website states that the construction industry faces a unique set of challenges that many other industries do not, including insurance and bonding requirements, labor issues, and a highly competitive bidding process that varies from contract to contract. It states that construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction-related trades need an accounting firm that understands their business, and it identifies itself as such a firm.
According to the website, the firm stays current on tax law changes affecting the construction industry and maintains relationships with third-party professionals including real estate professionals, attorneys, and bankers. It states that it prepares the financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. Its listed construction accounting services include financial statement reviews, compilations, and audits, financial reporting system review and implementation, review of internal project controls, contractor dispute resolution, construction audits, tax return preparation, payroll, and business valuation and succession planning. The firm also references a range of accounting and advisory services that extends to mergers and acquisitions and strategic planning.
The firm identifies its partners as Steve Green and Joshua Frymier, and it lists a mission statement and community involvement among its informational pages. The contact email associated with the firm on its website is jfrymier@wgcocpas.com. The website provides a tax center with resources such as refund tracking, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms. It also offers guides on topics including life events, business strategies, investment strategies, and tax strategies for both business owners and individuals, along with financial calculators and a client center. The firm publishes a monthly newsletter and previous newsletters as part of its resources, and it includes a frequently asked questions section and links to outside resources on its site.
In summary, Winkel Green & Company LLP is a Columbus, Ohio accounting firm licensed in Ohio that provides attestation, tax, IRS representation, and estate and trust preparation services to business owners, executives, and independent professionals. The firm identifies construction as a specialized industry and supports contractors, subcontractors, and developers with financial reporting, construction audits, contractor dispute resolution, and financing documentation. It serves clients in the Columbus area.