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 Albuquerque, NM. 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.
Jaramillo Accounting Group #
Website: https://www.jag.cpa
Phone: 505.323.2035
Jaramillo Accounting Group LLC, also referred to as JAG, is a CPA firm located at 4700 Lincoln Rd NE in Albuquerque, New Mexico. According to its website, the firm provides audit, forensic audit, consulting, and other assurance services to governments, non-profits, and commercial entities. The firm states that it offers services throughout the country, while describing its team as local industry experts based in Albuquerque.
The firm organizes its work around several core service areas. Its audit and assurance offering covers financial statement reviews, compilations, and audits. JAG also provides forensic accounting, consulting services, and litigation support. Beyond these general practice areas, the firm maintains industry-specific pages for construction accounting and healthcare accounting, indicating a focus on serving clients in those sectors.
Construction accounting is a clearly developed part of the firm’s practice and is relevant to home-service and trades businesses. The firm notes that the construction industry faces challenges that many other industries do not, including insurance and bonding requirements, labor issues, and a 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. The firm reports that it stays current on tax law changes affecting the construction industry, and that many of its tax and accounting professionals are members of national construction trade associations and are Certified Construction Industry Financial Professionals, identified on the site as CCIFPs.
The firm also describes maintaining relationships with third-party professionals, including real estate professionals, attorneys, and bankers, and states that it prepares the financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. Its construction accounting services, as listed, include financial statements in the form of reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; and business valuation and succession planning. The firm presents this range as extending from mergers and acquisitions and strategic planning to financial reporting compliance and construction audits.
The firm’s stated vision describes its experts analyzing, problem solving, and training to provide clarity from the complexities of accounting, processes, operations, and fraud. Its mission, as written on the site, focuses on facilitating continuous development in accounting processes, internal control systems, and fraud prevention and detection through audit, training, and consulting, with an aim of supporting professional growth for both clients and employees. The firm describes itself as having earned a reputation as a go-to firm for special engagements and other unique CPA services, and it presents its approach as efficient, thorough, and responsive.
For prospective clients, the firm provides a client portal that requires registration before use, and it invites visitors to subscribe to a newsletter for news, updates, and tips. The website indicates that the firm offers a free consultation to determine how it can serve a given client, and it lists contact options including a contact form, a phone number, and an email address associated with the firm. The site also references additional sections covering leadership, the firm’s values, clients served, careers, and client satisfaction resources.
In summary, Jaramillo Accounting Group LLC is an Albuquerque-based CPA firm whose published focus is audit, assurance, forensic accounting, consulting, and litigation support, with dedicated attention to the construction industry and to healthcare clients. While the firm states that it serves clients across the country, its listed office address places it in Albuquerque, New Mexico. Businesses in construction and the construction-related trades that need financial statements, bonding-related documentation, project controls review, dispute resolution, or succession planning fall within the services the firm describes on its website. The information in this listing reflects only what the firm publishes about itself, including its services, industry focus, and stated approach to client work.
Kim & Associates #
Website: https://www.kimcpasnm.com
Phone: 505-382-2250
Kim & Associates is a CPA firm with an office at 8300 Carmel NE, Suite 503, in Albuquerque, New Mexico. According to its website, the firm has also expanded to a second location in Santa Fe, New Mexico, at 1925 Aspen Drive, Suite 501B. The firm serves small and medium-sized businesses and individuals, and its site references service to the Albuquerque and Rio Rancho areas. Both offices are reachable at the same phone number listed on the site.
The firm presents accounting as central to its work, stating that accurate accounting is essential to a business’s financial health and describing it as the difference between failure and success. Its accounting and bookkeeping services are designed to give clients the information needed to manage finances and make strategic decisions. As a CPA firm, it states that it presents financial data clearly so clients can manage cash flow, monitor expenses, and keep operations running smoothly. The firm’s accounting offerings include accounting and bookkeeping that can be customized to current needs, financial and business consulting aimed at minimizing tax and improving efficiency, incorporation and new business advisory, outsourced accounting and bookkeeping, payroll services, and QuickBooks setup and support.
The firm’s listed services span small business accounting, business incorporation, QuickBooks services, and business and financial consulting, along with tax planning and tax preparation. It describes its incorporation guidance as helping clients select an appropriate entity and organize their accounting and bookkeeping to fit immediate needs and future growth. Its payroll service is presented as handling tax filings, government regulations, and benefit deductions on behalf of clients. For QuickBooks, the firm offers setup along with guidance on maximizing the software and ongoing support.
Construction accounting is a clearly developed part of the firm’s practice and is directly relevant to home-service and trades businesses. The firm states that construction accounting extends beyond the traditional accounting and bookkeeping functions of a fixed-location business, and that it works with local craftsmen, residential contractors, and large commercial construction companies. It describes an in-depth understanding of the financial needs a construction business faces and presents its accountants as able to assist with traditional accounting tasks, cash flow, and more. The firm references job estimating and costing, including factors such as travel time, logistics, mobilization, and demobilization when a job ends, as well as fixed asset accounting. It also states that it assists with the tax implications of running a construction business, including strategies intended to keep tax as low as possible.
For construction businesses, the firm lists a package of services that includes full-service accounting for contractors, fixed asset accounting, outsourced accounting and bookkeeping, tax compliance services, job estimating and costing, payroll provision, QuickBooks setup and support, sales tax processing, month-end closings, cash balance tracking, bank reconciliations, general ledger maintenance, and operational reviews. Beyond construction, the firm’s website lists additional industries it serves, including medical practices, real estate, and restaurants.
The firm provides several resources on its website, including financial calculators, a payment tool, a secure file-sharing tool for sending documents, a tax center, and tax tips. It invites visitors to subscribe to a newsletter for financial tips, tax due dates, and tax strategies, and it offers an initial consultation that can be requested by phone or online. The site notes that the firm’s website was designed by a provider of CPA and accounting marketing services.
In summary, Kim & Associates is a New Mexico CPA firm with offices in Albuquerque and Santa Fe that provides small business accounting, bookkeeping, payroll, incorporation, consulting, QuickBooks, and tax services, with a defined construction accounting practice and additional focus on medical practices, real estate, and restaurants. The firm presents itself as serving the Albuquerque and Rio Rancho areas as well as Santa Fe, and this listing reflects only the services and information the firm publishes about itself.
Montgomery CPA, LLC #
Website: https://www.montgomery.cpa
Phone: (505) 886-1040
Montgomery CPA, LLC is an accounting and tax firm located at 8206 Louisiana Blvd NE, Suite A, in Albuquerque, New Mexico. According to its website, the firm is led by Montgomery Dillavou, a CPA who has assisted small ventures and individual taxpayers in the local community and surrounding areas of Rio Rancho and Los Lunas since 1995. The firm describes itself as a hardworking and efficient accounting and tax firm focused on optimizing client finances and handling individual tax preparation needs.
The firm states that it can handle business services and needs remotely, and it emphasizes a technology-based approach. Its website notes that it manages services online through a secure portal and that consultations can be conducted virtually or in person. The firm describes a four-step process for tax work in which clients log in, upload their tax documents, electronically sign a CPA-prepared return, and then receive their refund, with the site noting no up-front fees and no required office visits. Montgomery Dillavou is described as well-versed in QuickBooks Online, which the firm uses to help organize and optimize client financial information.
The firm’s services cover both individuals and businesses. Listed individual services include individual tax preparation, personal financial planning, retirement planning, and estate planning. Business services include small business accounting, bookkeeping services, payroll, part-time CFO services, bank financing support, business advisory services, financial planning for businesses, succession planning, new business formation, services for non-profit organizations, and internal controls. The website also references LLC setup services as part of what the firm can assist with for new ventures. The firm’s tax practice includes tax preparation for individuals and businesses, tax planning, estate and trust tax services, cryptocurrency accounting services, and a range of tax relief services such as IRS audit representation, non-filed returns, back taxes owed, payroll tax problems, liens, levies, wage garnishment, seizures, payment plans, offers in compromise, bankruptcy-related matters, and innocent spouse relief. QuickBooks support includes setup, training, QuickBooks Online training, answers to questions, and a tune-up service.
Montgomery CPA, LLC identifies several industries it serves, including construction, dentists, healthcare, hospitality, law firms, and real estate. The construction focus is the most developed and is directly relevant to home-service and trades businesses. The firm notes that the construction industry faces challenges that many other industries do not, including insurance and bonding requirements, labor issues, and a 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.
For construction clients, the firm reports staying current on relevant tax law changes and maintaining relationships with third-party professionals, including real estate professionals, attorneys, and bankers, and preparing the financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies. Its listed construction accounting services include financial statements in the form of reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning.
The website includes client comments attributed by name, in which clients describe Montgomery Dillavou as knowledgeable and helpful and note long-standing working relationships. These statements are presented on the site as client reviews rather than as the firm’s own claims. The firm also provides resources including financial calculators, a client portal, internet links, a newsletter, and a tax center with tools to track a refund and review tax due dates, tax rates, and state tax forms. It offers scheduling for appointments and references a Zoom meeting room and a YouTube channel.
In summary, Montgomery CPA, LLC is an Albuquerque-based firm led by CPA Montgomery Dillavou, offering accounting, bookkeeping, payroll, tax, and advisory services to individuals and small businesses since 1995, with a remote-capable, technology-driven approach and a defined focus on construction and several other industries. This listing reflects only the information and services the firm publishes about itself.
Rogers CPA #
Website: https://www.rogerscpas.com
Phone: (505) 878-0829
Rogers CPA is an accounting firm located at 6751 Academy Rd NE, Suite C, in Albuquerque, New Mexico. According to its website, the firm is licensed in New Mexico and specializes in accounting, offering a broad range of services for business owners, executives, and independent professionals. The firm describes itself as professional, experienced, and affordable, and it states that it provides a free consultation to determine how it can best serve a client.
The firm’s services span several categories. For individuals, it offers personal financial planning, retirement planning, and estate planning. For businesses, it provides small business accounting, bookkeeping services, payroll, audits, reviews and compilations, cash flow management, bank financing support, business advisory services, financial planning for businesses, succession planning, new business formation, services for non-profit organizations, and internal controls. The firm’s tax practice covers individual and business tax preparation, tax planning, and estate and trust tax services. It also offers a range of tax relief services, including IRS audit representation, handling of non-filed returns and back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, seizures, payment plans, offers in compromise, bankruptcy-related matters, and innocent spouse relief.
QuickBooks support is a distinct part of the firm’s offering. The website lists QuickBooks setup, training, answers to QuickBooks questions, a QuickBooks tune-up, and tips for QuickBooks users, along with general guidance on why a business might use the software. The firm frames bookkeeping as a service that lets owners return to running their business, stating that it takes care of the books so clients can focus on generating profits. It similarly describes payroll solutions intended to free owners from managing payroll themselves.
Rogers CPA identifies several industries it serves, including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. The construction focus is the most developed of these and is directly relevant to home-service and trades businesses. The firm notes that the construction industry faces challenges that many other industries do not, such as insurance and bonding requirements, labor issues, and a 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 presents itself as that firm.
For construction clients, the firm reports that it stays current on tax law changes affecting the 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 statements in the form of reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning.
The firm provides several resources on its website, including financial calculators, a client portal, a secure file delivery tool described as SecureSend, internet links, and a newsletter. A tax center offers tools to track a refund and view tax due dates, tax rates, a record retention guide, and state tax forms. The site also references COVID-19 resources for taxpayers. The firm includes client comments on its site, attributing statements such as descriptions of close personal attention and responsiveness to its clients rather than presenting them as its own claims.
In summary, Rogers CPA is an Albuquerque-based, New Mexico-licensed accounting firm offering individual, business, and tax services, with QuickBooks support and a defined focus on construction and several other industries. The firm presents itself as serving local business owners and professionals from its Academy Road office, with construction and trades clients among the sectors it specifically addresses. This listing reflects only the services and information the firm publishes about itself.