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 Cedar Rapids, IA. 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: 3.
LattaHarris, LLP – Cedar Rapids, IA #
Website: https://www.lattaharris.com
Phone: 319-653-6684
LattaHarris, LLP is a certified public accounting and consulting firm with a presence in Cedar Rapids, Iowa. According to its website, the firm was formed in 1981 in Washington, Iowa, and has since expanded to a staff of approximately eighty people. The site lists offices in Cedar Rapids, Durant, Grundy Center, Iowa City, Toledo, Tipton, and Washington, which places Cedar Rapids among its established office locations. The firm describes serving closely held businesses and individual clients throughout the Midwest.
The website outlines a broad range of professional services. These include accounting and bookkeeping, consulting, payroll, reviews and compilations, succession planning, tax, and business valuation and litigation support. The firm states that it provides a full range of cost-effective accounting services and that it can assist clients in implementing the controls necessary to support a reliable, efficient, and effective payroll system. For tax work, the site notes that the firm prefers a proactive rather than reactive approach. In the area of reviews and compilations, the firm describes viewing its role in the financial reporting process as an opportunity.
Consulting and planning services feature prominently in the firm’s descriptions. The website states that LattaHarris gauges its worth by the successes of its clients and that it is fully qualified to address the complex issues of business continuation through succession planning. The firm also notes that it has credentialed specialists for valuation and litigation support work. Tax planning and compliance, business valuations, and succession planning are all included among the services the firm says it offers to its client base.
LattaHarris identifies a number of industries it serves. The website lists agriculture, construction, health services, manufacturing, professional services, real estate, restaurants, retail and wholesale, and transportation. The inclusion of construction among these industries indicates that the firm works with contractors and builders alongside its other client sectors. The agriculture focus is reflected in firm news on the site, which references attendance at agribusiness and farm transitions conferences and tax planning guidance aimed at farm operations.
The website also highlights tax credit and relief topics. It references information on potential refunds of certain IRS penalties and interest for the years 2019 through 2023, as well as eligibility for research and development credits. These items are presented as resources for clients and prospective clients to review with the firm.
The firm describes its team as professionals who embrace the latest information and techniques in their field, and it invites prospective clients to find a team member through the website. LattaHarris characterizes its approach as one focused on client success, integrity, and expertise, and the site states that the firm offers a full complement of services. The main contact information listed on the website is the firm’s address at 116 West Main Street in Washington, Iowa, along with a general email address and the phone number 319-653-6684.
For clients in Cedar Rapids, LattaHarris maintains one of its offices in the city, and the firm presents itself as serving Cedar Rapids and the broader Midwest region from this and its other locations. The combination of accounting, bookkeeping, payroll, tax, consulting, succession planning, and valuation services, together with its stated industry focus that includes construction, agriculture, manufacturing, and real estate, describes a multi-office firm offering accounting and advisory work to businesses and individuals in the Cedar Rapids area. The website also provides client portal access and an online payment option for existing clients, along with information about career opportunities and internships at the firm. The site invites prospective clients to collaborate with the firm and to review its team before getting in touch.
The site also lists business valuation and litigation support as a distinct service area staffed by credentialed specialists, and it references services related to name, image, and likeness matters among its listed offerings. Taken together, the website describes LattaHarris as a long-established Iowa firm whose Cedar Rapids office is one of several through which it delivers accounting, tax, payroll, and advisory services to clients throughout the region.
Strate Accounting & Payroll LLC – Cedar Rapids, IA #
Website: https://www.strateaccounting.com
Phone: (319) 450-0935
Strate Accounting & Payroll LLC is an accounting firm based in Cedar Rapids, Iowa, located at 220 Northland Court NE. According to its website, the firm has served Cedar Rapids and the surrounding area since 2010, working with business owners across a range of accounting needs. The practice is owned by Sonja R. Humpfer, who is described on the site as a QuickBooks-certified ProAdvisor. The firm presents itself as a resource for small to medium-sized businesses and states that it aims to help those businesses succeed in a changing economy.
The firm offers a full range of accounting services for personal and business clients. Its core service areas, as listed on the website, include payroll, bookkeeping, business accounting, QuickBooks training, and consulting. For payroll, the firm describes handling employee time cards, paycheck services, and tax allocation for businesses regardless of the number of employees on the payroll. The site notes that payroll questions can be directed to the office by phone.
Business accounting is another focus area. The website indicates that the firm assists with QuickBooks certified training, chart of accounts, receivables and payables, and reconciliation, and it states that clients do not need to be accounting experts themselves to get help with these aspects of their business. The firm also provides QuickBooks services that include training and setup, along with a follow-up QuickBooks check-up for clients who want to keep their software current.
The consulting services described on the site are aimed at business owners who find ownership overwhelming. According to the website, this can include reorganizing paperwork, determining a business’s individual accounting needs, and training on resources such as QuickBooks. The firm frames consulting as a way to help owners understand and manage the financial side of running a company.
The website emphasizes a personal, customizable approach. The firm states that it values a one-on-one method, sitting down face-to-face with clients to develop a plan tailored to the type of business, the size of the business, and the owner’s personal goals. The site describes the firm as patient and says it treats clients like family. It also notes that each business is unique, drawing a contrast between managing cash flow for a 200-person warehouse and a two-person e-commerce business, and citing the Small Business Administration Office of Advocacy figure that 99.9 percent of U.S. businesses are small businesses with fewer than 500 employees.
Background information on the owner is provided on the site. Sonja R. Humpfer is described as having an interest in accounting dating back to high school, and she holds a Bachelor of Science in Business Administration from Mount Mercy College with a minor in business accounting. The website states that from 1990 to 2010 she gained experience in roles such as assistant controller, human resources manager, bookkeeper, accounts payable manager, and accounting manager at several companies. According to the site, she started the business from her home in Alburnett in 2010 under the name Pfabio Accounting and Payroll LLC, later moving to a shared office space in Central City before the company, now known as Strate Accounting and Payroll LLC, settled at its Northland Court location in Cedar Rapids.
The firm lists office hours of Monday through Friday from 9:00 a.m. to 5:00 p.m., with Saturday available by appointment and Sunday closed. The website provides a phone number, a fax line, and a cell number, along with an email address for the owner. It also references a Google 360 degree tour of the office. Prospective clients are invited to schedule a consultation with the firm’s accounting staff. As a Cedar Rapids firm, Strate Accounting & Payroll LLC presents itself as a local provider of payroll, bookkeeping, business accounting, QuickBooks, and consulting services to businesses in the Cedar Rapids area.
Performance Financial CPA – Cedar Rapids, IA #
Website: https://www.performancefinancialllc.com
Phone: 515-949-0123
Performance Financial CPA is a tax and accounting firm whose offices, according to its website, are located in the Des Moines area rather than in Cedar Rapids. The site lists a Des Moines location at 2907 Merle Hay Rd and a Pella location at 1609 Fifield Rd, and the firm’s lead accountant states he is based out of Altoona, Iowa. Cedar Rapids appears on the firm’s list of service locations, indicating that the firm serves Cedar Rapids businesses remotely from its central Iowa offices rather than from a local Cedar Rapids office. Prospective clients in Cedar Rapids would work with the firm on a remote basis.
The firm is led by Drake Vant Hul, who is described on the site as a certified public accountant. The website explains that the practice combines bookkeeping, tax reduction planning, payroll, and tax return preparation into a single offering it calls an outsourced accounting service. The firm states that bookkeeping is the foundation of this work and that handling the books together with tax planning and tax returns allows it to engage with clients throughout the year. According to the site, the firm positions itself as a year-round, proactive provider rather than a year-end, reactive one.
Bookkeeping services are a central focus. The website describes setting up a chart of accounts, cleaning up existing books, and keeping financials accurate on a weekly and monthly basis so owners can make timely decisions. The firm states that it provides meaningful reports, and it presents its bookkeeping as comparable to the work of an in-house accountant or bookkeeper. Tax services described on the site include preparation of business tax returns for entities such as Schedule C filers, S-corporations, and C-corporations, along with tax reduction planning intended to identify deductions and credits.
Additional services listed include business startup assistance, S-corporation setup and conversion, payroll support, and advisory work. The site describes its advisory role in terms of budgeting guidance, an analysis of S-corporation versus LLC structures, and what it calls CFO-level guidance aimed at helping businesses scale.
The website places a strong emphasis on serving home service and contractor businesses. It lists industries that include epoxy floor contractors and concrete floor coating companies, general contractors and builders, pressure washing businesses, and digital agencies and freelancers. The firm states that it works with painters, flooring contractors, plumbers, and remodelers, and it offers downloadable resources aimed at contractors, construction businesses, and pressure washers. This trades and construction focus is presented as a significant part of the firm’s client base.
The site includes a number of promotional figures, such as stated average tax savings and profit increase amounts and a percentage figure for tax savings, which are presented as the firm’s own marketing claims. The firm describes itself as different from a typical accounting firm and frames its model around proactive tax planning and year-round engagement. It also references collaboration with a network of similarly focused accounting firms in other cities as part of its marketing.
In summary, Performance Financial CPA is a central Iowa accounting firm offering bookkeeping, tax preparation, tax reduction planning, payroll, business startup, and advisory services, with a particular emphasis on contractors, construction companies, and other home service businesses. For Cedar Rapids, the firm serves the city remotely from its Des Moines area and Pella offices, and Cedar Rapids is listed among the locations it covers. The website provides a single phone number and an email address for the firm.