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 Portland, OR. 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.
ABCO Bookkeeping #
Website: https://abcobookkeeping.com
Phone: 503-828-6893
ABCO Bookkeeping is a bookkeeping firm serving the Portland, Oregon area, with its website referencing both Portland and Hillsboro. The firm’s focus, as stated on its site, is on construction, builder, and general accounting work, and it describes itself as helping small businesses and construction contractors save time and money. This positioning places contractors and the building trades at the center of the firm’s stated client base, alongside other small businesses that need ongoing bookkeeping support.
The firm’s general and monthly bookkeeping services, as listed on its website, cover a range of routine accounting functions. These include receivables, payables, reporting, invoicing, reconciliation, bill pay, data entry, financial reports, and general ledger work. Taken together, these services describe a practice that can handle the recurring transactional bookkeeping that small businesses rely on, from recording and categorizing activity to reconciling accounts and producing financial reports. For a small business owner, having these functions handled externally can reduce the time spent on record-keeping and help keep books current throughout the year.
ABCO Bookkeeping also lists construction accounting as a distinct area of service. Within construction accounting, the website specifically names job costing, draws, and holdback or retainage. These items reflect financial concepts that are particular to the construction industry. Job costing involves tracking the costs associated with individual projects so that profitability can be measured on a per-job basis. Draws refer to the scheduled payments made over the course of a construction project. Holdback, also called retainage, refers to amounts withheld from payments until a project reaches certain milestones or completion. The firm’s explicit mention of these terms indicates familiarity with the accounting requirements that contractors and builders commonly encounter.
In addition to bookkeeping and construction accounting, the firm offers QuickBooks installation, implementation, and training, according to its website. This suggests that ABCO Bookkeeping can help businesses set up and learn the QuickBooks accounting software, in addition to maintaining the books on an ongoing basis. For a small business or contractor that wants to keep some functions in-house while relying on professional setup and guidance, this combination of software support and bookkeeping services provides flexibility in how the engagement is structured.
The website also notes that the firm offers Oregon Notary services. Notary services can be useful to small businesses and contractors that periodically need documents notarized as part of their operations, and the inclusion of this service indicates that the firm can assist with that need locally.
The firm’s stated service area covers Portland and Hillsboro, Oregon. The website uses the phrases “Accounting You Can Build Upon” and “Construction, Builder, and General Accounting” to describe its work, language that reinforces its focus on the construction and building sectors while also serving general small business clients. Because the firm references both Portland and Hillsboro, businesses in either area, as well as the surrounding region, fall within the scope of its described coverage.
For home-service and trades businesses in the Portland area, ABCO Bookkeeping’s combination of general bookkeeping and construction-specific accounting is directly relevant. General contractors, builders, and businesses in the construction-related trades often need both routine bookkeeping, such as payables, receivables, invoicing, and reconciliation, and industry-specific tracking, such as job costing, draws, and retainage. The firm presents itself as equipped to handle both categories, along with QuickBooks setup and training for businesses that want to manage some of the work themselves.
Clients and prospective clients can reach ABCO Bookkeeping by telephone at 503-828-6893, the number listed on its website. In summary, ABCO Bookkeeping is a Portland and Hillsboro, Oregon bookkeeping firm focused on construction, builder, and general accounting. It offers monthly bookkeeping, construction accounting with job costing, draws, and retainage, QuickBooks installation, implementation and training, and Oregon notary services, with a stated emphasis on helping small businesses and construction contractors save time and money.
Culshaw and Company, LLC #
Website: https://www.culshawcpa.com
Phone: (503) 670-8286
Culshaw and Company, LLC is a Certified Public Accounting firm based in Portland, Oregon, at 15115 SW Sequoia Parkway, Suite 170, Portland, OR 97224. The firm describes itself as a practice of Certified Public Accountants offering services for individuals and closely held businesses. According to its website, it provides tax preparation, financial reporting, tax planning, and payroll calculations for both individuals and businesses, along with business succession planning and other accounting, bookkeeping, and tax-related services.
The firm names several personnel on its website, including Taehee Ahn, CPA, Enrolled Agent; Mary L. Culshaw, CPA/PFS, CFP, Partner; Su-Wei Huang, CPA; Kimberly Llorens, CPA, Partner; and Mae-Yen Tsai, CPA/ABV, Partner. The website states that the firm is a 100 percent woman-owned business and describes its staff as a diverse, service-driven team. The firm also notes that most employees have the option to work entirely or partially remotely. These details describe the firm’s structure and staffing as presented in its own materials.
Culshaw and Company identifies construction as one of its industry focus areas, along with healthcare, dentists, law firms, manufacturers, and real estate. Its construction page describes the industry as facing a distinct set of challenges, including insurance and bonding requirements, labor issues, and a competitive bidding process that varies from contract to contract. The firm states that it works with construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction-related trades. According to the website, the firm stays current on tax law changes affecting the construction industry, and many of its tax and accounting professionals are members of national construction trade associations and are Certified Construction Industry Financial Professionals (CCIFPs).
For construction clients, the firm describes 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 through reviews, compilations, and audits; financial reporting systems review and implementation; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning. This combination addresses both the routine and specialized financial needs of contractors and building-trades businesses, particularly those that require reviewed or audited financials for bonding and lending purposes.
The firm’s broader tax services, as listed on its website, include tax preparation, tax planning, and tax problem resolution, with specific references to IRS audit representation, non-filed tax returns, IRS payment plans, and obtaining a client’s IRS file. Its business services include financial statements with reviews and compilations, succession planning, new business formation, and services for non-profit organizations. The firm also offers QuickBooks services, including guidance on why to use QuickBooks and QuickBooks setup. Additional resources referenced on the site include financial calculators, a record retention guide, tax due dates, refund tracking, and guides on life events and business and investment strategies.
The website notes that Culshaw and Company became a Certified B Corporation in 2019. The firm describes this certification as consistent with a philosophy of using business as a force for good, and it references a triple bottom line of people, planet, and profits. The firm states that Certified B Corporations are required to meet standards of social and environmental performance, transparency, and accountability through a certification process reviewed every three years. The firm also describes ongoing efforts to move toward a more paperless office, including digital tax organizers and electronic communications, and it notes that it sends regular email newsletters with tax news and updates throughout the year.
Clients can access a secure, password-protected client portal to store and retrieve financial documents, and the firm offers a SecureSend page for sending files without an account, according to its website. The firm can be reached by telephone at (503) 670-8286 at its Portland office.
In summary, Culshaw and Company, LLC is a woman-owned, Certified B Corporation CPA firm in Portland, Oregon, offering tax, accounting, bookkeeping, payroll, and advisory services to individuals and closely held businesses. Its construction industry focus, supported by CCIFP-credentialed professionals and services such as reviews, compilations, audits, job-related financial reporting, and bonding documentation, makes it relevant to Portland-area contractors and building-trades businesses.
Luma Accounting and Bookkeeping #
Website: https://lumaaccounting.com
Phone: (503) 308-1087
Luma Accounting and Bookkeeping is an accounting and bookkeeping firm based in Portland, Oregon, serving business owners who want clearer financial information and more reliable processes. The firm describes its work as a combination of accounting, technology, and process, and it positions its services around helping owners make informed decisions and gain a clearer picture of their financial health. Its team members are QuickBooks Online Certified Pro Advisors, according to the website, and the firm states that its staff are based in the United States.
The firm names construction and trades as a specific industry focus, alongside law firms. For construction and trades clients, Luma offers project cost accounting, which the website describes as tracking the moving parts of a project, including labor, materials, and overhead, so that owners can see where money is going. The site frames this service as helping contractors stay on budget, protect profit, and evaluate which projects are worth repeating. This project-level tracking is a core need for many contractors and field-service businesses, where profitability is measured job by job rather than only across the whole company.
Luma’s core service areas, as described on its website, fall into three categories. Bookkeeping focuses on maintaining tax-ready books appropriate to the business, with the stated benefit of reducing stress at tax time and supporting readiness for loan applications or large purchases. Accounting includes managing functions such as invoicing customers, paying vendors, and running payroll, which the firm describes as helping money come in faster and keeping vendor relationships in good standing through on-time payments. Project cost accounting, described above, rounds out the firm’s offerings with job-level financial tracking aimed at construction and trades businesses.
The firm places a notable emphasis on technology and process. Its website states that the team looks for opportunities to use technology to streamline and build efficient processes, and then works with clients and their teams to implement those tools. The firm references easy-to-use client portals, streamlined processes, and attentive communication as part of how it works with clients. The onboarding process is described in three steps: completing a Get Started Form to share goals, needs, and details; participating in a 30-minute session to review the information and discuss needs; and beginning work through the client portal and onboarding calls.
The website includes several client testimonials. One client describes Luma as a long-term partner that organized internal systems, helped train an internal financial team member, and later provided strategy and CFO-level reporting as the business grew. Another client, identified as a legal professional, describes the firm as detailed and responsive and notes that the reports produced are handed directly to a tax preparer at year end. A third client describes turning to the firm’s founder for strategic support when starting a business. One of these statements also refers to Luma as a women-owned business. These comments are presented as client statements published on the firm’s website rather than as independent assessments.
Luma’s published business hours are Monday through Friday, 9 AM to 5 PM, with the office closed Saturday and Sunday. The firm can be reached by telephone at (503) 308-1087 or by email at hello@lumaaccounting.com. The website also references certified partner relationships and a client log-in area for existing clients.
In summary, Luma Accounting and Bookkeeping is a Portland, Oregon firm offering bookkeeping, accounting, and project cost accounting, with a defined focus on construction and trades businesses as well as law firms. Its team holds QuickBooks Online certifications and emphasizes a combination of accounting, technology, and process. For Portland-area contractors and trades businesses, the firm’s project cost accounting and job-level tracking, combined with bookkeeping, invoicing, vendor payments, and payroll support, address the financial management needs commonly faced in those industries.
Metzger Advisors #
Website: https://metzgertax.com
Phone: (503) 246-4776
Metzger Advisors is a CPA and tax advisory firm located in Portland, Oregon, at 10125 SW Hall Blvd, Portland, OR 97223. According to its website, the firm was formerly known as Metzger Tax Service and now operates under the Metzger Advisors name. The firm states that it has served individuals, families, and businesses for more than 60 years, with a founding date of 1962. It provides tax, accounting, and advisory services to both individuals and businesses in the Portland area.
The firm’s services, as listed on its website, include tax preparation and filing, tax planning and strategy, bookkeeping and financial organization, payroll support, business consulting, IRS help and tax issues, and estates and trusts. On the tax side, the firm describes tax compliance work for individuals and corporate entities along with year-round planning intended to optimize a client’s tax position. On the accounting side, the firm offers bookkeeping and financial reporting services for established businesses, as well as payroll management. The firm also describes representation for IRS audits and other regulatory matters, and estate and trust services.
Metzger Advisors lists several industries it serves. These include nonprofits, service-based businesses, construction and trades, e-commerce and retail, real estate investors, and healthcare practices. For the construction and trades sector, the website describes rigorous job costing and profitability analysis, progress billing and payment oversight, and multi-state regulatory and tax compliance. These are accounting functions commonly required by contractors and field-service businesses, where tracking costs and profitability at the project level and managing progress billings are central to financial management. The firm’s stated experience with construction job costing and progress billing makes it relevant to home-service and contractor businesses in the Portland area.
The firm’s other industry focuses include nonprofits, where it references Form 990 compliance, fund accounting, and donor stewardship; professional services, where it references cash flow management for agencies and tax optimization for partners; e-commerce, where it references sales tax and inventory accounting; real estate, where it references 1031 exchange strategy, depreciation, and cost segregation; and healthcare, where it references practice overhead analysis and compensation planning. This range indicates a general practice serving a variety of business types in addition to construction and trades.
According to the firm’s website, its history dates to 1962, and it describes building its reputation on providing dependable, personalized financial guidance to clients through different stages of life and business. The firm states that tax services have always been at the core of its work, with capabilities extending into payroll, bookkeeping, and advisory services. The firm describes a focus on long-term client relationships and notes that it is growing into new markets while maintaining its existing service approach. These are statements the firm makes about itself and are presented here as its own description.
The website outlines a four-step engagement process: an initial consultation to evaluate the client’s financial situation, a review of the current tax and accounting position, execution of filings and reporting, and ongoing oversight with proactive advisory. The firm’s frequently asked questions note that it operates as a year-round, full-service practice, that fee structures are provided in a detailed proposal after the initial consultation, and that its senior CPAs can represent clients in IRS audits. For an initial consultation, the firm recommends providing the prior year’s tax return, current financial statements, and a summary of significant financial events.
Several client testimonials appear on the website. These comments, attributed to individuals identified as private clients, describe long-term relationships spanning many years, help with late filings, and assistance with tax issues. They reference staff members named Rob and Karen. These statements are presented as published client comments rather than independent verification.
Metzger Advisors can be reached at its Portland office by telephone at (503) 246-4776, with an additional listed number of (503) 244-8552, and by email at info@metzgertax.com. In summary, Metzger Advisors is a long-established Portland, Oregon CPA firm offering tax preparation and planning, bookkeeping, payroll support, business consulting, IRS representation, and estate and trust services, with a stated construction and trades focus that includes job costing, profitability analysis, and progress billing relevant to local contractors.