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 Salem, 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.
Balance Point Tax & Accounting #
Website: https://balancepointtax.com
Phone: 541-527-1225
Balance Point Tax & Accounting is an Oregon accounting, bookkeeping, payroll, and tax firm that serves small businesses across the state, including Salem. Based on its website, the firm’s physical offices are located in Redmond and Bend, Oregon, rather than in Salem. The listed addresses are 708 SW Deschutes Ave #8, Redmond, Oregon 97756, and 220 NW Oregon Ave, Ste 205, Bend, Oregon 97703. The firm describes serving Salem and other Oregon communities through statewide coverage and secure virtual services, with in-person options available from its Redmond and Bend locations. Salem clients should understand that the firm supports the Salem area as part of its statewide service rather than from a dedicated Salem office.
According to its website, Balance Point was founded in 2011 in Redmond, Oregon, with a stated mission of supporting small businesses through tax, accounting, bookkeeping, and payroll services. The firm states that its reach later expanded to serve clients across the entire state of Oregon. Its founder is identified as Marilyn Blair, EA, LTC. The team page also lists Ami Garibay, LTP. The firm describes using modern, cloud-based technology to deliver services remotely.
The firm’s core services fall into four areas. Accounting focuses on maintaining financial records, monitoring expenses, and preparing reports to support decision-making. Tax services include tax planning and tax preparation for individuals and businesses, with the stated aim of maximizing deductions, reducing liabilities, and filing on time in compliance with IRS and Oregon state requirements. Bookkeeping covers accounts payable and receivable, bank reconciliations, and monthly financial statements, including catch-up and clean-up work for businesses with disorganized records. Payroll covers employee payments, tax filings, and benefit administration. The firm also lists business growth services, financial statement preparation, QuickBooks support, and state sales tax assistance.
Balance Point describes a defined set of industries it specializes in serving. According to its website, these include contractors of all trades, plumbers, electricians, general contractors, landscapers, dentists, physicians and doctors, acupuncturists, holistic medicine practitioners, and licensed professionals, along with small businesses generally. The firm’s emphasis on contractors and trades is directly relevant to home-service businesses. For contractors, the website references job costing and steady cash flow management, and it describes work with specialty trades such as electricians, roofers, plumbers, framers, and painters. The firm states that it understands industry-specific bookkeeping, payroll, and tax requirements so that contractor and trade clients stay accurate and audit-ready.
On the topic of tools and processes, the firm states that it primarily supports QuickBooks Online for accounting and uses the Patriot payroll platform, and that it integrates tools such as Bill.com for payables and receivables. The website describes an onboarding process handled through a client portal, with monthly reporting cadences, video check-ins, email and phone support, and electronic signatures for forms. The firm offers free consultations to prospective clients and provides quotes upon request. It also notes that it can assist with multi-state tax needs for businesses whose operations extend beyond Oregon.
For the Salem area specifically, the firm’s website describes serving Salem, Keizer, Silverton, and communities throughout Marion County, as well as nearby areas such as Monmouth, Woodburn, Stayton, and Dallas. It frames this Salem-area work within its broader statewide coverage, which also includes Portland, Eugene, Bend, Beaverton, Gresham, Hillsboro, and Medford. The firm’s website includes client testimonials referencing Marilyn Blair and her team, attributed to clients identified as being located in Oregon, including a dental practice client. These statements are presented as published client comments rather than independent verification.
In summary, Balance Point Tax & Accounting is an Oregon firm based in Redmond and Bend that serves Salem-area small businesses on a statewide and virtual basis rather than from a local Salem office. Founded in 2011 and led by an enrolled agent, the firm offers accounting, bookkeeping, payroll, and tax services, with a defined specialization in contractors and trades, including plumbers, electricians, general contractors, landscapers, and other home-service businesses. It can be reached at 541-527-1225 or info@balancepointtax.com.
Books N Billing Inc #
Website: https://booksnbilling.com
Phone: (503) 966-1321
Books N Billing Inc is a bookkeeping firm that maintains a Salem, Oregon location at 2840 Mountain View Dr S, Salem, OR 97302, and serves small and mid-sized businesses both locally and nationwide. The firm’s website describes it as based in Salem and deeply connected to the local business community, while also identifying it as a Florida company with operations in both Oregon and Florida. It lists multiple phone numbers, including a Pacific Oregon line at (503) 966-1321, an Eastern Florida line at (321) 215-4480, and a nationwide line at (855) 215-8444. The firm presents itself as serving Salem-area clients directly while also supporting remote clients across Oregon and the United States.
According to its website, Books N Billing is a woman-veteran-owned business whose team of degreed accountants brings more than 60 years of combined accounting experience. The firm states that it has provided professional bookkeeping services since 2012. It makes clear on its site that it does not provide tax filing services and that its team members are not CPAs. Instead, the firm describes itself as a provider of expert bookkeeping that prepares clean, accurate, and organized books so they are ready for a client’s CPA or tax preparer. The firm notes that clients who do not have a CPA can still rely on it to organize their books in preparation for one.
The firm’s bookkeeping services, as listed on its website, include monthly transaction categorization to keep records current, bank and credit card reconciliation for accurate account balances, financial reporting and analysis, accounts receivable and payable tracking to support cash flow, QuickBooks setup and clean-up, and year-end preparation for a client’s accountant. The firm also offers payroll services and QuickBooks support as core offerings. It describes specializing in catch-up and clean-up bookkeeping for businesses that need to restore order to disorganized or messy records, and it offers customized monthly bookkeeping packages based on transaction volume and preferred software. The website states that the firm’s team includes certified QuickBooks ProAdvisors who can handle setup, training, and ongoing management.
Books N Billing identifies a range of client types it serves. These include small businesses in retail, service, and creative industries, contractors and solopreneurs, nonprofits, independent professionals, freelancers and consultants, e-commerce and retail businesses, and remote or hybrid businesses. Contractors and the trades appear specifically among the firm’s described clientele. The website references managing financial records for a construction crew as an example of its work, and it lists contractors and trades among the business types it supports. For home-service and contracting businesses in the Salem area, the firm’s bookkeeping, reconciliation, accounts payable and receivable tracking, and QuickBooks services address common back-office needs, though clients requiring tax filing would need to work with a separate CPA or tax preparer.
The firm emphasizes both local and remote service. Its website states that it serves Salem, Keizer, Albany, Dallas, and Silverton directly, along with remote clients across Oregon and nationwide, and it references businesses throughout the Willamette Valley. The firm describes using secure, encrypted tools to provide full-service virtual bookkeeping so that clients located anywhere can receive support. It frames this as offering the personalized service expected from a local provider combined with the efficiency of modern technology.
The website includes several frequently asked questions that clarify the firm’s scope. It confirms that clients do not need to be local to Salem to use its services, that it specializes in catch-up and clean-up bookkeeping, that it offers customized monthly packages, and that remote service is available through secure tools.
The firm’s published business hours reflect a start time in Eastern time and an end time in Pacific time, listed as Monday through Thursday 10 AM to 5 PM and Friday 11 AM to 3 PM, with weekends closed and appointments available when possible. In summary, Books N Billing Inc is a woman-veteran-owned bookkeeping firm with a Salem, Oregon location and Florida operations, offering bookkeeping, payroll, QuickBooks support, and account clean-up for small and mid-sized businesses, including contractors and trades, on both a local and nationwide remote basis. The firm prepares organized books for clients’ accountants and does not itself provide tax filing services.
Construction Accounting Professionals, LLC #
Website: https://constructionaccountingpro.com
Phone: 503-621-2284
Construction Accounting Professionals, LLC is a bookkeeping and accounting firm based in Salem, Oregon, that focuses specifically on contractors and the building trades. The firm’s website identifies it as a construction-minded firm working with contractors and the building trades, and it lists its location as Salem, Oregon. The practice is led by an owner identified in client testimonials as Jan, who describes more than 25 years of accounting and administrative experience covering all accounting functions, including accounts payable and receivable, progress billings, job costing, cash flow, payroll and related reporting, general ledger reconciliation, and financial statements.
The firm’s stated service offering is a full range of bookkeeping support tailored to construction businesses, including bookkeeping, payroll, job costing, and project administration. According to the website, the construction industry involves advanced accounting issues and audit procedures that make accounting for construction companies especially challenging, and the firm presents outsourcing these functions to someone with industry experience as a way to avoid falling behind on deadlines. The firm states that its goal is to organize a client’s financials so that the owner can better understand where money comes from and goes, whether the client is a new business or an established firm needing to clean up years of bookkeeping errors.
Job costing is described as a primary focus area. The website explains that for general contractors and businesses in the building trades, job costing is a central bookkeeping concern, because profitability depends on bidding jobs accurately, tracking expenses and revenues, and determining profitability when a job is complete. The firm states that job costing is an important tool for identifying estimating errors and tracking profitability, and that it can set up and maintain bookkeeping systems to streamline this process. This emphasis aligns directly with the financial management needs of contractors, where results are measured project by project.
The firm’s website outlines several benefits it associates with its bookkeeping services. These include receiving regular financial reports to support timely and informed business decisions, freeing up the owner’s time, having accurate job costing numbers to help eliminate estimating errors, and saving money at tax time. On the last point, the firm explains that professional bookkeeping can reduce the need for a client’s CPA to search for missing or incorrectly entered transactions, which it presents as a way to lower year-end accounting costs.
The owner’s background, as described on the website, includes serving as office manager for a general contractor, where one of the primary roles involved working closely with the company’s surety representative and CPA as the company expanded into public works. The owner states that the role later expanded into project administration, including involvement in the procurement of construction projects and taking the lead on a small public works project from pre-bid through award. This experience reflects familiarity with surety relationships, public works requirements, and the procurement side of construction work.
Two client testimonials appear on the website. One, attributed to Mike of Affordable Heating and Air, describes valuable insight into aspects of accounting the client was not previously using, along with attention to detail and support. The other, attributed to Dana of Hale Construction NW, Inc., describes streamlined procedures such as progress billings and prevailing wage reporting and credits the firm’s organizational skills and accounting knowledge with contributing to the company’s growth. These statements are presented as published client comments rather than independent assessments. The reference to an HVAC company and a construction company among the testimonials reinforces the firm’s orientation toward contractors and the trades.
The firm’s published business hours are Monday through Friday, 9:00 am to 5:00 pm, with Saturday by appointment. It can be reached by telephone at 503-621-2284 or by email at jan@constructionaccountingpro.com.
In summary, Construction Accounting Professionals, LLC is a Salem, Oregon bookkeeping firm dedicated to contractors and the building trades. It offers bookkeeping, payroll, job costing, and project administration, with particular attention to job costing, progress billing, and prevailing wage reporting. Backed by the owner’s experience working with sureties, CPAs, and public works projects, the firm is oriented toward the specific accounting needs of general contractors and building-trades businesses in the Salem area.
Gerald Hoots Accounting #
Website: https://geraldhoots.com
Phone: (503) 585-1782
Gerald Hoots Accounting is an accounting and tax firm located in Salem, Oregon, at 2001 Front St NE, Ste 120, Salem, OR 97301, with a mailing address of P.O. Box 7356, Salem, OR 97303. According to its website, the firm has served Salem families and businesses for decades and describes itself as having deep local roots. The firm states that it is now part of the Archer Lewis network, an arrangement it describes as offering the personal attention of a local firm backed by the resources of a broader professional community. The website notes that Gerald Hoots, LLC is a subsidiary entity of Archer Lewis, LLC, which operates within an alternative practice structure.
The firm offers a broad range of services across three main categories. Its tax services include tax preparation, tax planning, tax problems, tax relief, estate and trust tax services, and tax preparation for businesses. Its business services include small business accounting, payroll, cash flow management, succession planning, services for non-profit organizations, bookkeeping services, reviews and compilations, business advisory services, and new business formation. Its services for individuals include personal financial planning, estate planning, and retirement planning. The firm also lists QuickBooks consulting among its capabilities. This combination indicates a full-service practice handling tax, bookkeeping, payroll, and advisory work for both businesses and individuals.
Gerald Hoots Accounting identifies several industries it serves. Among these is construction and real estate. The website states that businesses operating as construction management firms, general contractors, subcontractors, residential developers, or businesses in the construction-related trades need an accounting firm that understands their industry. For construction clients specifically, the firm describes helping with job costing, progress billing, and tax compliance, noting the unique financial challenges that contractors, subcontractors, developers, and trade professionals face. These services align directly with the needs of home-service and contractor businesses in the Salem area.
Beyond construction, the firm lists industry focus areas including dentists, healthcare, hospitality, law firms, manufacturers, real estate, and agriculture. For healthcare and dental practices, it references bookkeeping, payroll, and tax planning. For law firms, it references trust accounting and compliance. For manufacturers, it references cost accounting and financial reporting. For real estate, it references tracking income and managing expenses. For agriculture, it references managing seasonal cash flow and complex tax rules. This range reflects a general practice serving many business types in addition to its construction and trades work.
The firm names several team members on its website. Gerald E. Hoots was licensed as a Certified Public Accountant in Oregon in 1979, has been employed in public accounting since 1976, and has been with the firm since 1977; he is described as a member of the American Institute of CPAs and the Oregon Society of CPAs and as a 1976 honors graduate of Oregon State University. Thomas Whisenant has worked in public tax accounting since 2019 and holds a B.S. in Accounting from Portland State University. Derek Choun has worked in public accounting since 2020 and holds a degree in Accounting and Finance from Portland State University. Stacy Beyer serves as office manager, joined the firm in 2005, and is a licensed tax preparer and notary public in Oregon. The website also references Monica Olin in an administrative role and notes that two longtime staff members, Debbie Juul and Becky Herber, retired on April 30, 2025. These staffing details are presented as the firm describes them.
The website states that the firm combines time-tested accounting principles with modern tools and that many clients have worked with the firm across generations. It describes offering complimentary consultations to prospective clients. The firm also provides client resources, including a client portal, a bill payment option, and forms documentation and links.
Gerald Hoots Accounting can be reached by telephone at (503) 585-1782 at its Salem office. In summary, the firm is a long-established Salem, Oregon practice, now part of the Archer Lewis network, offering tax preparation and planning, small business accounting, bookkeeping, payroll, QuickBooks consulting, and estate and advisory services. Its construction and real estate focus, including job costing, progress billing, and tax compliance for contractors and trades businesses, makes it relevant to home-service companies in the Salem area.