Business Details
Expert Bookkeeping & Tax Services in Phoenix
Phoenix Bookkeeping Specialists has been providing comprehensive accounting and financial support services to individuals, HOAs, and businesses for over two decades. Our team specializes in serving small-to-medium-sized enterprises and non-profits, adhering strictly to generally accepted accounting principles and federal tax guidelines. With extensive experience in bookkeeping, tax preparation, and financial consulting, we offer mobile services that adapt to client needs while maintaining timely, accurate financial reporting.Our founder, Dave Connell, brings 20 years of industry expertise from roles at Wells Fargo and as an independent financial analyst, ensuring clients receive expert guidance on cash flow management, budgeting, and tax compliance. We maintain strong collaborative relationships with CPAs and prioritize client education to foster long-term business success.
Services
Bookkeeping
Tax Preparation
Payroll Services
Financial Reporting
Sales Tax Returns
Highlights and features
- We offer 20+ years of specialized bookkeeping experience for small businesses
- Our mobile service works in your office or ours for maximum flexibility
- Proven track record supporting non-profits and small corporations
- Certified IRS Annual Filing Season Program participant with ongoing education
- Comprehensive financial expertise from former Wells Fargo business banker
What people say
Great investment in business
Reliable and accurate
Proactive in wanting me to understand
Valuable asset to my team
Helped navigate economic challenges
Services
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through QuickBooks management, bank reconciliation, and transaction organization. We handle accounts payable/receivable, payroll processing, and financial reporting for small businesses. With 20 years of experience, we ensure compliance with accounting standards while providing mobile support for Phoenix-area clients.
Tax Preparation
We prepare individual and business tax returns including federal, state, and multi-state filings. Our services cover S-Corp/LLC returns, 1099 forms, and sales tax reporting. Clients receive tax planning consultations and document organization guidance to streamline the filing process while maximizing compliance and efficiency.
Payroll Services
Our payroll management handles employee payments, tax withholdings, and regulatory filings. We process payroll taxes, unemployment insurance, and workers' compensation documentation while maintaining compliance with changing tax laws. This service integrates with our bookkeeping solutions for comprehensive financial management.
Financial Reporting
We generate financial statements, budgets, and cash flow projections to support business decision-making. Our reports follow GAAP standards and include balance sheets, income statements, and customized performance metrics tailored to small business needs.
Sales Tax Returns
We manage sales tax filings and payments for Arizona businesses, ensuring compliance with state requirements. Our service includes tracking taxable transactions, preparing quarterly returns, and coordinating with state agencies to maintain accurate tax records.
People
David Connell
Owner
David Connell has 20 years of accounting experience, including a decade at Wells Fargo in financial analysis roles. He holds finance degrees from Arizona State University and participates in IRS continuing education programs. His expertise spans bookkeeping, tax preparation, and business consulting for Phoenix-area clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, sales tax returns, and tax preparation services tailored to small businesses in Phoenix.
How much do your bookkeeping services cost?
Bookkeeping services start at $65/hour with pricing based on complexity. Tax preparation ranges from $200-300 for individuals and $700+ for corporate returns.
Do you offer mobile bookkeeping services?
Yes, we provide mobile bookkeeping services that work in your office or ours for maximum flexibility and convenience.
What tax preparation experience do you have?
With 20+ years of experience and IRS Annual Filing Season Program participation, we prepare federal, state, and multi-state tax returns for individuals and businesses.
How can you help my business with financial management?
We offer cash flow analysis, budget preparation, financial projections, and tax compliance services to help Phoenix businesses maintain accurate records and make informed decisions.
