Business Details
6 Years
experience
Your Trusted Partner for Accounting and Tax Services
At Gold Roots Accounting, we prioritize building meaningful relationships with our clients by understanding their unique business operations. Our tailored approach ensures you receive the precise services needed to maintain compliance, drive growth, and achieve financial success. With decades of combined experience in US and international accounting, our team delivers expert bookkeeping, tax preparation, and financial consulting.We specialize in QuickBooks solutions, offering seamless integration and training to streamline your financial processes. Our commitment to integrity and excellence ensures your business thrives with accurate reporting, strategic tax planning, and proactive compliance management. We empower business owners to focus on their core operations while we handle complex financial requirements with precision and care.
Services
Bookkeeping
Tax Preparation
Financial Consulting
QuickBooks Support
Payroll Services
Sales Tax Reporting
Business Consulting
CFO Services
Tax Planning
Personal Property Tax Reporting
Details
- Year established: 2020
Highlights and features
- We offer tailored financial solutions for small to mid-sized businesses.
- Our team includes a licensed CPA with 20+ years of international experience.
- We specialize in seamless QuickBooks integration and training.
- We prioritize proactive tax planning to maximize deductions and compliance.
- Our commitment to excellence ensures accurate, timely financial reporting.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of CPAs (TSCPA)
- QuickBooks Online ProAdvisor
What people say
Strong work ethic
Correct and on time accounting services
Services
Bookkeeping
We provide comprehensive bookkeeping services for small to mid-sized businesses, ensuring accurate and up-to-date financial records. Our team manages bank reconciliations, accounts receivable, fixed asset tracking, and year-end clean-up work. By maintaining clean books throughout the year, we help reduce costs and improve financial decision-making for business owners.
Tax Preparation
Our tax preparation services cover federal, state, and franchise tax returns for businesses and individuals. We stay current with evolving tax laws to maximize deductions and credits while ensuring compliance. We handle quarterly payroll tax filings, sales tax reporting, and personal property tax renditions, providing proactive communication about deadlines and requirements.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting for businesses using desktop or online versions. Our team helps implement efficient accounting systems, integrates third-party apps, and provides ongoing support. As certified ProAdvisors, we ensure businesses maximize the platform's capabilities for streamlined financial management and reporting.
Financial Consulting
Our consulting services focus on improving accounting procedures and financial strategies. We evaluate existing processes, recommend efficiency improvements, and provide CFO-level guidance. This includes budget analysis, internal control development, and strategic planning to help businesses achieve long-term financial goals and operational growth.
Payroll Services
We manage payroll processing, tax filings, and compliance reporting for businesses of all sizes. Our services include calculating employee wages, withholding taxes, and generating year-end W-2 forms. We ensure adherence to federal and state regulations while providing accurate, timely payroll processing to maintain employee satisfaction and regulatory compliance.
People
Renate Schulmeistrat
CPA
Renate Schulmeistrat is a licensed CPA with 20+ years of experience in US and international accounting. She holds advanced QuickBooks certification and specializes in helping businesses understand their financial operations. Renate is a member of AICPA and TSCPA, with expertise in process improvement and client relationship development.
Meagan Sprang
Accountant
Meagan Sprang is a certified QuickBooks ProAdvisor with extensive government accounting experience. She previously served as Director of Accounting for Wylie ISD, managing complex financial operations. Meagan focuses on client relationship-building and provides expert accounting support, combining educational background with practical business financial management experience.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, QuickBooks support, payroll processing, and financial consulting tailored to small business needs.
Do you offer QuickBooks training and troubleshooting?
Yes, we provide QuickBooks setup, training, and troubleshooting with certified ProAdvisors experienced in both desktop and online versions.
How do you ensure tax compliance for businesses?
We stay updated on tax law changes, handle all filings (federal, state, franchise), and communicate deadlines to ensure complete compliance.
What makes your firm different from other accounting services?
We combine technical expertise with personalized service, focusing on understanding client operations to deliver tailored financial solutions and proactive advice.
Can you help with business financial planning and analysis?
Yes, we offer CFO services, process evaluations, and strategic planning to improve financial operations and support business growth objectives.
