Business Details
35 Years
experience
Your Trusted Accountants in Ida Grove, IA
Wilson's Bookkeeping & Tax Service has been providing personalized financial solutions to individuals and businesses in Ida Grove, Iowa since 1991. Founded by John Wilson and now operated by Cyndi Rock-Raasch, a certified accountant with over two decades of experience, our firm combines deep industry expertise with a commitment to client-centric service. We specialize in bookkeeping, tax preparation, CFO services, debt management, and business consulting, delivering tailored strategies that align with evolving financial regulations and client needs. Our team of four professionals maintains rigorous attention to detail while offering scalable servicesfrom basic bookkeeping to comprehensive financial planning.We prioritize transparency in all client interactions, ensuring clear communication and actionable insights. With a focus on long-term partnerships, we help clients navigate complex financial landscapes while maintaining compliance and optimizing tax outcomes. Our investment in continuing education and modern accounting technology underscores our dedication to excellence in every service we provide.
Services
Tax Preparation
Bookkeeping/Accounting
Notary Public
CFO Services
Debt Management
Business Consulting
Bill Paying
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of experience in local accounting and tax services.
- Our team includes certified professionals with specialized expertise in small business accounting.
- We provide scalable financial solutions tailored to individual client needs.
- Our Part-Time CFO service delivers executive-level financial guidance at affordable rates.
- We maintain rigorous compliance with evolving tax regulations and accounting standards.
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses, including corporations, partnerships, and estates. Our experts stay current with changing regulations to ensure compliance while maximizing deductions. Services include tax planning, audit support, and strategy development for minimizing tax liabilities through legal methods like income shifting and deduction optimization.
Bookkeeping/Accounting
Our bookkeeping services range from basic transaction entry to premium packages with budgeting and financial analysis. We offer monthly reconciliation, custom reporting, payroll processing, and accounts payable/receivable management. Systems are tailored to client needs with options for minimum, basic, or premium service levels starting at $150/month.
CFO Services
Part-Time CFO services provide strategic financial leadership for growing businesses. We offer budget preparation, cash flow management, profitability analysis, and merger/acquisition guidance. Our experts help establish financial controls, develop accounting procedures, and provide decision-making support while maintaining cost-effectiveness compared to full-time executives.
Debt Management
Our debt management program combines budgeting guidance, creditor negotiation, and financial education. We create personalized plans for debt reduction through consolidation, settlement strategies, and behavioral changes. The program typically lasts 36-60 months with weekly accountability sessions to track progress toward financial freedom.
Notary Public
As Iowa-appointed notaries, we witness document signings and administer oaths for legal documents like wills, deeds, and powers of attorney. We verify identities using government-issued IDs and maintain strict compliance with state regulations during the notarization process.
People
Cyndi Rock-Raasch
Owner/Accountant
Certified accountant with over 20 years of experience, Cyndi Rock-Raasch leads Wilson's Bookkeeping & Tax Service. She holds a BBA in Accounting from Iowa State University and specializes in small business financial solutions.
Sarah Sholty
Receptionist
Sarah Sholty manages client relations and administrative operations. She brings accounting education and local community knowledge to support the firm's day-to-day functions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and custom reporting tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we prepare taxes for individuals, corporations, partnerships, LLCs, and estates.
What makes your debt management program unique?
Our program combines budgeting guidance, creditor negotiation, and financial education for long-term debt solutions.
Can I schedule tax appointments outside regular business hours?
During tax season, we offer extended evening hours until 10:00pm Monday-Friday.
Do you provide CFO services for growing businesses?
Our Part-Time CFO service offers strategic financial guidance for businesses needing expert support without full-time costs.
