Business Details
21 Years
experience
Trusted Accounting & Bookkeeping Services in Vancouver, WA
Financial Connections has served small and medium-sized businesses for over two decades, providing tailored accounting, bookkeeping, and tax solutions. Founded by Susan Kool and Wendy Baumgartner, our team combines 37 years of expertise in accounting, systems management, and financial consulting to help clients control costs, ensure compliance, and optimize financial operations. We specialize in industries ranging from construction and healthcare to retail and nonprofits, offering scalable services that adapt to evolving business needs.Our commitment to leveraging technology streamlines financial processes, while our personalized approach ensures clients receive actionable insights for informed decision-making. Recognized in the Best in Business Awards, we prioritize client success through meticulous record-keeping, tax efficiency, and proactive financial guidance.
Services
Bookkeeping Services
Payroll Processing
Tax Preparation
Accounts Receivable Management
QuickBooks Training
Financial Reporting
Business Consulting
Tax Compliance
Online Accounting Access
Accounts Payable Management
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in small business accounting and tax services.
- Our team includes certified accountants and QuickBooks Pro-Advisors.
- Customized financial solutions tailored to your industry and growth goals.
- Secure 24/7 online access to real-time financial data and records.
- Proven track record of reducing client tax liabilities and operational costs.
What people say
Thorough and friendly
Knowledgeable and helpful
Responsive and professional
Saved thousands of dollars
Stress-free tax process
Services
Bookkeeping Services
We provide accurate, real-time bookkeeping tailored to small businesses. Our services include transaction entry, account reconciliation, and financial statement preparation, ensuring organized records for informed decision-making. Clients gain secure 24/7 online access to their financial data.
Payroll Services
Our payroll solutions handle tax compliance, direct deposits, and reporting. We manage federal, state, and local tax filings while integrating payroll with accounting software to eliminate duplicate entries and reduce administrative burdens.
Tax Preparation
We specialize in small business tax compliance, offering preparation for corporations, partnerships, and sole proprietors. Our team stays updated on tax law changes to minimize liabilities and maximize refunds while ensuring accurate filings.
Accounts Receivable Management
We streamline collections and reduce delinquencies through customized billing solutions. Services include invoice processing, dispute resolution, and reporting to improve cash flow and reduce bad debt for businesses in the Pacific Northwest.
QuickBooks Training
Our QuickBooks Pro-Advisors offer setup, training, and ongoing support. We help businesses transition to QuickBooks, customize accounting packages, and train staff to maintain accurate records aligned with tax and operational requirements.
People
Wendy Baumgartner
Co-Owner
With 30 years of accounting experience, Wendy co-founded Financial Connections to support small businesses. She specializes in data analysis and large accounting contracts, holding a BA in Business and Marketing.
Neal Hanson
Staff Accountant
Neal has 20+ years of accounting experience across diverse industries. He joined Financial Connections in 2019, specializing in QuickBooks Online and Desktop platforms while serving clients in tax and financial management.
Theresa Magno-Mendoza
Accountant
Theresa brings expertise in full-charge bookkeeping and tax preparation for construction, retail, and nonprofit sectors. She joined Financial Connections to streamline client financial operations with precision.
Natasha Leandre
Accountant
Natasha offers a BA in Business and Accounting, focusing on client relationship-building and problem-solving. She ensures meticulous financial management for businesses transitioning to efficient accounting systems.
Carol Wilson
Accountant
Carol combines accounting expertise with a focus on ethical practices. Her background spans multiple industries, supporting small businesses in overcoming financial challenges with transparent solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, financial reporting, and QuickBooks support tailored to small businesses in Vancouver and Portland.
How do your payroll services save time for business owners?
Our integrated payroll system automates tax filings, direct deposits, and compliance reporting, reducing administrative tasks by eliminating duplicate data entry.
Can I access my financial records online?
Yes, we offer secure 24/7 online access to accounting software, enabling real-time review of financial data and reports from any location.
How do you ensure tax compliance for changing regulations?
Our team stays updated on federal, state, and local tax law changes to ensure accurate filings and minimize liabilities for businesses and individuals.
What industries do you specialize in?
We serve construction, healthcare, retail, nonprofits, manufacturing, and professional services with customized financial solutions.
Do you offer QuickBooks training for new users?
Yes, our QuickBooks Pro-Advisors provide setup, customization, and training to help businesses maximize accounting software efficiency.
