Business Details
We are Accurate Financial Services, founded in 2004 by owner Katja Gregg with more than 19 years of specialized experience in bookkeeping, payroll, and tax services. We have built our practice on a foundation of prompt, professional, courteous service and unquestionable ethical standards. Our team is led by a CTEC registered tax preparer and Certified QuickBooks ProAdvisor with formal accounting education equivalent to an associates degree in accounting, plus additional training in mathematics and chemistry. We bring prior professional experience from leading local and international firms including Bank of America, Grant Thornton, and Searson & Company to every client engagement. We are U.S. citizens since 2001 and fluent in both English and German, allowing us to serve a diverse client base with clear communication. We specialize in supporting small to medium-sized businesses with all levels of accounting needs, from basic bookkeeping to complex tax planning.
We offer comprehensive QuickBooks implementation, training, and ongoing support to help clients streamline their financial operations. We are an authorized QuickBooks affiliate, enabling us to provide clients with discounted access to industry-leading accounting software. We prioritize full transparency in all our work, ensuring clients understand every aspect of their financial records and tax obligations. We are committed to helping business owners free up time to focus on their core operations by handling time-consuming financial paperwork and compliance tasks. We consistently stay up to date on evolving tax laws and accounting best practices to deliver accurate, reliable results for every client.
We offer comprehensive QuickBooks implementation, training, and ongoing support to help clients streamline their financial operations. We are an authorized QuickBooks affiliate, enabling us to provide clients with discounted access to industry-leading accounting software. We prioritize full transparency in all our work, ensuring clients understand every aspect of their financial records and tax obligations. We are committed to helping business owners free up time to focus on their core operations by handling time-consuming financial paperwork and compliance tasks. We consistently stay up to date on evolving tax laws and accounting best practices to deliver accurate, reliable results for every client.
Highlights and features
- We have over 19 years of specialized accounting experience.
- Our owner is a CTEC registered tax preparer.
- We are Certified QuickBooks ProAdvisors and authorized affiliates.
- We have prior experience at leading national accounting firms.
- We offer transparent, ethical service for all client engagements.
Services
Bookkeeping/Write-Up
We provide comprehensive bookkeeping and write-up services to track all business financial transactions accurately. These services are designed for small to medium-sized business owners who lack the time or expertise to manage their books internally. Clients receive organized, up-to-date financial records that simplify tax preparation and provide clear insight into business performance.
Payroll Accounting
We manage full-cycle payroll accounting to ensure employees are paid accurately and on time, with all required tax withholdings handled correctly. This service is tailored to small and medium-sized business owners who want to avoid costly payroll errors and compliance penalties. Clients save significant time and reduce administrative stress by outsourcing this complex, time-sensitive task to our experienced team.
QuickBooks Consulting Setup
We offer end-to-end QuickBooks consulting and setup services to implement the software correctly for your businesss unique needs. These services are ideal for small business owners who are not accounting experts and want to streamline their financial workflows. Clients gain a customized, fully functional QuickBooks system that simplifies invoicing, bill payment, and sales tax tracking from day one.
Income Tax Preparation
We provide accurate income tax preparation and planning services to minimize tax liability and ensure full compliance with federal and state regulations. This service is for individual taxpayers and small business owners who need reliable, ethical tax support from a registered preparer. Clients receive thorough, personalized tax guidance that maximizes eligible deductions and avoids costly filing errors.
Workers Comp Audits
We assist clients with payroll and workers compensation audits to ensure full compliance with state labor and insurance requirements. This service is for small to medium-sized businesses that need support navigating complex audit processes without disrupting daily operations. Clients receive expert guidance to prepare required documentation and address auditor questions confidently.
