Business Details
35 Years
experience
Trusted Accounting & Tax Services in Ida Grove, IA
Wilson's Bookkeeping & Tax Service has been serving individuals and businesses in Ida Grove, Iowa, and surrounding areas since 1991. Founded by John Wilson and now operated by Cyndi Rock-Raasch, a certified accountant with over two decades of experience, we specialize in delivering comprehensive financial solutions tailored to our clients' unique needs. Our team of four dedicated professionals combines advanced technical expertise with personalized service to ensure accurate bookkeeping, strategic tax planning, and effective debt management. We prioritize building long-term partnerships with our clients, offering Part-Time CFO services to help growing businesses navigate financial complexities while maintaining compliance with evolving regulations.Our commitment to excellence is reflected in our meticulous attention to detail, ongoing professional development, and investment in cutting-edge accounting technology. By fostering transparent communication and proactive financial guidance, we empower our clients to achieve their business objectives while minimizing tax liabilities and optimizing financial performance. With decades of combined experience in public accounting and small business consulting, we have established ourselves as trusted advisors in the local business community.
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 accounting and tax services.
- Our team provides personalized financial solutions tailored to individual needs.
- We combine advanced technology with traditional accounting expertise.
- Our Part-Time CFO services deliver executive-level financial guidance at affordable rates.
- We maintain transparent communication and proactive financial management.
Services
Tax Preparation
Our comprehensive tax preparation services cover individuals, corporations, partnerships, LLCs, and estates. We specialize in strategic tax planning to minimize liabilities while ensuring full compliance with federal and state regulations. Our experts stay current with evolving tax laws to identify deductions and credits that maximize refunds and optimize financial outcomes.
Bookkeeping
We offer tiered bookkeeping solutions from basic transaction entry to premium services with custom financial reporting. Our systems track income and expenses, manage accounts payable/receivable, and generate monthly statements to maintain accurate financial records for small businesses and entrepreneurs throughout the year.
CFO Services
Our Part-Time CFO services provide growing businesses with executive-level financial expertise at a fraction of full-time costs. We deliver budget analysis, cash flow management, profitability assessments, and strategic guidance to help business owners make informed decisions and implement effective financial controls.
Debt Management
We develop customized debt reduction plans combining budgeting strategies, creditor negotiations, and behavioral education. Our program helps clients eliminate debt through structured payment plans while establishing healthy financial habits that prevent future debt accumulation over 3-5 year timelines.
Notary Public
As Iowa-commissioned notaries, we authenticate document signings for wills, deeds, and power of attorney agreements. Our service includes verifying identities through government-issued ID and maintaining official records to ensure legal validity and prevent fraud in important financial and estate transactions.
People
Cyndi Rock-Raasch
Owner/Accountant
Cyndi Rock-Raasch has served as owner and accountant since 2006, bringing over two decades of experience. She holds a BBA in accounting from Iowa State University and previously worked eight years as an accountant before assuming leadership.
Sarah Sholty
Receptionist
Sarah Sholty manages client relations and office operations. Currently pursuing accounting education at Iowa Western Community College, she combines practical experience with ongoing professional development to support the firm's service delivery.
Questions
What accounting services do you offer for small businesses?
We provide tiered bookkeeping solutions including transaction entry, financial reporting, accounts payable/receivable management, and customized budgeting tools tailored to small business needs.
Do you handle both personal and business tax preparation?
Yes, we prepare taxes for individuals, corporations, partnerships, LLCs, estates, and trusts with strategic planning to optimize deductions and ensure regulatory compliance.
What makes your Part-Time CFO service valuable for growing businesses?
Our CFO service offers executive financial expertise at affordable rates, including cash flow analysis, profitability assessments, and strategic guidance without full-time employment costs.
How does your debt management program work?
We create personalized debt reduction plans combining budget restructuring, creditor negotiations, and financial education over 36-60 month timelines while establishing sustainable money management habits.
Are you available for tax appointments during peak season?
We extend hours during tax season (7:30am-10pm Mon-Fri) and accept advance scheduling up to a year in advance while accommodating last-minute appointments when possible.
