Business Details
7 Years
experience
Your Trusted Partner for Comprehensive Accounting Solutions
At Trailside CPA, we combine the personal service of a bygone era with cutting-edge accounting technology to deliver tailored financial solutions. Our firm operates as an extension of your team, offering collaborative support to help you navigate complex financial decisions with clarity and confidence. We specialize in small business accounting, tax planning, and utility company accounting, prioritizing face-to-face interactions and accessibility. Our proactive approach ensures clients receive strategic guidance, from day-to-day bookkeeping to long-term financial planning.With expertise in regulatory compliance and a commitment to understanding each client's unique needs, we empower businesses and individuals to achieve financial stability and growth. Our team stays ahead of evolving tax laws and industry challenges, ensuring clients remain compliant and optimized for success. Located in Travelers Rest, SC, we serve clients across Greenville and beyond, blending local insight with national standards of excellence.
Services
Small Business Accounting
Tax Planning & Preparation
Accounting for Utilities
Bookkeeping Services
Outsourced CFO Services
Details
- Year established: 2019
Highlights and features
- We offer personalized, face-to-face accounting services tailored to your business needs.
- Our proactive tax planning minimizes liabilities while maximizing savings and compliance.
- Specialized expertise in utility company accounting and regulatory compliance.
- We leverage modern accounting technology to deliver efficient, data-driven solutions.
- Committed to accessibility and strategic collaboration for long-term financial success.
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, payroll processing, financial reporting, and strategic planning. Our services help clients focus on growth while ensuring financial accuracy, compliance, and actionable insights tailored to their unique needs.
Tax Planning & Preparation
Our proactive tax planning minimizes liabilities and maximizes savings through year-round strategy. We handle individual and business tax preparation, staying updated on changing regulations to ensure compliance and optimize returns for long-term financial health.
Accounting for Utilities
Specialized accounting for utility companies, addressing challenges like ratemaking, regulatory compliance, and aging infrastructure. We deliver tailored solutions to maintain stability, meet mandates, and support sustainable growth in complex operational environments.
Outsourced CFO Services
We offer strategic financial leadership as an outsourced CFO, providing budgeting, forecasting, and advisory services. Our expertise helps businesses make informed decisions, manage cash flow, and achieve long-term profitability through data-driven insights.
Bookkeeping Services
Accurate and organized bookkeeping ensures clear financial visibility. We manage daily transactions, account reconciliations, and financial statements, enabling businesses to maintain compliance and focus on operational excellence without administrative burdens.
People
M. Alex Rankin
Owner & CPA
Alex Rankin is a Certified Public Accountant passionate about empowering clients through financial clarity. With a Master's in Professional Accountancy from Clemson University, she specializes in small business and utility accounting, blending strategic expertise with personalized service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax planning, and outsourced CFO services tailored to small businesses, ensuring compliance and strategic growth support.
How do you help clients with tax planning?
We proactively minimize tax liabilities through year-round planning, staying updated on tax laws to optimize savings and ensure compliance for individuals and businesses.
Do you specialize in any specific industries?
Yes, we specialize in accounting for small businesses and utility companies, addressing unique challenges like regulatory compliance and infrastructure management with tailored solutions.
What sets Trailside CPA apart from other firms?
We combine personalized service with modern technology, prioritizing face-to-face collaboration and strategic insights to deliver client-focused financial solutions.
Can you assist with utility company financial challenges?
Yes, we offer specialized accounting for utility companies, navigating ratemaking, aging assets, and regulatory mandates to ensure long-term stability and compliance.