Business Details
21 Years
experience
Expert Accounting Services for Small Businesses
Financial Connections has provided expert accounting and bookkeeping services for 20 years, specializing in tailored solutions for small to medium businesses. Founded by Susan Kool and Wendy Baumgartner, our team combines 37 years of experience in accounting, systems management, and finance across industries like construction, healthcare, and retail. We deliver customized financial management, payroll processing, and tax compliance services while leveraging technology for real-time financial insights.Our commitment to accuracy, client education, and secure online access helps businesses reduce costs and focus on growth. Recognized in the Best in Business Awards, we serve Vancouver, WA, Portland, OR, and nationwide with integrity and personalized support.
Services
Bookkeeping Services
Payroll Processing
Tax Preparation
Accounts Receivable Management
QuickBooks Support
Details
- Year established: 2005
Highlights and features
- We offer 20 years of specialized accounting expertise for small businesses
- Our team includes certified tax professionals with industry-specific knowledge
- Customized financial solutions tailored to construction, healthcare, and retail sectors
- Secure 24/7 online access to real-time financial data and reports
- Proven track record saving clients thousands through cost optimization
What people say
Thorough, friendly
Knowledgeable staff
Responsive professionals
Top-notch service
Organized books
Services
Bookkeeping Services
Our bookkeeping services ensure accurate financial record-keeping with monthly statements, transaction entry, and account reconciliation. We handle accounts payable/receivable, cost control analysis, and year-end reporting for tax preparation. Clients receive secure online access to real-time financial data for informed decision-making.
Payroll Services
Comprehensive payroll solutions include tax compliance, direct deposit, and multi-state reporting. We manage federal/state unemployment taxes, garnishments, and certified payroll requirements while integrating directly with accounting systems. Our services reduce administrative burdens and ensure timely, accurate employee payments.
Tax Preparation
Specialized tax services cover federal/state compliance, audit support, and strategic planning. Our experts handle entity-specific filings (S-Corp, partnerships) and identify deductions to minimize liabilities. We provide quarterly reporting and collaborate with CPAs for complex tax situations and business growth strategies.
Accounts Receivable Management
We streamline receivables through automated invoicing, payment tracking, and collections management. Our system reduces delinquencies using 24/7 document access, dispute resolution, and customized billing programs. Advanced software ensures data security while improving cash flow and reducing processing costs by up to 70%.
QuickBooks Support
Full QuickBooks lifecycle support includes setup, training, and ongoing maintenance. Our Pro-Advisors configure charts of accounts, migrate data, and provide staff training. We offer software customization, monthly data reviews, and integration with payroll/inventory systems for seamless financial management.
People
Wendy Baumgartner
Co-Owner
With 30 years of accounting experience, Wendy Baumgartner co-founded Financial Connections to help small businesses thrive. She specializes in data analysis and large accounting contracts while promoting ethical financial practices across multiple industries.
Neal Hanson
Staff Accountant
Neal Hanson brings 20+ years of accounting expertise across industries. A QuickBooks specialist, he joined Financial Connections in 2019, focusing on comprehensive accounting solutions while leveraging his technical skills in both online and desktop platforms.
Theresa Magno-Mendoza
Accountant
Theresa Magno-Mendoza offers extensive experience in full-charge bookkeeping and tax preparation across construction, retail, and nonprofit sectors. She joined Financial Connections to provide meticulous financial management and operational support to small businesses.
Carol Wilson
Accountant
Carol Wilson combines accounting expertise with a focus on ethical business practices. Her background in complex financial issues and cross-industry experience helps clients navigate unique challenges while maintaining transparency and regulatory compliance.
Sarah Mullikin
Accountant
Sarah Mullikin delivers bookkeeping solutions across construction, healthcare, and retail sectors. With journalism and accounting backgrounds, she provides consultative services that align financial practices with business goals and regulatory standards.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, accounts receivable management, and QuickBooks support tailored to small businesses' needs.
How do your payroll services benefit business owners?
Our payroll solutions ensure tax compliance, reduce administrative burdens, and integrate directly with accounting systems for efficient financial management.
Can you help with tax compliance for different business entities?
Yes, we handle tax filings for S-Corps, C-Corps, partnerships, and sole proprietors with specialized compliance strategies.
Do you offer online access to financial records?
Yes, our secure virtual system provides 24/7 access to accounting data with encrypted transmissions and daily backups.
How do you handle accounts receivable management?
We use industry-leading software for automated invoicing, payment tracking, and collections with dispute resolution and cash flow optimization.
What QuickBooks support services are available?
We offer setup, training, data migration, and ongoing maintenance with integration to payroll and inventory systems.
