Sandy has accumulated in-depth experience in strategic brand management, new product development, finance, retail operations, and marketing. Sandy is a leader and can take ownership of any assignment through to completion and work effectively with people from different departments, companies, and customer organizations. Her skills and experience have enabled her to influence executives, key decision-makers, and highly technical resources.
Your Accounting questions, answered
Most small businesses need both bookkeeping and higher-level accounting. A single accountant can provide both services, or you can hire a separate bookkeeper. If hiring both, ensure they communicate and regularly share data. Sandy Holtz is an award-winning Certified Public Accountant (CPA) with more than 26 years of experience in the industry, public accounting, and banking.
Find accountants in Surprise, AZ
At CARON Enterprises, Sandy administered as the general manager and controlled all operations at the manufacturing site. For Trost Sheet Metal, Inc., Sandy fulfilled the duties of a controller and supervised the profit and loss (P&L) reporting to the board members. Sandy also founded the Hangers Cleaners, which employs green technology in the dry-cleaning industry (liquid CO2).
We scored Surprise accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. We work with business owners, governments, nonprofits, and high-net-worth individuals in Surprise, AZ and nationwide. We serve clients across the Valley, statewide, and nationally. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. Contact our Surprise accounting firm by completing the form below. We are dedicated to ensuring customer satisfaction by providing precise accounting solutions.
Surprise accountants by service
This award is granted to enterprises that contribute to the economic growth, prosperity, and quality of life in North-Western Pennsylvania. I think it is important to shred documents that contain vital information such as account numbers, social security numbers, amounts, statements, tax returns and other important documents. The things you should keep indefinitely include payments made to the IRS because if you are ever accused of not paying you have proof of payment. Also, you should keep receipts for improvements to property. In the event that you sell in the future these items may add to the basis of the property.
Later she found the tax professional status of Enrolled Agent and determined that was the next learning objective. Experience is very important as a tax professional, but it is is also imperative to keep current on the constantly changing tax laws. Through continuing education, professional forums, and publications, she fills her need for constant learning. She also loves learning all the tips and tricks of the QuickBooks Accounting software and keeps her ProAdvisor status current each year. She’s a bit of a workaholic but loves it when she can find tax solutions or resolutions for her clients. She has been married to her best friend since 1995 and together they have three beautiful and amazing children.
I know you had a lot of work to do with the staff, operations and financials to meet my expectations and goal. When the SBDC gave me their analysis of where I was at I was totally overwhelmed with everything they told me I needed to do, before I could sell my company. You were great with the staff, getting our operations ship shape and making the financial statements reflective on how our business really was doing. I know the inventory was a bit of a challenge getting the month end cut off correct.
Total Accounting for Small Business
It is a federal certification governed by the IRS that allows me to represent tax clients up through the highest levels of the tax court. EAs are fast becoming the preferred professionals by IRS agents because we make tax our focus. I would like to take this opportunity to thank you for your skills as a CPA in helping me sell my company in the time frame I set for myself. To have everything ready for an acquisition to go smoothly is priceless. Your skills in operational advisory was just what I needed to get my company in line.
- For the past six years, Landmark is among the top five firms in the area according to the Northwest Arkansas Business Journal.
- Through continuing education, professional forums, and publications, she fills her need for constant learning.
- Landmark, which is located in Surprise, offers a full range of accounting solutions such as software setup and support, bookkeeping, financial statement preparation, and payroll tax reporting.
- Accountants take the data bookkeepers compile and use it for high-level tasks like preparing financial statements, guiding business strategy, and filing taxes.
- The firm of Adam T. Cary, CPA is an accounting and tax consultation business located in Peoria, Arizona, that can also provide many financial services to clients in the surrounding regions.
It was such a joy to watch how the staff looked forward to our meetings and working with you one on one. You have such a caring, understanding and communicative personality and with that can do attitude that was contagious. Accounting and CFO services are the foundation of all successful companies. We specialize in accounting services which align our clients with strategic insight, creating continuous profitable growth.
Ready to work with our Surprise accountants?
We strive to build lasting relationships founded on trust and transparency. With a keen eye for detail and a flexible approach, we adapt to your unique needs. Expect to pay $150 to $1,800+ for tax prep, $2,000 to $25,000+ for auditing, and $200 to $1,000 per month for bookkeeping, depending on your business size and needs. Request free consultations and compare detailed estimates before hiring. She is highly professional while maintaining a pleasant attitude.
Its accountants and tax consultants use a variety of platforms like Xero, Wave, and QuickBooks. They manage the financial affairs of finance and technology companies, such as PayPal, Chase, and Goodman Sachs. George Dimov, the firm’s owner, is a CPA with over 15 years of accounting and consulting experience. NSKT Global collaborates with businesses throughout the Surprise community. Its certified public accountants guide clients in making informed decisions when it comes to the financial aspects of their businesses.
He hopes that the work he does here will help him learn how to maintain financial stability as he goes on to University studies and beyond. In his spare time, Luke likes to work out, hang out with his friends, and play games either online or in person. She has over 19 years of experience in Accounting, Bookkeeping, Payroll, and Human Resources. Jennifer started working here in July 2017 as a Full Charge Bookkeeper after having worked with Trudy for 2 years in a previous job. Ask questions, confirm their availability, and hire the right therapist when you’re ready. Asking the below questions and choose an accountant who answers you promptly and clearly.
- A single accountant can provide both services, or you can hire a separate bookkeeper.
- Its accountants and tax consultants use a variety of platforms like Xero, Wave, and QuickBooks.
- 1-800Accountant offers helpful tools for managing financial and payroll operations by partnering with several providers, such as UENI, Found, JazzHR, and Wise Business Plan.
- You were great with the staff, getting our operations ship shape and making the financial statements reflective on how our business really was doing.
The Practices of Holtz Accounting Services started in Pennsylvania in 2007, assisting companies to secure SBA funding and continuous profitability. Trudy fell in love with accounting in high school when she took bookkeeping and computer, software classes. She worked full-time during the day and earned her bachelor’s degree from Ottawa University at night.
Holtz Accounting Services, PLLC, is a CPA firm with a penchant for strategic accounting and business design. The company’s managing partner, Sandy Holtz, is an industry veteran with over 25 years of experience in public accounting and banking. She uses her expertise to surprise accounting services help startups and small businesses achieve their development initiatives.
Samad Benzrioual, MBA LLC
Our services are fully remote, so there’s no need for in-person meetings. Luke is a college sophomore student attending Estrella Mountain Community College, focusing on Engineering studies. He has been working with his mother since June of 2019 and has taken on the role of Office Administrator for Total Accounting for Small Businesses.
Let us handle the numbers so you can focus on what matters most. With precision and care, we ensure your financial health is always a priority. Sandy used the resources of an organization called the CEO space to help three start-ups establish themselves and generate revenues.
We offer a broad range of services for business owners, executives, and independent professionals. In her professional career, expanding over 26 years, she has worked in multiple organizations in various capacities. Sandy performed the duties of Director of Finance at the Erie Management Group. She was responsible for financial planning and analysis and managed assets valued at over $80 million for a private investment company.
