Grow your vision and live your passion.
We will take care of the books.
About Us
I am Edwin, founder and proprietor of HTL Accounting and Bookkeeping Services. I have many years of experience working as an accounting and finance professional in the banking and insurance industries. I hold a BS in Economics from Idaho State University, an MS in Mathematics from the University of Nevada, Reno and an MS in Accounting from Indiana University. I am a certified management accountant (CMA), from the Institute of Management Accountants. I enjoy working with numbers and helping small businesses thrive.
​
Our firm is physically located in the Portland, Oregon, metropolitan area. Our mission is to provide small business owners with accounting or bookkeeping services. We will get your transactions, sorted, classified and organized saving you valuable time to focus on what matters to you, growing your business. For clients that are not physically located in the Portland area we offer virtual services.
​
We have done right by our clients when we can help them organize their information to guide data driven decision making and achieve regulatory compliance such a tax reporting.
​
Services
Exceeding Your Expectations
Choose from our tiered service offering for a monthly flat rate:
​
Tier I (Bookkeeping Services)
New Client set up: If you have not been utilizing software, we use QuickBooks online
Accounts Receivable: Process and record sales receipts from your customers
Accounts Payable: Categorize, record your invoices
Bank statement reconciliation
Inventory management and job cost tracking
Prepare monthly financial statements
Tier II (Managerial Accounting Services)
Includes all Tier I services plus
Detailed cost, and product pricing analysis
Detailed financial analysis, e.g., performance by segment, product or location
Additional data analytics to derive business insight as required
Tier III (Virtual CFO Services)
Includes all Tier I and Tier II services plus
Financial planning and analysis, monthly or annual budgets including actual to budget variance analysis
Customized financial modeling and consultation to support specific situations, e.g., lease versus buy decisions, borrowing and capital investment decisions, product introduction or elimination impact
Get in Touch
