top of page


Books Balanced
Taxes Filed
Peace of Mind Delivered

At Capital Advisors, we are a boutique team of Certified Public Accountants and Bookkeepers dedicated to streamlining your financial workflows so you stay on track, informed, and empowered.

Our Story

Quickbooks Advanced ProAdvisor

Personalized Service. Real Results.

 

​We deliver tailored accounting solutions. We leverage leading platforms like QuickBooks,  Xero, FreshBooks, Wave, Zoho, and Sage to keep your finances seamless and accessible.

​______________

 

We support a wide array of industries, including non-profits, retail, construction, property management, trade/service, legal practices, medical offices, restaurants, startups, government consulting, e-commerce, IT, and manufacturing.

Quickbooks ProAdvisor Elite Program

Core Services Snapshot

RECONCILIATION

Bank, credit card, loan, and investment accounts balanced to the penny

CATCH-UP

Clean up the books and get back on track

REPORTING

Timely, accurate reports when you need them

SCHEDULE

Reliable entries and scheduling

TAX FILINGS

1099s, personal & corporate taxes with expert oversight

DATA ENTRY

Banking, A/R, A/P, investments, and more handled accurately

Quickbooks ProAdvisor
Freshbooks Badge.jpeg
xero-partner   cert-advisor-badges-CMYK.jpg

"This team works together and helps with every facet of running a business. My reconciliations are perfect to the penny. If I have a question about anything business related, I always start with Heather and her team."

PeterMills

bottom of page