ABOUT US
Scottsdale Professional Accounting is a family-owned accounting firm based in Arizona that partners with businesses across all industries, both locally and nationally.
Founded by mother-daughter team, Sharon and Sarah Stewart offer clients over 50 years of combined accounting experience and expertise, with the two-fold goal of helping businesses keep accurate and complete financial records while equipping business owners with the knowledge, information, and data required to overcome financial challenges, make important business decisions, and achieve financial growth.
Unlike many bookkeeping and accounting firms who focus on acquiring as many clients as possible, and as a result can only offer limited, standard services, Scottsdale Professional Accounting stands apart by creating a completely tailored service plan that is cost-effective and unique to each client's set of needs. Because of this, we are selective about who we partner with, while limiting the number of clients we have, to ensure we can dedicate the time needed to service each client thoroughly, accurately, and in a timely manner.
THE FOUNDATION OF OUR SUCCESS
EXPERIENCE
We have 50+ years of bookkeeping and accounting experience, including all business entity types and multi-entity
QUALITY
We believe in quality over quantity and limit the number of clients we work with to ensure clients receive high-quality, tailored services
EDUCATION
We educate business owners and their management team on how to interpret their financial statements while offering regular analysis and insight
TRANSPARENCY
We are upfront about our pricing, ensuring that clients only pay for services needed and are not surprised by unexpected fees
OUR SERVICES
BOOKEEPING
For any business, regardless of size and number of years in operation, having an organized, accurate, and complete recording of all financial activity is crucial and provides the ability to determine how the business is performing, to identify financial challenges, and make important financial decisions.
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Recording of financial transactions on a weekly or daily basis
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Recording of financial transactions on a cash or accrual basis
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Distribution of monthly financial packages with custom reports and financial analysis with graphs and charts
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Monthly reconciliation of bank accounts, credit cards, and loans
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Preparation of yearly financials for your tax preparer
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Attaching source documents (i.e. receipts) to corresponding transactions in QuickBooks for easy reference and audit purposes
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Providing a secure platform for sending and retrieving sensitive financial information
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Providing you with 24-hour access to your QuickBooks Online file, plus daily back up of the QuickBooks file
We service all business entity types and multi-entity/intercompany accounts
BOOKKEEPING SUPPORT
For businesses who need the support of an accounting team, we offer a variety of support services as a cost-effective alternative to in-house employees.
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Preparation of customer invoices, and posting payments
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Bill pay with approval authorization
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Payroll processing
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Reconciliation of IOLTA/trust account with billing software
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1099 Management
FINANCIAL CONSULTING
For businesses seeking financial insight and guidance on a short-term, on-going, or project-basis, we offer consulting services that include identifying financial challenges, creating forward-facing financial visibility, streamlining and enhancing internal processes and protocols, and leading specific projects.
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Analyzing specific financial challenges, like cash flow issues, low gross margins, high expenses, or need to make cost cuts
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Developing short or long-term financial forecasts
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Preparing budgets based on forecasts
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Partnering with management teams to develop efficient internal processes
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Assist with specific projects such as loan application, compiling financials for potential investors, and other goals
THE ADDED PERKS OF WORKING WITH US
CUSTOM REPORTS & ANALYSIS
We provide customized financial reports so you can see the information most important to you, plus we offer regular analysis of financial statements
24-HOUR ACCESS & DATA SECURITY
You always have access to your QuickBooks file, and we utilize secure, cloud-based platforms for storing and transmitting sensitive financial information
CPA PARTNER & LIAISON
We've partnered with CPAs for over 5 decades and liaise with them to ensure all year-end financial information is ready for tax preparation
HASSLE-FREE CONTRACTS
We hope to serve your business for as long as possible, but if you need to cancel services, you can do so with a 30-day notice, free of charge
WHO WE ARE
SHARON STEWART
CO-FOUNDER
With over 40 years of extensive accounting experience, including a decade-long position as an executive controller and a focused interest in financial statement analysis, budgeting, and forecasting, Sharon is a strategic partner who works closely with business owners and senior executives who want to gain a comprehensive understanding of their company's financial statements, while identifying financial challenges, and creating forward-facing financial visibility.
After earning a bachelor's degree from Walsh College of Accountancy & Business Administration in 1979, Sharon worked for notable companies like Blue Cross Blue Shield and Bank of America before successfully building a portfolio of clients as an independent accountant.
Sharon is the co-founder of Scottsdale Professional Accounting and is QuickBooks ProAdvisor and HIPAA certified.
SARAH STEWART
CO-FOUNDER
With a bachelor's degree in business and over 10 years of working closely with Sharon as an executive bookkeeper, Sarah partners with businesses to ensure all financial activity is recorded accurately and completely, while providing accounting support and liaising with the company's tax preparer.
Sarah has a specialized interest in bookkeeping and accounting for medical and health-related companies and has successfully established a portfolio over the past decade of clients who provide services such as anesthesiology, chiropractic, dentistry, dermatology and medical aesthetics, mental health, naturopathic, obstetrics and gynecology, and sober living and recovery.
Sarah is the co-founder of Scottsdale Professional Accounting and is QuickBooks ProAdvisor and HIPAA certified.