Portland, Oregon — Small Business Advisory
Books closed monthly. Taxes planned ahead. No surprises in April.
Voss Advisory handles bookkeeping, tax, and forward-looking financial guidance for creative and service businesses across Portland — for one predictable monthly fee.
Why This Exists
Most small businesses don't have a bookkeeping problem. They have a timing problem.
By the time a business owner sits down with a tax preparer in March, the year's decisions are already made. Voss Advisory works the other direction: books stay current every month, so tax strategy happens in July and October — not in a panic in April.
We work with a deliberately small number of clients at a time. That's what makes monthly numbers meetings, same-week email replies, and a fixed fee (instead of a running hourly clock) possible.
What We Do
Four ways we keep your numbers ahead of you
Monthly Bookkeeping
Accounts reconciled and categorized every month in QuickBooks Online or Xero, with a plain-English summary — not just a spreadsheet dump.
See what's includedTax Planning & Preparation
Quarterly check-ins to model estimated payments and entity strategy, then a return that reflects decisions we already made together.
See what's includedFractional CFO Support
Cash flow forecasting, pricing and margin review, and a monthly numbers meeting for owners ready to plan past the current quarter.
See what's includedPayroll Oversight
We manage your Gusto payroll setup and review, so contractor payments and employee filings stay accurate without you tracking deadlines.
See what's includedGetting Started
What happens after you reach out
No document upload portal to figure out on day one, no obligation on the first call.
Discovery call (15–20 minutes)
We talk through where your books currently stand, what software you're using, and whether we're a fit — no pitch deck.
Books review
We look at your last 2–3 months of transactions to understand cleanup scope, if any, before quoting a fixed fee.
Proposal & engagement letter
A written scope and fixed monthly fee based on your transaction volume and complexity — no surprise hourly charges later.
Onboarding & first close
We connect your accounts, clean up anything outstanding, and deliver your first monthly close within 30 days.
Why Voss Advisory
What's different about how we work
Fixed monthly fee
You're quoted one number based on your books' complexity — not billed by the hour for every email or phone call.
A monthly numbers meeting, not an annual one
Most clients hear from us every month, not just at tax time — so decisions get made while there's still time to act on them.
A deliberately small client roster
We work with a limited number of businesses at a time so replies happen within two business days, not two weeks.
Built for QuickBooks & Xero, not spreadsheets
If you're still tracking your business in a spreadsheet, cleanup and migration onto proper software is part of onboarding.
Founder
Maren Voss, CPA
Before starting the practice, Maren spent seven years inside a regional accounting firm, watching small business owners get their tax return once a year and little else in between.
She started Voss Advisory in 2015 on the premise that a small business's numbers are only useful if someone is looking at them regularly. Today the practice includes two staff accountants and works with a limited roster of Portland-area businesses.
By the Numbers
A small practice, on purpose
From Clients
What it's like to work with us
“We went from finding out about a tax bill in April to knowing what it would roughly be in October. That alone changed how we budget.”
Owner, architecture studio — client since 2021
“Our books were about eight months behind when we called. They didn't make us feel bad about it, just fixed it.”
Founder, branding agency — client since 2022
“I know exactly what I pay every month and exactly what's included. No invoices I don't understand.”
Principal, photography studio — client since 2019
Common Questions
