To say that 2024 is off to a positive bang at Capstone CPAs is definitely an understatement! We are proud to announce that we merged with Crandall-Swenson, PLLC. The merger officially took place on January 1, 2024. As Joe Adam, CFO of Capstone CPAs noted, a brokerage firm helped facilitate the merger with Crandall-Swenson. “Capstone […]
Author Archives: Capstone
29
Jan
Jan
January, 2024 continues to be off to a busy and exciting start here at Capstone CPAs! We are proud to announce that we have entered into a partnership with Boss Mortgage, a new venture led by Randy Vance, a trusted leader in the industry. “Our team assisted with the formation and launch of Boss Mortgage. […]
17
Jan
Jan
We are pleased to start 2024 with some very exciting news: Capstone CPAs is now teaming up with SCORE Central Oregon. After meeting with Jim Darcey, Chapter Chair for SCORE Central Oregon, we agreed to refer business owners to the nonprofit organization if the entrepreneur could benefit from the outstanding services that SCORE offers. In […]
08
Nov
Nov
As 2023 is ending and we are looking to 2024, we want to provide business owners/managers with important due dates and information about year-end bookkeeping. Quickbooks – Desktop vs. Online: Have you considered transitioning from Quickbooks Desktop to Quickbooks Online? Desktop has become a subscription-based software and the rates are much higher than Online. Please […]