Accounting · Analytics · Advisory
Your Numbers Tell a Story. We Help You See It.
Go beyond traditional bookkeeping with up-to-date financial dashboards, meaningful business insights, and expert CPA guidance.
- Accurate Financial DataA reliable foundation for better decisions
- Clear, Visual InsightsSee your performance at a glance
- Strategic GuidanceCPA expertise to turn insights into action
What we do
Where Accounting Meets Business Intelligence.
We combine accounting expertise, financial analytics, and strategic advisory to help businesses gain clarity, uncover opportunities, and make better-informed decisions.
-
Financial Dashboards & Analytics
Turn your financial data into clear, actionable business insights.
-
Accounting & Bookkeeping
Accurate, timely books that power better decisions and reporting.
-
Business Tax Planning & Compliance
Proactive tax strategies and end-to-end filing for your business.
-
Payroll & Business Operations
Reliable payroll processing, compliance, and employee support.
The bigger picture
More Than Compliance — A Financial Partner for Growth.
- Identify what’s driving profit and cash flow
- Plan ahead with data and tax strategy
- Improve operations and profitability
- Get a proactive, year-round CPA partner
See your numbers clearly
A finance dashboard built on your own QuickBooks data
Beyond the books, we build each client a private dashboard from their own data: the numbers an owner checks first, cash and reconciliation in one place, and a one-page monthly report.
-
Owner KPIs
Revenue, profit and cash at a glance, compared with last month and last year.
-
Cash & reconciliation
Bank deposits, card batches and books checked against each other, with anything unusual flagged.
-
Monthly owner report
A one-page PDF summary of the month, ready to read in five minutes.
Example dashboard with sample (mock) data for a demo motel.
How we work
Four simple steps
-
Intro call
We learn about your business, your goals and where things stand today.
-
We organize your books
We clean up and reconcile your accounts so every number can be trusted.
-
Monthly reporting & dashboard
Each month you get up-to-date books, a short report and your dashboard.
-
Year-round tax planning
We plan ahead all year, so tax season holds no surprises.
How we can help
Industries we serve
Our industry expertise means we understand the challenges you face and provide unique solutions to solve them.
- Retail
- Food & Beverage
- Hospitality
- Healthcare
- Real Estate & Construction
- Professional Services
Clients
What our clients say
Kim & Associate's availability and willingness to go the extra mile is second to none. Not only did they find key opportunities to defer taxes, but they resolved IRS notices that otherwise would have been a complete headache. We couldn't be happier with the level of service that this firm provides.
Dr. Phing Park, DMDOwner, Wilsonville Smiles Dentistry Kim & Associates have been our accountants for our personal and business financial matters. In our 15-year relationship, we have had all legal/financial requests taken care of when asked from the IRS or state authorities. An important aspect of our business is payroll and paying our employees on time. Thankfully, Kim & Associates have always done a phenomenal job to keep my employees happy, and our business running smoothly. It's a blessing to have an honest relationship with someone handling your life's hard work.
Chris De LunaGeneral Manager, Azteca Silverdale Mexican Restaurant Our team
Team of Professionals
-
Justin Kim, C.P.A.
Managing Partner
-
Kristy Kim
Office Manager
-
Parth Sathwara
Senior Accountant
-
Souvik Dey
Head of Technology
FAQ
Common questions
What do you need from me to get started?
A short intro call first. After that, usually access to your accounting system (or your recent statements) and last year’s tax returns. We’ll send a simple checklist.
Do you work with QuickBooks Online?
Yes. We work in QuickBooks Online every day, and we can also work from Excel if that suits your business better.
Do you only work with clients near your offices?
No. We’re based in Portland and Los Angeles and serve small businesses and individuals nationwide. Much of our work happens online.
Can you help if I’m just starting a business?
Yes. We help you choose the right business entity and set up your books, payroll and tax strategy from the start.
Do you prepare individual tax returns too?
Yes. We help individuals with their taxes and long-term financial planning, as well as businesses and their owners.
How do I send you documents safely?
Please don’t email tax documents or Social Security numbers, or send them through the website form. Once we’re working together, we’ll set up a secure way to exchange documents.