Holdaway Financial | Alpine, UT

Total Hires: 18 times
Service Area: Alpine, UT
Team Size: 1 employee
Business Duration: 11 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

I have over 15 years of experience in accounting and taxes within several industries. My work is very detail oriented. I won't skip over minor things that might cause future problems in order to get more work from my clients. I want to provide value beyond what normally comes with non-CPA accountants.

I like getting the numbers right and ensuring compliance for my clients whether tax related or for other regulations. I like passing my knowledge onto my clients and teaching them to better understand accounting and taxes.

License

- License Holder: Joelee Holdaway
- License Type: CPA – Certified Public Accountant (UT)
- License number: #9067593-2601
- License verified on 1/29/2021
- Valid through 12/31/2022

Verification

Background Check
- Joelee Holdaway
- Completed on 2/19/2021

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