Rothwell & Company: Small Business Service Center

5.0(
5
)

Computer Training, Accountants/Tax Consultants, Financial Planning,

... +5 more

About us

We want to work side by side with you to organize your things, restructure your space, & create efficient yet flexible routines & systems that reduce your stress & empower you to easily maintain your space. I also want you to be able to maximize your tax deductions by teaching you how to track expenses. (Often times you will be able to pay for our services in tax savings!) With expertise, compassion, creativity, & a good sense of humor, we offer assistance in the areas of: Some of the Places & Things We Can Organize & Do for You: • Full service H&R Block Tax Preparation • Mail, Paper & Electronic file handling Centers & Routines • Clutter Removal & Control – including on your computers • Computer Software Installation & Training (MS Office, QuickBooks, Quicken) • Full Office & Computer Organizational & Space Planning • Office Design/Layout/Space Planning • Setting Up Record-Keeping & Tracking Systems • Procedures/Policy Manuals • Ongoing Office Assistance • Business Plans, Budget Development, & Bill Paying • Tax Deduction, Expense & Cost Saving Analysis • Arrange functional craft & hobby workspaces & storage areas • Document household inventory & family records Some of the Financial Resources We Can Organize: • Establish & maintain a personal budget, including account reconciliation • Assist with organizing & preparation of documents for your tax preparers, CPA, attorney, or other financial professionals. • Account Reconciliations A Few of the Areas & Assets to Organize in Your Workspace: • Streamline Office Procedures including Mail, Paper & Electronic File Management Processes • Teach Time Management & Scheduling Skills • Develop an action management (To Do) system • Become much more productive by learning shortcuts & quick tips to use to organize & manage your email & files - Gmail & Outlook • Redesign your physical space. Arrange the Work Space, Furniture & Equipment in your office to make it easier to function • Organize a bill paying system that coordinates with an effective mail processing & financial filing system – track tax deductions • Create a home budget system to track income & expenses with tools to manage your credit card balances & work toward eliminating credit card debt. • Install & train QuickBooks for professionals that work from home. • Time Management The following are mobile, virtual, & remote administrative services we provide: • H&R Block Income Tax preparation • Computer maintenance & training • Consulting • Meeting planning • QuickBooks & Quicken set-up, input & training • Checkbook balance • Off-site Business Operational Manager • Expense tracking & receipt organizing • Invoicing • Accounts Receivable & Accounts Payable • Having a CPA Point of Contact IN GENERAL, we organize information in the form of files, paper flow, & financial management or bookkeeping. plus information organizing, which could include organizing computer systems & training, organizing files, organizing systems, bookkeeping or financial organizing, organization of procedures or manuals, & records management. Benefits of An Organized Financial Life Include: • Pay fewer taxes • Increase productivity by having ready access to items when you need them with less clutter & better use of space • Easier decision making on what to keep, sell, archive, donate, or just throw away – more income • Feel better about yourself, your surroundings, & your future • Become more productive, less concerned, & worried about less important matters • Increased energy • Room for creativity • More time to spend with people & the activities that you enjoy & for other aspects of your life • A boost in your self-esteem • A feeling of control in your life • Choices of how you spend your time • Less mental clutter, less guilt & more pleasure • In General: We can save you time & money on many levels -RESULTING IN- • A happier family who loves the new you & enjoys sharing time together I enjoy, yes, ENJOY the challenge of organizing & working with individuals, owners & managers whose ever-changing priorities do not always leave time for organizing or bookkeeping! NOTE: I am happy to work with ADD, AD/HD or hoarding clients in conjunction with their therapist. RATES: An Initial 1-hour Consultation for Organizing & Financial Services is FREE (within 15 miles of Great Falls, MT.) Please see our web site at http://www.rothwellandcompany.com/Rates.html for other rates & information.

Business highlights

19 years of trusted experience

Services we offer

Tax Services, Professional Financial, Business, & Office Organizing, Financial/Business Coaching, Home/Small Business Office Design,Systems,& Organization, Customized Filing, Accounting, Receivable, Payable, Billing, Tax & Payroll systems, New Business & Financial Software Set-up & Help, Accounting/Bookkeeping Education & Services, Expense & Cost Saving Analysis, Risk Management & Loss Prevention plans inc. safety plans, Writing of goals, strategies, standards, policies and procedures

Amenities

Warranties
Yes

Accepted payment methods

American Express
Check
Discover
MasterCard
PayPal
Visa

Reviews

5.05 Reviews
Write a review
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
4.8
Write a review
Showing 1-5 of 5 reviews
James M.
06/2017
5.0
accountant
  + -1 more
Service was great and fees were nominal for service provided. The people there are wonderful and I would recommend them to anyone.
Description of Work: They prepare our annual tax forms for both federal and state.
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
Kari H.
05/2016
5.0
computer training
  + -1 more
unknown
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$250
Kari H.
01/2015
5.0
computer training
  + -1 more
unknown
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
4.0
Yes, I recommend this pro
$250
Kari H.
04/2014
5.0
computer training
  + -1 more
ReAn went above and beyond my expectations to assist me in getting a few years of taxes filed after my husband passed away. She worked very hard to help me get things all straightened out.
Description of Work: Filed Taxes!
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
James M.
05/2013
5.0
accountant, computer training, financial advisor
  + 1 more
Reann listens to to what you want to be completed. She provides excellent advice and information on how to organize our financial information for the tax returns. She provided excellent information on how to track our finances for our rental unit. She provides advice and information on how to plan for future financial requirements. She is very easy to talk with and listens to all of your concerns and then provides a plan to solve your financial requirements.
Description of Work: Prepared our income taxes and plan for next year.
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$415

    Contact information

    410 Central Ave Ste 501, Great Falls, MT 59401

    www.rothwellandcompany.com/home.html

    Service hours

    Monday:
    10:00 AM - 5:00 PM
    Tuesday:
    10:00 AM - 5:00 PM
    Wednesday:
    10:00 AM - 5:00 PM
    Thursday:
    10:00 AM - 5:00 PM
    Friday:
    10:00 AM - 5:00 PM

    Licensing

    Insured
    Eco-friendly Accreditations

    LEED Accredited Professional
    No
    Energy Star Partner
    No
    EPA Lead-Safe Certified
    No
    Use Green Products or Work Practices
    Yes
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.

    Service Categories

    Computer Training,
    Accountants/Tax Consultants,
    Financial Planning,
    Home and Garage Organization,
    Tutoring,
    Computer Repair,
    Buying Services,
    Interior Design and Decorating

    FAQ

    Rothwell & Company: Small Business Service Center is currently rated 5 overall out of 5.

    Monday: 10:00 AM - 5:00 PM

    Tuesday: 10:00 AM - 5:00 PM

    Wednesday: 10:00 AM - 5:00 PM

    Thursday: 10:00 AM - 5:00 PM

    Friday: 10:00 AM - 5:00 PM

    Rothwell & Company: Small Business Service Center accepts the following forms of payment: American Express,Check,Discover,MasterCard,PayPal,Visa
    No, Rothwell & Company: Small Business Service Center does not offer free project estimates.
    Yes, Rothwell & Company: Small Business Service Center offers eco-friendly accreditations.
    No, Rothwell & Company: Small Business Service Center does not offer a senior discount.
    No, Rothwell & Company: Small Business Service Center does not offer emergency services.
    Yes, Rothwell & Company: Small Business Service Center offers warranties.
    Rothwell & Company: Small Business Service Center offers the following services: Tax Services, Professional Financial, Business, & Office Organizing, Financial/Business Coaching, Home/Small Business Office Design,Systems,& Organization, Customized Filing, Accounting, Receivable, Payable, Billing, Tax & Payroll systems, New Business & Financial Software Set-up & Help, Accounting/Bookkeeping Education & Services, Expense & Cost Saving Analysis, Risk Management & Loss Prevention plans inc. safety plans, Writing of goals, strategies, standards, policies and procedures

    Contact information

    410 Central Ave Ste 501, Great Falls, MT 59401

    www.rothwellandcompany.com/home.html

    Service hours

    Monday:
    10:00 AM - 5:00 PM
    Tuesday:
    10:00 AM - 5:00 PM
    Wednesday:
    10:00 AM - 5:00 PM
    Thursday:
    10:00 AM - 5:00 PM
    Friday:
    10:00 AM - 5:00 PM