Trace Financial began in Athens, GA in 2009 and relocated to Denver Colorado in 2014.
We are a small, individually owned firm. We look to provide exceptional service at a fraction of the cost of larger firms. We are a dog friendly office where my Golden Retriever is our main greeter.
Talent – Tradition – Technology
Talent is not a word most people associate with accounting, but to us it is one of the things that set us apart from any other firm. Trace Financial is made up of some of the most experienced and talented industry professionals you will find in any market. And, especially the best in the Denver area.
You would expect a firm that has been around since 2009 to be steeped in tradition. And Trace Financial is no exception. We have been taking care of folks tax needs with the highest tradition of integrity and service. And we have no plans to change.
These days technology seems to lead the way forward. At Trace Financial it is always our goal to make sure our customers have the tools they need to get business done in the most efficient way possible in the most convenient way possible. So we stay at the forefront of technology–but not at the expense of personal service and individual attention.
Get It Done
Make A Difference
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since 2009—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button on this page to request this exclusive, free report from us, and we’ll rush your copy to you immediately.
And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Denver Area”.
Talk again soon,
The Trace Financial Team
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (720) 414-2748 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
What our Clients are saying
Liz and her team are a great resource for small businesses in need of quality accounting and tax planning advice!–
Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Denver and Castle Rock clients, and it has provided a great shot in the arm for others.And,...