Accounts Payable Services & AP Automation Providers in Santa Fe, NM

Overview

Phillip G. Loggains, CPA, LLC is a certified public accounting practice in Santa Fe, New Mexico. The firm works with individuals, executives and company owners, combining tax work with day-to-day financial support for small and mid-sized organizations. Buyers comparing accounts payable providers should see it as a traditional CPA office rather than a dedicated AP automation vendor.

Its bookkeeping and small business accounting engagements can cover a company's records. Its website does not list a standalone accounts payable product or software platform.

Business accounting and bookkeeping

The firm's business services are aimed at owners who would rather spend their hours running operations than maintaining ledgers. Under its small business accounting offering, the practice takes over the books on a client's behalf.

Its bookkeeping service stresses accuracy as a foundation for a company's long-term health, and the firm says it works with clients across a range of industries. Related support includes producing cash flow statements and keeping owners current on estimated tax payments. It also covers compliance areas such as payroll and sales and use tax.

Companies that want to outsource vendor bill entry or payables recordkeeping would typically raise that need through these bookkeeping and accounting engagements.

• Small business accounting and outsourced bookkeeping
• Payroll processing solutions
• Help forming new businesses
• Accounting support for non-profit organizations, including attention to IRS revenue and expense classifications tied to tax-exempt status
• QuickBooks setup, training, troubleshooting and tune-ups

QuickBooks support

Many smaller organizations manage bills and vendor payments inside their accounting software, so the firm's QuickBooks services may be of particular interest to AP buyers. The practice regards QuickBooks as well suited to small and mid-sized companies.

It offers help choosing the software, setting up a company file, training staff, answering user questions and reviewing existing files to tune them up. Clients who already use the software but suspect they are not using its full capabilities can engage the firm to close those gaps.

Tax services

Tax work remains a core part of the practice. The firm prepares returns for individuals and businesses. It also provides proactive planning intended to lower tax liability legally and improve after-tax income. In addition, it handles income tax filings for trusts and estates, an area its site describes as involving its own distinct accounting and administration issues.

The firm also states it can assist people facing problems with the IRS. Clients have access to a secure online portal and a file transfer tool. The firm also publishes a monthly newsletter, tax guides, due date calendars and financial calculators.

Background and approach

The firm is led by its partner, Phillip G. Loggains, who has more than four decades of experience and takes part personally in every stage of each engagement. The practice deliberately confines its work to areas where it has built deep expertise over many years. Its aim is to deliver tailored, timely work at sensible fees.

It names three guiding principles behind its client service: quality, responsiveness and professionalism. For Santa Fe area businesses that want hands-on CPA oversight of their books, payroll and taxes from a single local office, the firm offers a personal, partner-led alternative to larger outsourcing providers.