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Portland Oregon CPA

Accounting & Tax for Health and Wellness

At Valley CFO, we provide comprehensive accounting and advisory services designed specifically for wellness businesses — from med spas and fitness centers to salons, studios, and holistic practices. Whether you need assistance with bookkeeping, payroll, tax preparation, or state and federal compliance, our team is here to help you maintain financial clarity and stability. We deliver solutions that enhance efficiency, support growth, and keep your business thriving.

Our CPA firm professionals take a client-focused, strategic approach — offering customized financial guidance that helps you plan confidently for the future. We tailor every financial solution to your goals. With years of industry experience and a passion for supporting wellness entrepreneurs, we provide the financial foundation your business needs to flourish.

Don’t wait to take control of your financial future. Contact us today at 503-877-4605 or visit our website to request a consultation. Our team is ready to help you achieve your financial goals with confidence.

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Pricing Packages

Transparent & Tailored to Your Needs

 

New Business

$600 /mo

1–3 employees

  • Year End Tax Returns & Tax Planning
  • Bookkeeping and Payroll
  • Proactive Advice
  • Email Support
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MOST POPULAR

VIP

$750 /mo

  • Monthly Accounting in QBO
  • Month-End Delivery by the 25th
  • Business Tax Preparation
  • Monthly Expert Advice + 24/7 Emergency Line
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Enterprise

$2,000 /mo

  • Everything in VIP
  • Quarterly Tax Projections
  • Virtual CFO Advisory Services
  • Priority Support & Reviews
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Annual Tax

$5,000 /yr

  • Annual Accounting
  • Business Tax Preparation
  • Expert Year-End Review
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Founders

Tim McElravy

Tim McElravy

Founder, CEO

Aaron Kraft

Aaron Kraft, CPA, MT

Founder, COO