Metzger Advisors
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Xero
Who they say they serve: professional services, creative agencies, medical, dental, real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Metzger Advisors | home page | |
| Website | https://metzgertax.com/ | home page | |
| Office locality | Portland, OR | home page | |
| Phone | +15032464776 | home page | |
| Offers bookkeeping | Documented: ...wealth. View Service Details Corporate Accounting Rigorous financial reporting and bookkeeping services for established businesses. View Service Details Payroll Management Secure... | home page | |
| Monthly bookkeeping | Documented: ...Integration We connect your bank and credit card feeds for automated data entry. 03 Monthly Reconciliation We reconcile all accounts and categorize transactions accurately. 04... | /services/bookkeeping | 8 pts (max 8) |
| AP / AR | Documented: ...into your business’s performance, highlighting trends and areas for potential growth. Accounts Payable & Receivable Management Stay on top of your cash flow with our professional... | /services/bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...reporting and bookkeeping services for established businesses. View Service Details Payroll Management Secure and efficient payroll solutions for professional organizations. View... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...initial session, we recommend providing your prior year’s tax return, all current year financial statements, and a summary of any significant corporate or personal financial... | home page | 6 pts (max 6) |
| Industries served (documented) | professional services, creative agencies, medical, dental, real estate, retail, technology | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Xero | /services/bookkeeping | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/bookkeeping | 3 pts (max 3) |
| What is included / excluded | Documented: ...a mistake is ever made on our end, we take full responsibility. Yes, direct deposit is included in our standard payroll service for all employees. See Other Services Estates &... | /services/payroll | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...you with the clarity needed to make informed decisions. From daily transactions to monthly financial statements, we provide a comprehensive solution that scales with your... | /services/bookkeeping | 4 pts (max 4) |
| Named contact / team | Premier Portland, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy & Accessibility | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4).
- Not verified. Searched Oregon Board of Accountancy licensee lookup export for CPA firm records named 'Metzger Advisors' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Oregon Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Metzger Advisors's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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