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← Back to Top 6 Bookkeepers in the Boulder Area, CO (2026)Trailhead Accounting Solutions CPA
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2010
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Xero
3 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Trailhead Accounting Solutions CPA | home page | |
| Website | https://trailheadaccounting.com/ | home page | |
| Office locality | Longmont, CO | /contact-cpa-quickbooks-online-expert-longmont-c | |
| Phone | +17202954272 | /contact-cpa-quickbooks-online-expert-longmont-c | |
| Offers bookkeeping | Documented: Home - Trailhead Accounting Solutions CPA - QuickBooks Online Bookkeeping Experts Longmont CO Focus Areas Bookkeeping Stay on top of your finances with accurate... | home page | |
| Payroll coordination | Documented: ...we support - QuickBooks Online, QuickBooks Enterprise, Xero, and Accounting Seed Payroll Process payroll Post payroll to QuickBooks, Xero, or Accounting Seed Direct deposits... | /solutions/bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...and compliance with an Outsourced Controller. We manage your accounting processes, financial statements, and reporting, allowing you to streamline operations and drive success.... | home page | 6 pts (max 6) |
| Software supported | QuickBooks Online, Xero | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Reporting cadence stated | Documented: ...bank and credit card accounts Review general ledger for proper classification Prepare monthly financial statements (Balance Sheet and Profit & Loss) Coordinate with your tax CPA... | /solutions/bookkeeping | 4 pts (max 4) |
| Named contact / team | Clarity Michelle Edwards, CPA | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...who actually enjoy collaborating with our clients. When you work with us, you’ll have a dedicated accountant and QuickBooks bookkeeper committed to understanding your unique... | /about | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: Trailhead Accounting Solutions CPA, LLC · CO entity ID 20101263884 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2010-05-07 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists Trailhead Accounting Solutions CPA, LLC (CO entity ID 20101263884), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2010-05-07 as the formation date of a Colorado-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Trailhead Accounting Solutions CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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