Dougall Conradie LLC

The firm's guiding statement is

"Achieving success through insight, integrity, and collaboration." Its work is focused on making a positive difference in clients' lives.

Our Philosophy

• The work we do must make a positive difference in people's lives.
• We strive to help clients achieve financial success through insight, integrity, and collaboration.
• We emphasize long-term relationships, education, and clear communication with clients.

Our Process (High-Level)

• We focus on the financial and tax issues that are most important to you.
• We bring a high level of expertise to your situation so you can make informed decisions.
• We work collaboratively with you over time, adjusting as your needs and goals evolve.

For details on specific services, see the "Services Offered by Dougall Conradie LLC" document.

Advisory services include (as listed on the firm's Services page):

• Accounting/bookkeeping process review
• Break-even analysis
• Business sale or restructuring
• Business best practices
• Choice of entity
• Estate planning
• Income strategies
• Fringe benefit planning
• Mergers and acquisitions
• Projections, forecasting and budgets
• Sales and local tax (SALT) assistance
• Succession planning
• Tax efficiency analysis

Tax and Accounting Services

Tax and accounting services include:

• Accounting/bookkeeping
• Corporate taxes
• Controller/CFO services
• Estate taxes
• Financial statement analysis
• Individual taxes
• Not-for-profit taxes
• Partnership taxes
• Payroll
• Tax planning for businesses and individuals
• Trust taxes

Assurance Services

Assurance services include:

• Agreed-upon procedures
• Audits
• Compilations
• Reviews
• Forensic accounting
• Merger and acquisition transaction services

Industries Served

The firm serves clients in many industries, including:

• Construction
• Financial advisors
• Food and beverage
• Healthcare providers
• Home builders
• Manufacturing
• Real estate
• Retail and wholesale
• Transportation

For information about how these services might apply to a specific situation, clients should contact the firm directly using the details in the "Contact Details, Locations and Office Hours" document.

Mailing Address

Dougall Conradie LLC PO Box 400 Beaverton, OR 97075

Primary Office

Address 9400 SW Barnes Road, Suite 309 Portland, OR 97225

Office door hours (primary office)

• Monday–Thursday: 9:00 am to 4:00 pm
• Friday: 9:00 am to 1:00 pm

Satellite Office

Address 8800 SE Sunnyside Road, Suite 315S Clackamas, OR 97015

Satellite office availability

• Mondays, 9:00 am to 4:00 pm: drop-offs and pickups
• Other times: by appointment only

For questions about services, scheduling time with a professional, or other inquiries, clients should call the main phone number or email the admin address above.

The firm's stated core values include:

• Quality of service to clients
• Fostering a team-driven environment
• Strong work ethic
• Open and honest communications
• Working with integrity and ethically

Benefits

Dougall Conradie LLC offers a range of benefits, including:

• Competitive pay and a comprehensive insurance package
• Generous vacation, sick time, and holidays
• 401(k) match and profit share
• Flexible work schedule
• Professional development and education opportunities

How to Apply

Current openings are listed on the firm's careers page and may change over time.

Applicants are asked to email the following materials:

• Resume
• Cover letter
• References from prior employers

Application email: Admin@cpanw.com

For the latest information on available roles and specific requirements, candidates should refer to the careers section of the Dougall Conradie LLC website or contact the firm directly.

• Manager at Dougall Conradie LLC; joined the firm in 2016 after 8 years in corporate accounting and finance.
• Focuses on advisory services for businesses and their owners, including accounting, strategic planning, tax planning, and tax return preparation.
• Graduate of Portland State University.
• Member of the Oregon Society of CPAs and the AICPA.

Andrew Platte, CPA — Senior Tax Manager

• Brings over 25 years of diverse experience in the accounting industry, including tax and compliance, planning and budgeting, systems implementation, and strategic business advising.
• Has experience in regional public accounting, corporate financial reporting, and running his own practice serving clients in industries such as aviation, retail, construction, and technology.
• Previously served as CFO for a major client before returning to public accounting and joining Dougall Conradie in 2023.
• Member of the Oregon Society of CPAs, the Idaho Society of CPAs, and the AICPA.

Dominic Ste. Marie, CPA — Manager

• Works with a wide range of clients, including restaurants, real estate agents, and doctors.
• Focuses on delivering advisory services for small businesses and their owners, including entity selection, strategic planning, tax planning, and tax return preparation.
• Places strong emphasis on client education and sharing knowledge.
• Graduate of Portland State University; earned CPA license in 2018.
• Member of the Oregon Society of CPAs and the AICPA.

Geoff Dougall, CPA — Partner

• Formed the firm nearly 15 years ago and has led it through mergers, acquisitions, and successions.
• Provides business management and tax planning perspective, with a focus on strategic planning and business advisory projects.
• Has over 25 years of experience working closely with business owners.
• Has deep knowledge of equity and stock-based compensation.
• Long-time Board member of the Oregon Society of Certified Public Accountants and currently Chair-Elect.
• Graduate of Brigham Young University.

Heather Jackson, CPA — Managing Partner

• Brings tax and human resource management skills to the firm.
• Over 24 years of experience advising businesses and individuals with tax, accounting, and strategic planning needs.
• Specializes in clients in the real estate and construction industries and those with multi-state issues.
• Participates on the Taxation Strategic Committee and Legislative Analysis Subcommittee of the Oregon Society of Certified Public Accountants.
• Graduate of the University of Portland.

Luke McNaughton, CPA — Audit Manager

• Audit Manager for the firm's audit, review, and compilation services.
• Has 11 years of public accounting experience in assurance services, including work with publicly traded companies, Sarbanes-Oxley audits, large private corporations, municipalities, non-profits, and benefit plans.
• Has 6 years of private accounting experience, including roles in corporate accounting, payroll services, cash and inventory controls, project management, budgeting, and personnel management.
• Graduate of the University of Oregon; licensed CPA for over 15 years and member of the AICPA.

Rich Winkel, CPA — Partner

• Assurance Practice Leader overseeing the firm's audit, review, and compilation services.
• Experience at two international firms and a regional firm before forming his own CPA practice, which later merged with Dougall Conradie LLC.
• Provides assurance services to a wide range of entities, including non-profits, municipal organizations, high-tech, manufacturing, retail, and employee benefit plans.
• Member of the Oregon Society of CPAs, the AICPA, the Governmental Audit Quality Center, and the Employee Benefit Plan Audit Quality Center of the AICPA.
• Graduate of the University of Delaware.

Robin Carr, EA

• Enrolled Agent at Dougall Conradie LLC. (Full bio coming soon on the firm's website.)

For the most current and complete biographies, see the individual team profiles on the firm's website.

Ask anyway — the agent will say plainly that it is not published rather than guess.