Full Service Firm

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Small Business Accounting

Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation

Payroll

Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax

Tax Preparation • Tax Planning • Tax Problems

QuickBooks

QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •

Advisory

New Business formation • Business Valuation • Internal Controls

Non-profit

Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt

Personal Financial Planning

Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning

Virtual CFO

Business Planning • Financial Management • Risk Management

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Ron Lundin, CPA, CGMA

ronlundin@elitesbsolutions.com

Ron has been a CPA since 1993. A graduate of Illinois State University, he is a member of the Tulsa Chapter of CPAs, Oklahoma Society of CPAs, American Institute of CPAs and the Chartered Global Management Accountants. Ron has been a Certified QuickBooks advisor since 1999. He is bilingual. His work experience includes a 10 year tenure in Puerto Rico, controller and CFO of small business enterprises in Oklahoma and President of Elite Small Business Solutions, P.C., Inc. since its inception in 2002. He makes his company unique by looking at the total finance picture for each client. He lives in Tulsa, Oklahoma with his wife Ana. His interests include calligraphy, poetry, classical music and reading.

Member of: AICPA – national, OSCPA – state of Oklahoma, TCOSPA – city (Tulsa), CGMA – Chartered Global Management Accountant, QuickBooks ProAdvisor since inception in 1999.

Industries Served

Agricultural • Associations • Attorneys • Consultants • Contractors • Manufacturing • Optometrists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Insurance

  • When starting our own business, we needed someone who could not only help us with taxes, payroll and accounting issues, but be there for us to provide input on the tough questions on cash flow management, equipment purchases and fleet management. Ron has handled every oddball question I’ve thrown at him and he has been great to work with along the way. He has as much enthusiasm for your business and industry as you do and looks for every opportunity to help you succeed, plus the next three steps of growth down the road. We couldn’t have found a better CPA, finance, and business solution advisor (and QuickBooks Expert!) to work with us.

    -- Penny G.

  • I’ve known Ron for several decades, and during that time he has saved me a tremendous amount of both money and sleep. My first request to Ron those many years ago was for help with an IRS audit, looking for thousands and thousands of dollars in back taxes I did not owe. I tried dealing with the IRS myself but things just went downhill. I reached out to Ron for help and he not only resolved the issues in short order, but was able to get back several thousand I had over paid! From the best tax advice to helping me start my own business, Ron has been there for me every step of the way! Always a pleasure working with a true professional.

    -- Matt S.

  • Since my wife and I took our personal business tax returns to Ron, we have enjoyed the benefit of paying lower state and federal taxes. He has coached us well and we have grown in our business, yet have not increased our tax liability. I highly recommend Ron and he has been a blessing to us saving us over $16,000 of tax liability last year alone.

    -- John D.

  • Ron Lundin has been our CPA for over 14 years. He is the best in all categories; he has educated me to where I am able to do my own bookkeeping on QB, but he's always there to help! His ability to answer all aspects of business questions, tax information, and keeping up with current laws and tax reforms is outstanding. He has saved us money and kept us compliant with tax laws, something very important but most companies can't do on their own. We are completely satisfied and have no intention of going elsewhere for our financial advisory and tax preparation needs. He makes Quick Books a joy!

    -- Linda I.

Contact Us

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (918) 592-5674