Who We Are

Coates & Associates is an Independent Consulting Firm that has worked with businesses and installed accounting software for 40 years, since businesses first started using computers to streamline their business processes. We have put in systems for hundreds of businesses and non-profit organizations, coast to coast.

What We Do

We specialize in systems for manufacturers and distributors. Our clients manufacture electronics, surgical equipment, shower stalls, railroad crossings, bumper boats, motors, farm equipment, vitamins and sporting goods. They distribute veterinary supplies, RVs, trailers, produce, golf equipment, laundry equipment, construction supplies, office equipment and parts for jets and airliners.

We also support systems for non-profit agencies, service companies, medical care companies, insurance companies, retailers and a variety of other organizations.

To learn more about the products and systems we sell and support, click the "About" tab at the top of the page.

Contact Us

(503) 241-5432

(800) 713-3361

(800) 948-8891


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ANNOUNCEMENT!!! Payroll Tax Updates are Now Available for 2015

Coates & Associates now offers payroll tax updates for:
      o    Current & Legacy versions of SBT, ACCPAC or Sage Vision Point software.
      o    Current & Legacy versions of SBT Pro Series, ACCPAC Pro or Sage Pro ERP software.

Updates include:
      o    Changes for Federal Withholding taxes and tables,
      o    State Withholding,
      o    Social Security and Medicare,
      o    Medicare for High Earners, and
      o    Customized updates for your specific region or tax needs.

Our Company

Learn more about Coates & Associates and our business practices

Connect with us. Phone, email, and work requests.

Know what you are paying for. Check out our Success Stories, Client Testimonials and Examples of our Work.

See what we are up to now. Read our blog and current news.

Here you can read our white papers and see a list of our Certified Partnerships.


Learn about how we can help your particular line of business or business need. We understand your business is not cookie cutter. And we will treat you and your unique needs with the kind of attention you deserve.

Manufacturing Solutions
Distribution Solutions
Aviation Solutions
Medical Solutions

Need special services? We do that too.

Accounting Services
Programming Services
Custom Reporting Services
Training Services
Sage Payroll Tax Updates
Web Hosting Services


Research a variety of Sage products adn Add-Ons to get ideas on what might be best for you.

Sage Pro ERP
Coss Manufacturing