Utah bookkeeping for professionals

Clear books. Better decisions. Less back-office stress.

Practical bookkeeping, payroll coordination, billing support, notary services, cleanup, and pre-audit preparation for professionals and businesses.

See how a health check works Explore services

Utah-based • Remote-friendly • Clear scopes and written approvals

Services

A focused back office, built around your business.

Choose ongoing support or start with a one-time cleanup. Every engagement is scoped to the volume and complexity of your books.

01

Monthly bookkeeping

Ongoing support

Account categorization and reconciliation, month-end close, practical financial reports, and customized management reporting where needed.

02

Cleanup & catch-up

One-time project

Bring overdue books current, repair reconciliations, organize the chart of accounts, and create a reliable starting point for monthly work.

03

Payroll coordination

Client add-on

Run payroll through the client’s payroll platform, maintain a clear deadline rhythm, and keep roles and approvals documented.

04

Billing & invoicing

Client add-on

Create approved invoices, support progress billing, track open balances, send professional reminders, and reconcile received payments.

05

Pre-audit preparation

Project support

Reconcile schedules, organize supporting documents, and resolve bookkeeping issues before records go to a client’s licensed CPA auditor.

06

Notary services

Available service

Notary services are available for eligible documents, with clear identity-verification and signing requirements.

Monthly pricing

Predictable support, matched to the work.

Choose the level that fits your back office today. Final pricing is confirmed after a books health check and reflects transaction volume, number of entities, and overall complexity.

Essential

$450 / month
  • Monthly bookkeeping for one entity
  • Account reconciliations
  • Transaction categorization
  • Monthly profit & loss statement

Plus

$750 / month
  • Everything in Essential
  • Billing and invoicing management or payroll coordination
  • Payroll support for up to 10 employees
  • A practical fit for growing teams

Premium

$1,100 / month
  • Everything in Plus
  • Bookkeeping, billing, and payroll coordination
  • Customized management reports
  • Support scaled to business complexity
Cleanup & catch-up $750–$1,500 per project

Fixed pricing based on how far behind the books are and the condition of the records.

Pre-audit preparation $1,000–$2,500 per project

Scoped to the volume of schedules, supporting documents, and bookkeeping issues involved.

Multiple entities, unusually high transaction volume, or added complexity may require a custom scope.

Financial perspective

Over 30 years experience in finance.

Practical support grounded in the realities of operations, documents, deadlines, and cash flow.

How it works

A straightforward path from messy to manageable.

Start with a practical review. Leave with a clear understanding of what needs attention and what ongoing support would look like.

1

Talk through the business

A short conversation about your workflow, software, reporting needs, and where the back office is creating friction.

2

Review the books

A focused health check looks at how current, reconciled, and useful the records are — without jargon or a hard sell.

3

Get a clear scope

If help is needed, you receive a defined project or monthly support scope with responsibilities and approvals in writing.

Clarity matters

Bookkeeping support — with the right professional boundaries.

Clean records make tax preparation, lending, and CPA work easier. They also make day-to-day decisions more confident.

Bookkeeping, advisory, and notary services.

Formal audits, reviews, compilations, assurance opinions, tax preparation, legal advice, and legal representation are outside scope and should be handled by the appropriate licensed professional.

Ready to make the back office feel lighter?

Start with a complimentary 30-minute books health check.

Review pricing & options