Bookkeeping, payroll, and fractional CFO services for Utah's growing businesses.

Call or Text: (801) 616-0520

Startups & High-Growth Companies

Clean books, clear numbers, and finance support that scales with you. From first dollar to Series A and beyond.

We Get It

You’re moving fast. Priorities shift weekly. The thing that mattered yesterday is irrelevant today. Finance feels like a distraction until suddenly it isn’t.

A investor asks for your P&L. A potential hire wants to see runway. A board member has questions you can’t answer. That’s usually when founders realize the spreadsheet isn’t cutting it anymore.

We work with startups because we like the pace. We’ve done this enough times to know what’s coming before you do.

Stage by Stage

Pre-Seed / Bootstrapping

Keep it simple. Clean books, expenses tracked, runway visible. Don’t overbuild. You need to know where you stand without spending half a day on accounting.

Seed

Now there’s real money and people watching how you spend it. Monthly closes, burn tracking, and financials that don’t embarrass you when someone asks for them.

Series A and Beyond

The bar goes up. Investor reporting, budget vs actual, department-level tracking. Finance becomes a function, not an afterthought. We help you build it.

Preparing to Raise

Due diligence will happen. Your numbers will be scrutinized. We get everything ready before you’re in the room so you’re not scrambling while trying to close.

$30 Million Raised

That’s how much our clients have raised with financials we prepared. VCs, angels, SBA loans, private credit. Different investors, different structures, same outcome: they got funded.

We’ve been on both sides of the table. We know what diligence looks like. We know the questions that trip founders up. We know what a clean data room does for your credibility and your timeline.

If you’re raising, we can help. If you’re not raising yet, we’ll make sure you’re ready when you are.

How We Work

Monthly bookkeeping as a baseline. Your books closed, reconciled, and ready to share. Add fractional CFO if you need strategic support. Add fundraising prep when the time comes.

Start small if you want. Most startup clients begin with bookkeeping and layer on services as they grow. We scale with you.

Direct Access

You talk to Cody, not a rotating cast of junior staff. When you have a question, you get an answer. Slack, phone, email. Whatever works.

Startup Speed

We move fast because you have to. Need something turned around in 48 hours? We’ve done it. Deadlines matter and we treat them that way.

Utah's Trusted Bookkeeping Firm

First Step:
Start With a Call

Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.

Utah bookkeeping firm specializing in startups and small businesses. We handle bookkeeping, payroll, CFO services, and capital raise support. Locally owned in Saratoga Springs, serving the Wasatch Front.

Location

457 W Flora Dr, Saratoga Springs, UT 84045

Client Reviews

5-Star Rated Firm

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