Managed Bookkeeping
We close your books every month. You get accurate records and someone who actually understands them.
How It Works
We connect to your bank accounts and accounting software. Every month we categorize transactions, reconcile accounts, and close the books. You get a P&L, balance sheet, and a quick summary of what happened.
That’s it. No chasing you for receipts. No waiting until you have time to upload things. We pull what we need and keep things moving.
Monthly Close
Monthly Close
Your books are closed by the 15th of the following month. Every month. No exceptions. You always know where you stand.
Flat-Rate Pricing
Flat-Rate Pricing
Your rate is based on monthly expense volume. A business spending $10K a month pays less than one spending $200K. Simple and predictable.
Why It Matters
Most business owners check their bank balance and call it accounting. That works until someone asks to see real financials. An investor, a lender, a potential acquirer. Suddenly you’re scrambling.
Or you’re six months into the year and realize you have no idea if you’re actually profitable. Revenue is up but cash is tight and you can’t explain why.
Real Visibility
Real Visibility
You can’t manage what you can’t measure. Monthly financials let you see which customers are profitable, where you’re overspending, and whether you can afford that next hire.
Investor Ready
Investor Ready
When a VC or lender asks for financials, you send them. No cleanup project, no delay, no embarrassment. We’ve helped clients close funding rounds because their books were already in order.
Who This Is For
Startups that need clean books for their next raise. Small businesses that have outgrown DIY bookkeeping. Owners who are tired of the tax-time scramble and want to know their numbers year-round.
If you’re past the point where doing it yourself makes sense but not ready to hire a full-time bookkeeper, this is the service.
Established Businesses
Established Businesses
Contractors, healthcare practices, restaurants, e-commerce sellers. If you’re running a real business and need real financial support, we can help.
Startups
Startups
Pre-revenue or growing fast, either way you need books that can survive investor due diligence. We’ve helped clients raise over $30M with financials we prepared.
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.