Our Services

Tailored Bookkeeping Plans for Every Stage of Your Business

Placeholder

Essential Plan

$250-$400 / month

Perfect for small businesses needing simple, reliable bookkeeping.

✅ Bank & credit card reconciliations (1–2 accounts)
✅ Categorization of transactions (up to 100)
✅ Monthly financial reports
✅ Email support

Placeholder

Growth Plan

$450-$700 / month

For businesses with more transactions and growing financial needs.

✅ Bank & credit card reconciliations (up to 4 accounts)
✅ Categorization of transactions (100-300)
✅ Accounts payable & receivable tracking
✅ Monthly financial reports
✅ Email support
✅ Quarterly financial review call

Bookkeeping expert in Utah providing financial clarity for small business owners.

Premium Plan

$800-$1500+ / month

For larger businesses with complex financial needs.

✅ Bank & credit card reconciliations (up to 8 accounts)
✅ Categorization of transactions (300+)
✅ Accounts payable & receivable tracking
✅ Payroll processing
✅ Custom monthly financial reports
✅ Dedicated phone & email support
✅ Monthly financial review call

Additional Services (available as add-ons)

📊 Advanced Bookkeeping & Financial Services

  1. Catch-Up Bookkeeping – Cleanup of past months’ records ($100+ per month of back work)

  2. Historical Bookkeeping Cleanup – Full review and correction of financial records ($500–$2,000 depending on scope)

  3. Cash Flow Management Reports – Advanced reports with cash flow forecasts ($150–$500 per report)

  4. Budgeting & Financial Planning – Help businesses create a financial roadmap ($200–$800 one-time or ongoing)

💳 Accounts & Payroll Services

  1. Accounts Payable Management – Tracking, recording, and paying bills ($100–$300/month)

  2. Accounts Receivable & Invoicing – Managing outstanding invoices & collections ($150–$400/month)

  3. Payroll Processing Assistance – Payroll setup and processing through QuickBooks or Gusto ($150–$500/month)

  4. Sales Tax Filings – Monthly or quarterly sales tax calculation and filing ($100–$300 per filing)

📑 Tax-Related Add-Ons (No direct tax filing)

  1. Year-End Tax Preparation Support – Organizing books for CPAs and tax advisors ($500–$1,500)

  2. 1099 Filing for Contractors – Preparing and filing 1099s for clients ($20–$50 per contractor)

📈 Business Advisory & Consulting Services

  1. Financial Health Checkup – One-time review of financial reports with recommendations ($150–$500 one-time)

  2. Cash Flow Management Coaching – Helping clients track and forecast cash flow ($250–$800 per session)

  3. Profit & Loss Review Sessions – Reviewing and analyzing financial statements for business insights ($150–$500 per session)

  4. Financial Dashboard & Reports Setup – Setting up custom dashboards to track financial performance ($250–$800 one-time)

  5. Bookkeeping Software Setup & Training – Training on QuickBooks Online for clients ($250–$750 one-time)

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!