Every business is unique, so we individualize each package. You can see some of our base pricing under Services, or ask for a quote here. We will call you and ask you a few questions about your needs, and give you a quote over the phone.

No, we don’t. The IRS has increased requirements for tax preparers in recent years, and we aren’t certified in that area, nor do we wish to be. It’s actually better this way; we specialize in bookkeeping and generating financials that empower you to make good business decisions. That way, we can provide a bridge between the day to day operations of your business and the CPA or Enrolled Agent who is only focused on preparing your taxes.

Yes, we currently have several clients in various industries whose gross annual revenues are in the millions. And if you’re not (yet) making millions, we will stand with you as you grow, providing you with the financial data you need for decision-making. Request a quote today.

Most banks these days offer a kind of “guest user” access to online banking for business accounts (here’s one example), which includes viewing access for transaction details and statements, but no ability to transfer funds or initiate other transactions. Wherever possible, it is our preference to set up viewing access only to your bank data. Where that’s not available, we will discuss other options with you to minimize your liability.

If your office is in either the greater Salt Lake area of Utah, or near Greenville, South Carolina, then yes, of course!

Yes, we offer payroll services. Unlike Paychex or ADP, we don’t withdraw tax money from your account and hold them in trust for you; the money stays in your account and tax payments are initiated directly to the government from your bank account when they are due. This is primarily an add-on service for existing clients. Call us for more information.

No; that’s a separate industry. However, we can recommend someone who does do medical billing.

We are always happy if we can help! There is no charge for quick questions or advice. Just call and ask for Julie, or email us through the website, and we’ll get back to you within a day or two.

We have done bookkeeping for businesses in almost every industry imaginable: construction, professional services, interior design, entertainment, medical, nonprofit, legal, auto mechanic, MLM, retail, online sales, IT, and many more. Request a quote today.

When you sign up for bookkeeping with us, you are assigned a primary bookkeeper who will be responsible for your books. We do sometimes reassign bookkeepers, but it’s pretty rare. However, you do benefit from the strength of our team! We hold company meetings regularly, where we keep each other updated, so if your assigned bookkeeper takes some medical leave or goes on vacation, there is someone else who can step in and make sure your books are kept current. Get to know your team.

We use Quickbooks, either the desktop version or Quickbooks Online. We can help you with Quicken; however, we don’t recommend it for business bookkeeping. We also can work with you to integrate data from other systems, such as online webshops or POS systems, into your company file.

Yes, of course! Our remote server is well encrypted and backed up daily. We have strict protocols for password storage, and we have a secure file transfer service so nothing is compromised through email. Request a quote.

One of the reasons you are looking for a bookkeeper is simply that you need someone else to take care of it, so you can work on other things. Let us do that for you! Over the past several years, we have refined our remote tools and procedures so we can do the bulk of the work without your direct involvement–without using your computer, taking up space in your office, or pestering you for information. After we’ve done everything we can on our own, then we contact you with a short list of questions only you can answer, and then we can issue your financials. Let it be that easy! Contact us now.

Yes, of course.

Yes, but rarely. If your only goal is personal budgeting, it’s probably better to use one of the many free online personal finance tools. However, in instances where personal finances are intermingled with business, we will include personal expense tracking. Also, we have helped prepare household income and expense statements in multiple cases where financials were needed for divorce proceedings and similar court cases.

Request a quote today.