Let's Build Your Financial Blueprint.
FAQs
Common questions to help you decide if we're the right fit for you.
Our monthly plans start at $200. We create a custom, flat-rate proposal for every client based on your business's size and complexity, so you only pay for what you need and there are no surprise bills.
We are expert advisors for QuickBooks Online (QBO), the industry standard for secure and powerful financial management. If you're not on QBO, we can manage your setup or migration.
Yes. This is one of our specialties. Our Bookkeeping Clean-Up service is designed to bring order to the most disorganized books, creating a clean and accurate foundation for the future.
Security and convenience are critical. We use an encrypted app for all document sharing. We will guide you through the simple setup process during onboarding.
Our firm is led by a licensed CPA, Jake Anderson. While we don't file taxes directly, we maintain your books to be perfectly organized and tax-ready. We can work seamlessly with your existing tax professional or recommend one of our trusted partners.
No. We don't believe in long-term contracts. All of our services are month-to-month. We are confident our work will earn your business every time.
Our goal is to give you back your time. After onboarding, your monthly time commitment is minimal—typically just a few minutes to upload documents as needed.
No. We operate as a modern, virtual firm. This allows us to efficiently serve our clients across the Wasatch Front and beyond through secure online tools, email, and video calls.
Bookkeeping is a craft where precision matters. Inexperienced work often leads to costly errors that require expensive fixes down the road. We provide professional, CPA-led service that builds a reliable financial foundation from the start.