Bookkeeping & Tax Services
Based in Provo, serving Utah County, Tooele County, and clients across the U.S. Monthly bookkeeping, QuickBooks cleanup & setup, tax planning, and small-business tax services—priced to your volume and complexity.
Monthly Bookkeeping
- Bank/credit reconciliations
- Categorization & rules
- Receipt workflow (paperless)
- Monthly P&L & balance sheet
- Quarter-end checkups
Best for: service businesses that want hands-off accuracy.
Catch-Up & Cleanup
- Fix duplicates & misposts
- Re-map chart of accounts
- Reconcile by month
- Sales tax & payroll review
- Prep for tax filing
Best for: behind on books or switching tools.
QuickBooks Setup
- COA built for your model
- Bank feeds + rules
- Receipt capture & automations
- Report templates & training
Best for: new files or migrations from spreadsheets.
Small-Business Tax
- Year-end close & adjustments
- Business returns (LLC, S-Corp, C-Corp, Partnership)
- Quarterly estimates & reminders
- Coordination with payroll & sales tax
Best for: owners who want no April surprises.
Tax Planning
- Proactive, year-round strategy
- Quarterly estimate management
- Entity & deduction optimization
- Planning tied directly to your books
Best for: owners who want to plan ahead, not react at tax time.
QuickBooks ProAdvisor Benefits
As a certified QuickBooks ProAdvisor, I pass savings directly to you.
~30% Ongoing QBO Discount
I'll enroll you under my ProAdvisor preferred pricing so you get the ongoing ~30% discount on QuickBooks Online as long as your subscription is billed through my firm.
Ready to get started?
Book a consultation to discuss your business needs and get a custom quote.