Small & Growing Businesses

You started this business to do the work, not wrestle with spreadsheets. We handle the books so you can focus on growth.

Growing Past DIY

Every business owner starts by doing their own books. It makes sense when you have twelve transactions a month and a simple tax return. Then the business grows. Revenue doubles. You hire people. Expenses multiply. Suddenly you’re three months behind on reconciliation and you’re not entirely sure what you made last quarter.

The breaking point looks different for everyone. Maybe it’s the Sunday afternoon you spent untangling six months of bank transactions. Maybe it’s the tax bill that blindsided you because nobody set up quarterly estimates. Maybe it’s the loan application you couldn’t complete because your financials were a mess.

You didn’t start this business to become a bookkeeper. At some point, the time you spend on the books costs more than hiring someone to do it right.

Cash Isn't Profit

Most small business owners make decisions based on their bank balance. Money in the account feels like success. Low balance feels like trouble. But the checking account doesn’t tell you whether you’re profitable. It tells you what happened to cash on a particular day.

You could have $40,000 in the bank and be losing money. You could have $8,000 and be running healthy margins. Without proper monthly financials, you’re flying blind. Pricing decisions, hiring decisions, growth decisions all get made on incomplete information. That works until it doesn’t.

Revenue and Expense Tracking

Income recorded when earned, expenses recorded when incurred. Your books reflect economic reality, not just when checks clear. Monthly reports show actual performance instead of cash timing.

Profit Margin Visibility

What percentage of revenue do you actually keep after expenses? Which services or products make money and which barely break even? Without this information, you can’t price correctly or focus on what works.

What Usually Needs Fixing

When business owners come to us, the books usually need work. Bank accounts haven’t been reconciled in months. Credit card transactions are categorized incorrectly or not at all. Personal and business expenses are mixed together. QuickBooks exists but nobody really knows if the numbers are right.

Tax time is when the problems surface. You scramble to gather receipts. Your tax preparer asks questions you can’t answer. Deductions get missed because expenses weren’t tracked properly throughout the year. Then April arrives with a bill you didn’t expect and no cash set aside to pay it.

Catch-Up Work

Months or years of neglected bookkeeping cleaned up and brought current. Bank and credit card accounts reconciled. Transactions properly categorized. A starting point you can actually trust going forward.

Missed Deductions

Vehicle expenses not tracked. Equipment purchases expensed wrong. Home office deduction never calculated. Retirement contributions not set up. Small business tax returns have dozens of potential deductions that require proper documentation throughout the year.

What Changes

Books closed every month with transactions categorized correctly. Bank and credit card accounts reconciled. Financial statements that reflect what actually happened. You know whether you made money last month without guessing or waiting for your tax preparer to tell you in April.

Tax time becomes straightforward. Your accountant receives organized records with deductions already documented. Quarterly estimates are set up if needed so April doesn’t bring a surprise bill. The anxiety around finances goes away because someone is actually watching the numbers.

Decisions Based on Real Numbers

Should you hire that next employee? Can you afford new equipment? Is that service line worth keeping? Monthly financials give you the information to answer these questions instead of hoping your gut feeling is right.

Time Back in Your Week

Hours spent on bookkeeping are hours not spent serving customers, managing your team, or growing the business. Most owners underestimate how much time they lose to financial admin until they stop doing it themselves.

Utah's Construction Bookkeeping Specialists