Bookkeeping for Utah's Startups and Small Businesses
Full-service bookkeeping, payroll, and fractional CFO support. We serve Saratoga Springs, Lehi and the entire Wasatch Front.
Locally owned • 10+ years of experience • MBA-led firm
What Brought You Here?
Let's be honest. You're probably not here because everything's fine. The books are behind, a deadline is looming, or your numbers are not making sense.
Months Behind on the Books
You keep meaning to catch up, but it never happens. Now you're staring at a year of bank transactions and no idea where to start. We dig in, sort it out, and get you current. Usually faster than you'd expect.
Outgrowing DIY QuickBooks
You set it up yourself when you launched but now it's a mess of miscategorized transactions and accounts you don't recognize. We restructure it properly or migrate you to something that fits.
Flying Blind on Big Decisions
Should you hire? Can you afford that equipment? Is this client actually profitable? Without solid monthly numbers, you're just guessing. We give you real financials so you can decide with confidence.
Are You Actually Profitable?
Revenue is coming in but money still feels tight. You're not sure what's eating your margins or if you even have any. We close your books monthly so you always know where you actually stand.
Payroll Is Stressing You Out
You're doing it yourself and it's fine until it isn't. Tax withholdings, new hires, direct deposits. One mistake and you're dealing with the IRS or an unhappy employee. We take over and run it right.
Investor Meeting Next Month
A VC wants to see your financials and you're not sure they're ready for that kind of scrutiny. We clean up your books, build proper reports, and make sure your numbers tell the story they should.
Why Work With Us
Small firm, senior experience. We bring enterprise-grade financial expertise to Utah startups and small businesses.
12 Years in Finance
From healthcare companies to defense contractors to online retailers. We know how the books work across industries.
Utah Based
We're in Saratoga Springs. Cody Brantley, MBA, runs the firm. You'll actually talk to him.
Ideal for Startups
We've helped clients raise over $30M in funding. We know what investors and lenders want to see.
Real Monthly Closes
Your books will get closed consistently, every month. Not quarterly. Not whenever we get around to it.
Services
Pick one or pick all. We build a service package around what you actually need.
Managed Bookkeeping
We close your books every month. You get accurate records and someone who actually understands them.
Bookkeeping Cleanup
Your books are behind, we fix that. No matter if it's three months or three years, we will get you current.
Payroll Setup
We set up your payroll system. Withholdings, direct deposit, tax filings, all of it.
Full-Service Payroll
We run your payroll, handle the tax deposits, and file everything. You just tell us who to pay.
Fractional CFO
Strategic finance support without the full-time hire. Forecasting, fundraising prep, and the answers you need to make real decisions.
Debt & Equity Capital Raise Support
You're raising money. We get your financials ready and help you through the process.
Accounts Payable
Bills come in and bills get paid. Nothing falls through the cracks and nobody's chasing you for payments.
Accounts Receivable
You did the work. You should get paid. We send invoices, track what's owed, and follow up when payments are late.
QuickBooks Setup & Support
We set up QuickBooks the right way and help you when things go sideways.
Xero Setup & Support
Prefer Xero? We set it up properly and help you get the most out of it.
Inventory Management
Track what you have, what it costs, and what it's doing to your margins.
Job Costing
Know which jobs make money and which ones don't. Before it's too late to do anything about it.
Industries
Different types of businesses, different bookkeeping needs.
Startups & High-Growth Companies
Growth Stage
Clean books, clear numbers, and finance support that scales with you. From first dollar to Series A and beyond.
Consultants & Coaches
Professional Services
You advise everyone else. Time to get your own books in order.
Construction & Trades
Skilled Trades
Cash flow is the game. We help you track job costs, manage the timing, and stop guessing at your margins.
Home & Property Services
Service Businesses
Two seasons, two businesses, one set of books. We help you manage the pivot and plan for the unpredictable.
Automotive Services
Service Businesses
Your shop software runs the front. Your books live somewhere else. We make sure the numbers actually connect.
Beauty & Personal Care
Personal Services
You were great at the craft. Then you opened your own place. Nobody mentioned you'd also become an accountant.
Fitness & Wellness
Personal Services
Rent is due whether the gym is packed or empty. We help you plan for both.
Medical & Dental Practices
Healthcare
You billed $80K last month. You'll collect maybe $55K. Eventually. We help you track what's real.
Food & Beverage
Hospitality
When your margin is 5%, a 5% mistake erases the month. You need to know your exact numbers.
Retail & Specialty Shops
Retail
Every item on your shelf is cash waiting to move. Or cash slowly dying. We help you know the difference.
Transportation & Logistics
Transportation
If you don't know your cost per mile, every bid is a guess. We help you run the real numbers.
Education & Enrichment
Education
Enrollment surges, enrollment dips. Revenue that looks predictable until cancellations and no-shows chip away at it.
Childcare & Early Learning
Education
Ratios are law. Capacity is fixed. The math is tight and there's no room for sloppy numbers.
Commercial Cleaning Services
Service Businesses
Labor is the product. The margin is what's left between the contract price and what you pay your crew. That's the whole game.
Real Estate Services
Real Estate
Three closings in March, zero in April. Commission income doesn't follow a schedule. Your bills do.
Property Management & Investment
Real Estate
One property makes money. Another bleeds it. You need to know which is which before you make your next move.
Financial & Insurance Services
Professional Services
You help clients with their money all day. Then you go home and ignore your own books. Sound familiar?
E-Commerce & Online Sellers
Retail
A $40 sale. Amazon takes $6. Ads took $8. Shipping cost $5. The product cost $12. What's left? Exactly.
12
Years of experience
100%
Utah focused
$30M+
Raised for clients
From a Client
Don't just take our word for it. Here's what an actual business owner has to say about working with us.
"Cody and his team are the real deal. They took the time to thoroughly understand my business needs and developed a flexible bookkeeping solution that has been extremely valuable for me. What started as a burden became completely manageable thanks to their expertise. Cody was personable, knowledgeable, and professional throughout our entire engagement. I highly recommend his services and would absolutely work with him again."
Daniel Rellaford
CEO, 7 Generations Leadership
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.