UB

Services

Bookkeeping, tax, and CFO services — all under one Utah roof.

Whether you're a sole proprietor in Provo or a growing team in Salt Lake City, we offer the full back-office stack so you can focus on running your business.

Monthly Bookkeeping

Your dedicated bookkeeper categorizes every transaction, reconciles your accounts, and delivers clean financial statements within 15 days of month-end.

  • Bank & credit card reconciliation
  • Categorized transactions
  • Monthly P&L and Balance Sheet
  • QuickBooks or Xero
  • Year-end tax-ready books

Catch-Up Bookkeeping

Months or years behind? Our catch-up team gets you current quickly — perfect before tax season, a loan application, or a sale.

  • Multi-year catch-up
  • Cleanup of messy QuickBooks files
  • Reconcile back-dated accounts
  • Prep for tax filing
  • Flat-rate pricing

Tax Preparation & Filing

Federal and Utah state tax preparation done by CPAs who already know your books. No more scrambling in April.

  • Federal + Utah state returns
  • S-Corp, C-Corp, LLC, Sole Prop
  • Quarterly estimated taxes
  • Sales tax filings
  • Year-round tax planning

Payroll Services

Full-service payroll for your Utah team: direct deposit, tax filings, W-2s, and 1099s — all handled.

  • Weekly, bi-weekly, or monthly
  • Direct deposit
  • Federal & Utah payroll taxes
  • W-2 and 1099 filing
  • Employee self-service portal

CFO Advisory

Strategic financial guidance: cash flow forecasting, KPI dashboards, budgeting, and quarterly business reviews.

  • 13-week cash flow forecasts
  • Custom KPI dashboards
  • Annual budgeting
  • Quarterly business reviews
  • Loan & investor prep

QuickBooks Setup & Cleanup

Certified ProAdvisors set up your chart of accounts, integrations, and workflows the right way the first time — or fix what's broken.

  • Chart of accounts setup
  • App integrations
  • Historical cleanup
  • Training for your team
  • Ongoing support
Two Utah Bookkeeping Pros team members reviewing client financial reports together

Why us

A team built around Utah small business.

We're not a huge national firm. We're a focused Utah team that knows what it's like to run a small business in this state — the unique tax landscape, the seasonality, the community.

  • U.S.-based bookkeepers — no outsourcing
  • Flat monthly pricing — never hourly
  • Response in 1 business day or less
  • Tax-ready books guaranteed

Ready to hand off your books?

Schedule a free 15-minute consult and we'll show you exactly what working with us looks like.