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Services That Keep Your Business Moving Forward
Stop wondering where your money is going. Start making decisions with confidence.
You started your business to build something successful—not to spend your evenings categorizing transactions, reconciling accounts, or wondering whether your financial statements are accurate.
But when your books are behind, incomplete, or simply unreliable, every financial decision becomes harder.
Can you afford to hire another employee? Is your business actually profitable? Where is your cash going? Are you setting aside enough for taxes?
At Bookkeeping Made Simple, we help small business owners replace financial uncertainty with reliable information, practical guidance, and a clear understanding of their numbers.
Accurate books. Clear financial reporting. Experienced professionals who know your business.
Bookkeeping Should Make Running Your Business Easier
Your financial records should answer questions—not create more of them.
Whether your books need attention or you're ready to stop handling bookkeeping yourself, we provide the financial support your business needs to move forward.
Our services are built around three priorities:
Get Your Books Right
Identify and correct problems so your financial information reflects what's actually happening in your business.
Keep Your Books Current
Maintain accurate records throughout the year so you're not scrambling to reconstruct your finances at tax time.
Put Your Numbers to Work
Understand your cash flow, profitability, and financial position so you can make informed business decisions.
Our Small Business Financial Services
Monthly Bookkeeping Services
Know Where Your Business Stands. Every Month.
Your business doesn't stop operating between tax seasons. Your bookkeeping shouldn't either.
When financial records fall behind, small errors can turn into expensive problems. Unreconciled accounts, incorrectly categorized transactions, and inaccurate balances make it difficult to understand how your business is performing.
Our monthly bookkeeping services keep your financial records organized, reconciled, and current.
What's Included
Monthly bank and credit card reconciliations
Transaction categorization and expense tracking
Accounts receivable and payable monitoring
Monthly financial statements
Balance sheet review and account monitoring
QuickBooks Online bookkeeping management
Direct access to an experienced bookkeeping professional
Quarterly Financial Check-In
Once each quarter, we provide a brief review of your financial results to highlight important changes, potential concerns, and anything that deserves your attention. You won't simply receive financial statements without context.
What This Means for Your Business
You'll have financial information you can actually use.
Instead of guessing whether your business can afford its next investment, you'll have a clearer picture of your income, expenses, obligations, and financial position.
And when tax season arrives, you won't be starting from scratch.
Bookkeeping Cleanup & Catch-Up Services
Behind on Your Books? Let's Get Them Back on Track.
Maybe you've fallen a few months behind.
Maybe your previous bookkeeper left things unfinished.
Or perhaps you've been managing your business finances through spreadsheets, bank statements, and a growing collection of receipts.
Whatever brought you here, you need more than someone entering transactions into accounting software.
You need reliable financial records.
Our cleanup and catch-up services help businesses identify problems, reconstruct missing accounting activity, reconcile accounts, and establish a trustworthy financial starting point.
What We Can Help With
Months or years of incomplete bookkeeping
Bank and credit card accounts that haven't been reconciled
Incorrect transaction classifications
Unexplained balances and accounting discrepancies
Accounts receivable and payable problems
Incorrectly recorded loans, liabilities, or owner transactions
Financial statements that don't reflect the business's actual position
Establishing or correcting a QuickBooks Online accounting system
How Cleanup Works
Step 1: Assess the Situation
We review the available records, identify the issues, and determine how much work is required.
Step 2: Reconstruct and Correct
We work through the accounting records, reconcile accounts, investigate discrepancies, and correct the problems identified
.
Step 3: Establish a Reliable Starting Point
Once the historical records are brought into order, we help you transition to a consistent bookkeeping process.
The Goal Isn't Just to Catch Up. It's to Stay Caught Up.
Cleanup gets your financial records back on track. Ongoing bookkeeping helps keep them there.
Because cleanup projects vary significantly in complexity, pricing is determined after an assessment of your records.
Business Advisory & Fractional CFO Services
Your Financial Statements Should Help You Make Money, Not Just Report What Happened.
Accurate bookkeeping tells you what happened in your business.
Financial advisory helps you understand why it happened—and what to do next.
A profitable business can still struggle with cash flow. Revenue can increase while margins shrink. And growing sales don't necessarily mean you're building a financially healthy company.
We help business owners understand these relationships and use their financial information to make better decisions.
Our Advisory Services Include
Monthly or quarterly financial reviews
Cash flow analysis and forecasting
Profitability and margin analysis
Budgeting and financial planning
Pricing and cost analysis
Financial guidance for hiring and expansion
Business performance monitoring
Strategic financial decision support
Year-round tax planning coordination
Monthly In-Depth Financial Review
Advisory clients receive a comprehensive financial review every month. We dig deeper into cash flow, profitability, margins, trends, performance against goals, and the financial decisions facing your business.
Financial Guidance Without the Cost of a Full-Time CFO
You don't need to be a multimillion-dollar corporation to benefit from experienced financial guidance.
You need reliable numbers, someone who understands what those numbers mean, and practical recommendations you can use.
Our advisory services are designed for business owners who want to move beyond simply keeping records and start managing their businesses with greater financial confidence.
Payroll Services
Payroll Support That Works With Your Bookkeeping
Payroll affects more than your employees' paychecks.
It affects your cash flow, tax liabilities, financial statements, and compliance responsibilities.
When payroll and bookkeeping aren't properly coordinated, discrepancies can accumulate and create expensive problems.
For businesses enrolled in our ongoing bookkeeping services, we offer payroll support designed to keep payroll activity accurately reflected in the accounting records.
Depending on your business's needs, services may include:
Employee payroll processing
Payroll tax calculations and filings
Direct deposit administration
Payroll recordkeeping
Payroll liability reconciliation
Coordination of payroll activity with your financial records
Payroll services are available in conjunction with ongoing bookkeeping services and are not offered as a standalone service.
Business & Individual Tax Preparation
Better Books Make Tax Season Easier
Tax preparation shouldn't begin with a frantic effort to figure out what happened during the previous year.
When your books are accurate and current, preparing your business tax return becomes a more organized process.
We offer business and individual income tax preparation for our ongoing bookkeeping clients, allowing us to work from financial information we're already familiar with.
This coordinated approach helps reduce unnecessary back-and-forth, identify potential issues earlier, and provide greater continuity between bookkeeping and tax preparation.
Our tax services may include:
Business income tax return preparation
Individual income tax return preparation
Tax planning and coordination
Review of bookkeeping records for tax reporting
Guidance on tax-related financial decisions
Tax preparation is available to existing bookkeeping clients.
How Working With Us Works
Step 1: Schedule a Financial Clarity Call
We begin with a complimentary 20-minute conversation about your business, your current bookkeeping situation, and what you're hoping to accomplish.
We'll ask questions, listen, and determine whether our services are a good fit.
Step 2: Review Your Bookkeeping Needs
We'll assess the scope of the work required.
If your books are already in good condition, we can discuss ongoing bookkeeping.
If cleanup is necessary, we'll identify the work that needs to happen before your books can be maintained reliably.
Step 3: Receive a Clear Proposal
We'll explain our recommended services, what they include, and the associated pricing.
You'll understand what you're paying for before deciding whether to move forward.
Step 4: Get Back to Running Your Business
Once we're working together, our team handles the agreed-upon bookkeeping responsibilities while you focus on operating and growing your business.
You get reliable financial information and a professional team to help you understand it.
How much does monthly bookkeeping cost?
Our monthly bookkeeping services start at $600 per month. Your actual fee depends on transaction volume, number of accounts, complexity, and the services required.
We provide a clear proposal before beginning work.
What if my bookkeeping is several years behind?
We can assess your existing records and determine what will be required to bring them up to date.
Cleanup and catch-up work is scoped separately from ongoing bookkeeping because the amount of historical work varies from business to business.
Do you use QuickBooks Online?
Yes. QuickBooks Online is our primary accounting platform.
Clients maintain their own QuickBooks Online subscriptions, allowing them to retain access to their financial information.
Can you work with businesses outside Utah?
Absolutely.
Bookkeeping Made Simple is based in Pleasant Grove, Utah, and serves businesses throughout the United States.
Our services are delivered remotely.
Do you provide payroll without bookkeeping?
No. We offer payroll services alongside ongoing bookkeeping so payroll transactions and liabilities can be properly coordinated with your accounting records.
Can you prepare my taxes without handling my bookkeeping?
Tax preparation is offered to our existing bookkeeping clients.
Our primary focus is helping business owners maintain accurate financial records throughout the year.
Will I understand my financial statements?
That's one of our goals.
We believe business owners should understand their financial position, not simply receive reports they don't know how to interpret.
Our team helps clients understand their numbers and use them to make informed decisions.
Your Business Deserves Better Than Financial Guesswork
You work hard to build your business.
You shouldn't have to wonder whether your books are accurate, whether your business is profitable, or whether you're making decisions based on reliable information.
Whether you're behind on bookkeeping, ready to hand off your monthly accounting, or looking for deeper financial guidance, Bookkeeping Made Simple can help you determine the right next step.
Let's find out what your business needs.
Trusted by small business owners who need more than a bookkeeper — they need a partner.
Hear from a few of our satisfied clients!
Greg Ormeo
Donna and the team are the best! This is our first year selling and they have been so helpful.
Tanya Welch
Donna is extremely knowledgeable and always quick to respond to any questions we had. Her expertise and promptness made the entire process smooth and stress-free. I highly recommend her!
Roger Knecht
Thanks for the great work cleaning up the books of business for my clients. Love the attention to detail.
Erin Wiersma
I was on a very short time line to close on my house. I unexpectedly had three days to do my taxes. So that I could close on time.
Donna made it happen.
She squeezed me in and made sure taxes were filed in time.
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801-692-0032