Bookkeeping & Monthly Financials
Reconciled books and an accurate P&L and balance sheet every month, so you always know where you stand.
Bookkeeping in Heber CityBookkeeping · Controller · Fractional CFO — Heber Valley & Salt Lake Valley
Bookkeeping, controller, and fractional CFO services for small businesses in the Heber Valley and Salt Lake Valley.
Free consultation · Heber City, Midway & the Salt Lake Valley

Services
Everything a growing business needs to keep its numbers accurate, current, and useful.
Reconciled books and an accurate P&L and balance sheet every month, so you always know where you stand.
Bookkeeping in Heber CityAccounts receivable (A/R) is the money customers owe you; we send and follow up on invoices so you get paid. Accounts payable (A/P) is the money you owe vendors and suppliers; we track and schedule bills so they get paid on time.
AP/AR bookkeeping in Heber CityMonth-end close, reporting, and the processes that keep your numbers accurate as you grow.
Controller services in UtahBudgeting, cash flow planning, and CFO-level guidance without the cost of a full-time hire.
Fractional CFO in Salt Lake CityWe prepare your financials for taxes to be filed: organized, reconciled books handed to your CPA or tax professional, ready to go.
Tax-ready bookkeepingFinancial consulting and high-level business advice for starting a business or growing a side business, when you're not sure what to do next financially.
Talk through your next stepThinking about buying a business? A review of the target business's financials, so you know what you're buying before you commit.
Ask about acquisition consultingAccurate monthly financial reports keep your books clean and on track, so tax time isn't a last-minute scramble that ends in missed deadlines, penalties and interest.
And clean books mean clear decisions about where your business stands.
About
Sam is an accounting manager with hands-on experience across trades and service businesses as well as professional firms. Sam understands how busy owner-operators run and keeps the financial side simple, accurate, and on time.
Every client works directly with Sam, from the first conversation to the monthly close.More about Sam
Industries
Landscaping, construction, and other trades and home services, with job costing and seasonal cash flow kept in view.
Interior designers and creative studios: project-based billing, deposits, and retainers organized so you can see what each project earns.
Recurring retainers, timely invoicing, and clean monthly reporting for practices that bill on expertise.
Software
Sam has hands-on experience with the tools many small businesses already use.
How it works
We talk through your business, your books, and what you need.
We get your books caught up, reconciled, and organized with a system that works.
Ongoing bookkeeping, reporting, and guidance every month, so you can focus on running your business.
Service Area
Based in and focused on Heber City, Midway and the greater Heber Valley, one of Utah's fastest-growing communities, and also serving businesses throughout the Salt Lake Valley.
Questions
Contact
Schedule a free consultation. No pressure, just a clear conversation about where your numbers stand.
Phone
317-954-2807Service area
Heber Valley & Salt Lake Valley