Bookkeeping · South Ogden

Know where your business stands. Every month.

Organized, up-to-date books for Weber County small businesses, led by Katie Malan and her 30+ years of bookkeeping experience. Retire the shoebox of receipts.

  • Monthly bookkeeping and reconciliations
  • Financial statements you can actually read
  • Help catching up when books fall behind
  • Tax-ready books by year-end
What's included

Everything you need. Nothing you don't.

Monthly bookkeeping

Transactions categorized and reconciled to your bank and card statements every month.

Financial statements

Profit & loss and balance sheet, explained so you know what they're telling you.

Catch-up help

Months behind? We'll pick up where you are and get you current.

Tax-ready year-end

Clean books flow straight into your business return. No scramble in March.

Receipts, organized

A simple system for receipts and records you'll actually keep up with.

Real answers

Questions about cash flow or a big purchase? Ask the person who keeps your books.

A good fit if

Sound familiar?

“They also offer bookkeeping services, which has helped me stay organized and understand exactly where my business stands financially.”
CHChalisse HunsakerGoogle review
You run a small business and dread tax season
Your books live in a spreadsheet, or a shoebox
You want to know whether you're actually making money
You're growing and need clean numbers for a loan or a partner
How it works

Four steps. Zero guesswork.

Most clients spend more time finding their W-2 than working with us. Here's how it goes.

1

Book a time

Pick a service and a time online, day or night. Evenings and Saturdays fill fastest in tax season.

2

Gather your documents

Use the checklist to pull everything together, then upload it to your secure client portal or bring it in.

3

Sit down with Katie or Grayce

We go through your situation, ask the questions software doesn't, and explain what we find in plain English.

4

Filed, and still here

Your return gets filed and you get a plan for next year. Questions in July? We're open in July.

Watch

Katie & Grayce, on this.

FAQ

Questions, answered.

Do I need a bookkeeper if I already use accounting software?
Software records transactions. A bookkeeper makes sure they're categorized and reconciled correctly, so the numbers you see (and the return built from them) are right.
Can you take over my books mid-year?
Yes. We'll pick up where you are, clean up what needs it and keep you current from there.
How is bookkeeping priced?
It depends on the size and activity of your business. Ask for a quote when you book or call (801) 650-0600.
Will my bookkeeping and tax return be handled in the same office?
Yes. That's the point. Your books and your business return live under one roof, so nothing gets lost in a hand-off.
What reports will I get?
At minimum, a profit & loss statement and a balance sheet, explained in plain English. Watch Katie and Grayce break them down below.
While we have time, let us do good.

Bring the shoebox. We'll take it from here.