Accurate books are the foundation of every sound business decision. When your financial records are clean, current, and organized, you know exactly where your business stands — and so does your CPA, your lender, and the IRS. When they’re not, you’re making decisions in the dark and paying extra every tax season to untangle the mess.
FJ & Associates, PLLC provides professional bookkeeping services to Utah businesses of all sizes — monthly bookkeeping, catch-up bookkeeping, financial statement preparation, and cloud-based accounting setup. Our bookkeeping services are designed to integrate seamlessly with your tax strategy, so nothing falls through the cracks between your books and your returns.
📞 (801) 927-1337 | Schedule a free consultation →
Bookkeeping Services We Provide
Monthly Bookkeeping
We maintain your books on a monthly basis — categorizing transactions, reconciling bank and credit card accounts, managing accounts payable and receivable, and producing accurate financial statements every month. You receive clean, reviewed books within days of month-end close, giving you current visibility into your business performance.
Monthly deliverables include:
- Bank and credit card reconciliations
- Profit and loss statement
- Balance sheet
- Accounts receivable and payable aging reports
- Cash flow summary
Catch-Up Bookkeeping
Behind on your books? We reconstruct accurate financial records for any period — whether you’re three months behind or three years behind. Catch-up bookkeeping is completed in a defined timeframe with a clear deliverable: accurate, tax-ready books for every period we cover. Once caught up, we transition you to monthly maintenance to keep it that way.
QuickBooks and Xero Setup and Migration
We set up, configure, and maintain QuickBooks Online and Xero for Utah businesses — including chart of accounts design, bank feed connections, payroll integration, and user access configuration. If you’re migrating from another system or from a spreadsheet-based process, we handle the data conversion and ensure nothing is lost.
Financial Statement Preparation
We prepare accurate monthly, quarterly, and annual financial statements — profit and loss, balance sheet, and cash flow statement — formatted for your use with lenders, investors, or your own management review. Statements are prepared on the accrual or cash basis depending on your business needs.
Accounts Receivable and Payable Management
We help Utah businesses manage the cash flow implications of AR and AP — tracking outstanding invoices, flagging overdue balances, and ensuring vendor payments are coded correctly and timed appropriately. Strong AR/AP management improves cash flow visibility and reduces the risk of missed payments or double-billing.
Payroll Integration
Our bookkeeping engagements integrate with your payroll system — whether you use Gusto, ADP, Paychex, or another provider — to ensure payroll entries are correctly posted to your books, employer tax contributions are properly recorded, and your financial statements accurately reflect your true labor costs. See our Utah payroll services for full payroll management.
Tax-Ready Books
Every bookkeeping engagement at FJ & Associates is maintained with your tax return in mind. Accounts are structured to align with tax reporting categories, depreciation schedules are tracked alongside the books, and your CPA reviews the books before year-end — so tax preparation is efficient, accurate, and free of surprises.
Cloud Accounting Platforms We Work With
| Platform | Best For |
|---|---|
| QuickBooks Online | Most small-to-mid-size businesses; robust feature set; wide accountant familiarity |
| Xero | Multi-currency, international businesses, API-first integrations |
| FreshBooks | Service-based businesses with heavy invoicing needs |
| Wave | Very early-stage businesses with simple books |
We recommend QuickBooks Online or Xero for most Utah businesses seeking CPA-managed bookkeeping. Both platforms allow real-time access and seamless collaboration between your team and ours.
Why Utah Businesses Choose FJ & Associates for Bookkeeping
- CPA-supervised bookkeeping — not just a data-entry service. Every bookkeeping engagement is supervised by a licensed CPA. That means your books are reviewed with tax implications in mind — not just balanced numbers on a spreadsheet.
- Tax and bookkeeping in one firm. When your books and your tax returns are managed by the same team, year-end preparation is faster, more accurate, and less expensive. No reconciling between two firms’ records.
- Transparent flat-fee pricing. Monthly bookkeeping engagements are priced as a flat fee based on transaction volume and complexity. You know your monthly cost before we start.
- Secure cloud-based workflow. Documents are shared through encrypted portals. Your books are accessible to you in real time from any device. Nothing is stored on unsecured email or local drives.
Bookkeeping FAQs for Utah Businesses
How much do bookkeeping services cost in Utah?
Monthly bookkeeping fees depend on transaction volume, the number of accounts, and the complexity of your business. Most small Utah businesses pay between $200–$800 per month for professionally managed bookkeeping. We provide a flat-fee quote after a brief discovery call.
What’s the difference between bookkeeping and accounting?
Bookkeeping is the systematic recording and categorization of financial transactions. Accounting encompasses bookkeeping plus financial analysis, tax planning, and strategic advisory. At FJ & Associates, bookkeeping and accounting work together — your books feed directly into your tax strategy.
Do I need QuickBooks for bookkeeping?
Not necessarily — but a cloud-based accounting platform significantly improves the accuracy, efficiency, and visibility of your books. We recommend QuickBooks Online or Xero for most Utah businesses and handle the setup and ongoing maintenance for you.
Can you take over bookkeeping from my current bookkeeper?
Yes. We handle transitions from in-house bookkeepers, other firms, or self-managed books. We review the existing records, identify and correct any issues, and take over on a defined start date with no disruption to your operations.
How far back can you do catch-up bookkeeping?
We can reconstruct records for any period with sufficient source documentation — bank statements, credit card statements, receipts, and invoices. Most catch-up projects span 1–3 years. We provide a timeline and flat-fee quote after reviewing your available records.
Get Clean, Accurate Books — Starting This Month
FJ & Associates is ready to take bookkeeping off your plate and give your business the financial clarity it needs.
- 📞 (801) 927-1337
- ✉️ admin@cpaone.net
- 📍 612 N Kays Dr Suite 120, Kaysville, UT 84037
Schedule a Free Consultation →
Serving businesses throughout Utah — Salt Lake City, Provo, Orem, Sandy, West Valley City, St. George, Kaysville, and beyond.
About the Author: Missy Dennis, CPA | Partner | FJ & Associates, PLLC | Kaysville, Utah
Missy holds a Master of Accounting degree from the University of Utah and is a licensed Certified Public Accountant. She is committed to providing clear, accurate, and actionable guidance so clients can navigate complex financial decisions with confidence. With more than twenty years of public accounting experience, Missy Dennis specializes in: tax preparation and tax advisory; bookkeeping strategy alignment; estate and trust taxation; audit and consulting services; low-income housing tax credits; non-profit accounting; and small- and mid-sized business advisory.
