Bookkeeping Services in Lehi, Utah
Record it. Bookkeeping services in Lehi, Utah that keep your financial records accurate, organized and up to date, and give you a reliable financial foundation.
Schedule ConsultationWhat our bookkeeping includes
Support can include:
- Monthly bookkeeping and transaction categorization
- Bank and credit-card reconciliation
- Accounts payable and receivable
- Month-end bookkeeping (read more)
- Financial statement preparation
- QuickBooks or Xero setup and support
- Payroll coordination and sales tax support
- Coordination with your CPA or tax professional
Accurate books. Clear numbers. Less time spent on accounting.
Who it’s for
English Oak Financial works with start-ups and small, growing businesses in most industries. We don’t work with not-for-profit organizations.
People usually come to us for bookkeeping because:
- You don’t have the time to keep on top of the books yourself.
- You don’t fully understand your numbers and want someone to explain them.
- Your bookkeeping has fallen behind.
- A previous accountant let you down.
- Your current accountant or finance provider is retiring.
How it works and what it costs
We start with a free introductory conversation about your business and your current setup. If we’re the right fit, we recommend a clear scope of work and a fixed monthly price. Your bookkeeping then runs on a monthly reporting cycle.
Bookkeeping starts from $500 a month. Pricing is custom to your business and charged as one fixed monthly fee that includes all the work required. See pricing.
If your records are behind, we also offer catch-up and cleanup bookkeeping, quoted separately.
What we don’t do
We don’t prepare tax returns, perform audits or give investment advice. Where tax work is needed, we work alongside your CPA or tax professional.
How we start
Every engagement starts with a free 30-minute discovery call, where we learn about your business, how it is set up today and what you need.
We then send a fixed-fee proposal and engagement letter. Once it is signed, we ask for:
- read access to your bank and credit card accounts
- your accounting software, payroll and any payment processors
- your last tax return and prior-year financials
We review the books, agree a catch-up plan if one is needed and set up your monthly close calendar. Onboarding typically takes 2 to 4 weeks, and your first monthly reporting pack follows the first full month-end close.
What you receive each month
Bookkeeping clients receive:
- transactions categorized
- bank and credit card accounts reconciled
- a monthly profit and loss statement and balance sheet, as a PDF
You also get email support throughout the month and a quarterly check-in call. Jake oversees all client work, and everything is reviewed by him before it reaches you.
Sales tax and payroll, in plain terms
Sales tax support. We track the sales tax you collect and owe, reconcile it monthly and prepare the figures for filing by you or your CPA.
Payroll coordination. We work with your payroll provider (for example Gusto or ADP), record payroll correctly in your books and reconcile payroll liabilities. We don’t run payroll or file payroll taxes ourselves.
Common questions
How much does bookkeeping cost?
Bookkeeping starts from $500 a month. Your price is custom to your business and charged as one fixed monthly fee that includes all the work required.
Do you work in QuickBooks or Xero?
Yes. We offer QuickBooks and Xero setup and support.
Can you catch up bookkeeping that has fallen behind?
Yes. We offer catch-up and cleanup bookkeeping, quoted separately based on the condition and complexity of your records.
Do you prepare tax returns?
No. Tax preparation is outside our services. We coordinate with your CPA or tax professional so your books support the work they do.
Do you only work with businesses in Lehi?
No. We’re based in Lehi, Utah, and work with businesses locally, across Utah and remotely. Most of our focus is local.
What do I receive each month?
A monthly profit and loss statement and balance sheet as a PDF, with your transactions categorized and your bank and credit card accounts reconciled. You also get email support through the month and a quarterly check-in call.
How does onboarding work?
It starts with a free 30-minute discovery call, then a fixed-fee proposal and engagement letter. Once signed, we ask for read access to your accounts and software, review the books and set up your monthly close calendar. Onboarding typically takes 2 to 4 weeks.
Do you run payroll or file sales tax?
No. We work with your payroll provider and record and reconcile payroll in your books. For sales tax, we track what is collected and owed, reconcile it monthly and prepare the figures for filing by you or your CPA.
Ready to get your books in order?
Schedule a free introductory consultation. We’ll look at where your books are today and recommend the right level of support.