Client Portal

Whether your books just need some help
or they are months, or even years behind,
We’re here to help!

Whether you just haven’t had time to do it yourself or possibly made the wrong hires in the past- once your businesses books are behind it feels like a beast that can’t be tamed. We get it! We have years of experience helping many businesses that needed to get caught up and back on track. We can help you too!

Get Out of the Weeds & Back in the Game

We will assess your current books and systems, recommend a treatment plan and then carry out the agreed upon solutions to get your books up to date and keep everything timely and accurate.

The compliance review & cleanup process includes

  • Review Chart of Accounts, recommend any needed changes to optimize your businesses finances
  • Review your business structure- ensure you are operating under the correct entity type to maximize protection and tax benefits
  • Contractor Compliance Review- review everyone your business pays to ensure you’re paying them correctly and are ready to issue 1099’s that are required every January.
  • Sales Tax review- review that the software is correctly set up to capture the required data for accurate sales tax reporting for your business and that recent returns were filed correctly
  • Historical data clean up in your existing software or download into a new QuickBooks or Xero file.

Assess and help implementing The best solutions for your business

  • Review technology solutions and streamline
  • Implementation and data migration for new technology solutions
  • Internal Controls to ensure your businesses assets are safe
  • Develop systems and processes for your business so that your finances run efficiently and effectively every month
  • Train internal support staff that are in critical roles that affect the businesses financials

Ongoing support to keep you up to date and in compliance

  • Exactly the right level of support, as often as needed
  • Customized and tailored to your business needs

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Helping You Win at the Business Game Everyday

Knowing your business financials are up to date and on top of the game gives you the freedom and confidence to focus on business growth. Whether you need a bank loan to fund growth or assess how much hiring you can do to achieve the desired growth- your business’s financial health scorecard is a critical piece of the puzzle.

BOOK A CALL WITH US!

Ready to Find Out How We Can Work Together?

Melissa Calwell, CPA has over 30 years of hands on experience working directly with business owners in both the private sector and through public accounting. Her depth of knowledge and expertise in all areas of back office operations and accounting is the magic of Wasatch Accounting. Years of experience in the field has allowed her to observe and implement solid systems and processes that work and make the tasks of compliance and accounting in your business feel easy!

Contact us today for an assessment on your business and solutions that are designed just for you!