Industries
Bookkeeping that knows how your kind of business makes money.
A cafe, a framing crew, a gear shop, a salon and a clinic do not need five different bookkeepers. They need one who knows which three numbers each of them runs on, and which Utah form each of them trips over.
01 of 05
Cafes, restaurants and bars
A cafe or restaurant lives on a thin margin and a thick stack of daily reports. We connect the point-of-sale to the books so sales, tips and sales tax land in the right place without anyone retyping a Z report.
The three numbers that matter
- Food and beverage cost
- As a share of sales, by week, so a bad supplier month shows up before the quarter ends.
- Labour cost
- Payroll as a share of sales, by location, including tip credits done correctly.
- Cash in the bank on Friday
- The number every restaurant owner actually runs on.
The Utah wrinkle
Tipped employees in Utah are paid the federal tipped minimum with a tip credit, and tips have to be reported on the TC-941E and the W-2. Prepared food and drink are taxed at a different combined rate than groceries, and the restaurant tax is a separate line on the TAP return. We file all of it.
Usually the Ridge plan, from $695 a month.
02 of 05
Contractors and trades
A contractor can be profitable on paper and broke in the bank, because the invoice went out in March and the money arrives in June. We keep the books by job, so you know which crews and which kinds of work actually pay.
The three numbers that matter
- Gross margin by job
- Estimated against actual, with labour and materials coded to the job as they happen.
- Receivables by age
- Who owes you, how long they have owed it, and what retainage is still out.
- Subcontractor 1099s
- Collected W-9s and January filings for every sub over the threshold.
The Utah wrinkle
Utah contractors pay unemployment insurance on their own employees but not on properly documented subcontractors, and the line between the two is where Workforce Services audits start. New hires, including seasonal crew, are reported within 20 days. We keep the file that proves which is which.
Usually the Ridge plan, from $695 a month.
03 of 05
Independent retail and e-commerce
An independent shop sells in the store, on the website and through a marketplace, and each channel reports differently. We reconcile all three to the bank and keep inventory on the balance sheet where the bank and the CPA expect it.
The three numbers that matter
- Gross margin by channel
- Store, website and marketplace, after fees and shipping.
- Inventory on hand
- Valued and reconciled, so the year-end count is a check and not a surprise.
- Sales tax collected versus owed
- By jurisdiction, including out-of-state marketplace sales.
The Utah wrinkle
Utah sales tax is filed on TAP at the combined rate for your location, and online sales into other states can trigger filing there once you cross that state's threshold. We track the thresholds and file where you owe.
Usually the Trail plan, from $395 a month.
04 of 05
Salons, studios and fitness
A salon, studio or gym mixes employees, commissioned stylists, booth renters and retail product in one till. Getting each one on the right line matters for payroll, for sales tax and for the owner knowing what the business actually earns.
The three numbers that matter
- Revenue per chair or class
- Service revenue by provider, so you know who fills the book.
- Commission and payroll
- Calculated from the booking system, paid on the fixed calendar.
- Retail margin
- Product sales separated from services, with sales tax on the right line.
The Utah wrinkle
Services are generally not taxed in Utah; product sales are. A booth renter is a tenant, not an employee, and the paperwork has to say so. Commissioned stylists are employees with withholding and unemployment insurance. We set up all three correctly on day one.
Usually the Ridge plan, from $695 a month.
05 of 05
Clinics and small practices
A small clinic, dental office, therapy practice or law firm gets paid in batches that rarely match an invoice, by insurers and clients with their own timing. We reconcile deposits to the practice management system and keep the owner's and the practice's money separate.
The three numbers that matter
- Collections versus production
- What was billed against what actually arrived, by month.
- Provider and staff cost
- Payroll by provider, with any owner draws kept out of expenses.
- Monthly close for the CPA
- A clean file, because professional practices get looked at closely.
The Utah wrinkle
Most professional services are not subject to Utah sales tax, but retail items sold at the front desk are. Owners paid through an S corporation need a reasonable salary through payroll, with withholding and unemployment insurance filed, and that is the part most small practices get wrong.
Usually the Summit plan, from $1,150 a month.
Next step
Tell us what kind of business it is. We will tell you the number.
Three details in the form, or one call. Renee calls back within one business day with the plan and the figure.