Accounting & Finance Services

Based in Provo, Utah. Serving businesses nationwide.

More than just accounting, we partner with your team to launch real growth, offering scalable finance packages for early-stage and middle-market companies in Utah and across the country.

Bookkeeping Services

Our core bookkeeping package keeps your financial foundation solid. We manage customer invoicing, accounts receivable, and collections, along with accounts payable, vendor management, and credit card reconciliations. Daily cash positioning and bank reconciliations give you a real-time view of where your business stands, while our monthly close process, including general ledger review and fixed asset management, ensures your books are always audit-ready.

Billings/Invoicing

Includes Customer Management, Accounts Receivable, Reconciliations, Collections, Deposits, Sales Tax Compliance

Cash Management

Includes Daily Cash Position, Bank Reconciliations, 2-4 Week Cash Look Ahead. Additional Charge to handle numerous Bank Accounts. Up to 3 Accounts included with Basic Service. Unlimited included under a Retainer package.

Payroll

Includes Basic Payroll, Payroll Tax Payments, Payroll Tax Filings, W-2’s – through QuickBooks.  Additional Charge to handle Payroll Services Outside of QuickBooks. Additional Charge for more than 25 employees. Unlimited included under a Retainer package.

Specialized Accounting – Inventory, Project Accounting

Includes Basic Inventory Management, Basic Project Management.

Accounts Payable

Includes Vendor Management, Subcontractors, Reconciliations, Processing Payments, Credit Cards. Additional Charge to handle numerous Credit Cards. Up to 3 Cards included with Basic Service. Unlimited included under a Retainer package.

Team Management

We Manage Your Existing Team – Includes Training, Mentoring, Corrections, Hiring and Exiting Assistance.  Aconter provides additional staff as applicable and necessary to complement your own staff or Aconter can provide a Complete Outsource

Monthly Closings

Includes General Ledger Management, Review of Transactions, Management of Fixed Assets.  Basic Service Level Includes 1 Entities Books. Additional Charge for Multiple Entities. Unlimited included under a Retainer package.

Basic Reporting

Includes General Ledger Management, Review of Transactions, Management of Fixed Assets.  Basic Service Level Includes 1 Entities Books. Additional Charge for Multiple Entities. Unlimited included under a Retainer package.

Policies and Procedures

We document your Processes and Procedures to be utilized by Existing Staff, New Hires and Us.  This Ensures Consistency and Greater Efficiency. Prevents your employees or contractors from holding you Hostage.

Insurances & Compliance

Manage Basic Insurance, Tax Compliance including Sales & Payroll Taxes, Insurance Compliance.  Does not Include Income Tax. We work with your Tax Accountant or recommend our Tax Professionals.

Business Tax Return Preparation & Compliance

We manage sales tax and payroll tax compliance directly, and prepare business tax returns, including partnerships, S-corps, and C-corps, alongside individual returns as needed. For more complex audit work, we coordinate with your tax professional or ours.

Systems

These Services can be Provided for an Additional Fee.  Our experts can assist you with Systems Needs Analysis, Implementation and/or Modifications as applicable.

Human Resources

These Services can be Provided for an Additional Fee.

Audit and Income Tax Preparations & Compliance

We will prepare applicable Audit & Tax Documentation, Schedules and Correspondence as applicable for an additional fee. Business and personal tax preparation and planning are also available through our affiliate, Aconter Tax.

Fractional / Outsourced CFO Services

Beyond the books, we act as your financial strategist, providing cash flow forecasting, margin analysis, and budgeting support to help you make confident decisions. Whether you’re preparing for a fundraising round, evaluating financing options, or planning your next stage of growth, we provide the executive-level insight and capital management guidance to keep you on track.

Extensive Cash Management Reporting & Forecasting

We will provide your business with a 6 Week Rolling Cash Flow Forecast to anticipate cash items and better manage cash flow. Additionally, with the Business Planning item we forecast out cash 1 to 3 years for your business.

Margin Analysis Reporting and “What if’s”

We look at the margins you are receiving and look to see how we can improve those margins by increasing revenues, better bidding, managing costs, understanding competition prices and services, managing subcontractors, managing interest costs, etc.

Business Planning, Budgets & Forecasting

We forecast out how your business is projected to perform over the next 1 to 3 years. This is useful not only to third parties but serves as a set of internal goals and motivation for your team and moves all toward achieving desired growth, profit and cash flows.

Executive Management, Team Building – All Departments

We are heavily involved in working with your individual department heads and teams to provide desired results as determined by the management team.

Capital Management – Fundraising, Debt, Etc.

We dress you up and push you out on stage for your capital raising needs. We understand what investors and banks are looking for and will push you to make your company an ideal candidate from a bankability perspective, regardless of whether you need the additional capital or not. We seek to put you in a position of strength at any negotiation table be it equity partner, banks, prospective buyers, customers, etc.

Financial Planning & Forecasting

Beyond day-to-day bookkeeping, we help you plan ahead with budgets, forecasts, and key performance indicators that turn your financials into a roadmap for growth, useful for internal goal-setting and for building credibility with lenders and investors.

Key Performance Indicators & Metrics

The “All In” Package includes the Basics Package, Add On Packages as applicable and the Executive Package. This Package also Includes Key Performance Indicators & Metrics.

Exit Strategies

We will assist you in Preparing and Positioning your Company to go to Market as applicable.

Sounding Board

We act as a seasoned and experienced Executive Management sounding board not only relating to finance, but all areas of your business. We have Extensive Experience working with numerous companies in numerous industries. We understand what makes a company successful and will assist you in making sound decisions and relevant course corrections when it comes to managing your Business.

Payroll Services

We handle payroll processing, tax payments, filings, and W-2 preparation through QuickBooks, with support available for larger teams and payroll systems outside of QuickBooks.

HR & Team Management

We support hiring, training, and day-to-day management of your existing accounting staff, or provide a complete outsourced solution, along with documented policies and procedures that keep your operations consistent as your team grows.

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