This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Salt Lake City, UT. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
Klingler & Associates #
Website: https://klinglercpa.com
Phone: 801-676-0945
Klingler & Associates traces its roots to Larry N. Klingler and, according to its website, has been trusted by Utah businesses since 1977. The site recalls a longstanding slogan describing the practice as offering CPA quality services at bookkeeper rates, and the firm presents its fees as reasonable compared with other Utah firms. The website adds that the firm regards staying current with the latest tax laws as central to its work and that it publishes a Utah tax information blog addressing changes in the tax code and other business, tax, accounting, and payroll topics. Today it is a Utah certified public accounting firm providing accounting, payroll, and tax services to businesses and individuals.
The practice runs from an office at 8941 S. 700 East #104 in Sandy, Utah. Its website states that it serves Salt Lake City along with neighboring communities, listing Sandy, Draper, South Jordan, Riverton, Cottonwood Heights, Murray, and Salt Lake City among the areas it covers. Salt Lake City clients are therefore handled from the firm’s Sandy location within the greater Salt Lake area rather than from an office inside the city.
Staffing centers on licensed Utah Certified Public Accountants and Enrolled Agents. The firm says its full-time, year-round professionals must complete continuing education each year to keep their licenses, and that it deliberately requires more continuing education than the licensing minimum so its staff stays current with shifting tax law. When it prepares a return, it provides free audit support from that staff, and it pledges to stand with a client at no extra cost if a return is selected for examination. For new clients, it offers to review the prior two years of returns at no charge to see whether amendments might yield a refund.
What the firm presents as its appeal is the consolidation of accounting, payroll, and tax needs under one roof, so that clients can manage these matters from a single local source. The website groups its offerings into expert tax preparation and planning for businesses, full service payroll processing and benefit coordination, professional bookkeeping and financial statement compilation, business entity consulting and formation, QuickBooks support delivered by licensed QuickBooks advisors, and income tax preparation for individuals and families.
Tax preparation reaches a broad set of filers. The firm prepares income tax returns for individuals in all states and for S corporations, C corporations, LLCs, trusts, and non-profit organizations. It describes a proactive approach to structuring a client’s situation so as to reduce future tax burdens, with an emphasis on claiming the credits and deductions available. The firm’s principal, Ken Klingler, has appeared in KUTV segments fielding tax questions, including discussion of commonly missed deductions such as charitable contributions and certain work-related expenses.
For business clients specifically, the firm offers CPA accounting services, bookkeeping, consulting, new business setup, payroll services, and business tax preparation, while individuals can come to it for tax preparation. It frames its work as client centered, saying it takes time to listen and to help clients understand their financial position so they can make informed decisions. It also points to experience with small and medium sized family owned businesses, covering entity selection and compliance with filing requirements. Several testimonials on the website describe long relationships with the firm, among them business owners who have filed with it for many years and clients who cite its accounting, bookkeeping, and business tax work.
Klingler & Associates can be reached by telephone at 801-676-0945, and it lists info@klinglercpa.com as its email address. The firm offers a free consultation or tax review and provides a scheduling form on its website. For businesses and individuals in Salt Lake City, it presents itself as a Sandy based Utah CPA practice delivering accounting, payroll, bookkeeping, and tax services across the greater Salt Lake area, Salt Lake City included.
Mason CPA #
Website: https://www.masoncpa.com
Phone: 801-554-1517
Mason CPA is a certified public accounting firm based in South Jordan, Utah, that provides accounting services for small businesses and tax services for both individuals and business owners. The firm operates from an office at 10438 South 1055 West, Suite 101, in South Jordan, which places it within the broader Salt Lake County area that includes Salt Lake City. Rather than serving Salt Lake City from a local office in the city itself, the firm works from its South Jordan location and notes on its website that it has helped contractors throughout Salt Lake County.
The firm describes itself as a local accounting practice that customizes its services to match the needs of each client instead of fitting a business into a fixed package. According to its website, the work it offers spans small business accounting, bookkeeping, cash flow management, and tax planning, along with income tax preparation and tax problem resolution for individuals. The firm states that when a client works with it, the accounting services and tax strategies are tailored to the particular business.
A notable focus of Mason CPA is the construction industry. The firm explains that running a construction business can be difficult when an owner cannot find time to keep bookkeeping and taxes in order, and it positions itself as a resource for maintaining an up-to-date understanding of income and overhead expenses. It states that it can help a construction business establish a cash flow management system and prepare financial statements on a regular basis. The firm says it has worked with general contractors and subcontractors in Salt Lake County, supporting them with strategic tax planning and industry-specific accounting services. It frames these engagements as partnerships rather than one-time services.
For construction clients, the firm lists accounting and bookkeeping, preparation of financial statements, budgeting and projections, QuickBooks training, compilations, and incorporation and new business advisory work. On the tax side for construction businesses, it lists business tax preparation and strategic tax planning. The firm indicates it can assist whether a client needs basic bookkeeping or a broader financial management relationship.
Beyond construction, Mason CPA identifies real estate and healthcare as additional industries it serves. Its general accounting services include small business accounting, described as accounting and bookkeeping solutions for various kinds of small businesses, and QuickBooks services that cover software setup, support, and data file cleanup. The firm also provides new business advisory services that address entity selection, financing, and other matters relevant to new business owners. On the tax side, it offers tax planning aimed at minimizing liabilities, tax preparation for both small businesses and individuals, and IRS problem resolution that includes help preparing back taxes and addressing issues such as liens and levies.
The firm is led by Steven Mason, a Certified Public Accountant. According to the website, he graduated from the University of Utah with a Bachelor of Science in Accounting and a Master of Professional Accountancy with an emphasis in taxation. He is a member of the Utah Association of Certified Public Accountants. A statement attributed to him on the site says he finds the greatest satisfaction in advising clients and helping them save money on taxes.
Mason CPA offers a free initial consultation to individuals and businesses and provides a secure file sharing tool that clients can use to send documents to the firm. It also maintains a newsletter through which it shares tips, tax due dates, and tax strategies. Prospective clients can reach the firm by telephone at 801-554-1517 or request a consultation through its website. For businesses and individuals in the Salt Lake City area, the firm presents itself as a South Jordan based provider of accounting and tax services with particular experience in the construction trades, serving clients across Salt Lake County from its South Jordan office.
Bookkeeping for Contractors #
Website: https://www.bookkeepingforcontractors.com
Phone: 801-477-4187
Bookkeeping for Contractors is a bookkeeping practice that focuses specifically on the construction industry, working with general contractors and subcontractors. The firm is based at 2140 W 700 S Suite 2 in Springville, Utah, and serves Salt Lake City on a remote basis rather than from a local office in the city. Its website addresses Salt Lake City contractors directly, stating that it offers bookkeeping services for general contractors and subcontractors in Salt Lake City and the surrounding areas, with the goal of taking on the bookkeeping workload so that business owners can focus on running their companies.
The firm’s stated mission is to help contractors and subcontractors understand their financials and track their projects so they can grow their construction businesses. It describes its work as keeping current on the details of the construction industry while handling the numbers for its clients. The firm frames itself as wanting to be part of a client’s team, and it presents bookkeeping as something best handled by a partner who understands the particular demands of construction work.
For its one-to-one bookkeeping services, the firm lists data entry for QuickBooks, account reconciliation, accounts receivable, accounts payable, financial reporting, and job costing. The page dedicated to Salt Lake City expands on this list and includes class tracking, payroll allocation, QuickBooks Online setup, clean up and catch up work, vendor tracking, year-end 1099 filing, and SCR pre-lien filing. The firm explains that it tracks financial transactions from start to finish and reviews the balance sheet and profit and loss statement so that a client always understands where the company stands financially. It highlights job cost tracking and timely payment as among its specialties.
The firm describes its account reconciliation work as comparing bank statements to a client’s QuickBooks Online account each month to identify and resolve inconsistencies. It also offers bookkeeping clean-up and catch-up services, which it connects to being prepared for situations such as seeking a bank loan, being audited by an insurance company, the IRS, or Workers Comp, and providing a CPA with the reports needed at tax time. For QuickBooks, the firm offers setup and consulting, troubleshooting, and ongoing support for contracting and subcontracting businesses. It also assists with year-end 1099 filing for contractor businesses.
Beyond one-to-one services, the firm provides educational offerings. These include a 90-minute QuickBooks setup guide aimed at helping a contractor set up and optimize a QuickBooks account for a construction company, and a step-by-step course on managing construction company bookkeeping. The firm also offers one-to-one consultation calls for bookkeeping questions or for ongoing monthly bookkeeping.
The firm was founded by Kierston, who according to the website moved into bookkeeping after a career as a firefighter when she and her husband determined that those working hours would not support their family lifestyle. The site states that she started the company in August of 2017 and that it has grown steadily since then. It notes that she comes from a family of contractors that includes carpenters, plumbers, and HVAC technicians, which it credits with bringing the need for bookkeeping in the construction industry to her attention.
The firm lists a range of certifications and partnerships on its website, including QuickBooks Online certification, membership in the Digital Bookkeeper Association, Hubdoc, Knowify advisor status, Gusto certification, a Bill.com partnership, QuickBooks Online Buildertrend certification, and Adaptive Certified Advisor status. Client comments on the site come from contractors in fields such as roofing and other trades.
Bookkeeping for Contractors can be reached by telephone at 801-477-4187. The firm offers a free consultation and invites contractors to request a call through its website. For construction businesses in Salt Lake City, it presents itself as a Springville based, construction-focused bookkeeping provider that works with local contractors remotely.