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SERVICES
Custom solutions.
None of the usual headaches.
Fractional CFO
Strategic guidance, forecasting, and AI-powered reporting to grow your business, without the cost of a full-time CFO.
Starting at $3,000/mo
Fractional Controller
A reliable month-end close and accurate reporting, using AI tools to speed up the work and catch errors.
Starting at $2,000/mo
Bookkeeping & Accounting
Clean books, closed on time, every month, with AI-assisted automation that keeps costs down.
Starting at $1,000/mo
Remote or Onsite
QuickBooks Online Experts
AI-Powered Automation
Monthly Owner Reports
Clean Books Closed on Time
QuickBooks ProAdvisor Gold
Other Services
Everything else your business needs, in one place.
Tax Planning
Compilations
Financial Statements
Team Training
Job Costing
Cash Flow Forecating
AI & Automation Setup
Budgets & KPI Dashboards
Process & Controls Review
QuickBooks & Software Migration
Software & AI Experts
We know the systems you run,
and the AI that makes them faster.
• ERP migrations and new company setups
• AI-powered reporting
• Automated bookkeeping with AI review
• AI assistants for your finances
• Workflow automation
Acumatica
Sage Intacct
ComputerEase
Vista Viewpoint
Sage 100
CMIC
QuickBooks & QuickBooks Online
ProAdvisor Gold Accounting Firm
About Wasatch CFO
Where Are Our Clients?
Utah
Arizona
Most our clients are based in Utah, but our clients have international operations.
Idaho
Montana
We want clients from all over the world.
Client Industries:
Construction
Manufacturing
Engineering
SaaS
Medical / Clinical
Real Estate
Marketing
and more
Why Wasatch CFO
Wasatch CFO started when a friend's business
almost went
bankrupt.
Founded
2019
They didn't know their company's numbers.
We love numbers.
​
Know
Your
Numbers
Construction Expertise
Our team has been working in the construction industry since 2011. We know construction accounting, reporting, software.
Construction Expertise
Over 10 years in the construction industry. We know job costing, WIP, bonding, and the software contractors run on.
Financial Leadership
Fractional CFO
Fractional Controller
Forecasting
Cash Flow Analysis
Debt Consolidation
Acquisitions & Valuations
Reporting & Job Costing
Job Costing & WIP Schedules
Schedule of Contracts
Custom Reporting
AI-Powered Dashboards
Financial Statements
Year-End Reporting
Compilations
Tax Planning
Bonding, Banking & Team
Surety & Bonding Assistance
Banking Liaison
Equipment Acquisition
Software Migration
Team Training
Project Management Training
Recruiting Team Members
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