Vol. I · No. 1 The Paige Herald Est. 1522

Advisory & management accounts in Salt Lake City, the United States

Looking for advisory & management accounts in Salt Lake City? This page lists 14 advisory & management accounts firms operating in Salt Lake City, the United States, with contact details and, where we have them, named partners and the tools they run.

Forward-looking finance support: monthly management accounts, cash-flow forecasting, budgeting, and part-time CFO input. Typical deliverables: monthly management pack; 13-week cash-flow; annual budget + reforecasts; board reporting. USD 500–5,000/mo depending on scope and company size.

14 advisory & management accounts firms in Salt Lake City

FirmLocationContactNotes
Aberdeen Advisory Salt Lake City, US LinkedIn
C A Advisors Salt Lake City, US LinkedIn
Elevate Cfo Salt Lake City, US LinkedIn
Frederickson Murri - Planners & Advisors Salt Lake City, US LinkedIn
Ingeniium Tax Advisors Salt Lake City, US LinkedIn
Leeanne Cfo Accounting Salt Lake City, US LinkedIn
Lumen Advisory & Finance Salt Lake City, US LinkedIn
Mountain Wave Advisors Salt Lake City, US LinkedIn
Now Advisors Salt Lake City, US LinkedIn
Now Cfo Salt Lake City, US LinkedIn
Platform Advisors, LLC Salt Lake City, US LinkedIn
Rocky Mountain Advisory Salt Lake City, US LinkedIn
S3 Advisory LLC Salt Lake City, US LinkedIn
Venture Cfo And Accounting Services Salt Lake City, US LinkedIn

Compare 14 advisory & management accounts firms in Salt Lake City — open each profile to see contact details.

Choosing a advisory & management accounts firm in Salt Lake City

How to choose: (1) match the firm to your size and stage — a landlord and a 40-person company need different people; (2) confirm the qualification for regulated work (CPA, ACA / ICAEW, ACCA, CA (CA ANZ, CPA Canada, SAICA), CIMA, EA (US Enrolled Agent), Steuerberater, Expert-comptable); (3) ask for a fixed fee in writing; (4) check they use software you can log into; (5) talk to one existing client in your sector.

As one of the larger markets in the United States for accounting, Salt Lake City firms range from sole practitioners handling personal returns to multi-partner offices running statutory audits and outsourced finance functions. If you are early-stage, a smaller local firm is usually faster and cheaper; above the audit threshold you will want a firm with a registered auditor.

Advisory & management accounts rules in the United States

In the United States, the recognised designation is CPA (Certified Public Accountant), licensed per state board. Filing and oversight: State Boards of Accountancy; AICPA sets standards. Private companies rarely need a statutory audit; often required by lenders, investors or franchise agreements. Federal return generally due mid-April; states vary; extensions widely available.

FAQ

What is a fractional or virtual CFO?
An experienced finance leader who works with you a few days a month — cheaper than a full-time hire, common for companies doing USD 1–20M revenue.

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This directory is compiled from public company data and each firm's own website. Listing is not endorsement. Verify a firm's registration and current fees directly before engaging.