Client Accounting Services · Park City & Salt Lake City
Your books, closed.
Your time, back.
AE Accounting runs monthly bookkeeping, tax preparation, and back-office operations for Utah small businesses — backed by a real team and the automation to make it feel effortless.
Live in your books right now
- Transactions categorized (Aug) 3,214
- Accounts reconciled 18 / 18
- Invoices sent by BPO agent 42
- Avg. monthly close time 4.8 days
120+Utah businesses served
20+ yrsExperience
48 hrsAvg. bookkeeping turnaround
2Offices — Park City & SLC
What we do
Full-stack accounting for a small business that has bigger things to do.
Every engagement pairs a dedicated accountant with automation that handles the repetitive work — so nothing sits in an inbox for three weeks.
Monthly Bookkeeping
Bank & card reconciliation, categorized transactions, clean financial statements delivered on the same date every month — no surprises at tax time.
Core serviceDay-to-Day Tax Preparation
Ongoing tax-ready records year round, quarterly estimates, and business return preparation — not a once-a-year scramble in April.
Core serviceFirm Automation Setup
We build the workflow: bank feeds, receipt capture, approval chains, and reporting rules configured once so your firm runs on rails.
AutomationBPO Accounting Agent
An outsourced back-office team handling invoicing, bill pay, payroll support, and vendor management — as if they sat down the hall.
Back officeAgentic AI Reporting
AI agents monitor your books daily, flag anomalies before they're a problem, and hand you a plain-English summary every Monday.
AutomationFractional Controller
Cash flow forecasting, budget-to-actual, and a monthly walkthrough of the numbers — the strategic layer most bookkeepers skip.
AdvisoryHow it works
From messy books to a running system in four steps.
01
Discovery call
We look at your current books, software, and pain points, and scope a flat monthly package that fits.
02
Connect & clean up
We link your bank feeds, QuickBooks/Xero, and payroll, then catch up or clean up any backlog.
03
Automate the routine
Categorization rules, approval flows, and our AI agents take over the repetitive 80% of the work.
04
Review & advise
You get clean statements every month plus a human check-in on what the numbers actually mean.
Who we are
A Utah-based CAS team, not a one-person shop.
AE Accounting is a client accounting services firm built for small businesses across the Wasatch Front — from Main Street retailers in Park City to Silicon Slopes startups in Salt Lake City. Our team pairs licensed accountants and Enrolled Agents with an automation and AI practice built specifically for small-business back offices.
You get a named accountant who knows your business, backed by a bookkeeping team, a tax team, and an automation team who make sure nothing depends on any one person's calendar.
4Team functions
2Utah locations
120+Businesses served
CF
Crystal Francis, EA
Enrolled Agent · Strategy & client advisoryEnrolled Agent with 20+ years of experience; oversees every engagement and leads the monthly review calls.
B
Senior Bookkeeper
Monthly close & reconciliationOwns the day-to-day books across the client roster.
C
Tax Manager, EA
Tax preparation & planningKeeps returns and quarterly estimates on schedule.
D
Automation & AI Ops
Workflow & agentic AIBuilds and monitors the systems that do the repetitive work.
Specialized industries
Deep experience where the bookkeeping gets tricky.
Two practice specialties, plus the small-business categories that need clean books the most.
Real Estate, Property Management & Rental Investors
Per-property P&Ls, owner statements, trust and security-deposit tracking, depreciation schedules, 1099s for vendors, short-term rental revenue reconciliation, and Schedule E-ready records.
SpecialtyRestaurants & Food Service
Daily sales and POS reconciliation, food and labor cost percentages, tip reporting, sales tax filings, vendor bill pay, and weekly prime-cost reporting you can actually act on.
SpecialtyFive small businesses that need bookkeeping most
Construction & Trades
Job costing, progress billing, subcontractor 1099s, and retainage tracking across multiple jobs at once.
E-commerce & Retail
Marketplace payout reconciliation, inventory and COGS, and multi-state sales tax exposure.
Healthcare & Dental Practices
Insurance remittance reconciliation, provider payroll, and equipment financing schedules.
Professional Services & Consultants
Time-to-invoice tracking, retainers and deferred revenue, and quarterly estimate planning.
Salons, Fitness & Personal Services
Booth-rent vs. employee classification, membership and package revenue, and tip handling.
Built for the Wasatch Front
We know the difference between a Main Street shop and a Silicon Slopes startup.
Park City
Resort-driven revenue, seasonal cash flow, and short-term rental or hospitality accounting all need a bookkeeper who's seen the pattern before.
- Retail & Main Street businesses
- Short-term rental & real estate
- Restaurants, lodging & hospitality
Salt Lake City
From the Silicon Slopes tech corridor to professional services downtown, growing companies need books that keep up with hiring and funding.
- Tech & SaaS startups
- Professional & creative services
- Multi-location & franchise operators
In their words
Sample client feedback — swap in your real reviews here.
"We finally get financials on the same day every month instead of chasing them down."
Owner · Park City retail shop
"The automation setup alone saved our office manager ten hours a month."
Founder · Salt Lake City startup
"It genuinely feels like we have a full accounting department now, not a freelancer."
GM · Summit County hospitality group
Flat-rate packages
Pricing that doesn't change when your inbox does.
Every plan includes a dedicated accountant, monthly financials, and our automation stack. Tax preparation can be added to any tier.
Starter
$395/mo
For solo operators & early-stage businesses
- Up to 2 accounts reconciled
- Monthly financial statements
- Automated transaction categorization
- Email support
Growth
$695/mo
Our most popular plan for established small businesses
- Up to 6 accounts reconciled
- AI agent anomaly monitoring
- Quarterly tax estimates
- Monthly review call
- Priority support
Scale
$1,250/mo
For multi-entity or multi-location businesses
- Unlimited accounts reconciled
- Full BPO back-office agent
- Fractional controller support
- Custom automation build-out
Questions
Frequently asked
Is this a real team, or am I working with one person?+
You're assigned a dedicated accountant, but every engagement is backed by our bookkeeping, tax, and automation teams — so your books never depend on a single person's availability.
What does "agentic AI" actually mean for my books?+
Our AI agents watch your accounts daily for miscategorized transactions, duplicate charges, and cash-flow anomalies, and route anything unusual to your accountant instead of waiting for month-end.
Which accounting software do you work with?+
QuickBooks Online, Xero, and most major payroll and payments platforms. We can also migrate you from spreadsheets or a legacy desktop system.
Do you handle both bookkeeping and tax filing?+
Yes — bookkeeping and tax preparation are built to work together, so your return is built from books that are already accurate instead of reconstructed every spring.
Can I switch plans as my business grows?+
Yes, plans are month-to-month and scale up or down as your transaction volume and needs change.
Get started
Let's get your books off your plate.
Book a free 20-minute consult and we'll tell you exactly what a monthly package would look like for your business.
Crystal Francis · 801.604.8811 · admin@ae-accounting.com
