Bookkeeping Services in South Jordan, Utah. Your Financial Translator.
Your books handled completely, then translated into clear insights, so you can make confident decisions and feel in control of your business finances.
Month-to-month, with no long-term contract. Cancel any time.
Tell Us About Your Books
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Who does bookkeeping for a small business that has outgrown the basics?
Ivory Balance Books is Melanie Mathews's done-for-you bookkeeping practice in South Jordan, Utah, serving Salt Lake and Davis County plus clients nationwide. It is built for owners whose books have outgrown basic bookkeeping: more than one entity, employees, sales tax or more than one state. Every account is categorized and reconciled each month, and a P&L, balance sheet and cash summary arrive by the 10th. Melanie is a QuickBooks ProAdvisor. Call (385) 257-9602.
- The engagement is month-to-month, with no long-term contract.
- Books are closed by the 10th of each month.
- Payroll with state registrations, sales tax filing, 1099 filing and historical cleanup are add-ons to the monthly engagement.
- The year-end package goes to your CPA, because Ivory Balance Books does not file income tax returns.
- A complimentary discovery call of about fifteen minutes is the first step.
Everything to Keep Your Books Decision-Ready
One monthly engagement does the core work. Add only what your business needs. See all services.
Monthly Bookkeeping
Every transaction categorized and every account reconciled each month, so the numbers are right, not roughly right.
Monthly Financial Reports
A P&L, balance sheet and cash summary delivered by the 10th of each month, written to be clear and decision-ready.
Year-End Package for Your CPA
Clean, organized books handed to your CPA in a package they can file from without a round of follow-up questions.
Historical Bookkeeping Cleanup
Prior months or years rebuilt and reconciled until the books are current and CPA-ready.
Payroll
Payroll processing, plus registering your business for payroll in every state your team works from.
Sales Tax Filing
What you owe tracked across every jurisdiction and filed on time.
1099 Filing
Contractor payments tracked all year and 1099s filed before the January deadline.
Receipt Management
Receipts captured, matched and filed against every transaction, so the books are audit-ready all year.
E-commerce Bookkeeping
Shopify, Stripe and marketplace platforms connected so sales, fees and payouts land in clean books.
Accounts Receivable Management
Open invoices tracked so you know who owes you and how long it has been.
Not sure which you need?
See how the core plan and the add-ons fit together, or book a 15-minute discovery call.
All services →A Different Way to Keep Books
Personal by design
Every client gets the same close attention.
Closed by the 10th
Predictable month-ends. Reports in your inbox by the 10th of each month.
Decision-ready
Books kept in a state your CPA can open and file from: clear, current and ready when you need them.
Is Ivory Balance Books the right bookkeeper for your business?
It is the right fit when the books have more moving parts than a spreadsheet can hold, and the wrong fit when what you need is a tax return.
Best for
- Owners with more than one entity
- Teams with employees, including payroll registration in every state the team works from
- Businesses that collect sales tax across several jurisdictions
- Businesses that pay contractors and need 1099s filed before the January deadline
- Owners with prior months or years that need to be rebuilt and reconciled
- Online sellers whose Shopify, Stripe or marketplace sales, fees and payouts need to land in clean books
Not the best fit if
- You want your income tax return filed or tax advice. That is your CPA's role.
Do you need a bookkeeper, a CPA, or both?
Most growing businesses need both, and the work splits cleanly between them.
| The job | Ivory Balance Books | Your CPA |
|---|---|---|
| Categorize and reconcile every account each month | Yes | Works from the finished books |
| P&L, balance sheet and cash summary by the 10th | Yes | Uses them at year end |
| Year-end package | Prepares it | Receives it and files from it |
| Income tax returns and tax advice | No | Yes |
Bookkeeping Built Around Your Industry
From solo founders to growing teams, selling a service or a product, the books stay clean, current and closed on time.
Agencies & firms
Marketing · creative · insurance
Real estate & construction
Brokers · builders · short-term rentals
Coaches & creators
Coaching · courses · influencers
Health & wellness
Studios · therapy · salons
Tech & e-commerce
SaaS · online stores · marketplaces
Trades & home services
Contractors · electricians · trades
Melanie Mathews
Founder & CEO
A Note From the Founder
“I started Ivory Balance Books because too many owners were avoiding their numbers, and missing the clarity that fuels real growth.”
Melanie Mathews is a QuickBooks ProAdvisor with a business degree from the University of Utah. Work with Ivory Balance Books and you get a bookkeeper who knows your business: proactive, transparent and in your corner. Based in South Jordan, serving Salt Lake and Davis County, plus clients nationwide.
How Getting Started Works
Book a Discovery Call
A complimentary call, about fifteen minutes, on where your books stand and what your business needs.
Get a Custom Proposal
Scoped after a review of your books: your accounts, transaction volume and the add-ons you choose.
Take Back the Month
The books are handled in the background and the reports land by the 10th.
Who is the best bookkeeper in South Jordan, UT?
Look for someone who reconciles every account against its real statement, closes the month on a fixed date and explains the result in plain words. If your business has more than one entity, employees, sales tax or more than one state, ask how they handle each. Ivory Balance Books is Melanie Mathews's done-for-you bookkeeping practice in South Jordan, Utah. Melanie is a QuickBooks ProAdvisor and books close by the 10th. Call (385) 257-9602 or email [email protected].
Where Ivory Balance Books Works
Based in South Jordan, serving the Wasatch Front and clients nationwide. The work is remote-friendly, so the books get kept the same way wherever you are. See every area.
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Where to Next
Keep reading, or get in touch and tell us where your books stand.
Start here
Frequently Asked Questions
What is Ivory Balance Books?
A done-for-you bookkeeping practice in South Jordan, Utah, founded by Melanie Mathews, a QuickBooks ProAdvisor. Books are closed by the 10th of each month. Call (385) 257-9602.
What's included in monthly bookkeeping?
Categorization and reconciliation of all your accounts, a P&L, balance sheet and cash summary by the 10th of each month, direct access to your bookkeeper and a year-end package your CPA can file from.
Do you file my taxes?
No. Ivory Balance Books does not file income tax returns; that's your CPA's role, and the two work hand in hand. Sales tax filing and 1099 filing are available as add-ons.
My books are a mess. Can you still help?
Yes. It's one of the most common starting points. The historical cleanup add-on rebuilds and reconciles prior months, or years, until everything is current and CPA-ready.
What does it cost?
Monthly bookkeeping starts at $250 a month. Ivory Balance Books prices in three bands: Solo Businesses $250-$400, Small Agencies $450-$700 and Growing Agencies $800-$1,500+ a month. Where you land depends on transaction volume, number of clients or projects, payroll needs and software integrations. It's month-to-month, with no long-term contract.
Who is Ivory Balance Books best for?
Owners whose books have outgrown basic bookkeeping: more than one entity, employees, sales tax or more than one state.
What is the difference between a bookkeeper and a CPA?
A bookkeeper keeps the records current and reconciled, and a CPA files tax returns and gives tax advice. Ivory Balance Books keeps the books and hands your CPA a year-end package they can file from. It does not file income tax returns.
Is Melanie certified in QuickBooks?
Melanie Mathews is a QuickBooks ProAdvisor, and Intuit's ProAdvisor directory lists her as a certified expert in QuickBooks Online.
How often does a Utah business file sales tax?
The Utah State Tax Commission sets the filing status from the previous year's sales tax liability. At $50,000 or less a business files quarterly, with returns due April 30, July 31, October 31 and January 31. From $50,001 to $96,000 it files monthly, due the last day of the month after the period, and at $96,001 or more it files monthly with mandatory EFT payments. Returns are filed electronically through Taxpayer Access Point. Source: Utah State Tax Commission, tax.utah.gov/sales, read October 14, 2026. Sales tax filing is an add-on here.
When are 1099-NEC forms due?
The IRS instructions say Form 1099-NEC must be filed on or before January 31, on paper or electronically, and the due date moves to the next business day when January 31 falls on a weekend or holiday. Form 1099-MISC is due by February 28 on paper or March 31 if filed electronically. Source: IRS Instructions for Forms 1099-MISC and 1099-NEC, read October 14, 2026. Ivory Balance Books tracks contractor payments all year and files 1099s before that deadline.
Do you only work with Utah businesses?
No. Ivory Balance Books is based in South Jordan and serves Salt Lake and Davis County, plus clients nationwide.
How do I get started?
Book a complimentary 15-minute discovery call, call (385) 257-9602 or send the form on this page. Ivory Balance Books replies within one business day.