Business Details
24 Years
experience
Your Trusted Partner for Accounting Solutions
SLC Bookkeeping is a dedicated team of financial professionals committed to empowering small businesses through expert bookkeeping, forecasting, and consulting services. Founded in 2002, our mission began with a passion for helping entrepreneurs thrive by transforming financial complexity into clarity. Our team combines deep industry experience with a client-centric approach, offering tailored solutions that align with each business's unique needs. We specialize in serving owner-led companies across restaurants, yoga studios, contracting firms, real estate, and more, ensuring accurate financial reporting and strategic guidance. Our U.S.-based team brings decades of collective experience, leveraging tools like QuickBooks ProAdvisor certification to streamline processes and enhance efficiency.We prioritize transparency, reliability, and proactive support, enabling clients to focus on growth while we handle the numbers. Our culture emphasizes work-life balance, reflecting our understanding of the challenges small business owners face. With a proven three-step process for onboarding, system building, and ongoing support, we deliver consistent, actionable insights that drive informed decision-making. Our commitment to excellence is evidenced by client success stories highlighting improved margins, time savings, and stress-free tax compliance. By combining technical expertise with personalized service, we position ourselves as a trusted financial ally for businesses seeking sustainable growth.
Services
Outsourced Bookkeeping
Financial Forecasting
Small Business Consulting
Balance Sheet Accounting
Business Tax Filing
Details
- Year established: 2002
Highlights and features
- We offer over 20 years of combined experience in small business accounting and consulting.
- Our team implements a patented three-step process for clean books and strategic growth.
- We provide 24/7 personalized customer support for urgent financial inquiries.
- Our company is QuickBooks ProAdvisor certified for advanced software integration.
- We operate with full transparency and no hidden fees in all service agreements.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Increased sales by 30%
Free up time for clients
Responsive and helpful team
Accurate financial reporting
Proactive tax strategy
Services
Outsourced Bookkeeping
Our outsourced bookkeeping ensures accurate monthly reconciliations and compliance, freeing business owners to focus on operations. We handle daily transactions, payroll, and financial reporting with precision. Clients benefit from real-time insights and tailored systems that scale with growth, supported by a U.S.-based team of certified professionals.
Financial Forecasting
We create dynamic financial forecasts using historical data and live feeds to model growth scenarios and cash flow needs. Our projections help businesses anticipate challenges and opportunities, enabling proactive decision-making. Clients receive updated models monthly to align with evolving market conditions and strategic goals.
Small Business Consulting
Our consulting services translate financial data into actionable strategies for expansion, cost management, and operational efficiency. We offer scenario analysis and risk assessments to guide major decisions. Clients gain access to senior-level expertise without the overhead of a full-time CFO.
Balance Sheet Accounting
We ensure GAAP-compliant balance sheets that reflect accurate asset, liability, and equity classifications. This service supports loan applications and investor presentations with reliable financial snapshots. Regular updates maintain transparency and readiness for audits or funding opportunities.
Business Tax Filing
Our team manages quarterly estimates and annual filings to prevent penalties and optimize tax strategies. We align entity structures with business goals and maintain audit-ready records year-round. Clients benefit from timely submissions and proactive tax-saving recommendations.
People
Matt Roberge
Founder & CEO
Matt founded SLC Bookkeeping in 2002 after a career in restaurant ownership. He transitioned to bookkeeping to help small businesses avoid financial pitfalls. Based in Missoula, Montana, he prioritizes work-life balance and client-focused innovation.
Joe Mazur
Operations Manager
Joe brings extensive accounting expertise to SLC Bookkeeping, with a background in precision bookkeeping systems. Located in Stowe, Vermont, he enjoys outdoor activities and family time while ensuring operational efficiency for clients.
Trifany Gibson
Senior Accountant
Trifany leads SLCB's accounting team with over 30 years of experience. Relocating from Alaska to Utah, she balances supporting small businesses with exploring the outdoors. Her expertise ensures accurate, scalable financial systems for clients.
Chris Morgan
Accountant
Chris specializes in small business bookkeeping after moving to Utah for its mountainous landscapes. His work focuses on simplifying financial management for entrepreneurs, allowing them to prioritize growth and operational excellence.
Deb Holl
Discovery Team Manager
Deb leverages decades of hands-on bookkeeping experience to support diverse businesses. Based in Wisconsin, she combines technical proficiency with a client-first approach, ensuring clear financial pathways for growth and stability.
Questions
What services does SLC Bookkeeping offer?
We provide outsourced bookkeeping, financial forecasting, small business consulting, tax filing, and balance sheet accounting tailored to your industry needs.
How does SLC Bookkeeping customize solutions for different industries?
Our team leverages experience across restaurants, real estate, contracting, and more to create scalable systems aligned with your business's unique financial workflows.
Can SLC Bookkeeping integrate with my existing accounting software?
Yes, we specialize in QuickBooks Online integration and can streamline your current processes for seamless financial management.
What is the onboarding process like?
We start with a discovery call to understand your goals, then build a customized system and provide ongoing support for continuous growth.
How does SLC Bookkeeping ensure data security?
We use secure data portals with bank-level encryption and maintain strict confidentiality protocols for all client financial information.
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