Updated:
← Back to Top 6 Bookkeepers in the Ogden Area, UT (2026)Adams + Petersen
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: construction, real estate, medical, dental, retail (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Adams + Petersen | home page Nov 11, 2026 | |
| Website | https://ap.cpa/ | home page | |
| Office locality | Clearfield, UT | /contact-us | |
| Service area | United States (stated by the firm) | /financial-professional-services | |
| Phone | +18017765241 | home page | |
| Offers bookkeeping | Documented: ...reliable reporting, meaningful analysis, and forward-looking guidance - not just bookkeeping, but a financial partnership. Customized Accounting + Advisory Services Built for... | /caas | |
| Monthly bookkeeping | Documented: ...so you can choose the level of support that fits your needs. Whether you need reliable monthly accounting and reporting or deeper advisory insight, cash flow visibility, KPI... | /services | 8 pts (max 8) |
| AP / AR | Documented: ...Kirkham Administrative Specialist [email] Read More Deanise Ramsey Billing & Accounts Receivable Management [email] Read More Kim Weaver Administrative Specialist [email]... | /meet-the-team | 4 pts (max 4) |
| Payroll coordination | Documented: ...training and setup Bank reconciliations Transactional consulting Annual and quarterly payroll filing CLIENT ACCOUNTING & ADVISORY SERVICES When you have clear, accurate financial... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...for tax planning to minimize liabilities and enhance your financial well-being. Financial Statements : We perform compilation, review and audits in accordance with Generally... | /financial-professional-services | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, medical, dental, retail, professional services, manufacturing, technology, nonprofits, e-commerce, law firms, startups | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /financial-professional-services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Patrick Munson · CPA (self-reported to the IRS, not a state license) · business name on the record: ADAMS & PETERSEN CPAS LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...of the accounting challenges that financial and professional services may encounter include: Tax implications of digital businesses with clients throughout the country Strategizing... | /financial-professional-services | 5 pts (max 5) |
| Onboarding described | Documented: ...owners timely, accurate financial insight and the strategic guidance to use it well. Our process begins with a discovery conversation. We take the time to understand your business... | /caas | 4 pts (max 4) |
| Named contact / team | Patrick Munson, CPA | /meet-the-team | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Utah Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Patrick Munson under the business name 'ADAMS & PETERSEN CPAS LLC' in Clearfield, UT. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Adams + Petersen's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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