Updated:
← Back to Bookkeepers in the Provo-Orem Area, UT Compared (2026)Aspen Accounting & Advisory
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Aspen Accounting & Advisory | home page | |
| Website | https://www.aspenaccountingfirm.com/ | home page | |
| Office locality | Orem, UT | home page | |
| Phone | +18017974217 | home page | |
| Offers bookkeeping | Documented: Aspen Accounting & Advisory | CFO-Level Insight Without the CFO-Level Cost Bookkeeping & advisory · Local Utah CFO-level insight. Without the CFO-level cost. Clean, tax-aware... | home page | |
| Monthly bookkeeping | Documented: ...in mind. Do you do payroll and personal taxes too? Aspen focuses on what it does best: monthly bookkeeping, advisory, and reporting for small business owners. Payroll and personal... | /contact | 8 pts (max 8) |
| Payroll coordination | Documented: ...accounting, so your books are kept with the tax consequences in mind. Do you do payroll and personal taxes too? Aspen focuses on what it does best: monthly bookkeeping... | /contact | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...on a dependable cadence. Never a year-end scramble. 02 Reports you can actually read Financial statements with context, not just exported numbers, so you know what the business is... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | /about | 5 pts (max 5) |
| Pricing approach published | Quote only (stated): "custom quote" | /contact | 6 pts (max 6) |
| Onboarding described | Documented: ...business, not just someone who categorizes transactions. Schedule a Discovery Call See How It Works One point of contact Never outsourced overseas Advisor's mindset, not data... | home page | 4 pts (max 4) |
| Named contact / team | Level Insight Without, CFO | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...this is where it starts. Email [email protected] Phone (801) 797-4217 Existing client Client Portal (Karbon) Live availability Pick a time that works. A focused 30-minute call to... | /contact | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 13, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Aspen Accounting & Advisory' in Orem, UT on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; 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.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Aspen Accounting & Advisory's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.