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← Back to Top 6 Bookkeepers in the Boulder Area, CO (2026)Flatiron Advisors
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: technology, therapists (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 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 | Flatiron Advisors | home page | |
| Website | https://flatironadvisors.com/ | home page | |
| Office locality | Louisville, CO | home page | |
| Service area | United States (stated by the firm) | home page | |
| Offers bookkeeping | Documented: ...accounting solutions Budgeting and financial forecasting Personal financial planning Bookkeeping and accounting Assist internal staff with bookkeeping Tax preparation Accounting... | /industries/tax-planning-for-therapists | |
| Monthly bookkeeping | Documented: ...Flatiron Advisors Skip to content Accurate Bookkeeping Without the Ongoing Headache Monthly bookkeeping for small business owners who want clean financials, better visibility... | /services/bookkeeping-2 | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...a monthly basis to keep your financials accurate and current. Do you offer cleanup or catch-up bookkeeping? Yes. If your books are behind or need correction, we can help get them... | /services/bookkeeping-2 | 5 pts (max 5) |
| Payroll coordination | Documented: ...tax planning is one of the most misunderstood areas of personal finance. Standard payroll withholding rarely covers the taxes owed, and many employees exercise options or sell... | /services/tax-planning-3/equity-compensation-tax | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...involved. Monthly Financial Reporting We deliver clear monthly income statements and balance sheets so you always know where your business stands and can make informed decisions.... | /services/bookkeeping-2 | 6 pts (max 6) |
| Industries served (documented) | technology, therapists | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | /services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "Pricing is based on" | /services/bookkeeping-2 | 6 pts (max 6) |
| What is included / excluded | Documented: ...because it gets pushed aside until something goes wrong. Common issues we see include: Bank accounts that are not reconciled regularly Inconsistent expense categorization... | /services/bookkeeping-2 | 5 pts (max 5) |
| Onboarding described | Documented: ...of analyzing a current financial situation and making suggestions to reduce your taxes. Our process begins with a thorough review and understanding of your current tax and... | /industries/tax-planning-for-therapists | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...categorization matter, especially when taxes and financial decisions are involved. Monthly Financial Reporting We deliver clear monthly income statements and balance sheets so you... | /services/bookkeeping-2 | 4 pts (max 4) |
| Communication channel / process | Documented: ...start by understanding your full financial picture and collecting documents through a secure client portal. Preparation and Review Your federal and state returns are prepared and... | /services/tax-preparation | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 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): AP / AR (0 pts, max 4); Named contact / team (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) for 'Flatiron Advisors' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
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): Phone; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: Colorado State 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 23 evidenced items come from Flatiron Advisors's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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