Ivory Balance Books
Commercial disclosure: Ivory Balance Books is a Pleiades Consultancy client and receives this separate Featured placement. This does not affect its score or organic position. Disclosures
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Shopify, Stripe
Who they say they serve: construction, real estate, contractors, home services, landscaping (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; software advisor listing verified; 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 | Ivory Balance Books | home page Oct 28, 2026 | |
| Website | https://ivorybalancebooks.com/ | home page | |
| Office locality | South Jordan, UT | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +13852579602 | home page | |
| Offers bookkeeping | Documented: Bookkeeping Services in South Jordan, UT | Ivory Balance Books Skip to content Done-for-you... | home page | |
| Monthly bookkeeping | Documented: ...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... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...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... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...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... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...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... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...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... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, contractors, home services, landscaping | home page | 5 pts (max 5) |
| Software supported | QuickBooks, Shopify, Stripe | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Current QuickBooks ProAdvisor or Xero advisor listing | Software advisor-directory listing found: QuickBooks ProAdvisor | Software advisor directory Third-party Oct 3, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Custom Proposal" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...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... | home page | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...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... | home page | 4 pts (max 4) |
| Named contact / team | Melanie Mathews, Founder | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 6, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-10-06 (Firm's own website): Onboarding described (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); Bookkeeping designation (AIPB/NACPB) or IRS preparer record (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.
- Current QuickBooks ProAdvisor or Xero advisor listing: Intuit's Find a ProAdvisor directory lists the firm's founder as a certified QuickBooks Online ProAdvisor in South Jordan, UT
- 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 Ivory Balance Books'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.