Mergix
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
Who they say they serve: professional services, technology, real estate, nonprofits (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 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 | Mergix | home page | |
| Website | https://mergixaccounting.com/ | home page | |
| Office locality | Denver, CO | home page | |
| Phone | +17203407434 | home page | |
| Offers bookkeeping | Documented: Mergix Accounting & Tax - Bookkeeping & Tax Experts in Denver, CO Why Choose Mergix Accounting? We believe in building real... | home page | |
| Monthly bookkeeping | Documented: ...is the backbone of every successful business. Our Denver bookkeeping experts offer: Monthly Bookkeeping : Keep your financial records current and tax-ready, so you can focus on... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...your financial records current and tax-ready, so you can focus on growth. Catch-Up & Cleanup Bookkeeping: If your books are behind or disorganized, our bookkeepers in Denver, CO... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...now and experience the peace of mind that comes with organized, reliable finances. Accounts Payable & Receivable Efficient AP accounting and accounts receivable services are key to... | /accounting-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...we go beyond the basics to help your business thrive: Financial Statement Preparation & Payroll Services: Reliable, accurate reporting and payroll solutions for businesses of all... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...& Financial Advisory At Mergix, we go beyond the basics to help your business thrive: Financial Statement Preparation & Payroll Services: Reliable, accurate reporting and payroll... | home page | 6 pts (max 6) |
| Industries served (documented) | professional services, technology, real estate, nonprofits | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /accounting-services | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "Personalized Quote" | /accounting-services | 6 pts (max 6) |
| What is included / excluded | Documented: ...believe in the power of local connections. Transparent Pricing & Service Options What’s Included in Our Packages Every Mergix package is designed to deliver clarity, convenience... | /accounting-services | 5 pts (max 5) |
| Onboarding described | Documented: ...goals. As Kimberly Burkett shares: “We aren’t order takers, we’re problem-solvers, so our process is high-touch. By speaking with and walking you through each step, we’ll determine... | /accounting-services | 4 pts (max 4) |
| Communication channel / process | Documented: ...Document Collection We make sharing your documents easy and secure. Use our encrypted client portal to upload bank statements, receipts, payroll records, tax forms, and more. Your... | /accounting-services | 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 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) for 'Mergix' 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): 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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
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
- 19 of 22 evidenced items come from Mergix'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.