Business Details
13 Years
experience
Your Trusted Partner for Accounting Solutions in Smithfield, UT
At Stapley Accounting Services, we prioritize the success of small businesses through personalized accounting and advisory solutions. With over two decades of combined expertise, our team delivers tailored services including tax preparation, payroll management, and QuickBooks support. We specialize in construction job costing, real estate accounting, and small business startups, ensuring clients receive strategic financial guidance. Our commitment to meaningful client relationships and community growth drives our approach to accounting excellence. Backed by certifications as QuickBooks Pro Advisors and IRS-certified professionals, we offer both in-person and virtual services across all 50 states.Our team's extensive experiencefrom governmental accounting to franchise financial managementenables us to address complex business needs with precision. We emphasize proactive tax planning, financial statement analysis, and succession strategies to help businesses thrive. Client testimonials highlight our attention to detail, personalized approach, and ability to simplify financial processes. By handling financial complexities, we empower business owners to focus on growth while maintaining compliance and financial clarity.
Services
Accounting Services
Tax Preparation
Payroll Management
QuickBooks Pro Advisor
Business Advisory
Tax Planning
Virtual Assistance
Financial Statement Review
Succession Planning
Fringe Benefit Planning
Details
- Year established: 2013
Highlights and features
- We offer over 20 years of combined accounting expertise tailored to small businesses
- Our team includes IRS-certified professionals and QuickBooks Pro Advisors
- We provide customized financial strategies for construction, real estate, and startups
- Our virtual services extend to all 50 states with local-level personalized support
- Client-focused approach with proven success in tax optimization and financial planning
Associations and certifications
- QuickBooks Pro Advisor
- IRS-certified
What people say
Top-notch accounting
Professional and friendly
Save time and money
Personalized approach
Up-to-date knowledge
Services
Tax Preparation
Our IRS-certified professionals provide accurate tax preparation for businesses and individuals. We handle federal and state compliance while optimizing deductions through strategic planning. Clients benefit from our up-to-date knowledge of tax law changes and personalized approach to minimizing liabilities.
Payroll Management
We ensure timely and compliant payroll processing with attention to tax withholdings and regulatory requirements. Our system maintains accurate records while reducing administrative burdens. Businesses receive peace of mind knowing employee payments and tax filings are handled precisely.
QuickBooks Pro Advisor
As certified QuickBooks Pro Advisors, we optimize accounting systems for efficiency. Services include software setup, training, and troubleshooting for both desktop and online versions. Our expertise helps businesses maximize functionality while maintaining accurate financial records.
Business Advisory Services
We provide strategic guidance on entity selection, tax efficiency, and succession planning. Our advisory services focus on cash flow management and business growth strategies. Clients receive tailored recommendations based on industry-specific experience and financial analysis.
Virtual Accounting Services
Our IRS-certified virtual services operate nationwide with secure online portals. Businesses access real-time financial data and support without geographic limitations. This solution maintains personalized service while offering flexible, technology-driven convenience.
People
Terri Stapley
Owner, Managing Member
Terri Stapley holds accounting degrees from Utah State University and has over 20 years of experience in governmental, nonprofit, and for-profit accounting. She founded Stapley Advisory in 2013 after eight years at a Logan accounting firm.
Mark Shoenfeld
Tax Specialist
Mark Shoenfeld holds a master's degree in Accounting from WGGU. He specializes in tax strategy and advisory services, helping clients achieve financial goals through compliance and optimization techniques.
Lori Guzman
Accounting and Payroll Specialist
Lori Guzman brings 30 years of diverse industry experience in payroll and financial reporting. Her expertise includes cost accounting and client-focused problem solving for small business financial operations.
Questions
What accounting software do you support?
We specialize in QuickBooks Online and Desktop versions, providing setup, training, and optimization services for both platforms.
Do you serve businesses outside Northern Utah?
Yes, our IRS certification allows us to provide virtual accounting services to clients in all 50 states.
Can you handle specialized industry accounting?
Our team has experience in construction, real estate, healthcare, franchising, and nonprofit sectors with tailored financial solutions.
How do you ensure tax compliance?
We maintain IRS certification through continuing education and apply current tax regulations to all filings and planning strategies.
What sets you apart from other accountants?
We combine technical expertise with personalized service, focusing on long-term business relationships and proactive financial guidance.
