Clean, current books — handled entirely online through QuickBooks Online. Flat monthly pricing, the same person every month, and a bookkeeper who picks up the phone during your business day, not a national call center or an offshore queue.
Your bank feeds, your receipts, and your QuickBooks file are already digital. The only real question is who's watching them — and whether that person is reachable when something matters. AJM Consulting delivers full-service bookkeeping to small businesses across the Mountain West and Pacific Northwest, remotely.
Here's how it actually works, step by step. We start with a free 30-minute consultation — a real conversation about your business, your accounts, and what's been slipping through the cracks. From that call we scope the work and quote you a flat monthly fee, so there's no mystery about price. Then we connect to your bank and credit card accounts through QuickBooks Online's secure, read-only bank feeds. That connection lets us see transactions so we can categorize and reconcile them; it does not let anyone touch your money. You share receipts, statements, and loan documents digitally — snap a photo, upload a file, done. No envelopes, no drop-offs, no shoebox in your truck.
Each month we run a full close: every account reconciled, every transaction categorized, discrepancies chased down instead of shrugged at. Then — and this is the part most services skip — we walk you through your reports on a phone or video call in plain language. What the profit and loss is telling you, where cash is going, what changed since last month. And you always reach the same person. The founder who scoped your books is the one doing your books, every month. No ticket numbers, no rotating cast of strangers.
Every transaction categorized correctly and consistently, month in and month out, so your books stay current instead of becoming a spring project.
Every bank, credit card, and loan account reconciled monthly so your QuickBooks balance matches reality — to the penny.
Bills tracked and paid on time, invoices sent and followed up, so vendors stay happy and customers actually pay you.
P&L, balance sheet, and cash-flow reports delivered monthly and explained over a call in language you can act on.
QuickBooks Online set up right for how your business actually runs — or straightened out if it's drifted into chaos.
Months or years behind? We'll reconstruct the record, reconcile the backlog, and hand you clean books with a process to keep them that way.
It fits almost everyone who'd rather be running their business than reconciling it. A contractor who's on job sites all day and does paperwork at 9 p.m. A restaurant juggling POS deposits, tips, and thin margins. A real estate investor, a consultant, a shop owner, a property manager tracking figures per door. It's also a strong fit for owners of short-term rentals held in one state while they live in another.
And a word on security, because it's the first question smart owners ask: the bank connections are bank-level encrypted and strictly read-only. We can see and categorize transactions; we cannot move money. Documents travel through secure channels, not paper envelopes in the mail. Honestly, it's tighter than the old way of handing a folder of statements across a desk.
Plenty of national bookkeeping apps will happily take your money. What you usually get for it is a support queue: a different name on every email, a chat window instead of a phone number, and a login that reports what happened without anyone explaining what it means. When something genuinely matters — a loan application, a bad month, a question from your CPA — you need a person who already knows your accounts, not a ticket.
That's the trade we make deliberately. We're a small firm based in Kalispell, Montana, and we keep our client base in Mountain and Pacific time zones so calls land inside your business day rather than three hours after it ended. Our founder ran construction and roofing crews for years before he ever opened a set of books for someone else, which is why contractors and the trades are our deepest specialty — and why the monthly report call is a conversation about your business rather than a recitation of line items.
We'll also tell you what we don't do. Multi-state sales tax rules vary enormously, so we scope that honestly on the first call instead of promising it blanket, and we coordinate with your CPA where a filing sits outside our lane. You'll always know which is which.
Montana · Idaho · Wyoming · North Dakota · South Dakota · Washington · Oregon · Utah · Colorado
Based in Kalispell, Montana. If you're in the Flathead Valley and would rather sit down face to face, we're happy to.
Free 30-minute consultation. No pressure, no commitment — just a real conversation about your business and what clean, current books would change for you.
Free 30-minute consultation. No pressure, no commitment — just a real conversation about where you are and where you want to go.