CPA Firms in Lehi, UT

At Liston Financial, we're more than just number-crunchers—we're your strategic financial partners. Whether you're an individual looking to take control of your finances or a business seeking clarity and direction, we tailor our services to meet your unique goals. Our offerings include: ✅ Bookkeeping & Accounting—for clean, compliant, and insightful records 📊 Financial Planning & Analysis (FP&A)—so you can confidently plan ahead 🔍 Strategic Financial Analysis—to uncover growth opportunities and improve decision-making 🤝 Financial Advisory & Fractional CFO Services—because every great business needs expert guidance 💳 Debt Management—to help you regain control and peace of mind 🎓 Financial Training & Education—empowering you and your team to thrive Let’s work together to simplify the complex, unlock your financial potential, and build a brighter future. At Liston Financial, your success is our mission.

I am the author of The Professional Tax Preparer, a four-volume income tax training course that I update every year. But the best thing about Bottom Line Bookeeping & Tax is our focus on outstanding customer service. I like my relationship with my clients, most of whom are really great people that I would enjoy as friends even if we didn't have a working relationship. Associating with them, even if only once a year, is a real pleasure.

CPA, former IRS international revenue agent with over 30 years of international and U.S. tax strategy, compliance, and business structuring and strategy experience. We work with clients both in the U.S. and around the globe with an emphasis on Japan, Asia, the Pacific Rim, Canada, Mauritius, and Europe.

Because your time is valuable—and messy books are expensive. I help small business owners like you: ✅ Stay audit-ready with clean, organized records ✅ Free up time by managing accounts payable/receivable ✅ Get paid faster with streamlined invoicing ✅ Gain clarity through easy-to-read financial reports ✅ Make smarter decisions backed by accurate numbers Whether you're behind on your books or just want to stay ahead, I’ll meet you where you are and build a system that saves time, reduces stress, and keeps your business moving forward. Let me handle the books—so you can get back to what you love.