White Cap Book Keeping Values
Consistency
Consistency makes it easy for you to trust the work we do. With Whitecap we want to make sure you feel confident in every piece of work we complete. We aim to provide the same high-quality work every day.
Integrity
We value integrity to the highest level. Bookkeeping requires client trust, and we believe that honesty and good-faith practices are important. White Cap Bookkeeping promise is to always deliver the truth, even in a less-than positive situation.
Communication
Communication is large aspect of ever business. We keep ourselves readily available to client concerns and questions. No concern is to much of a hassle. We want to keep all of our work as transparent as possible to avoid any confusion.
Precision
Precision is a vital piece of Bookkeeping. Accuracy is a standard of Whitecap Bookkeeping. Without precision, we don’t believe we could confidently report to our clients. With that said, we strive to keep all information as accurate.
Why do you need a Book Keeper?
IRS Compliance
Without doubt, the IRS is the largest reason for a bookkeeper. Mismanaged books can lead to heafty fines from the IRS, which results in lost profit. Clean books makes for an easy tax season.
Financial Standing
The entire purpose of a business is to make money. Most business owners go about their day unaware of the financial standing of their business. At the bare minimum, you should know your profit, revenue, expenses, accounts receivable and accounts payable. Without the core financials of your business, you run the risk of operating at a loss.
Time Saving
The goal of a bookkeeper is to inevitably save you time and money. You need to keep your books up to date whether you like it or not. Ideally, a bookkeeper will remove the headache of navigating complex software’s and accountant jargon.
Behind The Scene's
My name is Brett and I started White Cap Bookkeeping with the mission of helping small businesses keep a clean record. After working for over a year as a bookkeeper for a utility business, I realized even a well-organized businesses can have sloppy bookkeeping practices.
More about me
I’m currently a senior accounting major at Montana State University, located in Bozeman. Being an accounting major has kept me up to date on all of the most recent accounting practices, including all GAAP standards. I am graduating fall 2026 and I intend to sit for the CPA exams in the fall and winter of 2027.
What do we offer
Invoice Categorization
We’ve streamlined our source document reporting process to efficiently keep your books up to date. Once we’ve obtained your financial transactions, we categorize, enter, post your transactions to their respective account.
Reconciliation
Reconciliation is one of the largest tasks we take on. On a monthly basis, we will compare your credit card/bank statements to find and clear up any discrepancies in your books. This practice ensures you never get behind in your books.
Reporting
Reports are a large aspect of a business. A report can decide if a financial decision makes sense. We will handle the main financial reports, and customized reports to ensure your business is operating efficiently.
Anytime insight
To keep business owners in the loop, we offer what we refer to as anytime insights. This means at anytime, we will retrieve whatever insight you need. This could look like how much you expect to pay in taxes, or even how much an employee has been paid in the last 6 months.
Data Entry
Data entry bogs every business down. From entering bills from an email folder or cleaning out the shoebox of receipts. We will get your books up to date at all costs.
Accounts payable
Bills can stack up, and paying them is just as annoying as the bill itself. We will take over your payables then send them for your final review before they get paid.
Or in the scenario bills are paid in person, we will get them into the books and reconciled by EOW.