It Figures Bookkeeping, LLC

We make the numbers make sense, so you don't have to!

It Figures Bookkeeping, LLC specializes in QuickBooks Online and are QuickBooks Certified Pro Advisors.  We take pride in being able to effectively and efficiently serve our clients wherever they may be located.  Because the majority of our business utilizes cloud-based technology, we can offer our services to businesses anywhere in the USA.

We are located at 3220 US Highway 93 South, Suite 5, Kalispell, Montana 59901.
We are in the same building as Treweek UHaul, just south of the By-pass (south end).

Our hours are (usually) Tuesday-Thursday 10am - 4pm, and Fridays 10am - 2pm.
We are closed weekends and Monday’s.
Monday appointments available upon request.

Call us at (406) 407-9616

Email: Itfigures406@outlook.com

Consulting & Training

For the DIYer's, we offer as-needed consulting and training. Rates vary depending on the level of complexity and your specific needs. Contact us to discuss your needs and pricing.

Bookkeeping & Accounting Services

QuickBooks Online Set Up QuickBooks Desktop Set Up Migration from QB Desktop to QB Online Bank Feed Classification Account Reconciliations Financial Statements Preparation Bookkeeping and Accounting Consultation New Business Set Up - We can assist you in preparing and filing the legal paperwork for your new business

Payroll Services

Payroll Calculations Direct Deposits Payroll Tax Submissions Quarterly Reports Year-End Document Preparation (W2’s and 1099’s) New Payroll Account Set Up- Registration for EIN and State Withholding and Unemployment Numbers for businesses that are new to payroll

Tax Consulting & Preparation

Through careful analysis of your business records, we are able to provide tax-saving strategies, and can assist with preparing your tax returns.

HR Consulting

Job descriptions, job ad writing, reviewing, and screening applicants, preinterviewing, reference checking • Offer letters, onboarding programs/process • Benefit evaluations, contract negotiations, cost saving analysis and program designs • Employee handbooks, workplace policies and procedures • Compliance posting requirement administration, labor law guidance • Worker compensation claim administration and employee return to work programs • FMLA administration and compliance • Technology analysis, research, and implementation • Standardized forms and processes for efficiency and consistency • Conflict management, accident/incident investigations, corrective action plans • Contract employee guidance and advise • Coaching for performance improvement, goal achievement. For more information, please visit http://hrhaven406.com

  • 3220 Highway 93 S, Suite 5, Kalispell, Montana, United States

Char Booher

Owner

Char founded the company in 2017. She has over 20 years experience as an accountant. Her knowledge of everything accounting & bookkeeping is second to none. When she's not working, Char loves camping and spending time with family & friends.

Lara Robertson

Staff Accountant

Lara has lived in the Flathead Valley for over 10 years and joined the company in 2018 as a staff accountant. She has 25 years of bookkeeping, payroll (multiple states) and HR experience. Lara loves the outdoors and spends her downtime camping, kayaking, and gardening.

Angela Stone

Staff Accountant

Angela is an experienced bookkeeper. She loves the outdoors and spending time with family, friends and her fur babies.

Haven Lowery

HR Consultant

Haven Lowery has over 30 years in Human Resources specializing in coaching, benefits, human relations, project management, staff recruitment, training, development, and retention. She is passionate about helping start-up organizations with their struggles finding, retaining, and growing top talent on impossible timelines and budgets. Haven believes strongly in assisting people in all aspects of their professional lives.

Engagement Agreement

Engagement Agreement

Client Contact Information

Client Contact Information

ACH Agreement

ACH Agreement

Client Financial Information

Client Financial Information

Payroll Information

Payroll Information

Federal W4

Federal W4

Federal I-9

Federal I-9

Montana W4

Montana W4

Montana New Hire

Montana New Hire

Direct Deposit Form

Direct Deposit Form