Outsourced Bookkeeping for Small Business, With CPA-Led Review.

Each month we categorize every transaction, reconcile all bank and credit card accounts, and deliver a profit and loss statement, balance sheet, and cash flow statement, with the monthly close targeted by the 20th of the following month. At year end you receive a tax package with pre-organized books and summary reports, and a CPA reviews your books quarterly for accuracy and missed deductions.

Yes. We maintain dedicated bookkeeping workflows for real estate investors, real estate agents, dental practices, and marketing agencies, alongside general small business bookkeeping. Each industry gets a chart of accounts built around how that business actually earns and spends money.

Our monthly bookkeeping packages are fixed-fee, not hourly. The price depends on transaction volume, number of accounts, payroll, and entity complexity. We provide a transparent, custom quote after our free initial consultation, with no surprises after you sign.

Bookkeepers record transactions and reconcile accounts. CPAs go further: we analyze your data for tax strategy, identify deductions you might miss, optimize entity structure, prepare tax returns, and provide business advisory. Our CPA-led bookkeeping gives you both accuracy AND tax intelligence.

Yes. We serve clients nationwide. Since we use QuickBooks Online (cloud-based), location is irrelevant. We've helped businesses in 30+ states manage their books, prepare for tax filing, and structure their entities for tax efficiency.

We work exclusively with QuickBooks Online (QBO). If you're on QuickBooks Desktop or another platform, we handle the migration to QBO as part of our onboarding process at no extra charge. We're QBO-certified ProAdvisors.

Ideally, we want to work with books that are current or no more than 1-2 months behind. If your books are significantly behind, we may charge a one-time cleanup fee in addition to your monthly service. We'll discuss this during your initial consultation.

Yes. You'll have a dedicated point of contact (your bookkeeper or accounting manager) who owns your account, knows your business, and ensures consistency month-to-month. You'll also have access to our CPA partners for strategic questions.

You can use the QuickBooks Online mobile app to snap pictures of receipts and upload them directly. We also maintain a secure client portal where you can batch-upload documents, bank statements, and invoices. No more email chains or physical receipts.

Outsource it when the owner or an office employee is doing the books late at night, when the books are more than a month or two behind, when the business has grown into payroll, contractors, inventory, or a second entity, or when the year-end return keeps starting with a cleanup. Below roughly a few dozen transactions a month a well-set-up QuickBooks Online file can be kept by the owner; above that, the time and the tax planning you lose cost more than a flat monthly fee.

A scoping call sets the transaction volume, accounts, entities, and the state of the current file. We then get access to QuickBooks Online (or migrate you to it), review the opening balances, bring any backlog current, and start a monthly close calendar. Most businesses are live within the first month, and the handoff to the tax team happens automatically each quarter.

Yes. While this service focuses on business bookkeeping, we're a full-service CPA firm. We prepare business tax returns (1120-S, 1065, 1120-C), individual returns (1040), and handle estimated tax planning year-round. Many clients bundle bookkeeping + tax returns for a seamless experience.