Bookkeeping for tax
Books kept by people who know what the tax return needs from them — so filing season is a formality, not a project.
What this service is — and why it matters
Most tax problems start in the books: personal expenses mixed with business ones, missing receipts, categories that don’t match the return, and accounts that haven’t been reconciled in months. By the time it reaches a preparer, fixing it is slow and expensive.
We keep your books monthly with the tax return in mind. Every account is reconciled to the statement, transactions are categorized to a chart of accounts mapped to your return, and receipts and mileage are documented the way the IRS expects.
Each month you get a short, readable profit and loss. And because the same team prepares your return and your estimates, the numbers flow straight into planning without re-work.
Everything we handle for you
One named preparer, a second-preparer review, and year-round answers to your questions.
Monthly reconciliation
Every bank, card and loan account reconciled to its statement each month.
Tax-mapped chart of accounts
Categories set up to match your tax return, so year-end is a report, not a rebuild.
Receipt and mileage capture
A simple system for receipts and mileage logs that meets IRS substantiation rules.
Monthly reports
A profit and loss and balance sheet you can read, with a short note on anything unusual.
Catch-up bookkeeping
If you’re behind, we rebuild past months from statements before starting monthly work.
Year-end handoff
A closed, reconciled year handed to your preparer — which is us.
Want to know what this would cost for you? We’ll give you a fixed quote after a free 30-minute review.
Book a reviewThis is a good fit if…
Best for: business owners without a bookkeeper, or with one they don’t trust.
- Your books are months behind, or you’ve never had real books
- Business and personal spending are mixed together
- Your preparer spends filing season cleaning up your records
- You can’t say what your profit was last month
- You want reliable numbers for quarterly estimates
Four steps, start to finish
- Step 1
Free review
We look at your accounts, current books and volume, then quote monthly and any catch-up.
- Step 2
Connect and clean up
We connect your accounts and bring the books current.
- Step 3
Monthly close
We reconcile, categorize and send your reports each month.
- Step 4
Feed the plan
Your numbers flow into quarterly estimates and the year-end return.
What we’ll ask you for
Don’t have everything? That’s normal. Bring what you have to the review and we’ll tell you what else we need — and we can pull much of it from the IRS directly.
- Read-only access to business bank and card accounts
- Your accounting software login, if you have one
- Loan and payroll statements
- Any receipts or expense reports you already keep
Flat fee, quoted up front
No hourly meter. After your free review we send a fixed quote, and we tell you before doing any work outside it.
Or compare our all-in-one plans →Monthly reconciliation and reports for most owner-operated businesses. Catch-up bookkeeping is quoted separately.
Book a free reviewCommon questions
Which accounting software do you use?
We work in the major cloud accounting platforms. If you’re already set up in one, we’ll usually keep it; if not, we’ll recommend one that fits your business.
How far behind can I be?
We regularly catch up a year or more of books from bank and card statements. It’s quoted as a one-time project before monthly work begins.
Is bookkeeping required to work with you?
No. It’s an optional add-on. If you already have a bookkeeper you trust, we’ll work with them.
Do I still need to keep receipts?
Yes, for many expenses. We set up a simple capture system so it takes seconds, and we tell you which expenses need what support.
Read up first
A 60-minute monthly close for owner-operators
A repeatable one-hour routine that keeps your books current, your taxes predictable, and year-end uneventful.
Aug 15, 2026 · 6 min readMixing business and personal money: why it costs you, and how to untangle it
Commingled accounts cost you deductions, weaken your liability protection, and make audits harder. Here's how to separate them and clean up past years.
Sep 28, 2026 · 7 min readThe five layers of a tax-ready financial setup
Forget tool lists. Think in layers: how money flows in, gets recorded, gets documented, goes out, and gets planned for taxes.
Sep 24, 2026 · 7 min readOne firm for all of it
Talk it through with a preparer
A free 30-minute review with a CPA or enrolled agent. We look at your last return and what’s changed, answer your questions, and send a fixed quote. No obligation.