Bookkeeping Services for Small Business Owners
Expert CPA Small Business Bookkeeping – Accurate, Affordable, Reliable
- CPA-Led Precision: Oversight by a Licensed CPA, not an overseas data entry clerk
- Audit-Ready Financials: Clean, compliant books that keep you ready for taxes or bank loans.
- No Year-End Chaos: We stay ahead of the numbers so you never scramble at tax time.
Your Current Bookkeeping Situation
- You don’t trust your numbers
- You’re behind and avoiding it
- Your CPA only shows up once a year
- Tax time feels reactive and rushed
How Your Books Will Be Managed
- Monthly bank and credit card reconciliation
- Categorization with tax strategy in mind
- Ongoing CPA oversight and monitoring
- Seamless integration from books to tax
Bookkeeping Built for Taxes — Not Just Reports
I provide CPA-led monthly bookkeeping designed to keep your books clean, accurate, and tax-ready all year — not just at year-end.
My bookkeeping pricing is a simple flat monthly rate based on the actual complexity of your business—how many accounts you have, your transaction volume, and the journal entries required to keep you compliant.
What to Expect:
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Range: Most clients fall between $300 – $750 per month.
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The Average: My typical client pays $525/month for full-service support.
I’m a Right Fit For You
- You run a real business, not a hobby
- You want clean books, accurate reports, and tax-ready numbers
- You value monthly consistency, not once-a-year scrambling
- You want a CPA who fixes problems before tax time, not after
- You’re okay paying $500+/month for bookkeeping done correctly
- You want clarity on cash flow, profit, and taxes—not guesswork
- You respond to emails and provide documents on time
- You want fewer surprises and better decisions
I’m Not a Right Fit For You
- You only care about filing a tax return as cheaply as possible
- Your books are months behind and you’re “too busy” to engage
- You want DIY pricing with white-glove expectations
- You think bookkeeping is just data entry
- You don’t want to change bad habits or messy systems
- You want reactive help instead of ongoing oversight
- You argue about every invoice
- You’re looking for the cheapest option, not the right one
How It Works
1. Quick Assessment
I review your books, tax setup, and goals to see exactly what’s working, what’s broken, and where you’re leaving money on the table.
2. Clean & Optimize
I clean up the books, put the right structure in place, and proactively look for ways to reduce taxes and improve cash flow.
3. Ongoing Support
I handle your monthly bookkeeping and tax planning so you always know where you stand and never get surprised at tax time.
What is the difference between bookkeeping and accounting?
The numbers speak for themselves
