Pristine Bookkeeping Your Tax Preparer Will Love

Stay compliant, maximize deductions, and eliminate IRS stress — all with clean, tax-basis financials designed to keep your tax preparer happy.

Messy books are expensive.

Missed deductions. Delayed tax filings. Unexpected audits.

It doesn’t have to be this way.

We make sure your books are clean, compliant, and 100% aligned with IRS expectations — so your tax preparer can do their job and you can do yours.

When you work with us, you get:

  • Clean, IRS-compliant financials (monthly, quarterly, or annually)

  • Confidence that your books match your tax return

  • Clear separation of business vs personal activity

  • Accountability for meals, auto, home office, and 1099 rules

  • Expert bookkeepers (17:1 max client ratio)

Bonus:
Use Xero or QBO — your choice. We integrate seamlessly.

We get it — taxes are stressful.

You shouldn’t have to guess which expenses are deductible or worry about what your tax preparer will say come tax time.

We’re here to help.

Our team of experienced, tax-focused bookkeepers is trained to follow IRS rules and support compliance for S Corps and small businesses. We don’t just keep books — we build peace of mind.

Transparent price estimates for companies under $1M in revenue:

Service Cost
One-time onboarding $1,487
Monthly statements $487/mo
Quarterly statements $1,447/qtr
Annual statement $7,237/yr
1099 filing $197 + $17 per 1099

How It Works (3 Simple Steps)

1. Schedule a Free Estimate

Tell us about your business and choose a plan that fits.

2. We Set Up Your Books

We build your chart of accounts, ensure compliance, and onboard you to our system.

3. Stay Ready for Tax Time

You’ll receive clean, organized books that your tax preparer will love.

If you’re tired of patching together spreadsheets or relying on generic bookkeepers who don’t understand the tax code, you’re not alone. We specialize in tax-basis bookkeeping for small business owners who want clear, IRS-ready records that align with how their taxes are filed.

From accountable plans to 1099s, from tracking vehicle use to cleaning up payroll records — we have a process. You’ll never have to explain your books to your tax preparer again. Our team will work behind the scenes to make sure your financials tell the story the IRS expects to hear.