Small Business Bookkeeping Services
Monthly reconciliations, financial reporting, and tax-ready books — managed by CPAs who understand your business.
Clean books are the foundation of a healthy business. Without accurate, up-to-date financial records, you're making decisions in the dark — and tax season becomes a nightmare.
At Taxperts, our bookkeeping services go beyond data entry. Your dedicated CPA or EA manages your books with the same rigor they apply to your tax filing, so every number is accurate and tax-ready year-round.
Our bookkeeping services include monthly bank and credit card reconciliations, accounts receivable and payable management, financial statement preparation (P&L, balance sheet, cash flow), QuickBooks and Xero setup and management, expense categorization and receipt tracking, and year-end books closeout for seamless tax preparation.
Because your books are prepared under CPA oversight, they're always kept with tax strategy in mind — not just compliance.
Who it's for
Key benefits
Monthly P&L and balance sheet
Know your numbers every month — not just at year-end. Make smarter decisions with clean, accurate financials.
Tax-ready books
Books prepared by our bookkeeping team integrate directly with your tax return — fewer errors, lower tax prep fees.
QuickBooks & Xero expert
We work natively in your platform and optimize your chart of accounts for your business type and tax situation.
Catch-up bookkeeping
Months or years behind? We reconstruct your books efficiently and get you current — ready for tax filing.
How it works
01
Free consultation
We assess your current books, chart of accounts, and software setup.
02
Onboarding
We connect to your bank accounts and accounting software, clean up any backlog, and establish your chart of accounts.
03
Monthly management
We reconcile transactions, categorize expenses, and deliver financial statements every month.
04
Year-end closeout
We close your books and hand off tax-ready financials to your CPA (or our own tax team) for filing.
Related services
Bookkeeping
questions.
Answers from our licensed CPAs & EAs.
After onboarding, you connect your bank accounts and credit cards to our bookkeeping platform. Each month, we reconcile all accounts, categorize transactions, and deliver your P&L and balance sheet by the 15th of the following month. If we have questions on unusual transactions, we'll ask. Year-end, we prepare a full-year package for your tax return.
We work primarily in QuickBooks Online and Xero — the two most widely used small business accounting platforms. We can also work with FreshBooks, Wave, and others. If you're not on a platform yet, we recommend QuickBooks Online for most businesses and set you up during onboarding.
Our bookkeepers work alongside our CPAs — so your books are prepared with your tax return in mind from day one. A standalone bookkeeper doesn't know your tax situation. Our integrated approach means more accurate books, smarter categorizations, and a seamless handoff to tax preparation.
Yes — catch-up bookkeeping is one of our most common engagements. We reconstruct months or years of transactions, reconcile accounts, and get you current. We provide upfront pricing on catch-up work based on the number of months and transaction volume.
If you have significant business income (typically $50K+), clean books will save you money at tax time and help with quarterly estimates. If you're below that threshold, a simpler expense tracking approach may suffice. We'll advise on the right level of bookkeeping for your situation during your free consultation.
Ready to stop stressing
about taxes?
Book a free 30-minute consultation with a Taxperts CPA or EA. Virtual or in-person, your choice. No obligation.