Clean monthly books (QuickBooks-based)
Bank + credit card reconciliations every month
Simple monthly reports you can understand
Tax-ready books — built with taxes in mind
No-obligation call to understand your business, review your current setup, and see if monthly bookkeeping is a fit.
No obligation • No sales pressure • Real answersQuickBooks setup + ongoing support
Dedicated bookkeeper for your account
Books that your CPA will thank you for
You're tired of guessing how your business is doing
You've outgrown spreadsheets or "catch-up once a year"
You want clean books before tax season
You want fewer surprises and better decisions
You enjoy categorizing transactions yourself
Monthly accuracy doesn't matter to you
You're only looking for once-every-few-years bookkeeping
Ongoing
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Transaction categorization
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Bank & credit card reconciliations
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Monthly financial statements (P&L, Balance Sheet)
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Review for duplicates & misclassifications
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Questions & flags when something looks off
One-time
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Fix messy or incomplete books
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Reconcile past months
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Make books tax-ready
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Coordinate with your tax preparer or CPA if needed
Many bookkeepers stop at categorization. Many tax preparers start at year-end chaos. We bridge the gap.
This service keeps your books structured so tax time is smoother, cleaner, and often less expensive. It works whether you use your own CPA or use us for tax preparation.
Miscategorized expenses
Missing deductions
Year-end cleanup panic
Inaccurate estimates
We learn about your business, your goals, and what you need from your books.
We get access to your accounts, set up your chart of accounts, and establish rules.
We categorize transactions, reconcile accounts, and flag anything that needs attention.
You get clear numbers, a quick summary, and next steps — every month.
"I have been using Tax Associates for years and Jonathan has always been very thorough and meticulous while doing my taxes. He's quick at responding to my questions and concerns; especially when filing for more than one state."
— Tiffany, Client
"Jonathan was a consummate professional, always answering any questions and going into depth on areas of concerns. I cannot recommend his services enough!"
— Fritz, Client
"He goes above and beyond answers, questions and emails almost immediately... Jonathan is amazing and I feel fortunate to have a honest, reliable tax consultant."
— Patricia, Client
Have questions or ready to schedule a consult? Send us a message and we'll get back to you shortly.