At Book Tax Pro, we believe accurate bookkeeping is the non-negotiable foundation of a healthy, compliant, and growing U.S. business. It’s more than data entry—it’s creating a clear, authoritative financial narrative that stands up to IRS scrutiny, satisfies GAAP standards, and gives you the insights to lead with confidence. Our flat-rate, unlimited access model delivers this critical function seamlessly, removing the administrative burden and ensuring your books are always audit-ready.
In the complex landscape of U.S. business regulations, disorganized or inaccurate books aren’t just messy—they’re a major liability. They can lead to costly IRS penalties, missed tax deductions, cash flow crises, and failed audits. Our CPA-led team ensures your financial records are meticulously maintained according to the latest standards, turning compliance from a source of stress into a pillar of your operational strength.
We meticulously categorize every income and expense according to IRS-accepted charts of accounts. We reconcile your bank and credit card statements monthly, ensuring your cash balance is flawless—the first line of defense against errors and fraud.
We manage your invoicing and bill payments, ensuring accurate tracking of what you’re owed and what you owe. This maintains clean financial relationships and provides critical data for 1099-NEC & 1099-MISC reporting at year-end.
We ensure your payroll data (prepared by your provider or by us) flows correctly into your general ledger. This guarantees that wage expenses, tax withholdings, and contractor payments are accurately reflected, supporting your W-2 and 941 filings.
We don’t just track data; we close your books each month. This disciplined process produces accurate financial statements (Income Statement, Balance Sheet, Cash Flow Statement) that are essential for management, investors, and tax preparation.
Our team ensures your bookkeeping adheres to Generally Accepted Accounting Principles (GAAP), the standard framework for U.S. financial reporting. This consistency is crucial for credibility with lenders, investors, and during any financial review.
We track your taxable sales by jurisdiction, helping you accurately calculate and report state & local sales tax liabilities—a critical and often overlooked compliance area.
Your books are the source of truth for your tax returns. Our integrated approach means the team managing your day-to-day finances is in lockstep with our tax CPAs. This ensures every deductible expense is captured and every transaction is coded with your annual tax liability in mind, maximizing your position and minimizing surprises.
Unlike traditional firms that bill by the hour for every question or correction, our unlimited, flat-rate model means you have a continuous partnership. Ask questions, request reports, or delve into transaction details without ever watching a meter run. Your dedicated CPA-led team is an extension of your business, ensuring:
IRS Compliance: Impeccable records that support every line item on your tax return.
GAAP Adherence: Financial statements you can bank on, literally.
Proactive Vigilance: We monitor your books for discrepancies or compliance red flags.
Absolute Audit Preparedness: Should you face an inquiry, your documentation is organized, consistent, and readily available.
Stop treating bookkeeping as a reactive, back-office chore. Let Book Tax Pro transform it into a proactive, strategic asset that ensures compliance, provides clarity, and fuels your growth—all for one predictable monthly investment.
Our flat-rate service includes the complete management of your financial records: daily transaction coding, monthly bank reconciliations, accounts payable/receivable tracking, payroll integration, and the generation of GAAP-compliant financial statements (Profit & Loss, Balance Sheet). It also covers ongoing consultations about your books. Essentially, everything needed for accurate, audit-ready records is included, with no hourly limits.
Your dedicated CPA-led team stays current on all U.S. accounting standards and tax regulations. We enforce a consistent, disciplined closing process, use IRS-approved expense categories, maintain a detailed audit trail, and apply GAAP principles to every transaction. This proactive, expert-led approach is designed to make your financials withstand scrutiny from the IRS, auditors, or lenders.
Absolutely. We use bank-grade, encrypted connections and secure cloud-based accounting platforms (like QuickBooks Online). Access is strictly controlled and monitored. Client confidentiality is a cornerstone of our profession, and we adhere to the highest standards of data security and ethical practice.
Your books will be maintained with audit preparedness as a core priority. In the event of an IRS or state audit, we provide comprehensive support. This includes preparing and delivering all requested documentation, explanations of your financial records, and direct communication with auditors on your behalf, all covered under our advisory services.
65 KB
44 KB