Bookkeeping & Accounting Services
Clean, current books and monthly financial reports — so your tax return is easy, your decisions are informed, and your business stays audit-ready.
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Tell us about your bookkeeping & accounting needs.
Overview
What it is
Monthly bookkeeping in QuickBooks Online or Xero — bank and credit card reconciliation, transaction categorization, accounts payable/receivable, and monthly P&L and balance sheet delivery.
Who needs it
Small businesses, solo founders, e-commerce sellers, professional service firms, and real estate investors with monthly transaction volume.
Key benefits
- Always know your real cash position and profit
- Year-end tax prep is fast and cheap with clean books
- Catch fraud, double charges, and missed income early
- Investor- and lender-ready financial statements
What's Included
Every engagement is fixed-fee. No surprises, no hourly billing.
- Monthly bank and credit card reconciliation
- Transaction categorization to a tax-ready chart of accounts
- Monthly Profit & Loss and Balance Sheet delivery
- Accounts payable and receivable tracking
- Sales tax tracking and remittance support
- 1099-NEC and 1099-MISC preparation at year-end
- QuickBooks Online or Xero subscription management
- Year-end clean-up and adjusting entries for tax filing
Why Choose TaxBridge Advisory
Led by a Senior Tax Analyst with deep IRS and multi-state expertise across individual, business, and international filings.
Every return follows current IRS procedures, security standards, and documentation requirements — no shortcuts.
Authorized to prepare and e-file federal and state returns for clients in all 50 U.S. states and abroad.
Encrypted client portal for uploads, signatures, and delivery — your sensitive data is never sent through email.
Frequently Asked Questions
Schedule a Free Consultation
Speak directly with a tax professional about your bookkeeping & accounting needs. Get a clear plan and fixed-fee quote before you commit to anything.