I keep the books clean and tax-ready, and I leave the tax work to you. When one of your clients needs reliable monthly bookkeeping, you can send them my way knowing the data you receive at tax time is reconciled, fully documented, and built to a standard you can rely on.
Most of my work begins where a tax-only practice would rather not spend its time: the monthly transaction-level upkeep that has to be right before anyone can file. I keep that work clean and current all year, so the file lands on your desk reconciled and ready. I stay in the books and you stay in the tax code. The client is better served because neither of us is stretched into work that isn't ours.
I handle the monthly bookkeeping so your clients reach tax time with reconciled, categorized books instead of a shoebox. Prep moves faster, you field fewer questions, and the client's bill reflects the time saved. You get a file you can work from on day one, not one you have to fix first.
I do not prepare taxes and I never will. When a bookkeeping client needs tax work, I refer them to a CPA. The relationship runs both ways, and the line between us stays clear. Send me a client and the tax engagement remains entirely yours.
The books you receive are built to be trusted. Every reconciliation is documented and I keep the file audit-ready, so when you open it you find support, not surprises.
I record and reconcile. I do not move money and I do not approve payments. That separation is a control point most CPAs appreciate, because it keeps a clean line between the person keeping the books and the person authorizing the cash, and it holds up under scrutiny.
If you'd like a reliable bookkeeper to refer clients to, let's talk. A short call shows us both how we'd work together and where I can take work off your plate. No pitch, no pressure, just two professionals comparing notes.