Scale
Bookkeeping & Tax

Your bookkeeping shouldn't be a guess.

Monthly close, real cashflow visibility, quarterly tax planning. The financial infrastructure that lets the rest of your business make data-driven decisions.

Book a 30-minute call
Who this is for

You need this if any of these are true.

  • 01Your books are 30+ days behind right now
  • 02You don't know your actual profit margin to the dollar
  • 03Your CPA only sees you once a year for taxes
  • 04You're scared of an IRS notice
What's inside

The full menu.

  1. 01
    Monthly bookkeeping
    Done-for-you on QuickBooks. Categorized, reconciled, closed by the 15th every month.
  2. 02
    QuickBooks setup or migration
    Get on the industry-standard accounting platform. Most funders require it for renewal.
  3. 03
    Quarterly tax planning
    Coordinated with our partner CPAs. Quarterly check-ins so April isn't a panic.
  4. 04
    R&D tax credit study
    For product / tech / manufacturing businesses — recover 5-10% of R&D spend.
  5. 05
    Sales tax compliance
    TaxJar/Avalara setup for multi-state sellers. Stop the nexus nightmare.
  6. 06
    Section 179 + bonus depreciation
    Pre-EOY review so you don't leave equipment-deduction money on the table.
How it works

3 steps. No drama.

01
Bookkeeping audit

Free 30-min review of your current state. We tell you exactly what's broken.

02
Cleanup engagement

One-time project to bring books current. 1-3 months depending on backlog.

03
Monthly close cadence

Recurring monthly close + month-end review with a Loom walkthrough.

Outcomes

What changes after the engagement.

  • 01Books closed within 15 days of month-end, every month
  • 02Real profit margin known to the dollar
  • 03No more surprise tax bills
  • 04Funder-ready financials for renewals
Common questions

Answers upfront.

Do you do tax filings yourself?

No. Tax filings are done by our partner CPAs (licensed). We coordinate the handoff so everything's clean.

What if my books are years behind?

We handle multi-year cleanups regularly. Quote scoped on the discovery call.

What software do you use?

QuickBooks Online for almost everyone. NetSuite or larger ERPs for $2M+ revenue if needed.

Pairs well with

Operators usually bundle these together.

Want help with bookkeeping & tax?

30 minutes. We scope it on the call.

Book the call