- Limited Time: First Month Bookkeeping FREE
Professional Bookkeeping Services
Stop worrying about messy books and tax surprises. Get a dedicated bookkeeper, CPA-reviewed financials, and accurate books every month—starting at just $150/mo with no contracts.
Starting Price
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Typical Onboarding
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CPA Reviewed
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Our Bookkeeping Services
Choose the right bookkeeping solution for your business stage and needs
Most Popular
Monthly Bookkeeping
Starting at $150/month • First Month FREE
Your dedicated bookkeeper handles everything monthly so you always have clean, tax-ready books and real-time financial insights.
- Dedicated bookkeeper assigned to your account
- Monthly reconciliations of all bank and credit card accounts
- Transaction categorization following tax best practices
- CPA review of all monthly financials
- Financial statements (P&L, Balance Sheet, Cash Flow)
- Tax-ready books every month—no year-end surprises
- Works with your software (QuickBooks, Xero, FreshBooks, etc.)
- Unlimited email support with your bookkeeper
Catch Up Bookkeeping
Complete 12 months in 3-4 weeks
Behind on your books? We’ll get you caught up fast with accurate historical records so you can file taxes or get financing.
- Historical cleanup (up to 24 months)
- Full reconciliation of all accounts
- Prior period P&L and Balance Sheets
- Tax-ready deliverables
QuickBooks Cleanup
Fix errors & optimize setup
Messy QuickBooks file? We’ll clean up incorrect categorization, fix reconciliation issues, and optimize your chart of accounts.
- Transaction recategorization
- Account reconciliation corrections
- Chart of accounts optimization
- Error detection and resolution
Complementary Services
Complete financial services to support your growing business
📊
Tax Preparation
Expert tax filing for Schedule C, 1120S, 1065, and 1120 with year-round planning and quarterly estimated payments.
💰
Payroll Processing
Full-service payroll with federal and state tax filings, W-2/1099 preparation, and multi-state compliance support.
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Sales Tax Compliance
State registration, calculation, filing, and nexus analysis for businesses selling across multiple states.
Serving Businesses Throughout the Puget Sound
Professional bookkeeping services for Seattle, Bellevue, and surrounding areas
Seattle Bookkeeping
Serving downtown Seattle and surrounding neighborhoods
Bellevue Bookkeeping
Expert bookkeeping for Bellevue businesses
Redmond Bookkeeping
Professional services in Redmond and Overlake
Kirkland Bookkeeping
Bookkeeping services for Kirkland area businesses
Tacoma Bookkeeping
Serving Tacoma and Pierce County businesses
Everett Bookkeeping
Bookkeeping for Everett and Snohomish County
Renton Bookkeeping
Professional bookkeeping in Renton
Sammamish Bookkeeping
Expert services for Sammamish businesses
Industries We Specialize In
Industry-specific expertise for your unique bookkeeping needs
Coffee Shops & Cafés
Daily sales, inventory, and tip tracking
Real Estate Agents
Commission splits and expense management
Rental Property Owners
Multi-property income and expense tracking
Physicians & Healthcare
Medical billing and compliance tracking
Nonprofits
Fund accounting and donor tracking
Transportation & Trucking
Mileage, fuel, and maintenance tracking
Contractors
Job costing and progress billing
Artists & Creatives
Project income and expense tracking
Dentists & Medical
Practice management and insurance tracking
S-Corp Owners
Payroll compliance and distribution tracking
Restaurants
Food cost analysis and payroll management
Gyms & Fitness
Membership billing and trainer payments
What Our Clients Say
★★★★★
“OptimizeTax caught up 18 months of messy QuickBooks in just 3 weeks. Now with monthly bookkeeping, I finally understand which menu items are profitable.”
Maria G.
Restaurant Owner, Seattle
18 months caught up in 3 weeks
★★★★★
“My dedicated bookkeeper knows construction accounting inside and out. She catches job cost errors before they become problems and keeps my progress billing accurate.”
James T.
General Contractor, Bellevue
Reduced billing errors by 80%
★★★★★
“Finally found bookkeepers who understand medical practice accounting. They handle complex insurance AR while I focus on patients. CPA review gives me total confidence.”
Dr. Lisa Chen
Family Medicine, Redmond
Saved 15+ hours monthly
Should You Hire a Bookkeeper or Do It Yourself?
Compare professional bookkeeping with DIY software and AI tools
| Feature | OptimizeTax Bookkeeping | DIY with Software | AI Bookkeeping Tools |
|---|---|---|---|
Human Expertise | ✓ |
— |
— |
CPA Review | ✓ |
— |
— |
Industry-Specific Knowledge | ✓ |
Limited |
Generic |
Catches Complex Errors | ✓ |
Unlikely |
Sometimes |
Tax Strategy Optimization | ✓ |
— |
— |
Handles Unusual Transactions | ✓ |
Trial & Error |
Often Miscategorized |
Personal Support |
Unlimited Email |
Help Articles |
Chatbot Only |
Your Time Commitment | ~1 hr/month |
10-20 hrs/month |
5-10 hrs/month |
Monthly Cost | From $150/mo |
$30-70/mo + Your Time |
$50-150/mo + Review Time |
The Bottom Line: AI tools can automate data entry, but they can’t apply professional judgment to complex transactions, understand your industry’s unique accounting needs, or optimize your books for tax savings. Our dedicated bookkeepers combine technology with expertise to deliver accuracy you can trust.
Frequently Asked Questions
How much does monthly bookkeeping cost?
Monthly bookkeeping starts at $150/month with flat-rate pricing based on your transaction volume and complexity. Your first month is completely free with no commitment required. Pricing is transparent with no hourly billing or hidden fees.
What's included in the monthly bookkeeping service?
You get a dedicated bookkeeper who handles all monthly reconciliations, transaction categorization, accounts payable/receivable tracking, and financial statement preparation. Every month is reviewed by our CPA before delivery. You receive P&L, Balance Sheet, Cash Flow statements, and unlimited email support with your bookkeeper.
Do I need to switch accounting software?
No! We work with your existing software including QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, Wave, Sage, NetSuite, Zoho Books, and others. If you don’t have software yet, we’ll help you choose and set up the best option for your business at no extra charge.
How long does onboarding take?
Yes, we prepare federal and state returns for all 50 states. Our CPAs are familiar with state-specific deductions, credits, and multi-state allocation rules. If you moved during the year or worked remotely in multiple states, we handle part-year resident and non-resident returns. First state included in base pricing, additional states $75-$200 depending on complexity.
Can you catch up my books if I'm behind?
Absolutely! Our catch-up bookkeeping service handles businesses behind up to 24 months. We typically complete a full year of bookkeeping cleanup in just 3-4 weeks, delivering accurate historical financials that are tax-ready. This is perfect if you need to file back taxes, get financing, or simply get back on track.
Will you work with my existing CPA or tax preparer?
Yes! We collaborate seamlessly with your existing CPA or tax professional. We provide clean, CPA-reviewed books and all necessary documentation they need for tax preparation. Many of our clients use us for monthly bookkeeping while their CPA handles annual tax filing.
Are there contracts or can I cancel anytime?
No long-term contracts required. We offer month-to-month service so you can cancel anytime with no penalties or fees. We’re confident you’ll love our service, which is why we make it risk-free to try with your first month free.
How do you keep my financial data secure?
We use bank-level 256-bit SSL encryption for all data transmission and storage. Our secure client portal uses two-factor authentication. We conduct regular security audits and our team is trained on data privacy best practices. Your financial data is protected with the same security standards used by major financial institutions.
What if I have questions between monthly deliveries?
Your dedicated bookkeeper provides unlimited email support throughout the month. You can ask questions anytime about transactions, categorizations, or financial reports. Most clients hear back within 24 business hours, often much faster.
Do you handle sales tax and payroll too?
Yes! While our core service is monthly bookkeeping, we offer sales tax compliance services (registration, calculation, and filing) and full-service payroll processing as add-ons. Many clients bundle these services for complete financial management.
Ready for Clean Books Every Month?
Start your first month of professional bookkeeping completely free. No credit card required, no contracts, no risk. See why hundreds of small businesses trust OptimizeTax.