- Get Your First Month Bookkeeping Free
Comprehensive Bookkeeping & Tax Services for Small Businesses, Startups, and S-Corps
Flat-rate bookkeeping from $150/mo with a dedicated bookkeeper and CPA review, plus integrated payroll processing. Fast onboarding, software included, tax-ready every month.
Industries We Serve
Tailored bookkeeping and tax solutions for diverse industries.
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Coffee Shops & Cafés
CPAs find $2,500 more in deductions on average vs DIY tax software
🏠
Real Estate Agents
🏘️
Rental Property Owners
⚕️
Physicians & Healthcare
🤝
Nonprofits
🚛
Transportation & Trucking
🔨
Contractors
🎨
Artists & Creatives
🦷
Dentists & Medical
💼
S-Corp Owners
🍽️
Restaurants
💪
Gyms & Fitness
What We Do
Catch Up Bookkeeping
Complete a year in 3-4 weeks
- Historical transaction cleanup
- Fast reconciliation
- CPA-reviewed financials
- Tax-ready books
Monthly Bookkeeping
From $150/mo • First month free
Get back on track quickly with expert catch-up services.
- Dedicated bookkeeper
- Monthly reconciliations & CPA review
- Works with existing software
- P&L, Balance Sheet, Cash Flow
Tax Prep & Advisory
Expert tax professionals
- Schedule C, 1120S, 1065, 1120
- Year-round tax planning
- Quarterly estimated payments
- IRS audit protection
Payroll Processing
Full-cycle payroll
- Payroll setup & processing
- Federal & state filings
- W-2 and 1099 forms
- Multi-state support
QuickBooks Cleanup
Fast & accurate
- Transaction categorization
- Account reconciliation
- Error correction
- Chart optimization
Enterprise Accounting
For growing businesses
- Accounts payable/receivable
- Sales tax compliance
- Multi-entity consolidation
- Custom reporting
What Our Customers Say
“Our books were a mess. OptimizeTax got everything reconciled in under a month. Now I can see which services are making money.”
Sarah K.
Michael T.
Dr. Jennifer L.
Frequently Asked Questions
Do you offer payroll services?
What's included in monthly bookkeeping?
Dedicated bookkeeper, monthly reconciliations, transaction categorization, CPA review, P&L, Balance Sheet, Cash Flow, and tax-ready books every month.
How much does bookkeeping cost?
Flat-rate bookkeeping starts at $150/month with no hourly billing or hidden fees. Your first month is free with no commitment required.
Do you support QuickBooks and Xero?
Yes, we work with QuickBooks Online, Xero, FreshBooks, Wave Accounting, and other leading platforms. We’ll work with your existing software or help you choose the best option.
Can you catch up my books if I'm behind?
Will you work with my CPA?
How long does onboarding take?
Typical onboarding takes 5-10 business days including secure access setup, software configuration, and getting your dedicated bookkeeper up to speed.