Bookkeeping · Tax · CFO · AI Transformation
The next generation of bookkeeping, tax, and CFO services.
Real accountants and CFOs, powered by a modern automation stack. Accurate books, proactive tax strategy, live dashboards — and when you're ready, we'll modernize your entire finance function.
QuickBooks & Xero experts
CPA-reviewed · US-based CFOs
- Bank rec
- Payroll synced
- Reports sent
Cheap bookkeeping software gives you data, not answers.
Traditional firms give you answers — in three weeks, at partner rates.
And neither will modernize how your finance function actually runs.
So we built TaxBooks Pro.
Our services
From clean books to a modern, automated back office.
The difference
Most firms use software. We build systems.
Monthly PDF, 3 weeks late
Data entry by hand
“Call us in April”
Keeps you dependent
How it works
From first call to fully modern.
Step 01
Diagnose
Intake
Free strategy call. We map your current stack, volume, and pain points.
- 20-minute call
- Automation roadmap included
Step 02
Clean
Books
Historical cleanup if needed. Books current, reconciled, audit-ready.
- Catch-up bookkeeping
- Audit-ready in weeks
Step 03
Run
P&L · Balance Sheet
ReconciledMonthly bookkeeping, done right. Reconciled accounts and clear reporting, every month.
- Monthly reconciliation
- P&L and Balance Sheet
Step 04
Transform
Connected
Layer on tax strategy, CFO guidance, and finance automation as you grow.
- Tax filing and strategy
- CFO guidance and automation
Most clients are fully onboarded within two weeks.
Trusted by businesses like
- Earth Property Holdings
- Organics by Gosh
- Austin Landscape Supplies
- NeuroSigma
- Hopewell Therapeutics
- Vetis Bio
Ready to meet your financial team?
Free 20-minute strategy call. No obligation, no sales pitch — a straight conversation about where you are and what to fix first.
Bookkeeping from $399/mo · Tax from $2,150/yr · See pricing →