ABOUT TAXBOOKS PRO

Built by VC and PE owner-operators, not just accountants.

TaxBooks Pro was founded to fix what slow, expensive accounting firms get wrong. We bring the discipline of investors and operators to your books — pairing modern automation with senior financial leadership, so growing companies get enterprise-grade finance without the enterprise overhead.

$1B+

transaction experience

$100M+

companies led

Year-round

strategy

WHY WE EXIST

Finance built for how companies actually run.

Most businesses are stuck choosing between two bad options: cheap software that hands you data but no answers, or traditional firms that deliver answers slowly and at partner rates. Neither helps you actually run a modern finance function.

We built TaxBooks Pro as a third option — a firm that combines automation, real accounting expertise, and senior financial leadership under one roof. Clean books, smart tax strategy, and a clear financial picture, delivered the way a fast-moving company needs it.

Cheap software

Data, no answers

  • Reports you have to interpret
  • No senior judgment
  • Help desk, not a finance team

Traditional firms

Slow and expensive

  • Partner rates for routine work
  • Quarterly turnaround
  • Compliance only, no strategy
Our model

TaxBooks Pro

The third option

  • Automation + real expertise
  • Senior financial leadership
  • Clean books, smart tax, clear picture

HOW WE'RE BUILT

Serious financial firepower behind your books.

Owned by investors and operators

We're backed by VC and PE owner-operators, so your finances are managed with an investor's lens — not just compliance, but the strategy that drives growth and valuation.

Led by senior finance executives

Our leadership has served as controller and CFO for multiple companies north of $100M in scale. The same discipline that runs large finance organizations is applied to yours.

Staffed by licensed accountants

Your day-to-day work is handled by licensed, experienced accountants — real professionals who know your business, not a rotating support queue.

OUR MODEL

Modern tools. Senior oversight. One team.

We combine automation and a cost-effective execution team with US-based financial leadership. Routine work is handled efficiently; the judgment calls are made by people who've operated at scale. The result is enterprise-grade financial infrastructure at a fraction of the traditional cost.

Automation-driven

Faster, cleaner books with fewer manual errors. Always current, always ready.

Senior oversight

Not a junior bookkeeper. People who read your numbers and tell you what to do about them.

Strategy, not just compliance

We file your returns and plan around them, year-round.

TRACK RECORD

Trusted with real businesses.

$0

in transaction experience

$0M+

companies led at the CFO and controller level

Year-round

tax and finance strategy, not just filing

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 →