Your CFO-Style Partner, Not Just Another Accountant
We work alongside you as a strategic partner—providing monthly guidance, proactive insights, and everything you need in one place. No more juggling multiple tools or waiting until year-end for answers.
The Problem with Traditional CPA Firms
Big firms charge premium rates but deliver generic, once-a-year service
Fragmented service — multiple bills, multiple contacts
Bookkeeping and tax prep billed and handled separately
All-inclusive: bookkeeping + tax prep + filing
One team, one portal, one place for everything
Stop Doing It Yourself
TurboTax and QuickBooks put all the work on you. We do it for you—with AI efficiency and human accuracy.
10+ hrs/month
Your time spent on admin
Multiple vendors, multiple logins
Nothing is connected — you do the coordination
One subscription. Everything included.
Custom quote based on your needs
We pay for what our team needs. You don't.
Traditional bookkeepers and CPAs have routinely billed software subscriptions as pass-through client expenses for years. We don't do that. If we need any tool or platform to complete your work, that's our operating expense — period. You hire us for expertise and results. Everything our team needs to deliver is already included.
QuickBooks
Bookkeeping & ledger
Gusto / ADP
Payroll processing
TurboTax Business
Business tax filing
TurboTax / H&R Block
Personal tax filing
Dext / Hubdoc
Receipt capture — no extra subscription
AP/AR Automation
Bill.com-style automation — Enterprise plan
Wave / FreshBooks
Invoicing & tracking
Xero
Accounting software
We come fully equipped. You just hire us.
Our team brings all the software, tools, and platforms needed to handle your books, payroll, taxes, and filings. That's our cost of business — not yours. No pass-throughs. No add-ons. No surprises.
Complete Feature Comparison
See exactly what you get with BookKeeping.business vs. the alternatives
| Feature | DIY Tools | Big CPA Firm | BookKeeping.business |
|---|---|---|---|
| Monthly Bookkeeping | You do it | ||
| Business Tax Prep & Filing | You do it | Billed separately | |
| Personal Tax Prep & Filing | You do it | Billed separately | |
| Quarterly Business Reviews | |||
| Dedicated Account Rep | Maybe | ||
| Audit-Proof Documentation | Varies | ||
| Proactive Tax Planning | Billed separately | ||
| AI-Powered Efficiency | Basic | ||
| Human Expert Review | |||
| Clear, Upfront Quote | |||
| Receipt CaptureUpload, email or photo — AI OCR included | Extra sub (Dext ~$30+/mo) | Extra sub (QBO add-on) | Included |
| AP/AR ManagementBills paid, invoices sent, cash flow forecasted | Extra sub ($49–199/mo) | Add-on billed hourly | Enterprise — Included |
| All Services in One Place |
One Package. Everything Included.
No more managing multiple tools. BookKeeping.business replaces your entire financial stack.
Bookkeeping
Replaces QuickBooks
Business Tax Filing
Replaces TurboTax Business
Personal Tax Filing
Owner + spouse included
Payroll Support
Replaces Gusto complexity
Invoicing Guidance
Best practices setup
CFO Guidance
Strategic quarterly reviews
All plans include business tax prep + owner's personal tax prep & filing.
For married couples, both spouses' personal returns are included at no extra cost.
We Work Alongside You as a Strategic Partner
Think of us as your outsourced CFO—not just someone who files papers once a year. We're invested in your success and provide ongoing guidance to help your business thrive.
Monthly Check-Ins
Regular updates on your financial health, not just year-end surprises
Quarterly Strategy Sessions
Review how your year is tracking and plan for what's ahead
Proactive Tax Planning
We identify opportunities throughout the year, not after it's too late
Your Dedicated Partner