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Bookkeeping done for you, every month.

A dedicated Taxmize bookkeeper keeps your books accurate and sends you clear reports, so you always know where your business stands.

Taxmize bee mascot for Bookkeeping & Accounting
Bookkeeping & Accounting$199/monthDedicated bookkeeper included
What's included

What's in your monthly bookkeeping

Clean books every month, ready for tax time.

  • Transaction categorizationEvery bank and card transaction sorted into the right category.
  • Bank & card reconciliationYour books matched to your statements every month.
  • Monthly reportsProfit and loss statement and balance sheet in plain English.
  • Dedicated bookkeeperOne person who learns your business and answers your questions.
  • Tax-ready booksYear-end books handed straight to your tax pro.
  • Secure portalShare receipts and statements and see your reports in one place.
How it works

Simple from start to finish

1

Connect

Month 1: we set up your accounts and connect your bank and cards.

2

Catch up

Month 1–2: we categorize and reconcile your transactions.

3

Report

Each month: you get your profit and loss and balance sheet.

4

Stay current

Year-round: your books stay clean and tax-ready.

Who it's for

A good fit if…

  • You spend weekends on spreadsheets
  • Your books are behind or messy
  • You want real numbers to make decisions

Bookkeeping & Accounting: $199/month

Dedicated bookkeeper included. Talk to a Taxmize pro in a free 20-minute consultation and get a clear price before you commit.

Taxmize bee thinkingFAQ

Bookkeeping & Accounting questions

What do I get each month?

Categorized and reconciled books, plus a monthly profit and loss statement and balance sheet.

My books are behind. Can you help?

Yes. We offer catch-up bookkeeping to clean up past months. It is quoted separately after a quick review.

What software do you use?

We work with common small business accounting software. Ask us about yours during your consultation.

Do I need bookkeeping if I have a tax pro?

Clean books make tax prep faster and more accurate, and they help you find every deduction. Many clients pair Bookkeeping with the Business Tax plan.

Related services

Often paired with

Business Tax Preparation

Business returns for LLCs, S corps, partnerships and C corps.

Learn more →$149/month

Payroll Services

Weekly to monthly payroll through our ADP partnership.

Tax Planning & Advisory

Year-round advice to legally lower your tax bill.

Taxmize bee relaxing in a beach chair with a Taxmize mug

Tax season? Relax.

Your Taxmize team handles the returns, the books and payroll. You get back to running your business.

Book a free consultation