Designed for simple, fast-paid businesses that want tax-ready numbers without full bookkeeping.

Clean, Cash-Basis Books - Built for Accurate Tax Planning

See If Cash-Basis Tax Support Is a Fit

Cash-basis only - Simple businesses - Tax focused

Clean, Consistent Books - Built for Accurate Tax Planning

Most business owners don’t need complex accounting.

They need clean, consistent numbers so taxes are handled correctly and surprises are avoided.

Our Cash-Basis Tax Support service keeps your books tax-ready all year, making tax planning and tax preparation more accurate, efficient, and stress-free.

This is not bookkeeping.
This is ongoing tax support through clean, cash-basis tracking.

Who This Service Is Designed For

This service is built for simple, fast-paid businesses, including:

  • 1099 professionals (CRNAs, locums, consultant)
  • Solo professional practices
  • Independent contractors
  • Owner-only S-Corps
  • Service businesses paid quickly with minimal complexity.

If your business:

  • Is paid promptly
  • Has no inventory
  • Does not rely on accounts receivable or payable
  • Uses financials primarily for tax purposes

This service is likely a strong fit.

What's Included
(Cash Basis Only)

We provide ongoing transaction tracking and reconciliation on a cash basis, specifically to support proactive tax planning.

Monthly Services

  • Secure bank and credit card syncing
  • Rules-based transaction categorization
  • Monthly cash-basis reconciliation
  • Consistent expense classification
  • Owner distributions tracked correctly
  • Cash-basis Profit & Loss reporting
  • Identification of items that impact taxes

Our goal is simple:

Accurate, consistent tax numbers – without overengineering your books.

What This Service Does NOT Include

To keep this service efficient and affordable, the following are intentionally excluded:

  • Accrual Accounting
  • Accounts receivable or payable tracking
  • Invoicing or bill pay
  • Payroll processing
  • Job costing or project tracking
  • Inventory management
  • Budgeting or forecasting
  • Financial advisory or business coaching

If your business needs any of the above, we’ll let you know and recommend a better-fit service.

This service is intentionally narrow.
Let's confirm whether it's the right fit for your business.

Check Eligibility for Cash-Basis Tax Support

Why We Use Cash-Basis Accounting

Cash-basis accounting works best when:

  • Income and expenses occur close together
  • Business operations are straightforward
  • The primary goal is tax accuracy - not operational decision-making

For the right business, cash-basis reporting:

  • Reduces complexity
  • Improves consistency
  • Eliminates year-end cleanup
  • Makes tax planning more accurate

Onboarding & Start Date

One-Time Setup

All clients complete a one-time onboarding process to ensure this service is set up correctly and aligned with your tax reporting needs.

  • Secure account connections
  • Category and rule setup
  • Review of up to 1–2 recent months to establish a clean cash-basis baseline

Historical cleanup beyond this initial baseline is handled as a separate project, if needed.

Pricing

Cash-Basis Tax Support

  • $299–$499 per month, based on transaction volume, account complexity, and client relationship
  • One-time onboarding fee: $500–$1,200
  • Transaction volume caps apply

Final monthly pricing and onboarding fees are confirmed after onboarding.

Who This Service Is Not a Fit For

This service is not appropriate for:

  • Plumbing, HVAC, roofing, or construction businesses
  • Inventory-based businesses
  • Businesses billing net-30 or net-60
  • Subscription businesses with deferred revenue
  • Multi-entity owners
  • Anyone requiring accrual accounting or AR/AP accuracy

If that’s your situation, we’ll be upfront and guide you to a better solution.

Our Philosophy

We don’t believe in forcing businesses into accounting systems they don’t need.

This service is intentionally:

  • Narrow in scope
  • Cash-basis only
  • Tax-focused
  • Highly standardized

That’s what keeps it effective, affordable, and sustainable – for you and for us.

Not Sure If You're a Fit?

We’ll review your situation and tell you honestly whether this service makes sense – or if another option would serve you better.

Apply for Cash-Basis Tax Support ($299-$399)

Final pricing confirmed after onboarding review

Check Fit & Apply