Every tax preparer has had the same January experience. The client’s books arrive. Something is off. Revenue lines don’t reconcile to deposits. Categorization is inconsistent. The owner’s draw is sitting in the wrong account. Last year’s adjustments were never posted forward.
The tax preparer spends the first three hours of the return fixing the books — work that was supposed to be done before the return ever started.
That’s the actual cost of bad bookkeeping. Not the bookkeeper’s fee. The hours your senior staff spend cleaning up before they can do the work they were hired to do.
We built this service for the CPA practices that decided they were done absorbing that cost.
When TaxicMinds runs bookkeeping for your firm’s clients, the books that hit your tax team are books they can actually use. Reconciled. Categorized correctly. Adjusted forward. Ready for the return — not the precursor to a three-hour cleanup.
That’s the entire service.
Before we touch anything, we run a complete diagnostic. Where is the chart of accounts wrong. Where are the reconciliations off. What's been deferred. We send your firm a one-page assessment within 48 hours. You decide what we fix, what stays as-is.
We work in your client's existing platform — QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, Wave, or whatever else they're on. Your firm or your client grants us role-limited access. No data leaves the platform.
If books need cleaning up first, we handle it as a one-time engagement before transitioning to ongoing. Catch-up work is priced separately from monthly bookkeeping — no surprise fees buried in the monthly retainer.
Once books are current, we run a structured monthly close. Reconciliations completed by the 8th of the following month. Financial statements delivered by the 10th. Open items flagged for the CPA firm to address with the client.
At year-end, books are formally closed and adjusted — including any 1099 prep, year-end accruals, depreciation entries, and tax-readiness adjustments. Books hand off to your tax team genuinely ready to prepare the return.
Most bookkeeping providers optimize for transaction volume — how many entries per hour, how many accounts processed per day. We optimize for what happens after the books leave us.
That’s a different standard.
Tax-ready by default.
Reconciled to source
Adjustments posted forward
Audit trail preserved
Reviewed before delivery
A fixed monthly fee per client book. You know the cost upfront, every month.
Best for: practices managing 5-50 client books with predictable transaction volume.
Pricing tiers based on transaction count per client per month. Low-volume clients cost less. High-volume clients more.
Best for: practices with a mix of small and large clients.
A dedicated bookkeeper (or team) reserved for your firm. Monthly retainer. Handles all your firm’s bookkeeping clients.
Best for: practices with 30+ ongoing bookkeeping engagements.
Role-limited access only — accountant or bookkeeper role, never admin. We never request or store login credentials. Multi-factor authentication required on every login. Access logs are audit-tracked and reviewable on request.
That’s the most common starting point. We run a 48-hour assessment first, send you a one-page diagnostic, and quote catch-up work as a separate one-time engagement. You see the scope before we touch anything
Standard catch-up: 12 months of clean-up in 2-4 weeks. Multi-year catch-up (3+ years): 4-8 weeks. Specific timelines confirmed after the initial assessment.
Yes. Once a client is assigned to a bookkeeper on our team, that bookkeeper handles the client month after month. The institutional knowledge of how each client operates stays in one place.
Whatever you prefer. Most CPA firms prefer we stay invisible to the client — all communication flows through the firm. Some firms prefer we handle routine “where’s this receipt?” emails directly. We adapt to your preferred workflow.
Reconciliations completed by the 8th of the following month. Draft financial statements delivered by the 10th. Final statements (after open items resolved) by the 15th.
We track 1099-eligible vendors throughout the year, collect W-9s as needed, and prepare 1099-NEC and 1099-MISC forms in January. You review and approve before filing. Available as an add-on or included in dedicated engagements.
Yes. We have dedicated industry expertise in restaurants (daily sales reconciliations, tip allocation), construction (job costing, WIP schedules), real estate (per-property accounting, 1031 tracking), and e-commerce (multi-platform sales reconciliation, inventory). The bookkeeper assigned to your firm matches the industries you serve.
Our bookkeeping team holds active certifications in QuickBooks ProAdvisor (Online and Desktop), Xero Certified Advisor, and Sage Certified Consultant. Certifications maintained through annual continuing education.
We flag it the moment we identify it. Your firm decides how to handle the correction — whether to amend prior periods, post the adjustment in the current period, or escalate to the client. We don’t make unilateral decisions on corrections that change historical financials.
“We brought them on for tax prep. Eight months in, they’re running our month-end close too. The trust got built quietly — by them doing the work right, every single time.”
Work is assigned in your system (Karbon, TaxDome, UltraTax, Drake, CCH, etc.)
Our US tax-trained professionals work in your system remotely. We follow your process, templates and preferences.
Every deliverable is reviewed through a multi-step quality process led by Hitesh Patel, EA.
Completed work is delivered in your system with clear notes, flags and support for your review.
You review, approve and deliver with confidence.
