Bookkeeping & Accounting for Our Tax Clients

BOOKKEEPING & ACCOUNTING FOR OUR TAX CLIENTS

Clean books, prepared by the same team that prepares your tax returns.

Bookkeeping and accounting services are available only to business owners whose tax returns we prepare, as part of our year-round support. They are quoted separately, after a preliminary review of your books.

A tax return is only as good as the books behind it. When your bookkeeping and your tax preparation are handled by the same CPA firm, your year-end numbers are ready when your return is due, your deductions are categorized correctly all year, and there are no surprises in April. At Victoria Bogdanovich CPA, we offer accounting services to our business tax clients so their books and their returns work together.

What we offer

Bookkeeping. Monthly or quarterly bookkeeping in QuickBooks Online or Xero — bank and credit card reconciliations, categorized transactions, and financial reports you can rely on.

Review of your books. If you or your staff keep the books, we review them periodically to catch issues with tax consequences before they reach your return — owner draws, loan payments, fixed assets, payroll entries, and more.

Accounting system setup and clean-up. As your business grows, we help you choose and set up the right software, connect bank feeds and apps, track profitability by location or service line, and clean up books that have fallen behind.

Financial statements. For clients with year-round support, we prepare financial statements for banks, lenders, and other third parties in a professional format.

Multi-currency and international books. For tax clients with foreign operations, we handle multiple currencies and the records needed for international reporting.

Software we support

Victoria Bogdanovich CPA is a Advanced Certified QuickBooks ProAdvisor (QuickBooks Online and QuickBooks Desktop) and a Xero Certified Advisor. We can work in your existing file or help you move to the platform that fits your business.

Who this is for

• S corporation and partnership owners whose business returns we prepare
• Self-employed professionals and single-member LLC owners who want year-round support
• Real estate investors with several properties or an LLC that holds them
• Business owners whose books need to be cleaned up before their tax return can be prepared

How it works

1. Start with tax preparation. Take the 1-minute fit check and go through our standard new-client process.
2. Tell us you’d like year-round support. At your free Tax Discovery meeting, we’ll talk about your bookkeeping needs.
3. Preliminary review. We look at your current books to estimate the work involved, including any clean-up.
4. Your quote. Bookkeeping is added to your engagement package as part of your year-round support.

Frequently asked questions

Can I hire you for bookkeeping only?
No. Our accounting services are available only to clients whose tax returns we prepare, together with year-round support. This lets us take responsibility for the whole picture.

How is bookkeeping priced?
It’s quoted separately, based on the number of accounts and transactions, how current your books are, and how often you need them updated. We give you a quote after a preliminary review.

My books are behind. Can you help?
Yes. Clean-up work is quoted separately and is usually completed before we prepare your tax return.

Do you prepare audited or reviewed financial statements?
No. We prepare financial statements for our year-round support clients, but we do not perform audits or reviews.

Which software do you recommend?
For most small businesses, QuickBooks Online or Xero. We’ll recommend the one that fits your business and the apps you already use.

See your starting fee

Business owner? See our Business Owner Package and pricing and how it works.