Accurate books. Smart tax strategy.

Running a business means making decisions every day — but without clear, up-to-date financials, those decisions can feel like guesswork. Our bookkeeping and tax services help you stay organized, compliant, and confident all year long.

What We Offer

  • Monthly Bookkeeping

    Stay on top of your finances with clean, consistent books — without spending your evenings sorting receipts.

    Includes:

    Categorizing and reconciling transactions

    Profit & loss, balance sheet, and cash flow reports

    Monthly check-ins or summaries

    QuickBooks Online (QBO) management

    We make sure your numbers are right, so you can make the right moves.

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  • Tax Preparation & Filing

    Avoid surprises and stay on the IRS’s good side. We provide year-round support — not just during tax season.

    Includes:

    Federal & state business tax return prep

    Estimated quarterly tax calculation reminders

    W-9/1099 contractor support

    End-of-year reconciliation and filing

    Peace of mind

    We help you save, stay compliant, and take advantage of every deduction you’re eligible for.

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  • Catch-Up Bookkeeping

    Behind on your books? No shame — we’ve seen it all and we’ll get you caught up fast.

    Includes:

    Historical transaction cleanup

    Monthly reconciliation

    Financial report reconstruction

    Optional handoff to ongoing services

    We clean it up and hand it back organized, ready for tax time or strategic planning.

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Why Choose Bridging Books?

💬 We speak human, not just accounting

  • 📈 We care about your growth, not just compliance

  • 🤖 We bring the best of automation + personal support

  • 👣 Seamless integration with coaching and CFO services

Bookkeeping is more than data entry — it’s the foundation of every smart business decision.

Who It’s For

Our bookkeeping and tax support is built for:

  • Service-based entrepreneurs who want to stay focused on clients, not spreadsheets

  • Solo business owners ready to delegate the back office

  • Growing businesses that need better systems and strategic insight

  • Creative and trade professionals who want help translating income into smart money moves

Let’s find out if this is the right support for you.

This 20-minute call is a no-pressure way to ask questions, explore options, and take the first step toward launching your business with confidence.