Tax & Books, handled.
Secure uploads, dedicated reps, and human-reviewed prep for your peace of mind. We combine modern automation with expert human oversight.
Trusted by 2,000+ businesses
Get Started in 4 Steps
Fully self-service — sign up, answer a few questions, pick your plan, and your dashboard guides the rest. No waiting for a call.
Create Your Account
Sign up free in under 2 minutes. No credit card required to get started.
Complete Onboarding
Answer a short quiz about your business — entity type, revenue, team, and banking. Takes about 3 minutes.
Choose a Plan & Pay
Pick Essentials, Growth, or Enterprise. Pay monthly, cancel anytime. Or stay on the free tier and upgrade later.
Your Dashboard Guides You
Upload documents, track deadlines, message your bookkeeper, and see your account status — all in one place.
One platform replaces your entire financial software stack
Sign up your business, invite your team, connect your bank accounts — and hand off everything. We handle payroll, W-2s, 1099s, invoices, bookkeeping, quarterly filings, and tax prep.
And unlike traditional bookkeepers and CPAs who pass software subscription costs to clients — we don't. Whatever tools our team needs to support your account, we pay for them. No QuickBooks bill. No Gusto fee. No Xero charge. Our software is our expense, not yours.
Team Access
Invite your whole company
Bank Feeds
Auto-fetch & reconcile
W-2 & 1099s
All worker types covered
Receipt Capture
Upload, email or snap a photo
AP/AR Automation
Bills paid, invoices collected
No QuickBooks Bill
We cover the software
Why Choose Us
Combining human expertise with AI efficiency for a transparent financial process that scales with your business.
Dedicated Human Support
Account managers who know your business by name, not just by ID number.
AI Efficiency
Real-time data processing means your books are always up to date, not weeks behind.
Transparent Process
See exactly where your taxes and books stand at any time through your dashboard.
All-in-One Solutions
One place for everything your business needs — bookkeeping, tax filing, and strategic guidance, all under one roof.
Monthly Bookkeeping
Ongoing monthly service with everything kept clean, current, and tax-ready.
- Monthly reconciliation & reports
- Transaction categorization
- Tax-ready year-end books
- Dedicated account rep
Catchup Bookkeeping
Behind on your books? We get you fully caught up and audit-ready.
- Historical reconciliation & cleanup
- Audit-ready documentation
- Prior-year tax filing support
- Dedicated clean-up expert
- Smooth handoff to monthly service
Business Services
Full-service support for formation, compliance, and strategic growth.
- LLC formation assistance
- EIN application support
- Registered agent services
- Payroll management
- CFO-level financial advice
No more “can you send me that receipt?” emails.
Tools like Dext and Hubdoc charge $30–$65/month extra just to capture receipts. QBO charges extra too. We built it in. No new subscription. No separate login. Already in your plan.
Drop receipts in the portal, forward them by email, or snap a photo on your phone. Our AI reads every one — vendor, date, total, tax, category — and your bookkeeper sees it instantly. The loop of chasing missing receipts by email is over.
How a receipt flows through
Receipt comes in
Upload, email forward, or phone photo
AI reads it
Vendor · Date · Total · Tax · Category extracted in seconds
Bookkeeper sees it instantly
Logged, timestamped, and matched to your books
Audit-ready — forever
Original file stored for 12 months on paid plans
Dext charges $30–$65/month for this. QuickBooks charges extra too. With us, it's already included in your plan — no separate subscription, no surprise invoice.
How we compare
| Feature | Traditional CPA | DIY Software | BookKeeping.business |
|---|---|---|---|
| Real-time Data | |||
| Human Review | |||
| Dedicated Rep | |||
| Flat Monthly Fee | |||
| AI-Assisted Accuracy | |||
| Receipt Capture (no Dext/QBO add-on) | |||
| Secure Client Portal |
Security & Compliance
We treat your data with the same security standards as major financial institutions. Your information is encrypted end-to-end and stored in high-security, compliant facilities.
Bank-level Encryption
256-bit SSL encryption protects your data in transit and at rest.
Full Audit Trail
Every change and access is logged with a permanent digital audit trail.
Trusted by modern founders
“The transition from my old CPA to BookKeeping.business was seamless. Their portal is lightyears ahead of what I was using before.”
Sarah Jenkins
CEO, TechFlow Systems
“I finally feel like I have a grasp on my business finances. The real-time dashboard is a game changer for my decision making.”
Marcus Chen
Founder, GreenRetail
“Excellent support. Every time I have a question about my tax filing, my rep gets back to me within the hour. Truly impressive.”
Elena Rodriguez
Director, CreativeLoop
Frequently Asked Questions
Is my financial data safe?+
Do I get a dedicated bookkeeper?+
Can you help with past tax filings?+
What accounting software do you support?+
How do I get started?+
Bookkeeping Guides & Resources
Expert articles for small business owners
Complete Bookkeeping Guide for Restaurant Owners
COGS tracking, tip reporting, payroll, and QuickBooks for restaurants — everything you need.
Read article Best Practices7 Bookkeeping Mistakes Small Business Owners Make
The most common errors that cost owners money and how to fix each one.
Read article Business StructureLLC Bookkeeping Guide: Single & Multi-Member LLCs
Owner draws, capital accounts, S-Corp election — what LLC owners must track.
Read articleReady to never worry about your books again?
Join thousands of business owners who trust us with their financial future.
No credit card required • Self-service setup in under 5 minutes