Tax-Ready Bookkeeping: Clean Books Your CPA Will Thank You For, $400
One-time bookkeeping system setup: chart of accounts, expense categories, quarterly estimated tax calendar, and a clean handoff file for your CPA. $400 setup, optional $100/mo to keep it maintained.
Pricing
One-time bookkeeping system setup: chart of accounts, expense categories, quarterly estimated tax calendar, and a clean handoff file for your CPA. $400 setup, optional $100/mo to keep it maintained. Flat pricing, no setup fees.
| Included | Price |
|---|---|
| One-time setup | $400 |
| Monthly maintenance (optional) | $100 |
Tax season is only painful for businesses with messy books, and books only get messy when nobody set up the system.
We build your chart of accounts so your P&L reads like your price sheet, connect your bank feeds, categorize the trailing 90 days together so you learn the rhythm, and put your quarterly estimated tax dates somewhere you will actually see them.
Your CPA gets a clean file instead of a shoebox. We set up and maintain the system; a licensed tax professional files your returns. TMP is not a CPA firm and does not prepare taxes.
Who this is for: owners doing bank-statement archaeology every April, and new businesses smart enough to build the system before the mess exists.
What clean books actually buy you: a smaller CPA bill, quarterly estimates paid on time instead of penalties, and the ability to answer "how is the business doing" with a number instead of a feeling. The P&L reads like your price sheet because we build the categories from your actual offers.
Setup is one-time. The optional monthly keeps it reconciled with a 5-line summary in your inbox, and the day you outgrow it, the handoff file goes to any CPA clean.
What you get
- ✓ Chart of accounts built to your offers
- ✓ Bank feeds connected, 90 days categorized
- ✓ Quarterly estimated tax calendar
- ✓ Clean year-end CPA handoff file
- ✓ Optional $100/mo maintenance
How it works
- 1
Intake
Entity, revenue streams, accounts, and current state, even if the current state is a shoebox.
- 2
Build session
System configured and trailing 90 days categorized together.
- 3
Handoff or maintain
Run it yourself with the rhythm we taught, or we keep it reconciled monthly.
Common questions
Which bookkeeping software?+
Wave (free) for most solo operations; QuickBooks when payroll or your CPA calls for it. Either way the account is yours.
Do you do my taxes?+
No. We make your books tax-ready and hand a clean export to your CPA or preparer. Deduction judgment calls belong with them, not us.
What does the $100/month maintenance cover?+
Monthly reconciliation, categorization, anomaly flags, and a 5-line plain-English summary so you always know where you stand.
Ready to put this to work?
Serving Houston, TX and the surrounding metro. Fixed price, clear scope, month-to-month where it applies. Veteran-owned, Houston-built.