Bookkeeping & CFO Advisory

Bookkeeping So Your Business Can Actually Flourish

You didn't start your business to fall behind on your books. Most small business owners are drowning in bookkeeping tasks they never planned to become experts in — before you know it, you're two months behind with no real idea how profitable you've actually been. TAS Tax LLC keeps your books current, accurate, and explained in plain English — by a licensed CPA, not a bookkeeping-app subscription.

Book a 15 Minute Call!
Thomas Smith, CPA, at his desk

You know you're busy. Your books shouldn't be the reason you're behind.

Revenue looks fine on paper, but the bank account doesn't always match the story. Late reconciliations, missed deductions, and a shoebox of receipts in April aren't a bookkeeping strategy — they're a full-time distraction from running your business. We fix that: clean books, monthly clarity, and a CPA who actually explains what's happening with your money.

Three ways to get your books under control

Flat monthly pricing. No surprises. Cancel or upgrade anytime.

Basic Bookkeeping

$299/month
Best for freelancers & solo owners who want clean books without ongoing advisory.
  • Monthly bookkeeping & account reconciliation
  • Clean, organized financial records
  • Monthly profit & loss statement
  • Cash flow snapshot
  • Year-end support for tax prep
Book a 15 Minute Call!

The CFO Package

$999/month
Best for owners who want a financial partner every month — not just at tax time.
  • Everything in the Quarterly tier
  • Monthly CFO advisory call (1 hour)
  • Cash flow planning and forecasting
  • Profit & loss analysis and strategy
  • Year-round tax optimization
  • Growth planning and benchmarking
  • Payroll and expense management guidance
  • Business tax return preparation and filing
Book a 15 Minute Call!

Getting Started Is Simple

1

Schedule a consultation

Tell us where your books currently stand.

2

We connect your accounts

Securely, through Intuit Link.

3

You get monthly clarity

Clean books and a CPA who'll actually explain them.

Book a 15 Minute Call!