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Bookkeeping & Tax Services

Books done right.
Taxes handled too.

Clean monthly bookkeeping and annual tax compliance for small and medium-sized businesses — handled by a CPA.

What We Handle
  • Monthly bookkeeping & reconciliation
  • Tax-ready financials every month
  • Annual business tax return filing
  • Questions answered all year long
Bookkeeping
$300/mo
Starting from
Tax Filing
$750/yr
Starting from
Your Advantage
Bookkeeper + Tax Preparer = Same CPA
No handoffs. No gaps. No surprises.

CPA
Certified Public Accountant
QB
QuickBooks ProAdvisor
Tax-Ready Financials
$
Flat Monthly Pricing

Services & Pricing

Simple services. No surprises.

Monthly bookkeeping as the foundation. Add the Tax Compliance Package to have everything handled in one place.

Core Service

Monthly Bookkeeping

Starting at $300 / month
  • Transaction categorization
  • Bank & credit card reconciliation
  • Monthly financial statements
  • Tax-ready books every month
  • Questions always included
For Bookkeeping Clients

Tax Compliance Package

From $750 / year
  • Annual business tax return preparation & filing
  • Personal 1040 available as an add-on
  • No records scramble — we already have your books
  • E-filed and confirmed
Entity TypeFrom
Sole Proprietor / Schedule C$750
Single-Member LLC$850
Personal 1040 (add-on)$300

Available exclusively to active bookkeeping clients. Multi-owner entities referred to trusted partners.

Optional Add-Ons

Accounts Receivable

Invoice creation, payment tracking, and follow-up on outstanding balances.

Add-On

Accounts Payable

Bill entry, vendor payment scheduling, and reconciliation.

Add-On

Catch-Up Bookkeeping

Behind on your books? We get you current then move to a monthly plan.

One-Time Project

About

Ben Friedman, CPA
Ben Friedman, CPAFriedman Bookkeeping

Accurate books. Real clarity.
Handled by a CPA.

I hold a CPA license with experience across financial statements, tax returns, and business financials. Every client's books are categorized with their tax return in mind, delivered clean every month — so you always have a clear picture of how your business is doing and can make confident decisions with your numbers.

Books & Taxes Under One Roof

Your bookkeeper and tax preparer are the same person. No handoffs, no translation, no gaps.

Tax-Ready by Design

Every entry made with your tax return in mind — all year, not just at filing time.

Judgment, Not Data Entry

A CPA understands why each transaction matters, not just how to categorize it.

Flat Predictable Pricing

One monthly fee for bookkeeping. One annual fee for taxes. No surprises.

Who We Serve

Small and medium-sized businesses across all industries

If you need clean books and a CPA who understands your business, we can help — regardless of industry.

Trades & Contractors

Plumbers, electricians, HVAC, landscapers, builders — job costing, subcontractor tracking, and financials that are always ready.

Service Businesses

Consultants, law firms, IT, staffing, insurance, healthcare — clean monthly books and tax prep handled by someone who speaks your language.

Retail & E-Commerce

Inventory, COGS, sales tax, and merchant fee reconciliation — organized financials whether you sell in-store, online, or both.

Get Started

Let us talk about your books

Schedule a free 30-minute consultation. Tell us where your books stand and we will give you a flat-rate quote — no pressure, no obligation.

100% virtual — work with clients anywhere
QuickBooks Online for all clients
Flat-rate quotes, no hourly billing
📅 Schedule Free Consultation