Record the activity
Monthly bookkeeping
Record and categorize income and expenses, track receipts and bills, and organize supporting records. We'll follow up on transactions that need more information.
Monthly business bookkeeping
Small business bookkeeping.
Know where you stand.
TaxGuard provides monthly bookkeeping, account reconciliations, and financial reports for small businesses across the United States.
Hand off the recurring bookkeeping work and get a clearer view of your income, spending, and cash. We handle the agreed work and help you understand the reports.
Remote service. Scope and pricing agreed before work begins.
What we take care of
Monthly bookkeeping, from transactions to reports.
Build a regular bookkeeping routine around your accounts, transaction volume, and reporting needs.
Check the details
Account reconciliations
Check your books against bank and credit card statements. Investigate missing transactions, duplicates, and differences before completing the month.
Review the month
Monthly close and reports
Close the period and prepare the agreed reports, such as an income statement (profit and loss), balance sheet, and cash flow statement. Cash- or accrual-basis reporting is agreed as part of your service.
Catch-up and cleanup
Behind on your books?
Start where you are. We'll review the periods that need attention, identify missing records, and explain the work needed to bring your books up to date.
A separate estimate for cleanup.
Catch-up and cleanup work, along with tax services, are scoped and priced separately from ongoing bookkeeping. You'll know what's included before you decide.
Working with TaxGuard
Know what to expect each month.
A good fit for owners who want ongoing bookkeeping support and can share records and answer questions regularly. You keep control of business decisions; we handle the agreed accounting work.
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Tell us about your business
Tell us how you manage your books now and what you'd like help with.
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Agree on the monthly work
Review the services, pricing, reporting schedule, and records we'll need from you.
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Keep everything moving
Share the agreed records and work through bookkeeping questions with us.
Before we begin
Questions before we begin.
What is included in monthly bookkeeping?
We agree on the accounts, bookkeeping tasks, reports, and schedule before starting. Your service can include transaction categorization, income and bill tracking, account reconciliations, and a monthly close with financial reports.
Can you help if my books are behind?
Yes. We'll review what's missing or needs correcting and quote that work separately from monthly bookkeeping. You don't need to get everything organized before contacting us.
Is tax preparation included?
Tax preparation and other tax services are discussed and priced separately. Keeping your books current helps organize the records needed for your tax return.
Can we work together remotely?
Yes. TaxGuard serves small businesses across the United States remotely. We'll agree on how to share records, answer questions, and keep your reporting on schedule.
Let’s talk
A clearer next step starts here.
Tell us a little about yourself and the help you need. We’ll follow up to discuss the work, the timing, and the cost.
Please keep Social Security numbers, bank details, and tax documents out of this form. We’ll explain how to share sensitive records when needed.
Already working with us? Go to your client portal
Services and fees are agreed before work begins.