Bookkeeping coordinated with your tax strategy.
Vetted specialists handle the recurring bookkeeping work, while TaxOwl retains tax oversight and coordinates the year-end books-to-tax handoff. The result is cleaner records, fewer filing-season surprises, and a more efficient transition into the return.
Start secure intake → See pricing
Choose “Monthly Bookkeeping & Cleanup” during secure signup. TaxDome will create your bookkeeping workflow automatically. Flat monthly fees, no hourly billing surprises.
Built for owners who want bookkeeping and tax to stay connected.
A vetted specialist handles the recurring bookkeeping work. TaxOwl provides tax-aware oversight and coordinates the year-end handoff, so the records arrive ready for an efficient return-preparation process.
- Monthly bookkeeping — reconciliation in QuickBooks Online, with a 5-minute monthly summary of where the business is.
- Payroll tax filings — quarterly Form 941, annual Form 940, state UI returns. Bundled with annual return prep at preferred rates.
- Sales-tax filings — in your nexus states, on the cadence each state requires.
- Annual return coordination — TaxOwl oversees the books-to-tax transition for your 1120-S, 1065, or Schedule C. No disconnected referral or filing-season handoff scramble.
- Coordinated specialists, one tax-aware workflow — ongoing bookkeeping delivery aligned with the information your tax return will require.
What TaxOwl can manage in QuickBooks Online.
Your written proposal controls the exact scope. Core monthly work is separated from optional services so you know what is included before the engagement begins.
Accounting and monthly close
Transaction categorization, bank and credit-card reconciliation, adjusting entries, and an organized month-end close.
Expenses, bills, and vendors
Expense coding and accounts-payable tracking. Bill-payment execution is included only when stated in the proposal.
Sales, invoices, and customers
Income categorization, invoice and accounts-receivable tracking, merchant-account reconciliation, and customer-balance reporting.
Financial reporting
Profit and loss, balance sheet, cash-flow reporting, and tax-ready year-end financials. Custom KPIs are available by scope.
Payroll and sales tax
Payroll-account reconciliation, payroll-tax filing support, and sales-tax filing coordination when included in writing.
Business tax coordination
Books-to-tax mapping and year-end coordination for Schedule C, partnership, S-corporation, and C-corporation returns.
Time-tracking accounting
QuickBooks Time data can be coordinated with payroll, job costing, and invoicing as an optional add-on.
Inventory accounting
Inventory, cost-of-goods-sold, and balance reconciliation are available for qualified businesses as a custom engagement.
Catch-up and cleanup
Historical reconciliation, uncategorized-transaction cleanup, opening-balance correction, and tax-readiness projects are quoted separately.
Not offered as a TaxOwl service
QuickBooks may display lending products in its navigation, but TaxOwl does not broker loans, promise financing, or provide investment advice. We can prepare accurate financial statements a lender requests; the lending decision remains between you and the lender.
Flat monthly fees, scoped to your size.
The amounts below are starting prices, not placeholders. Your written proposal will identify the exact monthly scope, responsible service provider, one-time cleanup work, add-ons, and fixed fee before work begins.
- Up to ~$20K in monthly transactions
- 1 bank + 1 credit card reconciled monthly
- Monthly close + 5-minute summary report
- Year-end financials organized for tax preparation
- Year-round email/portal access
- Up to ~$50K in monthly transactions
- Multi-account reconciliation (bank, CC, merchant)
- AR / AP tracking
- Monthly close + financial statements
- Sales tax filings (single nexus state)
- Year-end coordination with your tax return
- Up to ~$200K in monthly transactions
- Payroll-filing coordination when included in writing
- Sales-tax filing coordination when included in writing
- AR / AP, monthly close, financial statements
- Quarterly review call with your specialist
- Direct integration with your annual return
- Custom transaction scope
- Multi-entity, intercompany, consolidated reporting
- Full payroll + multi-state sales tax
- Advanced reporting (cash flow, KPIs, custom dashboards)
- Dedicated point of contact
- Monthly review calls during ramp; quarterly thereafter
What's not included (and why)
To keep pricing flat and predictable, the following are scoped separately and quoted on request:
- Catchup or cleanup of historical books (more than 3 prior months) — quoted as one-time engagement
- Audit defense or IRS notice response — see tax pricing
- Investment advice, securities or insurance recommendations — referred out
- Compilation, review, or audit reports — we are not a CPA firm
Connected tools, with one controlled workflow.
TaxOwl uses each platform for a defined purpose. Access is invitation-based, and clients should never send bank passwords, card credentials, Social Security numbers, or tax documents by ordinary email.
QuickBooks Online
The accounting system of record for bank feeds, transaction coding, reconciliations, invoicing, financial statements, payroll accounting, and books-to-tax reporting.
TaxDome
Secure client portal for intake, proposals, engagement letters, document collection, e-signatures, invoices, messages, reminders, and workflow status.
TaxDome Billing + QuickBooks
TaxDome Billing is connected to the TaxOwl QuickBooks firm so approved billing activity can flow into the accounting workflow with less duplicate entry.
Client-authorized financial feeds
Bank, credit-card, merchant, payroll, time, and supported sales-platform data can be connected through provider-authorized invitations. TaxOwl never asks for your online-banking password.
Integration availability
QuickBooks compatibility varies by provider and subscription. Any additional app, migration, payroll, inventory, e-commerce, point-of-sale, or custom reporting integration is reviewed and priced before setup.
Books that feed your tax return — by design.
When bookkeeping and tax operate in isolation, filing season becomes a reconstruction exercise. TaxOwl stays involved through tax-aware oversight and coordinates the year-end handoff from the bookkeeping specialist, so the annual return begins with cleaner, better-organized records.
If you're already a TaxOwl Advisors tax client, adding Books is a 30-minute conversation and access to your QuickBooks. If you're not yet a client, we'll quote both together.