Built for Tax Offices

Outsourced Bookkeeping for Your Tax Practice

You keep the client relationship. We do the bookkeeping work—behind the scenes.

How communication works

Your office communicates with the client. We work behind the scenes and send results directly to you in Conecta.

Done-for-you Monthly

Categorization, matching, and cleanup as needed.

P&L + Balance Sheet

Delivered monthly so your team can review with clients.

Get Pricing

We'll answer questions and confirm fit. No obligation.

Simple, Predictable Pricing

Pricing is per client and based on monthly expenses. If a client moves into a higher band, pricing adjusts the next month.

Up to $15,000
$40

/ client / month

$15,001–$30,000
$60

/ client / month

$30,001–$100,000
$80

/ client / month

$100,000+
Custom

Quote by volume

One-time Setup

$99

Per client. We set up accounts and workflows so the first month runs smoothly.

Catch-up / Cleanup

$150

One-time rush service for clients behind on their books.

How it Works

Five steps to predictable delivery with full visibility in your Conecta dashboard.

1
Add Client

You add the client under your tax office in Conecta.

2
Docs Upload

Client uploads documents through automated workflows.

3
We Work

Our team does the bookkeeping in QuickBooks/Xero.

4
Track Status

See updates (Started, In Progress, Missing Docs) live.

5
Delivery

Monthly reports + talking points sent to your office.

Ready to Offload Bookkeeping?

Start by paying the $99 setup fee. We'll follow up to set up your first client and send next steps.

Get Started

Monthly bookkeeping fees are billed separately after setup.

Quick Answers

Everything you need to know before starting your service bureau.

QuickBooks (or Xero) is required and billed separately. Either you or your client can cover the software cost.
No. Your office communicates with the client. We work behind the scenes and send results directly to you.
No. This is bookkeeping only. Your office remains responsible for tax work, payroll, and advisory conversations.
Work starts after required documents (bank/CC statements) are uploaded through your Conecta workflow.