Elevated bookkeeping, tax, and advisory for growing businesses

Financial clarity with a polished, personal touch.

Premium bookkeeping, business and personal tax services, and small business advisory designed to help you feel organized, prepared, and confident.

Schedule a consultation → Explore services

Private client snapshot

Your numbers, refined.

Books closed On time
Tax planning Prepared
Cash-flow visibility Strong

Advisor note

Let’s review payroll timing, owner distributions, and estimated taxes before month-end.

Signature Services

A refined financial back office for small business owners.

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Business Tax Services

Business tax preparation, quarterly estimates, compliance support, and proactive planning to reduce surprises year-round.

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Personal Tax Preparation

Individual tax filing and personalized guidance for business owners, freelancers, families, and professionals.

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Bookkeeping & Monthly Close

Reconciliations, financial statements, categorization, and clean monthly books you can actually rely on.

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Tax-Ready Support

Year-round organization and estimated tax planning so deadlines feel less stressful and more predictable.

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Small Business Advisory

Cash-flow insight, budgeting, pricing guidance, and practical recommendations for stronger decisions.

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Cleanup & Catch-Up

Behind on books? We untangle prior months, correct issues, and create a sustainable system going forward.

The Experience

Calm, clear, and beautifully organized.

✓ Reliable monthly books without accounting jargon
✓ Clear reporting that helps you make faster decisions
✓ Support for service businesses, consultants, contractors, and local firms
✓ Practical guidance from a CPA who understands small business

Process

Sophisticated support, simple process.

01

Discovery

We review your goals, current books, systems, tax needs, and pain points.

02

Clean Setup

We organize workflows, accounts, reports, and recurring monthly tasks.

03

Monthly Clarity

You receive timely reports, insights, and recommendations you can act on.

Client Story

“We finally understand what the numbers are telling us.”

“Our books went from stressful to predictable. The monthly reports are clear, the advice is practical, and we can make decisions without guessing.”

— Owner, professional services firm

Get Started

Ready for cleaner books and better decisions?

Book a consultation to discuss your current systems, monthly needs, tax needs, and the best support package for your business.

Email

info@thatbookkeepinggirl.com

Phone

813-344-6352

Serving

Local and remote small business clients

Request a consultation