Open Mon-Sat, 10am-5pm     9am-9pm during tax season

+1 954-737-3383     [email protected]

—  BOOKKEEPING & ACCOUNTING  —

Books that are
always tax-season ready.

Monthly bookkeeping, reconciliation, and financial reporting handled by
the same team that files your return — so nothing gets lost in the
handoff between your books and your taxes.

BOOKS AT A GLANCE

●●●

BOOKS RECONCILED BY

5th of each month

REPORTS DELIVERED

Monthly
P&L + balance sheet

BANK FEEDS

Connected
& auto-synced

PAYROLL STATUS

Compliant
year-round

Monthly bookkeeping, payroll & reporting — handled by your tax team, not a stranger.

Refer a business, earn $50 when they sign on.

PLANS

A bookkeeping plan sized to your business.

Every plan includes reconciled books and a dedicated preparer. Upgrade as your
business grows - nothing to re-set-up.

Essentials

For sole proprietors and single-member LLCs just getting their books off spreadsheets.
Monthly bank & card reconciliation
 
Monthly profit & loss statement
 
Categorized transactions
 
Email support
 
$0

Growth

For partnerships and S-Corps running payroll and watching cash flow closely.
Everything in Essentials
 
Payroll processing & filings
 
Balance sheet & cash flow statement
 
Quarterly estimated tax calculations
 
Monthly review call
 
$0
MOST POPULAR

Full-Service

For established corporations that want ongoing CFO-level guidance built in.
Everything in Growth
 
Accounts payable & receivable management
 
Budget vs. actual reporting
 
CFO advisory & forecasting
 
Priority audit protection
 
$0

EVERY PLAN INCLUDES

The fundamentals, no matter your tier.

CB

Catch-Up Bookkeeping

Behind by a few months or a few years — we get your books current before we take over.

DP

Dedicated Preparer

The same person who knows your books also knows your entity's tax return.

SC

Secure Cloud Access

Bank-level encryption on every document and report, accessible anytime.

NR

No Re-Onboarding

Upgrade plans as you grow without starting your books over from scratch.

WORKS WITH THE TOOLS YOU ALREADY USE

QuickBooks

Xero

Gusto

Square

Stripe

Shopify

- HOW IT WORKS

Your month with us.

A predictable rhythm so your books are never a surprise at tax time.

WEEK 1

Bank feeds sync

Transactions from every connected account and card pull in automatically.

WEEK 2

Categorization & reconciliation

Your preparer categorizes and reconciles every transaction against statements.

WEEK 3

Reports prepared

P&L, balance sheet, and cash flow are compiled and reviewed for accuracy.

WEEK 4

Delivered & reviewed

Reports land in your inbox, with a review call on Growth and Full-Service plans.

— WHY NTPA

Books and taxes, from one team.

One team, no handoff

The people reconciling your books each month are the same ones filing your return.

Constantly upgraded

Our platform syncs continuously with your bank feeds and updates for IRS rule changes.

Certified professionals

Every bookkeeper trains on our internal platform before touching a client's books.

Audit protection

Clean, reconciled books backed by our Protection Plus partnership if you're ever audited.

"To be the best, you must work with the best." That's the standard
every ledger is held to before it's closed.

NATIONAL TAX PREPARERS OF AMERICA

COMMON QUESTIONS

What to know before you sign on.

My books are a mess — can you still take us on?

Yes. Catch-up bookkeeping is included in every plan. We get your books current before your first monthly close.

Can I switch plans later?

Yes, you can upgrade or downgrade your plan at any time to match your business needs.

Do you handle payroll?

Yes, we handle full-service payroll processing and filings depending on the plan you choose.

Does this connect to my tax return automatically?

Our team works directly with your dedicated tax preparer so that your finalized books flow straight into your tax return without missing a beat.

What software do you work in?

We integrate with QuickBooks, Xero, Gusto, Square, Stripe, and Shopify.

GET STARTED TODAY

Let's get your books off the spreadsheet.

Book a free consultation and we'll recommend the right plan for where your business is today.

© 2026 National Tax Preparers of America. All rights reserved.

Taxes filed in all 50 states.