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Strategic Bookkeeping

Modern, cloud-based bookkeeping that bridges the gap between daily transactions and year-end tax savings.

Our bookkeeping services go beyond data entry. We provide a tax-first approach to your financials, ensuring every transaction is categorized correctly to maximize deductions and provide you with ready-to-use financial statements for better decision-making.


Strategy Breakdown

Walk through the strategy behind this service and see how we apply it in practice.

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Tax-First Financial Clarity for Modern Businesses

At Union National Tax, we believe your bookkeeping should do more than just track spending—it should fuel your growth. Our Strategic Bookkeeping service is managed by experts who understand the nuances of construction, real estate, and service-based industries. We go beyond data entry to provide monthly bank reconciliations, accounts payable/receivable support, and professional financial statements that are ready for your IRS Enrolled Agent at year-end. Trusted by over 500 businesses, we provide the "Financial Watchdog" oversight you need to maximize your deductions and keep more of what you earn.

Frequently Asked Questions

Regular bookkeeping focuses on recording past data; Strategic Bookkeeping is a tax-first approach where every transaction is categorized with your year-end tax return in mind. We ensure your books are audit-ready and optimized to capture every legal deduction, bridging the gap between daily operations and tax savings.

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Strategic Bookkeeping

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Monthly Bank & Credit Card Reconciliation
Tax-Categorized Profit & Loss Statements
Balance Sheet Management
Accounts Payable/Receivable Support

Trusted by 500+ businesses

"This service completely transformed our financial operations. We finally have clarity and confidence in our numbers."
UN
Trusted Client
Business Owner