Close timing
Before
Books cleaned up at tax time
After
Books closed on a predictable monthly schedule
You see issues early instead of after the year is over.
For busy owners who still guess at profit and taxes.
Bookkeeping that reveals your real profit every month.
Every month we make sure every dollar is accounted for, your books are tax-ready, and you get simple reports you can actually use—while there’s still time to act.
- Every month
- books reconciled to the dollar
- Always IRS‑ready
- records in place before tax season
- Decision‑ready
- simple reports you can actually use
Who this fits
Best fit for owners who need monthly numbers they can act on.
$250K+ revenue
Usually a fit if you're a contractor or service business at $250K+ revenue and the books are slowing down decisions or tax planning.
Strong fit
- Contractor, trades, or service business at $250K+ revenue
- Books close too late to help with decisions
- Want monthly bookkeeping tied directly to tax planning
Common signs it's time
- You find out what you owe too late
- You're making pricing, hiring, or equipment calls without current numbers
- You've outgrown DIY or office-manager bookkeeping
Probably not the right fit yet
Pre-revenue, casual DIY books, or not tracking monthly numbers at all.
Talk through your books
We'll tell you quickly if this is the right scope for where you are now.
The cost of waiting
Once-a-year books tell you what happened. Monthly books help you change what happens next.
By tax time, pricing, cash-flow, and deduction decisions are already behind you.
Operating decisions
Before
Pricing and hiring decisions based on estimates
After
Decisions based on current monthly numbers
You stop guessing with labor, jobs, and cash flow.
Tax planning
Before
Deductions reviewed after deadlines passed
After
Tax-ready categories maintained all year
Strategy happens while choices are still open.
Documentation
Before
Records assembled under pressure
After
Support stays organized and review-ready
Less scramble, fewer missing items, cleaner year-end handoff.
Strategy
Before
Bookkeeping and tax live in separate systems
After
Monthly books feed quarterly tax planning
The numbers actually drive strategy.
The difference isn't cleaner reports. It's having enough time to act.
See how the monthly close worksHow it works
A close you can set your calendar by
A defined monthly rhythm so the numbers are ready before you need them, not after.
- 1
Books review
Step 1
We audit your current books, accounts, and reporting gaps — and tell you exactly what's broken.
- 2
Chart of Accounts Rebuild
Step 2
We restructure categories around how you actually operate: jobs, crews, equipment, and tax reporting.
- 3
Monthly Reconciliation & Reporting
Monthly
We reconcile every account and deliver a P&L, balance sheet, and cash flow you can read in five minutes.
- 4
Year-end handoff
Year-end
Books close cleanly and go straight to your return—no scramble, no reconstruction, no surprises.
What's included
The monthly bookkeeping system
Everything below runs every month — not just at year-end.
- Monthly reconciliation of every bank, card, and loan account
- Profit & loss, balance sheet, and cash flow statement each month
- Chart of accounts built for your trade, not a generic template
- Job, crew, or department-level cost tracking where it applies
- Transactions categorized for tax deduction from day one
- Payroll, loans, and owner draws reconciled to the books
- Flags raised the month they happen, not the April after
- Year-end package delivered filing-ready to your preparer
- Secure client portal for documents and statements
- QuickBooks maintained by certified Pro Advisors on staff
Priced on complexity, not on forms.
Your scope and monthly rate are confirmed after we review your current books. No hourly billing.
Our approach
Why we run books this way
“Every tax strategy we build runs on the books. If the books are late, the strategy is late—and a late strategy is just paperwork.”
Union National Tax Strategic Bookkeeping methodology
Talk through your booksQuestions answered
Strategic Bookkeeping FAQs
A bookkeeper records what already happened. We categorize and close your books so a tax strategist can act on them while the year is still open. The bookkeeping and the tax planning are the same system, not two vendors emailing each other.
See what your books have been hiding.
Start with a review of your current books. You'll get a straight answer on what's broken and what it takes to fix it.
Get a Books Review