Tax-ready bookkeeping for small businesses
Clean books every month. Fewer surprises at tax time.
A Plus Tax provides bookkeeping setup, cleanup, monthly reconciliation, and reporting for U.S. small businesses, real estate investors, Israeli-American business owners, and tax clients who want the books and returns handled together.
Bookkeeping services built around tax-ready financials
Good bookkeeping is not just categorizing transactions. It is making sure your records support business decisions and tax filings.
Monthly bookkeeping and reconciliation
Bank and credit card reconciliations, transaction categorization, journal entries, monthly Profit & Loss, Balance Sheet reporting, and questions flagged before they become year-end problems.
Catch-up bookkeeping
Cleanup for prior months or years when books are incomplete, miscategorized, unreconciled, or not ready for tax preparation.
QuickBooks, Wave, or Xero setup
Software setup, chart of accounts, bank feeds, business accounts, and training for owners who want to handle some bookkeeping themselves.
Real estate and rental tracking
Track rental income, property expenses, repairs, owner contributions, depreciation support, and tax categories for Schedule E or business returns.
Israeli-American business owners
Support for U.S. operations with Israeli stakeholders, foreign accounts, multi-currency activity, or owners splitting time between countries.
Annual tax membership support
Bundle bookkeeping with tax preparation, estimated tax updates, and year-round tax management for a cleaner annual process.
Why bookkeeping and tax should talk to each other
Running a small business means your books need to be accurate, current, and tax-ready. This is especially important when your business or personal finances cross international lines, when you have rental income, or when the business owner is also trying to manage quarterly estimated taxes.
Clean books make tax season faster and cheaper. They also keep you audit-ready year-round because the records behind the return are organized before the return is prepared.
Because A Plus Tax handles both bookkeeping and tax preparation, we can spot tax issues while the year is still in progress instead of discovering them in April.
What clean books should include
- Expense categorization using an IRS-aligned chart of accounts
- Monthly bank and credit card reconciliations
- Profit & Loss and Balance Sheet reporting
- Journal entries and adjustments when needed
- Owner contributions, draws, and distributions tracked clearly
- Foreign account or multi-currency activity flagged early
- Tax preparation coordination at filing time
Cross-border and tax-aware bookkeeping
Foreign owners, Israeli accounts, and messy books can become tax compliance problems
If you have foreign owners, foreign financial accounts, Israeli stakeholders, or transactions involving Israeli entities, bookkeeping is directly tied to tax compliance. Messy books can create expensive cleanup before filing and may affect FBAR or Pro Forma 1120 + 5472 questions.
We catch these issues early so the books support the tax return instead of delaying it.
It affects deductions, estimated taxes, entity decisions, IRS notice responses, tax planning, and whether you can answer basic questions about profitability. The goal is a monthly system you can trust.
How the bookkeeping process works
The first goal is to get the books accurate. The second is to keep them that way.
Review and setup
We review your current books, connect bank and credit card feeds, and build or clean the chart of accounts.
Monthly reconciliation
Each month we reconcile accounts, categorize transactions, record adjustments, and flag unusual items.
Reports and review
You receive monthly financial reports and periodic tax-planning review points before year-end.
Tax-ready handoff
When tax season arrives, the books are closed, reconciled, and ready for return preparation.
Pricing and setup options
Final pricing depends on number of accounts, transaction volume, cleanup needs, business complexity, and services required. Software subscriptions are separate.
Monthly bookkeeping
Custom monthly
Full-service reconciliation, categorization, monthly reports, and tax-ready records.
Setup and training
$275+
QuickBooks, Wave, or Xero setup, chart of accounts, bank feeds, and owner training.
Catch-up cleanup
$150/hr
Prior-period cleanup when books are incomplete, inaccurate, or not tax-ready.
What we need to get started
Organized access and documents help us get your bookkeeping on track quickly.
Documents and access
Have your most recent financial statements, bank and credit card statements, records of income and expenses, receipts, invoices, outstanding accounts receivable, accounts payable, and current accounting software access ready.
If you use QuickBooks, Wave, Xero, spreadsheets, or another system, we can review the current setup and identify whether cleanup is needed before monthly bookkeeping begins.
Who this is for
- Service-based small businesses
- Israeli-American and immigrant-owned businesses
- Real estate investors and rental property owners
- Owners moving from spreadsheets to accounting software
- Tax membership clients who want books and taxes coordinated
- Businesses preparing for tax season, financing, or IRS response work
Client feedback
Cleaner books change the way tax season feels.
“Before working with Alad, I was handing my accountant a shoebox of receipts every April. Now my books are clean every single month and tax filing takes a fraction of the time.”
Small business owner
“As an Israeli-American with business income in two countries, I had no idea how to keep my books properly. Alad set up QuickBooks to handle both currencies and now I actually understand my own financials.”
Dual citizen business owner
Bookkeeping FAQs
Quick answers before you reach out.
Can you clean up old bookkeeping before tax season?
Yes. Catch-up bookkeeping is available when prior months or years are incomplete, unreconciled, or not ready for tax preparation.
Do you work with QuickBooks Online?
Yes. We can set up QuickBooks Online, configure the chart of accounts, connect bank feeds, reconcile accounts, and train you on the basics. Wave and Xero support may also be available.
Can bookkeeping be bundled with tax preparation?
Yes. Bookkeeping can be coordinated with tax preparation or annual membership support so year-end tax work starts from cleaner records.
Do you work with businesses outside New York?
Yes. Bookkeeping services are delivered virtually through secure portal access, with consultations available by Zoom or phone.
Can you help with multi-currency or Israeli-related transactions?
Yes. We review foreign-owner, foreign-account, and Israeli-related activity so bookkeeping is coordinated with FBAR, tax preparation, and entity filing questions.
What if I want to do my own bookkeeping?
Setup and training is available for owners who want a cost-effective system and only need help getting started or cleaning up periodically.
Ready for books that are actually useful?
Start with your current software, bank accounts, transaction volume, and the tax deadline you are working toward.