Our Bookkeeping Services
Messy books kill clarity. I keep your QuickBooks clean, your financials accurate, and your stress level low with real communication from someone who actually responds.
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
Consulting & Training
Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.
Clear Books & Flexible Pricing
At Pacific Tax Financial, we provide reliable QuickBooks Online bookkeeping solutions designed to support your business at every stage of growth. Whether you need accurate monthly records or deeper financial insight, our tiered plans deliver clarity, compliance, and confidence, from foundational recordkeeping to advanced oversight and custom reporting.
Our guarantee is simple: 100% satisfaction in your first month, or you pay nothing. Our goal is to earn your trust with organized, transparent, and dependable books from day one.
- CORE Basic bookkeeping to keep your records accurate and up to date. Starting at $200 per month. $200 /Month
- QuickBooks Transaction Recordinging
- Bank and credit card reconciliations
- Monthly financial summary reports
- Secure cloud-based document storage
- Year-end support for tax preparation
Designed for sole proprietors and small businesses with approximately $100K in yearly revenue. - PROFESSIONAL Expanded support for growing businesses that need greater accuracy, insight, and control. Starting at $500 per month. $500 /Month
- Everything in Core
- Budget-to-actual Tracking and Variance Reporting
- QuickBooks Payroll and Inventory Integration
- Custom Management and Financial Reports
- Expense Trend and Cash Flow Analysis
- Tax Compliance and Advisory
- Accounts Payable and Receivable Tracking
Perfect for growing businesses and sole proprietors earning between $100K and $500K annually. - ELITE Tailored services built around your systems, reporting needs, and industry requirements. Starting at $750 per month. $750 /Month
- Catch-up or Cleanup Bookkeeping
- Multi-entity Consolidations and Intercompany Reconciliations
- Custom Reporting Dashboards and KPIs
- Advanced Account Adjustments and Classifications
- Industry-specific Reporting Metrics
- Part-time CFO-level Support and Financial Advisory
Recommended for well-positioned businesses continuing to scale with revenue beyond $500K+ annually.
Not ready for monthly service?
We also offer flexible bookkeeping options for businesses that don’t require monthly reporting but still want accurate, up-to-date financial records. Our quarterly, semi-annual, and year-end bookkeeping and cleanup services are designed to organize, reconcile, and correct your books before filing season. Each engagement is customized to address prior-year discrepancies, bring accounts current in QuickBooks Online, and ensure your financials are accurate, compliant, and ready for tax preparation.
Frequently Asked Questions
If your business has regular income and expenses, you’ll benefit from one. A bookkeeper keeps your records accurate and up to date, helps you stay tax-ready, and gives you clear visibility into cash flow and profitability. Without bookkeeping, it’s easy to fall behind, miss deductions, or make decisions based on incomplete numbers.
Absolutely. Remote bookkeeping offers flexibility, easy access, and cost efficiency. With secure cloud tools, it is as effective as in-house support—often more responsive and scalable.
QuickBooks helps you track income and expenses, manage invoices and bills, monitor cash flow, and stay organized for taxes. It gives you real-time insight into your financial health so you can make better decisions, save time, and avoid costly accounting mistakes.
A bookkeeper focuses on the day-to-day recording and organization of your financial transactions, while an accountant provides higher-level analysis, tax planning, and compliance oversight.
At Pacific Tax Financial, we are both. Our team includes highly trained, experienced, and certified CPAs who provide expert accounting support alongside professional bookkeeping services to keep your finances accurate, compliant, and clearly organized.
Schedule a Consultation
Let’s connect and discuss how we can help your company refine its tax strategy.