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Monthly Bookkeeping
Ongoing support to keep your practice’s financial records accurate, organized, and ready for confident business decisions.
See the bookkeeping processHow It Works
Whether you are looking for ongoing bookkeeping, annual tax preparation, or both, our process is designed to make working together straightforward, secure, and predictable.
A clear client experience
Choose Your Path
Each service has a slightly different process. Select the path that applies to you to see exactly what working together looks like.
Ongoing support to keep your practice’s financial records accurate, organized, and ready for confident business decisions.
See the bookkeeping processA secure, organized process for reviewing your tax situation, preparing your return, and making tax season feel more manageable.
See the tax processMonthly Bookkeeping
From the first conversation through year-end coordination, each part of the bookkeeping relationship is designed to keep your practice’s financial information accurate, useful, and easier to understand.
We will talk through your current bookkeeping, business structure, software, challenges, and goals. This conversation helps determine whether Aware CPA is the right fit and what level of support your practice may need.
Once you decide to move forward, we establish the systems needed for an efficient monthly workflow. The exact setup depends on your current records and whether any historical cleanup is required.
Throughout the month, we keep your financial records current and complete a quality review before delivering your financial statements. Questions are gathered and resolved as part of the monthly close.
Bookkeeping is most useful when it leads to greater awareness. Throughout the relationship, you can ask questions and receive practical guidance about the financial side of your practice.
At year-end, we complete the final bookkeeping review and help organize the financial information needed for tax preparation. This creates a cleaner handoff whether Aware CPA prepares your return or you work with another tax professional.
Tax Preparation
We begin by understanding your complete tax situation—not simply your business return. That early review helps establish the scope, identify important considerations, and provide a clear quote before you commit.
We begin with a general conversation about your tax situation and explain how the preparation process works. The goal is to understand the complete picture before requesting documents.
After the consultation, you will receive access to a secure, encrypted client portal. You can upload prior tax returns and supporting information without sending sensitive documents through regular email.
We review the uploaded returns to understand the work involved, evaluate the filing history, and identify anything that may need additional discussion. This review generally takes only a few business days.
Your quote and any initial observations are sent by email. After you agree to move forward, an engagement letter is provided in January for electronic review and signature.
Payment is collected up front. Once the engagement is complete and your tax documents are available in the portal, preparation begins. We will follow up with questions as needed before the return is finalized and electronically filed.
Tax returns and supporting documents are shared through the secure client portal rather than ordinary email.
Frequently Asked Questions
Every practice is different, but these are some of the questions clients commonly ask before getting started.
Most bookkeeping clients use QuickBooks Online because it allows for secure collaboration and efficient monthly bookkeeping. If you're currently using another system, we'll discuss your options during the initial consultation.
After your previous tax returns are uploaded to the secure portal, the review and quote are typically completed within a few business days.
Sensitive financial information is exchanged through an encrypted client portal rather than regular email whenever possible.
Tax preparation fees are collected up front before work begins. Monthly bookkeeping clients are billed according to their ongoing engagement.
Yes. During the initial consultation we'll discuss your filing requirements so your quote reflects the scope of work.
Ready to Get Started?
Whether you're looking for monthly bookkeeping, tax preparation, or both, we'll start with a conversation to understand your needs and determine whether we're the right fit.
Schedule Initial Consultation