What we offer

Full-Service AccountingBuilt for Your Business

Building Trust, One Service at a Time!

From daily bookkeeping to strategic planning, B Books covers every financial need under one roof so you can focus on running your business.

Clean books, every month — no surprises.

Bookkeeping

Accurate, up-to-date records are the foundation of every healthy business. We reconcile your accounts, categorize transactions, and deliver clean monthly books you can actually rely on.

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What's included

  • Monthly bank & credit card reconciliation
  • Transaction categorization & coding
  • Accounts payable & receivable tracking
  • Month-end close & reporting
  • QuickBooks / Xero management

Maximize your return. Minimize your stress.

Personal Taxes

We handle individual tax preparation from start to finish — identifying every deduction you're entitled to and making sure your return is filed accurately and on time.

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What's included

  • Federal & state individual tax returns
  • Self-employed & freelancer returns
  • Investment & rental income reporting
  • Deduction maximization review
  • Prior-year amended returns

Strategic filing for every business structure.

Business Taxes

Whether you're an LLC, S-Corp, partnership, or sole proprietor, we handle your business tax preparation and planning with a strategy-first approach that keeps more money in your business.

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What's included

  • LLC, S-Corp, C-Corp & partnership returns
  • Quarterly estimated tax planning
  • Year-round tax strategy
  • Multi-state tax filing
  • IRS correspondence & audit support

On-time, accurate payroll — every pay period.

Payroll

We process payroll so your team gets paid correctly and on time, every time. From direct deposit to tax filings, we handle the full payroll cycle and keep you compliant.

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What's included

  • Full-cycle payroll processing
  • Direct deposit & pay stub delivery
  • Payroll tax deposits & filings
  • W-2 & 1099 preparation
  • New hire onboarding & compliance

Statements that actually make sense.

Financial Reporting

We produce clear, accurate financial statements — P&L, balance sheets, and cash flow reports — and walk you through what they mean so you can make confident business decisions.

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What's included

  • Profit & loss statements
  • Balance sheet preparation
  • Cash flow statements
  • Custom KPI dashboards
  • Monthly & quarterly reporting packages

A dedicated financial partner, not just a vendor.

Full-Service Accounting

For businesses that want complete financial support, our full-service accounting package covers everything — bookkeeping, reporting, tax planning, payroll, and advisory — all in one relationship.

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What's included

  • Dedicated account manager
  • Bookkeeping + payroll + taxes bundled
  • Monthly financial review calls
  • Year-round tax planning
  • Priority support & response times

Real guidance when you need it most.

Advisory

Sometimes you need more than numbers — you need a trusted advisor. We provide strategic financial guidance on cash flow, profitability, growth planning, and the decisions that shape your business.

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What's included

  • Cash flow analysis & forecasting
  • Profitability improvement strategies
  • Budget creation & variance analysis
  • Financial goal setting
  • On-demand CFO-level guidance

Smarter decisions. Stronger results.

Business Consulting

We combine financial expertise with operational insight to help you make smarter decisions, streamline your processes, and scale your business with confidence.

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What's included

  • Business structure optimization
  • Process & workflow analysis
  • Profitability & cost reduction review
  • Growth strategy support
  • Financial systems setup & training

Plans built to impress and guide your growth.

Business Planning

Whether you're launching, expanding, or seeking funding, we build solid financial projections and business plans that tell a compelling story and hold up to scrutiny.

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What's included

  • 3–5 year financial projections
  • Revenue & expense modeling
  • Investor-ready business plans
  • Break-even & scenario analysis
  • SBA & lender-ready documentation

Get the financing your business needs.

Business Loans

We help you prepare, apply, and qualify for business financing — from SBA loans to lines of credit. We make sure your financials tell the right story to lenders.

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What's included

  • Loan readiness assessment
  • Financial package preparation
  • SBA loan application support
  • Lender relationship guidance
  • Cash flow & debt service analysis

Thorough, professional audit support.

Business Audits

Whether you're preparing for investors, lenders, or a regulatory review, we provide thorough audit preparation and support to make sure your financials are accurate, complete, and defensible.

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What's included

  • Audit preparation & readiness review
  • Internal controls assessment
  • Financial statement compilation
  • Investor & lender audit support
  • IRS audit representation

Start strong. Build on the right foundation.

New Business Formation, Modification & Registration

Launching or restructuring a business starts with the right legal and financial foundation. We guide you through entity selection, state registration, and the modifications needed as your business evolves.

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What's included

  • Entity selection (LLC, S-Corp, C-Corp, sole proprietor)
  • State & federal business registration
  • EIN application & setup
  • Business structure modifications & conversions
  • Operating agreements & corporate documentation

Financial clarity for your real estate portfolio.

Real Estate Management

From rental income tracking to property expense management, we provide the bookkeeping and financial oversight real estate investors and property managers need to stay profitable and compliant.

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What's included

  • Rental income & expense tracking
  • Property-by-property P&L reporting
  • Security deposit accounting
  • Depreciation scheduling
  • Real estate tax planning & filing

Get registered. Get paid by government programs.

Government Housing Program Vendor Registration

We help businesses navigate the registration process to become approved vendors for government housing programs, ensuring your financials and documentation meet all compliance requirements.

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What's included

  • Vendor eligibility assessment
  • Financial documentation preparation
  • Registration application support
  • Compliance & reporting requirements review
  • Ongoing vendor account maintenance

Build a career in tax preparation.

Tax Preparer Training & Certification

Our training program equips aspiring tax professionals with the knowledge and hands-on skills needed to prepare individual and business returns accurately and confidently — and pursue IRS certification.

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What's included

  • Individual & business tax return preparation
  • IRS Annual Filing Season Program (AFSP) guidance
  • Tax law fundamentals & updates
  • Hands-on practice with real-world scenarios
  • PTIN registration & certification support

Not Sure Which Service You Need?

Let's talk. We'll help you figure out exactly what your business needs — no pressure, no commitment.

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