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CPA-Ready Bookkeeping Services for Small Businesses

Clean, accurate, and tax-ready books - delivered monthly by professionals who speak your CPA’s language.

Also searched as: CPA bookkeeping, CPA-reviewed bookkeeping, CPA bookkeeping near me, tax-ready bookkeeping for CPAs.

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Built for CPA Standards, Not Just Bookkeeping

CPA bookkeeping is different from basic monthly bookkeeping. It is designed for businesses whose financials must hold up under scrutiny from tax preparers, lenders, auditors, and investors.

This service exists for one reason: to eliminate rework for your CPA. When books are prepared and reviewed to CPA standards each month, tax filing becomes faster, cleaner, and far less expensive.

If your CPA has ever asked questions about balances, classifications, or missing support, CPA-ready bookkeeping solves that problem.

When accuracy matters, you want a professional who understands both numbers and compliance. RemoteBooksOnline pairs dedicated bookkeepers with licensed CPAs who review every file before it’s finalized. Our CPA-bookkeeping model delivers audit-ready books, tax-ready reports, and peace of mind, all at small-business pricing. Whether you need monthly closes, historical cleanup, or advisory insight, we keep your financials accurate and compliant year-round.

CPA Bookkeeping vs Monthly Bookkeeping

Monthly bookkeeping focuses on consistency and timeliness. CPA bookkeeping adds review, validation, and compliance oversight.

CPA bookkeeping is the right choice when:

  • Your CPA reviews books regularly
  • You file complex returns or multi-entity returns
  • You need audit-ready or lender-ready reports
  • Errors or adjustments are costly

If books are messy or behind, cleanup or catch-up comes first. Once books are current, CPA bookkeeping ensures accuracy stays locked in.

Many businesses start with monthly bookkeeping and upgrade to CPA bookkeeping as complexity increases.

Where CPA Bookkeeping Fits in Your Bookkeeping Journey

CPA Bookkeeping is used when businesses need both bookkeeping accuracy and accounting oversight.

Most follow this path:

  1. Cleanup or catch-up
  2. Monthly bookkeeping
  3. CPA-reviewed bookkeeping
  4. Outsourced accounting or CFO-level support

Start with QuickBooks Cleanup or Catch-Up Bookkeeping if you’re behind.

Then move into Monthly Bookkeeping, and finally, CPA Bookkeeping for higher-level accuracy.

What CPA Bookkeeping Includes

Every report meets professional-accounting standards, giving you clean, verifiable data.

Daily posting and bank reconciliation by certified bookkeepers

Daily posting and bank reconciliation by certified bookkeepers

CPA review of all monthly financial statements

CPA review of all monthly financial statements

Adjusting journal entries and error correction

Adjusting journal entries and error correction

Tax-ready trial balances and reports

Tax-ready trial balances and reports

Year-end coordination with your tax preparer or CFO

Year-end coordination with your tax preparer or CFO

How It Works

You get corporate-level oversight without enterprise-level costs.

Step 1

Onboard & Assess

We review your chart of accounts and prior periods.

Step 2

Reconcile & Review

Bookkeepers process transactions; CPAs verify balances.

Step 3

Deliver & Advise

You receive financials, notes, and improvement suggestions each month.

Who It’s For

  • tick Businesses seeking CPA assurance without hiring in-house staff
  • tick Entrepreneurs needing credible reports for investors or lenders
  • tick Companies facing audits or regulatory filings
  • tick Firms upgrading from basic bookkeeping to CPA-standard accuracy

Why Choose RemoteBooksOnline

CPA oversight included in every plan

CPA oversight included in every plan

100% U.S.-based accounting team

100% U.S.-based accounting team

Predictable pricing, no hourly surprises

Predictable pricing, no hourly surprises

Compatible with QuickBooks and Xero

Compatible with QuickBooks and Xero

Trusted by 10,000+ small-business clients nationwide

Trusted by 10,000+ small-business clients nationwide

Deliverables

  • tick icon for CPA-reviewed reports CPA-reviewed Profit & Loss, Balance Sheet, Cash Flow
  • tick icon for reconciliation summary Reconciliation summary and variance notes
  • tick icon for year-end closing package Year-end closing package for your tax CPA
  • tick icon for secure digital archive Secure digital file archive for audit protection

Start with a free quote.

Flat-rate pricing. First month free. CPA-ready books delivered monthly, available nationwide.

Why CPA-Ready Matters

CPA-ready means your books are fully categorized, reconciled, and organized in a way your accountant can use without corrections. Clean books lead to faster filing, fewer errors, and lower CPA fees, because your accountant doesn’t have to fix anything.

Who It’s For

  • tick Small business owners needing books for their CPA
  • tick Entrepreneurs filing quarterly or annual returns
  • tick Freelancers with mixed income and deductions
  • tick LLCs, S-Corps, and single-member entities needing audit protection

Looking for CPA Bookkeeping Near You?

RemoteBooksOnline supports small businesses nationwide with accurate, CPA-ready books. Whether you’re in California, New York, Texas, or anywhere else, we’ve got your books covered.

We proudly serve every state, city, and ZIP code with remote, affordable bookkeeping trusted by CPAs.

Behind on Your Books?

We offer affordable catch-up services so you can start fresh with reconciled books, fast.

CPA Bookkeeping Resources and Tax-Season Guides

These guides explain why CPA-ready books matter and how they reduce cost and risk during tax season.

CPA cannot file yet? Read: What Happens If Your Books Are Not Ready for Your CPA?

Trying to understand CPA-ready standards? Read: Bookkeeping Checklist for Tax Season

Behind before deadlines? Read: Behind on Your Books Before April 15? Here Is How to Catch Up Fast

Comparing monthly vs CPA oversight? Read: Monthly Bookkeeping vs Catch-Up Bookkeeping: What Your Business Actually Needs

Avoiding costly last-minute adjustments? Read: Last-Minute Bookkeeping Mistakes That Delay Tax Filing

These resources explain how CPA bookkeeping prevents delays and surprises.

Frequently Asked Questions

CPA review ensures your books comply with accounting standards and tax regulations.

Yes. your tax preparer files returns, while our CPAs guarantee the books feeding those returns are accurate.

Absolutely. CPA-verified records shorten audits and reduce adjustment risk.

Plans start around $400/month, depending on transaction volume and review depth.

All 50 states, our team supports clients nationwide.

Standardized chart of accounts and monthly close checklist.

QuickBooks Online and Xero.

Through our portal with secure document upload and orientation call.

Yes, see our interactive pricing page or request a multi-state quote.

Not Sure if you Need CPA-level Bookkeeping or a Standard Monthly Plan?

Some businesses simply need a cleanup and a monthly bookkeeping plan. Others need deeper oversight, accuracy checks, and CPA-level review. Many start small and upgrade over time.

Here are the related services businesses normally compare:

If you’re behind on your books:

If you want a monthly bookkeeping plan:

If you need advanced review and financial oversight:

If you want to outsource or white-label:

Explore how CPA-reviewed bookkeeping helps you stay audit-ready

Start with a free quote.

Flat-rate pricing. First month free. CPA-ready books delivered monthly, available nationwide.

Featured Insights

Discover how our expert bookkeeping services tackle real business challenges

Explore CPA Bookkeeping Services by Location

We serve every state, city, and ZIP-remote delivery, local compliance awareness.

CPA Bookkeeping in CaliforniaCPA Bookkeeping in TexasCPA Bookkeeping in FloridaCPA Bookkeeping in New YorkCPA Bookkeeping in IllinoisCPA Bookkeeping in GeorgiaCPA Bookkeeping in ArizonaCPA Bookkeeping in WashingtonCPA Bookkeeping in ColoradoCPA Bookkeeping in Nevada
CPA Bookkeeping in Charlotte, NC 28202CPA Bookkeeping in Boston, MA 02108CPA Bookkeeping in Detroit, MI 48201CPA Bookkeeping in Blacklick, OH 43004CPA Bookkeeping in Philadelphia, PA 19107CPA Bookkeeping in Portland, OR 97201CPA Bookkeeping in Minneapolis, MN 55401CPA Bookkeeping in Saint Louis, MO 63101CPA Bookkeeping in Salt Lake City, UT 84101CPA Bookkeeping in New Orleans, LA 70112

Need CPA Bookkeeping help near you? View all locations.

If you're running a creative or digital agency, see our CPA Bookkeeping for Agencies use case to learn how we handle complex revenue streams, 1099 tracking, and CPA-reviewed reports tailored for client-facing businesses.

Trusted by thousands of businesses, see what our customers say.

Read all reviews

If you need a simple reference for terms like trial balance, write-offs, adjusting entries, or audit support, you can review the Glossary for clear, direct definitions.

If your books are behind or inconsistent, start by identifying whether you need cleanup, catch-up, or a monthly plan. This breakdown explains the full process.

For clarity on what should happen before CPA bookkeeping, this article details the role of reconciliation, cleanup, and catch-up in getting books tax-ready.

If you’re unsure whether your current bookkeeping method is preparing you properly for CPA work, this comparison helps clarify the strengths and limitations of DIY and professional support.

To ensure your books are CPA-ready after cleanup, this guide explains the remaining stages, reconciliation, catch-up, and monthly work—that complete the preparation process.

If you’re unsure whether you need CPA oversight or standard monthly bookkeeping, this evaluation shows how both compare to outsourced bookkeeping and mid-level accounting services.

If you’re unsure whether a CPA should work with a local bookkeeper or an online provider, this overview outlines how each affects reporting accuracy.

What Happens After You Move to CPA Bookkeeping

Once CPA bookkeeping is in place, your books follow a disciplined monthly close with professional review. Issues are identified early, adjustments are documented, and reports are delivered in a format CPAs can use immediately.

This results in:

  • Faster tax filing
  • Lower CPA fees
  • Fewer audit risks
  • Cleaner year-end closes

CPA bookkeeping is not about doing more work. It is about doing it right the first time.