Avoid Expensive Bookkeeping Mistakes
Not sure if your books are accurate or tax-ready? Our free bookkeeping assessment helps identify bookkeeping issues, cleanup opportunities, and ways to improve your financial reporting before tax season.
Get a Free Assessment
Find Out Where Your Books Stand
We help business owners understand whether their bookkeeping is accurate, organized, and ready to support smarter financial decisions.
Monthly Bookkeeping
See if your current process is keeping your books accurate, reconciled, and tax-ready.
Cleanup or Catch-Up
Behind on your books? We can help identify what needs to be organized, reconciled, or corrected.
Reporting & Guidance
Get clarity on whether your reports are giving you the financial insight you need to make better decisions.
Clear Books & Flexible Pricing
Pacific Tax Financial provides QuickBooks Online bookkeeping solutions for businesses that need accurate records, better reporting, cleanup support, and CPA-backed financial guidance.
Complete the free assessment and we’ll help determine which level of bookkeeping support may be right for your business.
- CORE Basic bookkeeping to keep your records accurate and up to date. Starting at $200 per month. $200/Month
- QuickBooks transaction recording
- 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.
Behind on Your Books?
We also offer quarterly, semi-annual, year-end, and cleanup bookkeeping services for businesses that need accurate financial records before filing season.
Frequently Asked Questions
If your business has regular income and expenses, you’ll benefit from one. A bookkeeper keeps your records accurate, tax-ready, and easier to understand.
Yes. Pacific Tax Financial helps businesses organize, reconcile, and correct books that are behind or need cleanup before tax season.
QuickBooks helps track income, expenses, invoices, bills, cash flow, and tax records so your business has clearer financial visibility.
Our team will review your answers and follow up to discuss your bookkeeping needs, possible cleanup issues, and the best next step for your business.
Find Out Where Your Books Stand
Answer a few quick questions and we’ll help identify the right bookkeeping path for your business.