Ashley The Tax Lady · Bookkeeping
Know where your business money is going.
Bookkeeping cleanup and ongoing support for service business owners who want organized records and a clearer picture of their numbers.
Find My Package by Business Size →Your books should help you run the business.
Revenue alone does not tell you what your business can support. Organized records give you a starting point for understanding expenses, reviewing performance, and preparing for tax conversations.
If your business has grown faster than your financial systems, we can help you work out whether you need a cleanup, monthly support, or a broader financial review.
Start with the state of your records
- Cleanup: review the periods and accounts that need attention, then define a project scope.
- Monthly bookkeeping: maintain business records and financial reports on an agreed schedule.
- Connected support: bring bookkeeping into conversations about taxes, cash flow, and owner pay.
Choose support around your business size
Business Finance Support
For service businesses that need monthly bookkeeping, financial reports, tax-ready records, and regular review of questions and next steps. Planning checkpoints and quarterly estimated tax guidance are included where agreed and applicable.
Financial Concierge
For businesses with more moving parts that need bookkeeping and tax planning coordination alongside cash-flow and owner-pay conversations. Reviews are shaped around business complexity and the agreed scope.
How we determine your scope and price
We discuss your business activity, number of accounts, transaction volume, condition of the records, and reporting needs. These details help us estimate the work and recommend a suitable level of support.
Monthly packages are priced around your business size and complexity. Catch-up periods, payroll work, and one-time projects are discussed separately when needed. You receive the proposed scope and price before deciding.
What to bring to the first conversation
Be ready to describe your business, the bookkeeping system you use, roughly how many accounts you have, and the last period you believe is up to date. If you do not know, say so. We can establish what needs to be reviewed next.
Not sure bookkeeping is the first step?
If your main question is how your business money connects to taxes, owner pay, debt, or personal goals, the $297 Financial Clarity Session can help you prioritize. We will discuss the appropriate starting point on the discovery call.
Questions before you book
Can you help if I am several months behind?
We can discuss the missing periods and available records, then determine the cleanup scope. The timeline and fee depend on what the review finds.
Is tax return preparation included in monthly bookkeeping?
Your engagement scope will identify what is included. Do not assume a tax return or historical cleanup is included unless it is specifically listed in your agreement.
Your point of contact is Ashley The Tax Lady, lead accountant at Mobile Tax Pros USA. Services begin with a virtual discovery call.
One conversation is enough to start
Let’s find your next step.
Tell me what is happening. We’ll talk through the fit, scope, and next steps.
Find My Package by Business Size →