U.S. tax preparation and compliance support
Monthly Bookkeeping & Accounting

Books that stay clean — month after month.

Messy books turn tax season into costly guesswork and IRS audit exposure. Vision-Tax keeps your business accounts current with monthly bookkeeping, bank & credit card reconciliations, and clear financial reports so you can run the business — not chase receipts in April.

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Monthly Bank & Credit Reconciliations
Accurate P&L and Balance Sheet Statements
Direct Handoff to Business Tax Prep
1. Bank & Credit Account Sync
Step 1

Connect QuickBooks Online or Xero to business bank and card accounts securely.

2. Monthly Transaction Categorization
Step 2

Accurately code expenses, revenue, contractor 1099 payments, and owner draws.

3. Reconciliations & P&L Statements
Step 3

Deliver monthly balance sheets, income statements, and cash flow insights.

4. Year-End Tax Readiness
Step 4

Clean general ledger delivered directly to your CPA for immediate corporate return e-filing.

Unreconciled accounts create tax and cash-flow blind spots. Keep your books current before quarter-end and filing season pressure builds.

Monthly Bookkeeping

Continuous categorization of business income and expenses, ensuring every transaction is properly mapped and documented.

P&L & Balance Sheets

Monthly executive financial reports giving you actionable visibility into cash flow, gross margin, and business net income.

Catch-Up Bookkeeping

Months or years behind on books? We rapidly reconcile past accounts, reconstruct ledgers, and bring your company up to date.

Tax-Deduction Tracking

Track deductible write-offs tailored for IT contractors and consulting firms: home office, software, travel, and health insurance.

Built for Business Owners Who Wear Many Hats

Accurate books are how you know real cash flow, profitability, and what you can legally pay yourself. For LLCs, S-Corps, and growing IT consultancies, consistent monthly bookkeeping also eliminates IRS audit flags and makes business tax returns faster, cleaner, and less expensive.

Vision-Tax establishes a disciplined monthly rhythm: we import and categorize transactions, reconcile bank and credit accounts, produce financial statements you can actually understand, and flag tax issues before they turn into year-end emergencies.

Phase 1

Built for busy founders and consultants

If you are an IT consultant, technical contractor, or small business founder, bookkeeping often falls behind while you focus on client deliverables. We catch up messy records when needed, then maintain a hands-off monthly routine so lender requests, estimated taxes, and payroll run smoothly.

Phase 2

What you receive each month

Every month you receive complete transaction reconciliation, transparent expense breakdowns, owner compensation tracking (salary vs distributions), and clean financial records prepared for federal and state tax filings.

Phase 3

Tax-ready all year round

When books stay clean, annual return preparation is completed in days rather than weeks, every allowable deduction is supported by documentation, and quarterly estimated tax planning becomes predictable.

  • Industry-Standard Platforms: Full support for QuickBooks Online, Xero, Wave, and customized spreadsheets.
  • Audit-Proof Records: Receipts and invoices organized to meet strict IRS substantiation standards.
  • Integrated Tax Preparation: Zero need to export or translate files — our CPAs file your returns directly from your reconciled books.

Frequently Asked Questions

We specialize in QuickBooks Online and Xero, which are the gold standard for US businesses. If you currently use Excel spreadsheets, Wave, or another tool, we can easily migrate your accounts or manage your records in your preferred system.
Yes, absolutely. Catch-up bookkeeping is one of our most popular services. We review your bank and credit statements for all un-reconciled months, categorize past transactions, identify missed deductions, and bring your general ledger up to date quickly for tax filing.
Business owners often lose thousands in tax deductions simply because expenses weren't tracked or were paid from personal accounts. Our CPAs classify software, home office, cell phone, client meals, and equipment write-offs throughout the year, ensuring no eligible deduction is missed.
Yes! We offer bundled accounting and corporate tax filing packages. Because our CPAs maintain your books throughout the year, preparing your business tax return is seamless, accurate, and cost-effective.

Bookkeeping Health Check

Tell us a few details to get an estimate:

  • Current Accounting Tool (QuickBooks / Xero / None)
  • Number of Bank & Credit Card Accounts
  • Approximate Monthly Transaction Volume
  • Months of Catch-up Bookkeeping Needed (if any)
  • Entity Type (LLC, S-Corp, C-Corp, Sole Prop)
100% Secure • Bank-Grade Data Protection
Free Books Health Check

Ready for Cleaner, Stress-Free Books?

Book a free 15-minute consultation. We will assess your transaction volume and recommend a monthly cadence that fits your business budget.

Zero Obligation
QuickBooks & Xero Pro
Tax-Ready Records
Call (213) 713-4239