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Who We Help  ›  Professional & Service Businesses

Bookkeeping for CPA Firms
& Accounting Practices

Accounting firms have seasonal revenue spikes, tax season staffing complexity, and the unusual situation of being in the finance business while still needing their own books kept correctly by someone else.

Book a Free Consultation

No obligation · 30-minute call · Federally authorized Enrolled Agent

The Specific Challenges We Solve

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Seasonal Revenue and Cash Flow

Tax season creates massive revenue concentration in Q1 for most accounting practices. We build cash flow projections that help you manage overhead during the slower months and make informed staffing and investment decisions throughout the year.

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Tax Season Staffing and Payroll

Many CPA firms bring on seasonal contractors or temps during tax season. We handle the payroll and 1099 compliance for seasonal staff so you're not doing your own bookkeeping during your busiest and most client-intensive period.

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Partner Draws and Profit Distribution

Multi-partner accounting firms have complex profit allocation and draw structures. We maintain capital accounts, ensure distributions are correctly documented, and coordinate with your partnership or S-Corp return.

A Bookkeeper Who's Also a Federally authorized Enrolled Agent

Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.

Licensed by the IRS — can represent you in audits, notices, and collections
Combines bookkeeping and tax strategy in one flat monthly engagement
Direct access to Luisa — no junior staff, no support queue
Serves clients in all 50 states — fully remote
Books delivered by the 15th of each month
Flat monthly rate — no hourly billing or surprise invoices

Ready to Get Your Books in Order?

Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.

Book a Free Consultation

No obligation · Flat monthly rates · Federally authorized Enrolled Agent