Our Services

Three Tiers of Bookkeeping Designed for Growth

At BrassTax Bookkeeping Services, every business journey is unique — but every successful one starts with clear, confident numbers.

That’s why we’ve created three distinct service tiers to meet you where you are and help you move forward with ease.


BRASSTAX BOOKKEEPING SERVICE PLANS

Choose the level of support that fits your business goals — from tax compliance to growth.

Compliance

Peace of mind for tax and legal purposes

  • Monthly transaction categorization
  • Bank & credit card reconciliations
  • Accounts payable & receivable tracking
  • Sales tax tracking (if applicable)
  • Financial statement preparation
  • Year-end accountant collaboration
  • QuickBooks Online setup & maintenance

Clarity

Insight and understanding of your financial picture

  • Everything in Compliance, plus:
  • Custom financial reporting
  • Budget vs. actual performance tracking
  • Cash flow analysis
  • Expense & profit trend reports
  • Chart of accounts optimization
  • Monthly performance review meetings

Confidence

Strategic growth and financial prosperity

  • Everything in Clarity, plus:
  • KPI dashboard & goal tracking
  • Forecasting & profitability analysis
  • Growth & scaling strategy sessions
  • Payroll & contractor management
  • Integration with industry-specific tools
  • CPA/tax preparer coordination & quarterly review

Let’s Find Your Fit

Whether you’re catching up, cleaning up, or scaling up — BrassTax will tailor the right level of service for your goals.

Let’s start with a discovery call to see how we can bring Clarity, Compliance, and Confidence to your books and your business.