For CPAs and tax preparers

Your January, minus the shoebox.

Year-End Tax-Ready Close for the clients whose books aren't ready.

Every tax season, some clients hand you a year of uncategorized transactions. You either do bookkeeping at tax-prep rates or push them to an extension. Send them to us, and get back a closed year.

Book a 15-minute call Refer a client by email

What lands on your desk

The tax year reconciled to statements and closed through December 31
Trial balance, P&L and balance sheet
1099 vendor list for contractors paid that year
Fixed asset additions with cost and date
An open-questions memo, so you're not chasing the client
A change log of every adjustment we made

Why CPAs send us clients

We never prepare returns or give tax advice. The client stays yours.
No referral fees either way. You get a clean file, we get a bookkeeping client.
January is capped at 8 closes, so refer early.

How it works

STEP 1

You refer

By January 15. An email introduction is enough.

STEP 2

15-minute look

We count the accounts and see what the year needs.

STEP 3

Fixed price

In writing, from $1,500. The client pays us directly.

STEP 4

Handoff

In February, ahead of your crunch.

What your client pays

Year-End Close

from $1,500

Fixed quote after we've seen the accounts. Any small business.

Investor Tax-Ready

$1,500

Real estate investors with up to 5 properties, organized by property.

Monthly bookkeeping

from $350/month

So next January's file arrives already closed.

Run by Mickey Blum: 22 years in finance, tax and accounting, with a Big Four background and a master's degree in taxation. I do the books myself. More about Mickey.

Have a client in mind?

Fifteen minutes on the phone, or forward their name. January has 8 spots.

Book a call 347-229-1493 mickey@crossbaybooks.com