Helping CPA Firms Deliver Accurate, Tax-Ready Books
Phillips Bookkeeping Services partners with CPA firms by providing professional QuickBooks Online cleanup, catch-up bookkeeping, monthly bookkeeping, account reconciliations, payroll account support, and financial reporting.
When clients come to your firm with disorganized books, we step in to organize, reconcile, and prepare their QuickBooks Online records—allowing your team to focus on tax preparation, tax planning, reviews, audits, and advisory services.
Spend Less Time Fixing Books. More Time Advising Clients.
Phillips Bookkeeping Services becomes an extension of your firm by helping clients organize, reconcile, and maintain accurate QuickBooks Online records before tax season. We handle the bookkeeping so your team can focus on higher-value tax preparation, planning, reviews, audits, and advisory services.
Save Valuable Time
We organize messy books, reconcile accounts, and correct bookkeeping issues before the client returns to your office.
Improve Client Satisfaction
Instead of delaying tax work because of incomplete records, your clients receive professional bookkeeping support and return with organized, tax-ready financials.
A Trusted Referral Resource
We focus on QuickBooks Online bookkeeping and do not prepare income-tax returns, allowing us to complement—not compete with—your firm.
Bookkeeping Services You Can Confidently Refer
Whether your client is starting from scratch, months behind, or needs ongoing support, Phillips Bookkeeping Services provides professional QuickBooks Online solutions that help maintain organized, accurate, and tax-ready financial records.
🚀 QuickBooks Online Setup
Professional setup customized to the client’s business, including chart of accounts, bank connections, workflow recommendations, and financial-report configuration.
🧹 QuickBooks Cleanup
Correct inaccurate balances, duplicate transactions, unreconciled accounts, and historical bookkeeping errors to deliver organized, tax-ready books.
📚 Catch-Up Bookkeeping
Bring months—or even years—of bookkeeping current while ensuring financial records are complete, accurate, and ready for tax preparation.
📊 Monthly Bookkeeping
Ongoing bookkeeping, transaction categorization, reconciliations, and financial reporting to keep clients organized throughout the year.
💼 Payroll Account Support
Payroll-account reconciliation, payroll-liability review, reporting support, and coordination with the client’s payroll provider.
📈 Financial Reporting
Prepare reliable financial statements and management reports that help business owners understand performance and give CPA firms organized financial information.
Simple. Professional. Focused on Your Client.
We use a straightforward referral process that keeps communication clear, protects your client relationship, and helps clients receive the bookkeeping support they need.
Refer Your Client
Introduce your client by email or have them schedule a consultation directly through our website.
Diagnostic Review
We review the client’s QuickBooks Online file to understand their bookkeeping needs and determine the recommended scope of work.
Fixed-Fee Proposal
The client receives a clear proposal outlining the recommended services, project scope, pricing, and next steps.
Bookkeeping Services
We complete the agreed-upon bookkeeping work while maintaining professional communication throughout the engagement.
Tax-Ready Books
Your client returns to your firm with accurate, organized, and tax-ready financial records.
Taneisha Phillips
Owner | Phillips Bookkeeping Services LLC
QuickBooks Online Advanced Certified ProAdvisor
Intuit Certified Bookkeeper
Intuit Payroll Certified
Veteran-Owned | Woman-Owned
Let’s Build a Trusted Referral Partnership
Thank you for taking the time to learn more about Phillips Bookkeeping Services. I understand that referring a client reflects on your firm’s reputation.
My commitment is to provide each referral with accurate bookkeeping, responsive communication, and a professional experience that supports the relationship you have already established with your client.
I would welcome the opportunity to learn more about your practice and discuss how we can build a long-term referral relationship that benefits our clients and our businesses.
Schedule a 30-Minute Partnership Meeting