Accounting Services Made Simple
Get clean, accurate financials every month — so you can make smarter decisions, plan ahead, and build a stronger business.
Why Businesses
Choose Tottax
Most bookkeepers just categorize transactions. At TotTax, we bridge the gap between clean books and tax strategy. We don’t just move numbers around; we ensure your business is prepared for audits, loans, and maximum tax savings.
Specialized in small business accounting and real estate
Integrated with tax, payroll, and advisory for end-to-end support
Monthly business accounting solutions that go beyond spreadsheets
Clean books that actually support business decisions
"Don’t wait until December to look at your P&L. Reviewing your books monthly allows you to pivot spending before it becomes a cash flow crisis. We provide the 'early warning system' your business deserves."
Pricing starting as low as $745
Your Books Are the Foundation, We Make Sure They’re Solid
You can’t build a strategy on messy numbers. That’s why every successful tax, payroll, and advisory engagement starts with accurate bookkeeping and professional accounting.
We clean up your books, organize every transaction, and deliver meaningful financial reports — so you finally have clarity and control over your business. Our financial accounting services are designed specifically for entrepreneurs and growing companies that need more than just data entry — they need insights.
What Your Financials Will Look Like
No more messy spreadsheets. We provide intuitive, high-level dashboards that tell you exactly where your money is going. Real-time visibility into your margins. Our team works directly in your software to keep every transaction reconciled and audit-ready.
The 48-Hour Communication Guarantee: We promise a 48-hour maximum response time to all client inquiries. You are never left guessing about your numbers.
Audit-Ready Guarantee: Every month we close your books, we ensure they are 100% tax-ready and compliant with current IRS regulations.
What’s Included
QuickBooks Setup & Configuration
We audit and rebuild (if needed) to ensure a reliable financial foundation through our bookkeeping clean up process.
Monthly Categorization & Reconciliation
Every transaction is reviewed and reconciled — so your books stay clean and up to date.
Monthly Financial Reports (P&L, Balance Sheet, Cash Flow
Delivered every month with explanations and insights — not just numbers.
Year-End Close & Tax Prep Support
We close out the books and prepare everything needed for accurate tax filing.
How It Works
We don’t guess; we follow a rigorous, 3-step system designed to ensure 100% IRS compliance and GAAP (Generally Accepted Accounting Principles) adherence.
01
Clean Up / Set Up Your Books
We audit and rebuild (if needed) to ensure a reliable financial foundation.
02
Maintain Accurate Monthly Bookkeeping
We categorize transactions, reconcile accounts, and monitor financial trends.
03
Deliver Insightful Financial Reports
Each month you get clean reports with actionable insights — so you know exactly where you stand.
Bookkeeping and Accounting Services
Bookkeeping and accounting services help business owners maintain accurate financial records, organize monthly transactions, and receive timely financial reports. By working with professional bookkeeping services, businesses can reconcile bank and credit card accounts, track cash flow, and ensure compliance with accounting standards.
Accurate small business bookkeeping not only supports tax preparation but also helps identify growth opportunities and avoid financial pitfalls. Whether you’re a startup needing accounting for startups or an established company looking for ongoing support, our bookkeeping and tax services provide clarity, confidence, and peace of mind.
Our Recent Clients
We are proud to have partnered with a diverse range of clients, helping them achieve their financial and business goals with our expert services. Here are a few of our recent clients.
Who We Help
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We simplify complex inventory reconciliation and multi-channel sales tax (Shopify, Amazon, Etsy), reducing reconciliation time by up to 40%.
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We specialize in "Clean-up" projects and job costing.
Example: We reconciled two years of backlogged books in just three weeks for a local contractor, helping them secure a major business loan.
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We manage 1031 exchanges, property-level P&Ls, and depreciation schedules to ensure your portfolio is tax-optimized and investor-ready.
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We track project profitability and billable utilization so you know exactly which clients are driving your growth—and which are draining your margins.
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We manage multi-stream income (affiliates, ad revenue, sponsorships) and ensure all digital expenses and home-office deductions are maximized.
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We focus on Prime Cost tracking and COGS (Cost of Goods Sold) management to help you maintain healthy margins in a high-overhead industry.
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We streamline recurring revenue and course-sales tracking, allowing you to focus on your curriculum while we handle 1099s and cash flow.
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We handle the complexities of royalty tracking, touring expenses, and multi-state tax filings for creative professionals.
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We provide high-level compliance and "clean-book" frameworks that meet the rigorous standards expected of professional service firms.
Meet Tatyana, TotTax Founder
I'm your business tax professional and financial strategist. I tried different jobs at the IRS, like bookkeeping, accounting, and tax preparation.
However, I came to the realization that it wasn't the right fit for me.
I wanted to work with clients motivated and excited for changes, appreciating freedom, and ready for action. That's why I started TotTax, a Tax and Accounting Agency.
Get Clarity on Your Finances
See how our bookkeeping and accounting services can help you stay organized, compliant, and profitable.
Most Commonly Asked Questions
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Bookkeeping handles the daily recording and reconciliation of transactions, while accounting uses that data to create reports and provide insights. Our combined accounting and bookkeeping approach ensures you always have both accuracy and strategy.
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Yes. Many clients use us for small business bookkeeping while their CPA handles tax filing. We’ll keep your books clean so tax season is faster and more cost-effective.
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With our monthly bookkeeping services, you’ll receive financial statements every month, along with explanations and recommendations.
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Yes. We offer tailored accounting services and setups for new businesses, ensuring your chart of accounts and systems support long-term growth.
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If you’re managing multiple sales channels, ads, or inventory, E-commerce bookkeeping services can save you time, reduce errors, and provide valuable financial insights to help your business grow.