Bookkeeping for Small Business Owners Who Want it Done Right

Spend less time buried in spreadsheets and more time building your legacy.

Our tailored bookkeeping solutions grow with your business and keep you organized and up-to-date year-round.

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Trusted by professionals who take their business seriously and keep their books clean

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Accurate bookkeeping that gives you confidence in every decision

Expert Guidance

Books that stay clean.

At STS, our expert team works hands-on to structure your books around how your business really runs and not just what the software says. We ask the right questions, build the right chart of accounts, and make sure every dollar is tracked the right way, so when it’s time to make a big move or meet with your CPA, you’re not guessing. You’re ready.

Scalable Support

Flexible services that grow with your vision.

As your business evolves, so should your books. That’s why Strategic Tax Solution (STS) is built to scale with you. We start by tailoring your setup around your current goals. From there, we adapt as your needs change, adding layers like project tracking, tax forecasting, or advisory support as you grow. STS provides reliable support at every stage of your business journey.

Built to Grow

Create a strong financial foundation

Set up books that support your business as it grows. With accurate records and ongoing support, you can stay compliant, avoid costly mistakes, and make confident financial decisions.

Simple and Timely Communications

Save time with clear, organized updates

We make communication easy and efficient. Our system gives you quick access to your financial data and direct responses to your questions, no back-and-forth or long delays.

Get Peace of Mind

Build a system that works with your business

You’ve got better things to do than track receipts and fix reports. We take over your books so you can stay focused on running and growing your business. With accurate, tax-ready financials each month, you’ll know exactly where your money’s going and what to do next.

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How Our Bookkeeping Works

Tailored Onboarding

We start by reviewing how your business earns, spends, and tracks money. Then we connect to your bank accounts, payment processors, and accounting software to build a bookkeeping system that reflects how you actually operate.

Monthly Check Ins

You’ll never chase us for answers. Each month, you’ll receive a short checklist of anything we need, missing receipts, clarifications, or approvals. You’ll communicate through our secure portal, where you can upload documents, ask questions, and track what’s been completed in real time.

Clear Financial Reports

You’ll receive monthly reports including your profit and loss, balance sheet, and cash flow statement, all properly categorized, reconciled, and ready for review. Your books stay tax-compliant, clean for investors, and structured to help you plan ahead with confidence.

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Smart System Syncing

Connect your financial tools with zero friction

We handle the setup and syncing with your accounting, payment, and payroll platforms so your data flows in automatically. No manual entry. No technical hassle. Just clean, connected bookkeeping that fits into your existing workflow.

Your all-in-one bookkeeping partner

STS supports your business with the financial tools you need to grow confidently.

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See how STS keeps your finances on track

Outsource the stress of bookkeeping and get clean, reliable financials from a team you can trust.

Simplify My Finances

Blogs

Full-Service Tax Concierge

If you're like most high-income earners, business owners, or real estate investors, your financial strategy might look something like this:

Controller

When your business was just starting out, bookkeeping was enough. You needed clean records, organized reports, and someone to keep your transactions ...

Tax Planning

If you're a high-income earner or business owner, there's a strong chance you’re leaving thousands—or even tens of thousands—of dollars on the table each year.

Bookkeeping

You didn’t start your business to spend your evenings sorting receipts, reconciling transactions, and guessing where your money went.

Wealth Management

You’ve worked hard to build your wealth—whether through a thriving business, smart investments, or both.

Compliance Review

If you’re managing your own bookkeeping—or using a lower-cost provider—you might feel like you’ve got it handled.

Estate Planning

You’ve spent years building a business, growing your investments, and providing for your loved ones.

Tax Preparation

For most people, filing taxes feels like a guessing game: