At a certain stage, basic monthly bookkeeping isn’t enough.
If your business is growing, your numbers are more complex, or your tax exposure is increasing, you need more structure, more review, and more insight—not just reconciled accounts.
Optimum Tax Pro offers Monthly Bookkeeping Plus Services for businesses that want enhanced oversight, deeper review, and closer alignment with tax strategy—without stepping into full CFO services.
This is for business owners who want to stay ahead, not catch up.
Monthly Bookkeeping Plus is a strong fit if:
If your business is simpler or smaller, standard Monthly Bookkeeping may be sufficient.
If your business is larger or more complex, advisory or CFO-level support may be required.
We’ll help you determine that honestly.
Monthly Bookkeeping Plus builds on standard monthly bookkeeping with additional review, analysis, and proactive oversight.
Your service includes everything in Monthly Bookkeeping, plus:
This is not just record-keeping.
It’s financial supervision.
Quarterly bookkeeping is a good fit if:
If your business has high transaction volume, payroll complexity, inventory, or fast-moving finances, monthly bookkeeping is usually a better fit—and we’ll let you know that upfront.
Quarterly bookkeeping gives you structure without unnecessary cost.
Instead of waiting until year-end to fix months of issues, you benefit from:
Regular visibility into your finances
Fewer errors and lower cleanup costs
Easier tax preparation and planning
More confidence in your numbers
Financial records that are ready when you need them
Clean books aren’t optional—they’re foundational.
Designed for Growing & Complex Businesses
Monthly Bookkeeping Plus pricing reflects the added oversight and responsibility involved.
Best for businesses earning $500,000–$1,500,000 per year
Includes:
At this level, your books are maintained with intentional review, not just updates.
If your business earns more than $1.5M per year, or if you require:
Then CFO or advisory services may be more appropriate.
We’ll tell you if that’s the case.
These steps protect accuracy and long-term reliability.
As revenue grows, mistakes become more expensive.
Monthly Bookkeeping Plus helps you:
For growing businesses, attention to detail is risk management.
You connect your accounts and complete our assessment.
Our team maintains and reviews your records each month.
You receive financial statements and a written health summary.
Your books stay aligned with tax planning and compliance needs.
All services are delivered 100% online using secure systems.
Monthly Bookkeeping Plus is offered to businesses that meet specific revenue and complexity criteria.
To begin, complete our Bookkeeping Services Assessment.
This allows us to confirm whether Bookkeeping Plus is the right fit—or if another service would serve you better.
Submitting the assessment does not guarantee acceptance into Monthly Bookkeeping Plus services
If your business qualifies, we share the next steps
