Modern Bookkeeping Services for Growing Businesses
Accurate, automated, and built for clarity—our process-powered bookkeeping keeps your financial records clean, current, and decision-ready.
Smart, Automated Bookkeeping — Powered by Technology for Error-Free Records
We combine advanced automation with experienced accounting professionals to eliminate manual errors, reduce delays, and provide real-time financial visibility.
No spreadsheets. No guesswork. Just clean, reliable financial data you can trust.
What’s Included in Our Bookkeeping Service
- Real-Time Transaction Syncing: Bank, credit card, merchant, and payment platform transactions automatically sync into your accounting system for up-to-date records.
- Monthly Reconciliations & Reporting Accurate reconciliations and clear financial statements delivered consistently—so you always understand your numbers.
- Secure Cloud Access 24/7: Access your financial data anytime, anywhere through secure, cloud-based systems with full transparency.
Flexible Bookkeeping Plans
Our Bookkeeping services are designed to support accurate monthly or quarterly financial close and reporting, ensure and maintain completeness of accounting records, and provide reliable financial information for management and compliance purposes. These services do not include day-to-day transaction processing and are focused exclusively on month or quarter end review, reconciliation, and reporting.
Bookkeeping services are tailored based on client size and transaction volume and may include the following:
Monthly
- Data entry and reconciliation of bank, investment loan and credit card statements
- Record and reconcile payroll transactions, if applicable
- Provide "audit ready" accounting packet which will include:
- Accountant’s cover letter
- Financial Analysis Report
- Internal Profit & Loss Statement, Balance Sheet, General Ledger
- Bank and credit card statements and associated reconciliation reports
- Payroll reports, if applicable
- Revenue / sales reports, if applicable
- Sales tax returns, if applicable (Nevada Sales and Use Tax Return is a separate service item)
- Additional document used to complete bookkeeping
Annually
- Contractor and vendor 1099 tracking (1099 Filing is a separate service/billing item)
- Work with tax preparer / CPA and provide accounting documents for annual federal tax filing, if applicable
As Needed / Ongoing
- Light accounting consulting
- As needed owner review meetings
Included Roles / Staff
- Accounting Manager or Controller
- Bookkeeper
- Administrator
Quarterly
- Data entry and reconciliation of bank, investment loan and credit card statements
- Record and reconcile payroll transactions, if applicable
- Provide "audit ready" accounting packet which will include:
- Accountant’s cover letter
- Financial Analysis Report
- Internal Profit & Loss Statement, Balance Sheet, General Ledger
- Bank and credit card statements and associated reconciliation reports
- Payroll reports, if applicable
- Revenue / sales reports, if applicable
- Sales tax returns, if applicable (Nevada Sales and Use Tax Return is a separate service item)
- Additional document used to complete bookkeeping
Annually
- Contractor and vendor 1099 tracking (1099 Filing is a separate service/billing item)
- Work with tax preparer / CPA and provide accounting documents for annual federal tax filing, if applicable
As Needed / Ongoing
- Light accounting consulting
- As needed owner review meetings
Included Roles / Staff
- Accounting Manager or Controller
- Bookkeeper
- Administrator
A Simple, Structured Process
Onboarding & Assessment
We review your current books, systems, and workflows to identify gaps and opportunities for automation.
Account Sync & System Setup
We connect your financial accounts, configure cloud software, and implement process-driven automation tools.
Monthly Reconciliation & Review
Your dedicated bookkeeping team reconciles accounts, prepares reports, and ensures accuracy.
Ongoing Support & Optimization
We continuously monitor performance, improve efficiency, and provide proactive financial insights.
Proven Accuracy & Efficiency
Backed by 75+ combined experience, PBTSI delivers reliable, system-driven accounting with zero downtime, fast response times, and long-term client retention. You’re never dependent on one person—you’re supported by a resilient, automated team.
Reduction in Manual Errors through automation
Monthly Reporting Delivered Every Time
Businesses Supported
Supporting Business Owners
Integrated With Your Existing Tech Stack
Works seamlessly with the tools you already use—ensuring smooth data flow, automation, and accurate reporting without disrupting your operations.
Trusted by Business Owners Since 2002
I am grateful to have the opportunity to work with Stephanie White and her team at PBTSI. For years Stephanie has given me the needed guidance to thrive as a young and ambitious business owner in the Las Vegas Valley. Not only has she helped with my accounting for my business but she has also helped me with starting my Non-Profit. She has helped me create a business AND a Non-Profit step by step. I would recommend her services to anyone who asks about accounting. It is safe to say I will continue to be working with Stephanie and her team!
Aniciete Training Club
PBTSI rescued my company and me from the jaws of defeat. We had neglected our accounting department to the point that we hadn’t received month-end financials for 6 months. We didn’t know how to whip the department into shape because we’re mental health professionals, not accountants. We reached out to PBTSI while on the verge of bankruptcy, described the situation to them, and looked at them like deer in headlights hoping they could fix everything. It’s taken time and effort on our part, but 9 months later, we’re receiving on-time, accurate monthly financials, and we’ve completely revamped our accounting practices. We’re implementing budgets and financial meetings across departments, all under the leadership of PBTSI. PBTSI spoke in plain language and kept the jargon out. They walked me through QuickBooks personally and professionally. They helped me understand my financials and that I can reconfigure them in ways that make sense to me. They worked closely with staff in my business to undo confusing policies and procedures and implement streamlined systems. They worked closely with my CPA to ensure they have everything they need without making me feel like a go-between with my accountant and CPA. PBTSI is on my team. They’re kind, professional, knowledgeable, and experienced. I can’t emphasize how nice it is to have an accounting team that speaks English to me instead of accounting-ese. I have recommended PBTSI to anyone who asks me about accounting.
Healthy Minds
I have been very happy with the tax service and professionalism of Professional Bookkeeping & Tax Service Inc. From Chelsea, the Practice Manager, to Stephanie White, Founder & Accounting Director, I greatly appreciate their quick responses to questions asked and work to be completed. I look forward to continuing my association with them for the foreseeable future.
MikMar, Inc.
Frequently Asked Questions
Have questions about how PBTSI works? Here are answers to the most common questions about our outsourced, AI-driven accounting services, onboarding process, and technology.
How often will I receive financial reports?
You’ll receive consistent monthly reports, with real-time access available anytime through secure cloud systems.
Is my financial data secure?
Yes. We use secure, encrypted cloud systems and strict access controls to protect your data.
What accounting software do you use?
We work with leading platforms such as QuickBooks and other cloud-based systems, integrating with your existing tools whenever possible.
Can you clean up messy or outdated books?
Absolutely. We offer bookkeeping clean-up and restructuring as part of onboarding if needed.
Book a Free Bookkeeping Consultation
Let’s simplify your bookkeeping and bring clarity to your financial operations.