Accounting Solutions,
Built for Growing Businesses
PBTSI delivers full-service accounting, tax, and business advisory solutions designed for modern companies. From day-to-day bookkeeping to strategic CFO guidance, we help you stay compliant, profitable, and confident in every financial decision.
Financial Operations & Management (FOM)
PBTSI delivers a fully integrated financial operations department—designed to scale, powered by automation, and supported by global talent 24/7.
Full-Service Accounting Department
A complete outsourced financial operations department that replaces multiple vendors with one integrated system.
Bookkeeping
Accurate, real-time financial records with automated reconciliation and reporting.
Payroll & HR
Reliable payroll processing and people operations with full compliance and zero downtime.
CFO Advisory
Strategic financial leadership, forecasting, and insights to guide smarter business decisions.
Tax Services
Proactive tax planning, filings, and compliance—handled seamlessly within your financial operations.
A Simple, Proven Process From Start to Finish
Discovery & Goal Setting
We analyze your systems, challenges, and financial needs.
Onboarding & Technology Setup
We connect your accounts, implement automation, and create your reporting structure.
Ongoing Support
Your dedicated team manages bookkeeping, payroll, tax, and financial strategy—daily, monthly, and yearly.
Growth Guidance
Your virtual CFO provides insights, forecasts, and ongoing advisory as your business evolves.
How We Use Automation to Save Time and Reduce Errors
At PBTSI, we combine advanced accounting technology with streamlined workflows to give your business faster, more accurate financial results. By automating routine tasks—like reconciliations, data entry, and reporting—we reduce manual errors, free up your team, and give you real-time insight into your finances.
- Faster Processing: Routine tasks completed efficiently and accurately.
- Error Reduction: Automation minimizes human mistakes in accounting and reporting.
- Real-Time Financial Insights: Make confident business decisions with up-to-date data.
- Scalable Solutions: As your business grows, our systems adapt without adding overhead.
- Automation, accuracy & reporting
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 does outsourced accounting work?
We manage all your bookkeeping, payroll, HR, tax, and reporting remotely with a dedicated team.
Is everything really done for me?
Yes. We handle the heavy lifting—daily, monthly, quarterly, and annually.
What tools do you use?
QuickBooks, Gusto, Firm360, and proprietary automations.
How soon can we get started?
Most clients are fully onboarded within 7–14 days.
Ready to Simplify Your Accounting?
Let’s build a modern, scalable system that grows with your business.