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.

Smarter Accounting

What’s Included in Our Bookkeeping Service

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

  • 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

As Needed / Ongoing

Included Roles / Staff

our working process

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.

Stats that build trust

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.

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Reduction in Manual Errors through automation

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Monthly Reporting Delivered Every Time

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Businesses Supported

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Supporting Business Owners

tech stack

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.

testimonials

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!

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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.

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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.

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MikMar, Inc.

FAQs

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.

You’ll receive consistent monthly reports, with real-time access available anytime through secure cloud systems.

Yes. We use secure, encrypted cloud systems and strict access controls to protect your data.

We work with leading platforms such as QuickBooks and other cloud-based systems, integrating with your existing tools whenever possible.

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.