The Book Office

The team behind the books.

Clean books, on-time returns, no cleanup required. We work behind accounting firms, and directly for business clients.

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Our approach

How we run the work.

Firms and businesses, big jobs and small — we handle it.

You stay in charge

You set the spec, timing, and delivery. We do the rest.

Senior work, independently reviewed

Every deliverable is reviewed by someone who didn’t produce it before it leaves the door. We measure ourselves on quality and on-time — internally, every month.

People over platforms

We work in modern tools and the stack you’d expect. The work is done right because of people and process, not software.

Two Ways to Work With Us

Partner. Direct.

Same team. Same standards. Two ways to engage.

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TBO Partner.

Capacity as a Service for accounting professionals. White-label work behind your firm’s brand — your clients never see us.

Discover TBO Partner
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TBO Direct.

Direct capacity for corporate bookkeepers. We work alongside your team — you keep the books and final say.

Discover TBO Direct

Our services

What we handle.

Bookkeeping and tax prep
for accounting firms and corporate bookkeepers.

See all services
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Bookkeeping

Books done right.

Daily entries, reconciliations, monthly close, cleanup and catch-up, QuickBooks setup, custom and consolidated reporting, and budgeting. Whatever the books need — done to one standard.

  • Monthly close on a fixed cadence
  • Cleanup & catch-up — including multi-year
  • QuickBooks setup
  • Chart-of-accounts design
  • Custom and consolidated reporting
  • Tax-ready reports every month
See bookkeeping
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Tax preparation

Returns prepared. Reviewed. On time.

Individual returns, federal and state, delivered to your firm’s season schedule.

  • Reviewed before it reaches your firm
  • Drafts on your firm’s schedule
  • Individual returns, federal and state
See tax prep

Our difference

Why hire us.

Three things you won’t find at most outsourced shops.

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Pricing you can see

Published bookkeeping pricing for TBO Direct. Firms: request pricing on a short call.

Pricing
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Built by a CPA

Founded by a CPA who’s run a firm — process, checklists, independent review. Not a software shop.

About Us
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One operation, same standards

White-label or direct — same team, same review, same cadence.

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Proof, not promises.

A CPA firm's season, fixed

Dacchille, Allen & Associates (DAA), a Boone, NC CPA firm, put ~150 individual returns through The Book Office this season — most done before May. Extensions fell from over 60% of returns to under 40%, with no seasonal hire.

Read the DAA Case Study

A national tax platform, served

The Book Office ran a fully automated white-label tax pipeline behind ezTaxReturn, a national DIY tax platform: zero onboarding failures, hard payment and document controls on every return, and no added headcount.

Read the ezTaxReturn Case Study

From the team behind the books.

Inside the operation

Short videos on who we are, how we run the work, and what you get when you hire us.

View the Full Library on YouTube

FAQ

Common questions.

What firms and business owners ask us before they buy.

What’s the difference between TBO Partner and TBO Direct?

TBO Partner runs the work behind accounting and bookkeeping firms — white-label, your client never sees us. TBO Direct works directly with corporate bookkeepers who want to scale their own capacity without losing control of the books. Same team, same standards, two ways to engage.

Do you sign long-term contracts?

No. No long-term contracts, no seat minimums. You can scale up, scale down, or stop at any time.

How do you keep client data secure?

Encrypted transfers, multi-factor authentication, secure document platforms, and signed NDAs. Every deliverable also gets a documented independent review before it leaves the door.

How quickly do you turn work around?

We work to your deadlines and close schedule. Turnaround is agreed up front for each engagement, and delivery happens on the agreed date — if a date is ever at risk, you hear it before the date, not after.

What software do you use?

We work in the stack you — or your clients — already use. QuickBooks Online, ProSeries, ProConnect, secure document platforms, and the tax software your firm prefers. We don’t push you onto a proprietary system.

For firms: do you ever contact our clients directly?

Only if you ask us to. By default we work entirely behind your firm’s brand — your clients don’t know we exist.

For bookkeepers: do you replace my role?

No. You stay on the books and on the client; we take the volume work — daily entries, reconciliations, monthly close, cleanup. You keep visibility, the client keeps you, and your capacity goes up without adding a hire.

Where is your team based?

The Book Office is U.S.-managed under U.S. firm leadership. Our quality standards — independent review, monthly scorecards, secure platforms — are consistent across the operation regardless of where any individual team member sits.